Home health referral intake, rebuilt around your agency
Home health and hospice referrals arrive as faxes and portal packets; our AI agents read each one, check coverage and overlaps, and write the patient into your system before admission.
Referral intake and patient access, ranked by our study of 169
- Prior-episode and overlap check at referralIn the top half of 169 workflowsWorth it, ready now
- Hospice election statement and addendum managementIn the top half of 169 workflows
- Admission clearance recordIn the top half of 169 workflows
- Pre-admission information packetIn the lower half of 169 workflows
- Referral intake captureIn the lower half of 169 workflows
- Coverage discovery and Medicaid application assistance for uninsured and self-pay patientsIn the lower half of 169 workflows
- Insurance card and identity captureIn the lower half of 169 workflows
- Phone intake and inquiry handling for families, referrers and hospice information calls, with urgent symptom escalationIn the lower half of 169 workflows
- Demographic and payer normalization across branches, the agency system, the visit-verification aggregator and the hospice pharmacyIn the lower half of 169 workflows
- Duplicate and merged record detection across acquired branchesIn the lower half of 169 workflows
Talk with our experts about which intake workflow your agency loses the most to.
Talk about your intake workflow
Referral intake leaks money before the first visit
Between the referral and the start of care, home health and hospice intake work leaks money in ways your team feels every day.
Faxes and portals re-keyed
Referral packets arrive by fax and three portals before being re-keyed into your agency system.
Overlaps found too late
Open episodes elsewhere surface only via rejected notices or overlap claims.
Self-pay balances written off
Uninsured and self-pay patients are billed as private pay until the balance is written off.
What we build between the referral and the first visit
Four workflows where our AI agents take the checking off your intake team, from the pre-admission packet to the admission clearance record.
Families learn what hospice covers before the first visit
The pharmacy's billing call tells families what hospice leaves uncovered. Our AI agents generate the packet per payer from the referral, deliver it before the admission visit and record the acknowledgement.
- Packet delivered before the admission visit
- Acknowledgement recorded per patient
- Benefit explanation matches the actual payer
Catch the other agency's open episode before you admit
An open episode elsewhere surfaces when the notice is rejected for an overlap. Our AI agents read the Common Working File at referral and settle open periods, elections and benefit position before admission.
- Every referral checked before admission
- No admission over an open election
- Prior hospice days counted up front
Election gaps held before the notice ever goes out
Admissions nurses check election elements from memory, and addendum requests go late. Our AI agents track each election and the five- and three-day addendum rule per patient, and generate the addendum from the plan of care.
- Every election signed and dated
- Addendum furnished inside the required days
- Changes of hospice carried over cleanly
How our experts and AI agents work inside your agency
Use our study of 169 home health and hospice workflows. Whichever intake workflow goes first, work backwards from outcome, fix data, automate.
01What your agency brings
No data extracts and no project plan to prepare. Bring the intake step that hurts most, the systems it runs on, and the staff who live it daily.
02What our experts do
They work backwards from the outcome you want, fix the data the workflow depends on, and write every rule where your intake lead can see and change it.
03What our AI agents do
They parse referrals, check coverage and overlaps, and flag gaps inside your live workflow, beside your EMR and portals, so results compound.
Why custom AI built inside your agency beats the alternatives
Intake has its own alternatives, and you already know them. Each line below says what it is good at and where it stops, for referral intake work.
Custom AI built for your intake
Our engineers sit with your intake team, watch the referral path, and our experts build agents for your branches, your payers and your systems. Your rules drive every check.
- Your payers' quirks in the checks
- Your branches' duplicates caught
- A single clearance record
Billing and RCM software
Good at organizing the referrals you key in. It usually runs the same steps for every agency, so your payer's quirks often stay manual work.*
Your EMR's own intake module
Good at holding the chart, since it is the chart. It usually covers the standard referral path; overlap checks ride on workarounds.*
An outsourced intake or billing company
Good at taking the referral pile off your desk, usually per claim. Their people work each claim to their own playbook.*
* These are general descriptions of how each category is commonly sold; your contract governs the specifics. Custom AI built inside one agency's operation is made for its workflows, its payer mix and its systems.
Pricing, systems and control, settled before the first call
How is this priced?
You pay a fee plus a part tied to outcomes, sized by the workflows automated. Adding intake users changes nothing.
Do we have to replace our EMR?
No. Nothing is replaced; our AI agents work beside your EMR and portals, and your agency keeps its systems and its data.
Who makes the calls when something is flagged?
Your staff do. Our AI agents do the checking and raise the flags; your intake people review each one and decide, with our experts setting the rules.
What does our agency need ready?
Nothing technical. Name the intake step that hurts most; our experts watch it run with your staff, and that observation is what starts the work.
Referrals in, patients admitted, nothing lost between
The first conversation is one workflow: where referral intake hurts, what it costs, and what our AI agents would take over. No patient data, ever.
Common questions
What is a hospice addendum?
A hospice election statement addendum lists what the hospice does not cover, furnished to the patient on request. Our AI agents track each request date and generate the addendum from the plan of care.
How much does Medicaid pay for hospice room and board?
Medicaid pays hospice room and board for patients residing in a nursing facility, at a rate that varies by state and facility. The key is finding who qualifies before admission.
What are the steps involved in the home health intake process?
The steps are capture, identify, check, clear and schedule. Referral packets arrive by fax and three portals before being re-keyed; our AI agents run the steps and flag the gaps.
What is the purpose of a NOA?
A Notice of Admission tells Medicare a home health episode has opened at your agency. Our AI agents hold its deadline on the admission clearance record, with eligibility and authorization alongside.
What is an EVV aggregator and what services does it provide?
An EVV aggregator is the state system that collects visit verification data and passes it to Medicaid payers. Our AI agents normalize demographics across your branches, the aggregator and the hospice pharmacy.
What happens after a doctor refers a patient to home health care?
The referral is keyed into your agency system by hand, then insurance and any open episode are checked before admission. When our AI agents handle it, every document is parsed and the gaps flagged.
The full study, PDF · 636 KB
The work worth automating is the work whose mistakes travel
The work worth automating is not the easy work. It is the work whose mistakes travel.