Referral, Intake, and Acceptance of Clients
Sets how the Agency receives referrals and enquiries, gathers intake information, decides whether it can safely serve a person with the nonmedical home health services it is licensed for, in the area it serves and with the staff it has, makes the initial home visit, tells the person the decision, and prepares for the first visit. Adds the acceptance rules for PASSPORT, Ohio Home Care Waiver and MyCare Ohio referrals.
About this policy
- Policy number
- OH-HC-ADM-01
- Version
- 1.0
- Main rule
- OAC 173-39-02.11(C)(2)(a)
- Library
- Ohio home care · 49 policies
- Category
- Service delivery
- Sections
- 21
In short
- Call back every new referral by the end of the next business day, and open a referral and intake record.
- We give nonmedical care only. If someone needs nursing or therapy from us, refer them to a licensed skilled agency.
- Accept a client only if we serve their county and have trained aides for the hours they need.
- The aide supervisor visits the home before the first service to review needs, safety and preferences.
- For Medicaid clients, schedule only the services and hours on the approved plan.
- If we cannot serve someone, explain why kindly and suggest other help.
What's inside
21 sections. The full text comes with the One-time Policy Pack.
- Terms of Reference
- 1. Purpose
- 2. Scope
- 3. Definitions
- 4. Policy Statement (OAC 173-39-02.11(C)(2)(a))
- 5. Receiving a Referral or Enquiry
- 6. Intake Screening
- 7. Deciding Whether the Agency Can Serve the Person
- 8. Referrals from ODA's Designee and Waiver Case Managers
- 9. Initial Home Visit and Needs Review
- 10. Telling the Person the Decision
- 11. Documents Before the First Service
- 12. Preparing for the First Visit
- 13. When the Agency Cannot Serve or Must Refer
- 14. Responsibilities
- 15. Records and Compliance Monitoring
- 16. Staff Training
- 17. References
- 18. Related Policies and Forms
- 19. Approval
- 20. Revision History
An inspector may ask
- Walk me through what happens from the first phone call to the first visit for a new client.
- How do you decide that you can accept a client? Show me a referral you declined and why.
See Cura Core with your agency's name on it.
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