HCAF: After Receiving Secret Knock on the Door, How to Improve Your Certified Intake Process (1 SN, ST, OT, PT, ACCT CEU)

1 module


Course Length
60 mins

J'non Griffin



Home Care’s intake process is no longer simply receiving the information given from a referral source and performing the necessary data entry. PDGM’s devil is in the details. Eligibility requirements, homebound criteria, appropriate referring diagnosis and conditions, recent procedures or injuries, special skilled service needs and clinical characteristics all determine home health periods of care and meaningful clinical groupings and payment categories. After your agency receives that elusive and potentially rewarding referral, does your staff know the critical details to ascertain, the pertinent questions that need answered, the components of a complete physician visit note, and how to communicate all of this to clinical and billing staff? As the other teams receive these details, do they feel empowered to follow-up and request additional information if they recognize a gap in needed details? A continuous feed-back loop should be implemented to perfect your intake and communication process. In truth, your entire team needs to know the signs and signals, much like secret handshakes, to implement a successful intake process under PDGM.


The learner will be able to discuss items needed for a successful intake department

The learner will understand the importance of face to face and proper referral under RCD

The learner will be able to identify what items are needed for laying the foundation of the referral

Question and answer


By completing/passing this course, you will attain the certificate HCAF Course Certificate

Learning Credits

HCAF: After Receiving Secret Knock on the Door, How to Improve Your Certified Intake Process
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