In this video we will take you through the entire intake process from referral to admission.
00:09: Click "Referral" to open the referral management area in Hospiceworks.
00:13: Click "Create Referral" to start a new patient referral process.
00:17: Click "Patient Information" to enter or review patient details.
00:21: Click "Clinical Information" to provide or update clinical data for the referral.
00:26: Click "Payers" to manage insurance and payment information related to the referral.
00:30: Click "Contacts" to view or add contact information associated with the referral.
00:35: Click "Preview" to review all entered referral information before submission.
00:39: Click "Review Eligibility" to begin
00:41: verifying the patient's eligibility for services.
00:45: Click the "New Request" button
00:46: first to run eligibility,then
00:47: click "Complete" to finalize the eligibility verification step.
00:52: Click "2 Start Pre-Admission" to initiate the pre-admission procedures for the
00:55: patient.
00:56: Click "Note" to add relevant comments or observations if needed during referral.
01:01: Click "Complete" to start pre-admission phase.
01:03: Click "Submit" to confirm starting pre-admission process.
01:07: The Tasks to Complete are all optional,
01:09: you can go directly to the Admit Button below at any time.
01:12: or you can complete the tasks.
01:14: Click "Hospice Criteria Review" to evaluate the patient's eligibility based on
01:18: hospice LCD guidelines.
01:21: Click "Obtain Consents" to confirm all necessary patient permissions and
01:24: authorizations have been received.
01:27: Click "Schedule" to manage appointment and visit scheduling for the patient.
01:31: Click "Schedule Visits" to arrange upcoming patient visits and care sessions.
01:35: Click "Select..." to choose a scheduling category or visit type.
01:39: Click "Initial Nursing Assessment" to select the assessment type for scheduling.
01:43: Click "Select..."
01:45: to pick a nurse or staff member for the assessment.
01:48: Click "Registered Nurse" to assign the nurse role for the visit.
01:52: Click "Select..."
01:54: to select a specific staff member for the visit.
01:57: Click date to select schedule date.
02:00: Click "Submit" to save the scheduled visit information.
02:03: Click "Dashboard" to go
02:04: back to the main overview screen.
02:06: Click "Schedule RN Admission
02:09: Visit" to confirm visit was scheduled.
02:11: Click "DME Evaluate/Order" to confirm durable medical equipment assessments and orders were
02:16: completed.
02:18: Click "Request
02:18: Medical Records" to confirm the task to initiate retrieval of patient
02:22: medical documents was completed.
02:24: Click "Documentation" to review or add patient-related documents.
02:28: Click "Upload File" to start uploading a document to the patient's record.
02:32: Click "Upload Medical Records" to add confirm patient
02:35: medical records were uploaded.
02:37: Click the Patient Name to return to the Pre-Admission Dashboard.
02:41: Click "Admit Patient" to start the admission process for the patient.
02:44: Click "Starting Benefit Period" to enter the patient's benefit period.
02:49: Click Yes or No on Transfer patient question.
02:52: Click "Select Routine Care"
02:53: on Care Level
02:55: Click "Select option" to choose location of care.
02:58: Click "Same as address listed" to confirm the patient's address from referral.
03:03: Click "Submit" to finalize and admit patient.
03:06: Click "Submit" again to confirm and complete the admission workflow.
00:00: This tutorial guides you through managing patient referrals in Hospiceworks
00:02: from creation to admission. You
00:04: will learn how to navigate the system and complete all necessary referral steps efficiently.
00:08: efficiently.
00:09: Click "Referral" to open the referral management area in Hospiceworks.
00:13: Click "Create Referral" to start a new patient referral process.
00:17: Click "Patient Information" to enter or review patient details.
00:21: Click "Clinical Information" to provide or update clinical data for the referral.
00:25: Click "Payers" to manage insurance and payment information related to the referral.
00:29: Click "Contacts" to view or add contact information associated with the referral.
00:33: Click "Preview" to review all entered referral information before submission.
00:37: Click "Review Eligibility" to begin
00:39: verifying the patient's eligibility for services.
00:42: Click the "New Request" button
00:43: first to run eligibility,then
00:44: click "Complete" to finalize the eligibility verification step.
00:49: Click "2 Start Pre-Admission" to initiate the pre-admission procedures for the
00:52: patient.
00:53: Click "Note" to add relevant comments or observations if needed during referral.
00:58: Click "Complete" to start pre-admission phase.
01:00: Click "Submit" to confirm starting pre-admission process.
01:04: The Tasks to Complete are all optional,
01:05: you can go directly to the Admit Button below at any time.
01:08: or you can complete the tasks.
01:10: Click "Hospice Criteria Review" to evaluate the patient's eligibility based on
01:14: hospice LCD guidelines.
01:16: Click "Obtain Consents" to confirm all necessary patient permissions and
01:19: authorizations have been received.
01:22: Click "Schedule" to manage appointment and visit scheduling for the patient.
01:25: Click "Schedule Visits" to arrange upcoming patient visits and care sessions.
01:30: Click "Select..."
01:32: to choose a scheduling category or visit type.
01:35: Click "Initial Nursing Assessment" to select the assessment type for scheduling.
01:39: Click "Select..." to pick a nurse or staff member for the assessment.
01:43: Click "Registered Nurse" to assign the nurse role for the visit.
01:46: Click "Select..." to select a specific staff member for the visit.
01:50: Click date to select schedule date.
01:53: Click "Submit" to save the scheduled visit information.
01:56: Click "Dashboard" to go
01:57: back to the main overview screen.
01:59: Click "Schedule
01:59: RN Admission Visit" to confirm visit was scheduled.
02:03: Click "DME Evaluate/Order" to confirm durable medical equipment assessments and orders were
02:07: completed.
02:09: Click "Request
02:09: Medical Records" to confirm the task to initiate retrieval of patient
02:12: medical documents was completed.
02:15: Click "Documentation" to review or add patient-related documents.
02:19: Click "Upload File" to start uploading a document to the patient's record.
02:22: Click "Upload Medical Records" to add confirm patient
02:25: medical records were uploaded.
02:27: Click the Patient Name to return to the Pre-Admission Dashboard.
02:30: Click "Admit Patient" to start the admission process for the patient.
02:33: Click "Starting Benefit Period" to enter the patient's benefit period.
02:37: Click Yes or No on Transfer patient question.
02:40: Click "Select Routine Care"
02:41: on Care Level
02:43: Click "Select option" to choose location of care.
02:46: Click "Same as address listed" to confirm the patient's address from referral.
02:50: Click "Submit" to finalize and admit patient.
02:52: Click "Submit" again to confirm and complete the admission workflow.
02:56: You have successfully completed the patient referral and admission process in
02:59: Hospiceworks. All necessary information
03:01: has been entered, eligibility reviewed, visits scheduled, and the patient admitted.
03:05: For further assistance, explore related tutorials on patient care management and
03:09: documentation handling.
Referral to Admission Workflow
This tutorial provides a comprehensive walkthrough of the HospiceWorks Referral to Admission workflow. Whether you're onboarding a new patient or managing existing referrals, this guide ensures your team can navigate the process with efficiency and accuracy.
? What’s Covered in This Video
Transitioning a patient from initial referral to active care shouldn't feel like a marathon. This video breaks down the process into manageable stages:
- Referral Management: Navigating the referral tab and understanding statuses (Active, Discharged Alive, and Cancelled).
- Creating Referrals: Using the "accordion-style" form to enter patient, clinical, and payer information.
- Eligibility & Queue: How to run eligibility checks and move patients into the admission queue.
- Pre-Admission Tasks: Managing the Pre-Admission dashboard, including:
- Hospice Criteria Review: Evaluating eligibility based on LCD guidelines.
- Scheduling: Setting up the initial RN Admission visit.
- Documentation: Uploading medical records and tracking consents or DME orders.
- Final Admission: Finalizing the admission date, benefit periods, and care levels to officially start the patient’s journey.
⏱️ Video Timestamps
Click the links below to jump to a specific section:
- 00:00 – Introduction & Dashboard Overview
- 00:13 – Navigating the Referrals Section
- 00:34 – Creating a New Referral (The Accordion Form)
- 01:06 – Reviewing Eligibility & Moving to the Queue
- 02:21 – Transitioning to Pre-Admission
- 02:45 – The Pre-Admission Dashboard & Task List
- 03:01 – Performing the Hospice Criteria Review
- 03:21 – Scheduling the RN Admission Visit
- 04:04 – Uploading Medical Records & Document Management
- 04:42 – Pro-Tip: Automated Data Transfer to Nursing Assessments
- 05:03 – Finalizing the Admission Process
- 06:24 – Conclusion & Support Info
? Key Takeaway
HospiceWorks is designed to eliminate double-entry. Data entered during the Hospice Criteria Review automatically flows into the Initial Nursing Assessment, saving your clinicians valuable time and ensuring data integrity across the board.
✉️ Need Extra Help?
If you have questions or need a hand with the workflow, our team is standing by.
- Email: support@hospiceworks.com
- Knowledge Base: Visit our site for the follow-up video on the Hospice Admission Workflow.
Note: This video was recorded in a training environment. All patient data shown (e.g., Perel S.) is for demonstration purposes only.
