Intake & Referrals

For owners and ops: home health referral process, intake management, checklists, and authorization

In this section

• The Intake Checklist That Actually Works

  For intake and ops: what to verify before start of care, and why order-to-note matters.

• Order-to-Note Matching: Why It Causes Denials and How to Fix It

  What managers need: aligning physician orders with face-to-face and plan of care.

• Face-to-Face Encounter Requirements

  For home health: timing, documentation, and how to avoid denials.

• Insurance Verification for Home Health

  For intake and ops: steps and scripts that get your team to yes faster.

• Referral Volume and Conversion: Tracking What Actually Reaches SOC

  For owners and ops: funnel metrics and where referrals drop off.

• Hospital Discharge Planning Partnerships That Send You Referrals

  For agency business development: how to work with case management and discharge planners.

• Referral-to-SOC Intake Management: SLAs, Handoffs, and Who Owns What

  For owners and ops: set targets, assign owners, and stop referrals from stalling before start of care.

• Referral Management for Home Health Owners: A Simple Operating System From First Call to SOC-Ready

  For agency owners: run intake as a managed pipeline—readiness rules, ownership, and a weekly review so more referrals become admits with fewer denials.

• Why Home Health Referrals Fall Out Before Start of Care, And How to Fix It

  For owners and ops: referral drop-off, root causes, tracking, and fixes so more referrals become patients.

• Pre-SOC Medicare Integrity Gate: Stop UPIC and ADR Problems Before Start of Care

  For intake and ops: hard stop rules before SOC so face-to-face, orders, and certification are defensible when a UPIC letter arrives.