Video Overview: Initial Nursing Assessment (INA) Workflow


This tutorial provides a step-by-step walkthrough of the Initial Nursing Assessment (INA) within Hospice Works. We demonstrate how to move away from manual documentation by leveraging Clinical Intelligence via the Hospice Audit Guard Co-Pilot, allowing you to reclaim significant time for direct patient care.


Workflow & Access

  • Automatic Integration: The INA is automatically added to your Task Routine Care Admission Workflow.

  • Direct Access: Access the assessment directly from the Patient Dashboard by clicking the Initial Nursing Assessment link on the patient's Task List.

  • Reliable Setup: Learn to set visit parameters (Time In/Out, Mileage) and use the accordion-style sections with built-in Auto-Save to protect your work.

The Hospice Audit Guard Co-Pilot

The Co-Pilot is your digital clinical assistant, using Clinical Intelligence to assist with complex documentation tasks:

  • Draft Care Plans (Saves 20–30 Minutes): Clinical Intelligence analyzes your assessment data to suggest patient-specific Problems, Goals, and Interventions—moving beyond generic templates.

  • Comprehensive Draft Summary (Saves 30+ Minutes): With one click, the Co-Pilot synthesizes eligibility support, functional decline, and symptom burden into a professional narrative.

  • Regulatory Compliance: The system automatically builds the necessary eligibility rationales required for CMS-friendly documentation.

Efficiency Impact

By following this workflow, clinicians can expect a total efficiency gain of one hour or more per INA.

  • Draft Care Plans: 20–30 minute reduction.

  • Draft Summary & Eligibility Support: 30+ minute reduction.

  • Total Savings: 60+ minutes per assessment.


Clinician Control: While the Hospice Audit Guard Co-Pilot provides high-quality drafts, the licensed clinician maintains final authority to review, edit, and approve all documentation.

Questions? Reach out to support@hospiceworks.com or consult the Help tab in the Hospice Works platform.