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Intake, Acceptance of Consumers, and Initial Assessment

Sets out how the Agency handles a referral, decides fairly and consistently whether it can safely meet a consumer’s non-skilled home care needs, carries out an initial home visit assessment, signs a service agreement, and completes every step that must happen before the first visit, including the information packet and, for waiver participants, an approved service plan and confirmed eligibility.

Preview: full text with a package
About this policy
Policy number
PA-HC-ADM-01
Version
1.0
Main rule
28 Pa. Code §611.57(c)
Library
Pennsylvania home care · 49 policies
Category
Service delivery
Sections
18

In short

  • Call back every referral within 1 business day.
  • Accept only non-skilled home care needs the Agency can staff safely. Refer skilled nursing or therapy to a licensed home health care agency.
  • A supervisor visits the home before services start to assess needs, preferences and safety.
  • Nothing starts until the checklist is done: packet signed, service agreement signed, service plan agreed, and a qualified worker briefed.
  • For waiver participants, confirm an approved service plan and eligibility before the first visit.

What's inside

18 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 (28 Pa. Code §611.57(c))
  • 5. Taking a Referral
  • 6. Deciding Whether the Agency Can Accept
  • 7. Initial Home Visit Assessment
  • 8. Before the First Visit
  • 9. The Home Care Service Agreement
  • 10. Declining a Referral
  • 11. Responsibilities
  • 12. Records and Compliance Monitoring
  • 13. Staff Training
  • 14. References
  • 15. Related Policies and Forms
  • 16. Approval
  • 17. Revision History

An inspector may ask

  • Walk me through what happens from the first call to the first visit.
  • How do you decide whether you can accept a consumer? Show me a referral you declined and why.

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