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Referral, Intake, and Acceptance of Clients

Sets how the Agency receives referrals, screens each one against the eight acceptance factors in 10A NCAC 13J .1101, decides promptly whether it can accept the client, tells the referral source when it cannot meet the time frame requested, refers clients it cannot serve to other agencies, and records the referral source and the reasons for any nonacceptance.

Preview: full text with a package
About this policy
Policy number
NC-HC-ADM-01
Version
1.0
Main rule
10A NCAC 13J .1101
Library
North Carolina home care · 50 policies
Category
Service delivery
Sections
20

In short

  • Enter every referral on the screening record the same day it comes in.
  • Check that the client's address is inside our service area for each service.
  • Any help that involves touching the client is in-home aide service and needs the registered nurse.
  • Tell the referral source by the end of the next business day whether we can accept.
  • NC Medicaid referrals: accept or reject in the Provider Interface within 2 business days.

What's inside

20 sections. The full text comes with the One-time Policy Pack.

Full text with a package
  • Terms of Reference
  • 1. Purpose
  • 2. Scope
  • 3. Definitions
  • 4. Policy Statement (10A NCAC 13J .1101)
  • 5. Receiving a Referral
  • 6. Acceptance Factors
  • 7. Time Frames
  • 8. Deciding and Recording the Decision
  • 9. When the Agency Cannot Serve the Client
  • 10. Geographic Service Area
  • 11. Explaining Acceptance, Continuance and Eligibility
  • 12. NC Medicaid Personal Care Referrals and Other Programs
  • 13. Responsibilities
  • 14. Records and Compliance Monitoring
  • 15. Staff Training
  • 16. References
  • 17. Related Policies and Forms
  • 18. Approval
  • 19. Revision History

An inspector may ask

  • Show me your acceptance policy. How do you decide whether you can meet a client's needs at home?
  • What is your time frame for responding to a referral and for the initial assessment, and how do you tell the referral source when you cannot meet it?

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