How does client intake work for home care & NEMT?
Your HIPAA-trained intake specialist works under a BAA in your hours: home care referrals from discharge planners, case managers, physicians and families are logged with services needed, payer source and start date; payer eligibility and authorization are verified for Medicaid waiver, LTC insurance, VA and private pay; the RN assessment is scheduled; consents, service agreements, privacy notices and payment authorizations are sent and chased; emergency contacts, home access and safety notes are recorded; and the client record is built in AxisCare, WellSky or AlayaCare with the care plan tasks entered once the RN signs. Referrers hear back the same day with the assessment date. SS Support Network has run this intake since 2020, and the daily report shows referrals received, assessments booked, files complete and starts of care.
What tasks does client intake cover for home care and NEMT agencies?
- Log referrals with services, payer, start date and referrer the same day
- Verify payer eligibility and authorization before the assessment
- Schedule the RN assessment and confirm with the family and referrer
- Send and chase service agreements, consents and payment authorizations
- Record emergency contacts, home access and safety notes
- Build the client record and enter care plan tasks once the RN signs
- Capture NEMT member eligibility, mobility needs, escorts and standing orders
- Report referrals, assessments, files complete and starts of care daily
