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Initiation of Care and the Initial Assessment Visit

Sets the time frame and content of the initial assessment visit: a registered nurse (or the therapist when therapy is the only service ordered) visits within 48 hours of referral, within 48 hours of the patient’s return home, or on the practitioner-ordered start of care date; gives the rights and other notices before care; assesses immediate needs and, for Medicare patients, eligibility and homebound status; and obtains practitioner approval for changes to the referral orders.

Preview: full text with a package
About this policy
Policy number
OH-HH-ADM-02
Version
1.0
Main rule
42 CFR §484.55(a)
Library
Ohio home health · 59 policies
Category
Service delivery
Sections
20

In short

  • A registered nurse makes the first visit within 48 hours of referral, within 48 hours of the patient’s return home, or on the start date the practitioner ordered.
  • A therapist may make the first visit only when therapy is the only service ordered.
  • Give the rights notice and advance directive information before any care.
  • If you cannot make the visit on time, tell the clinical manager at once, who tells the practitioner.
  • Get the practitioner’s approval before adding or changing any service after the evaluation.

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 (42 CFR §484.55(a))
  • 5. Time Frames That Apply
  • 6. Who Makes the Visit
  • 7. Before the Visit
  • 8. At the Initial Assessment Visit
  • 9. When the Plan Must Change After the Evaluation
  • 10. When the Visit Cannot Be Made on Time
  • 11. If the Patient’s Needs Cannot Be Met
  • 12. Ohio Medicaid Patients
  • 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

  • For this patient, when was the referral received and when was the initial assessment visit made?
  • Who made the visit, and why could a therapist make it here?

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