This detailed guide is designed for the Hospice Works Knowledge Base. It follows the specific clinical workflow demonstrated in the training video, emphasizing how Clinical Intelligence can reclaim over an hour of your time.


Knowledge Base: Initial Nursing Assessment (INA) Workflow

The Initial Nursing Assessment is a cornerstone of the admission process. By utilizing the Hospice Audit Guard Co-Pilot, clinicians can move away from manual data entry and focus on clinical decision-making. Following this workflow correctly can save one hour or more per assessment.

1. Accessing the Assessment

The INA is not something you have to search for; it is built into your standard admission steps.

  • Automatic Assignment: The INA is automatically added to the Task Routine Care Admission Workflow.

  • Dashboard Access: Access the assessment directly from the Patient Dashboard.

  • The Task List: Locate and click the Initial Nursing Assessment link found within the patient's Task List.

2. Setting Up the Assessment

Upon opening the document, you are required to establish the basic visit parameters to ensure accurate billing and documentation:

  • Required Fields: Enter the Effective Date, Time In, Time Out, and Mileage.

  • Accordion Documentation: The assessment uses an accordion-style layout. You can expand specific sections (e.g., Patient Profile, Fall Risk, Nutritional Assessment) as you go, keeping your workspace organized.

  • Continuous Auto-Save: Our system includes a real-time auto-save feature. If your tablet dies or you lose internet connectivity, the system retains a draft, ensuring you never have to start over.

3. Clinical Intelligence & Automated Data Flow

Hospice Works uses Clinical Intelligence to pull data forward from previous interactions, ensuring your documentation is consistent and compliant.

  • Eligibility Rationale: The system pulls data from the pre-admission hospice criteria review to automatically build a clinical rationale for the patient's prognosis.

  • HOPE Document Integration: Responses to specific questions, such as the F3000 (Spiritual/Existential Concerns), flow directly from the INA into the HOPE Admission Document, eliminating double-entry.

4. The Hospice Audit Guard Co-Pilot

The Co-Pilot (located on the right-hand panel) acts as your digital clinical assistant to audit your work and draft complex sections.

A. Guidance: Draft Care Plans (20–30 Minute Savings)

Instead of generic, one-size-fits-all templates, the Co-Pilot generates personalized care plan recommendations based on the specific clinical data you’ve entered.

  • To Implement: Click Approve and Push to Draft Care Plans.

  • Finalizing: These are pushed as drafts to the Care Plan Manager (indicated by the orange icon in the top taskbar), where you can edit, refine, and officially approve the Problems, Goals, and Interventions.

B. Draft Summary & Eligibility Support (30+ Minute Savings)

The most powerful time-saver is the Co-Pilot’s ability to synthesize a professional clinical narrative from your assessment data.

  • Narrative Synthesis: The Co-Pilot reviews sections like functional decline, symptom burden, and eligibility indicators.

  • To Implement: Select the desired sections and click Insert into Summary.

  • Result: A comprehensive documentation summary is instantly generated, complete with the clinical logic required for regulatory compliance.

5. Narrative Refinement: Speech-to-Text

To add personalized clinical observations to your summary without typing, use the HIPAA-compliant microphone icon at the bottom of the summary field. Click the icon (it will turn red) to dictate your notes directly into the record.


Time-Saving Impact Table

FeatureDocumented SavingsValue Addition
Draft Care Plans20 – 30 MinutesPatient-specific interventions vs. generic templates.
Draft Summary & Eligibility30+ MinutesOne-click synthesis of complex clinical findings.
Total Efficiency Gain1 Hour+ Per INAReduced documentation fatigue and more patient time.

Clinician's Guardrail: The Hospice Audit Guard Co-Pilot is designed to provide high-quality drafts based on Clinical Intelligence. However, as the licensed professional, you maintain final authority. You must review, edit, and approve all drafted content before it becomes a permanent part of the patient record.

Questions? Reach out to support@hospiceworks.com or consult the "Help" tab in the main navigation menu.