Homecare agency intake process tips

Home Health Intake Process Best Practices

Improving the intake process in your home health agency


If you are a home health care agency looking to improve your intake process, there are several steps you can take to streamline the process and provide high-quality, personalized care to your patients. In this article, we will provide some tips and best practices for improving your home health agency intake process.

  1. Streamline the Referral Process

The first step in improving your home health agency intake process is to establish clear communication channels with physicians, hospitals, and other healthcare providers who may refer patients to your agency. This can include developing a referral form or checklist that includes all the necessary information about the patient, their medical condition, and the care they require.

  1. Conduct a Thorough Initial Assessment


Once you receive a referral, conduct a thorough initial assessment to determine the patient’s eligibility for home health services. This assessment may include a review of the patient’s medical history, current medical needs, and living environment. A good home health care software can very much help make this process as efficient as possible.

  1. Verify Insurance Coverage


Verifying insurance coverage is an important part of the home health agency intake process. To make this process as efficient as possible, we recommend having a dedicated staff member who is responsible for verifying insurance coverage and communicating this information to the patient and their family.

  1. Develop a Personalized Care Plan


Based on the assessment, develop a personalized care plan tailored to the patient’s needs. The care plan outlines the specific services that will be provided, as well as the frequency and duration of those services. We recommend involving the patient and their family in the care planning process as much as possible to ensure that the care plan reflects their goals and preferences.

If you use Alora as your home health EMR, the system can guide you through patient-specific care planning and automatically generate the plan of care for the physician to sign.

  1. Assign Staff Members Based on Expertise and Experience


Once the care plan is ready in your home health software, it is important to assign staff members to the patient’s care team based on their expertise and experience. The team may include a registered nurse, a licensed practical nurse, a physical therapist, an occupational therapist, and/or a home health aide. Clear communication between all members of the care team is also essential to ensure that the patient receives high-quality, coordinated care.

  1. Timely Initiation of Care


Once the care plan is in place and staffing is arranged, start providing services to the patient in their home according to the plan of care. Initiation of care should be timely and efficient to ensure that patients receive the care they need as quickly as possible. To make this process as smooth as possible, we recommend having a dedicated staff member who is responsible for coordinating the care.

In conclusion, the best home health agency intake process is one that is streamlined, efficient, and personalized. By following these steps and implementing these best practices, agencies can ensure patients receive high-quality, individualized care that meets their unique needs and goals.

Additional blogs you might find helpful:

  1. The Ten Step Guide to Growing Your Home Health Agency – White Paper
  2. Six steps to a successful EMR transition
  3. Strong onboarding to drive staff retention in your agency
  4. Is your case management effective?
  5. Caregiver training – Getting nurses off to a good start

Alora home health software is a comprehensive system for both skilled and non-skilled home care that features the latest home health technology. Our cloud-based solution covers every aspect of a home health care agency operation, and for more than 16 years Alora has provided both administrators and field staff with integrated solutions that make providing high-level patient care a joy, while fostering regulatory compliance and agency growth.

Learn more about Home Health Software

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