Referral, Intake, and Acceptance of Clients
Sets out how the Agency receives and records referrals, screens each prospective client against its licensed service categories, its staffing and the client's residence, identifies medically frail or medically compromised clients who need nurse supervision, and decides whether to accept the client, so that it never offers a service it cannot reasonably expect to deliver in accordance with the rules.
About this policy
- Policy number
- GA-HC-ADM-01
- Version
- 1.0
- Main rule
- Ga. Comp. R. & Regs. 111-8-65-.09(2)
- Library
- Georgia home care · 49 policies
- Category
- Service delivery
- Sections
- 17
In short
- Write down every referral at once: the date, who referred, and what the client says they need.
- Pass every referral to a supervisor the same day. Only a supervisor or the Administrator accepts a client.
- We only accept clients we can staff, for services our license covers, in a residence (not a hospital or nursing home).
- Ask about the client's language and communication needs, and use an interpreter if needed.
- If we cannot help, the client is told why and given other places to try.
What's inside
17 sections. The full text comes with the One-time Policy Pack.
- Terms of Reference
- 1. Purpose
- 2. Scope
- 3. Definitions
- 4. Policy Statement (Ga. Comp. R. & Regs. 111-8-65-.09(2))
- 5. Receiving a Referral
- 6. Intake Screening
- 7. Medically Frail or Medically Compromised Clients
- 8. Deciding and Telling the Client
- 9. Responsibilities
- 10. Records and Compliance Monitoring
- 11. Staff Training
- 12. Points to Note
- 13. References
- 14. Related Policies and Forms
- 15. Approval
- 16. Revision History
An inspector may ask
- Show me the date of initial contact, the date of referral and the source of referral for this client.
- How do you decide whether you can accept a new client? Show me a referral you turned down and what you told the person.
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