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Referral Intake and Patient Acceptance to Service

Sets out how the Agency receives referrals, gathers the information it needs, decides consistently whether it can accept a patient using the same capacity criteria for everyone, tells the referral source and patient the decision, and keeps its public information about services accurate.

Preview: full text with a package
About this policy
Policy number
TX-HH-ADM-01
Version
1.0
Main rule
42 CFR §484.105(i)
Library
Texas home health · 56 policies
Category
Service delivery
Sections
18

In short

  • Log every referral at once with the exact date and time it came in.
  • Collect the patient details, practitioner, orders, payer, home situation, and language needs. Missing information does not stop the clock.
  • Only the supervising nurse, the alternate, or a clinical manager may accept a patient. Intake and marketing staff never accept or promise a start date.
  • We accept a patient only if we can meet their needs with the staff and skills we have, in our service area, on time.
  • If we cannot accept, tell the referral source and the patient the same day and suggest other agencies.

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 (42 CFR §484.105(i))
  • 5. Receiving a Referral
  • 6. Acceptance Criteria
  • 7. Making and Communicating the Decision
  • 8. Keeping the Acceptance Decision Honest
  • 9. Public Information About Services
  • 10. Annual Review of This Policy
  • 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

  • Show me your acceptance-to-service policy and the record of its last annual review.
  • Walk me through how you decided to accept this referral. Who made the decision, and on what criteria?

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