An agency has two options to add a Client into Axxess HomeCare. The path you choose will depend on information you receive at time of referral as well as by the processes your agency follows.

• If your agency tracks referrals or you receive very little basic information at time of referral, entering the client in as a new referral will be your best option.
• If you receive more detailed information at time of referral it may be easier to enter the client in as a new client.

 

The agency has an intake option to enter as a "Referral" or "New Client" for each client that comes into your agency.

 

To add a new client receiving skilled services as a "Referral" go to Create-> Referral -> Medical Referral

 

 

Medical Referrals include:

• Referral Source
• Demographics
• Services Required
• DME Needed
• Physician Information

 

If your agency tracks referral sources and it happens to be a physician that referred the client; the intake staff may add the physician to the referral form.

 

If the physician is not found, the user has the ability to add a New Physician right from the new referral screen. See, "Creating and Managing Physician Information" for further instruction on adding a new Physician into the software

 

Throughout Axxess HomeCare; field items that require completion to save the document to the database are indicated by a red asterisk to the right of the field.

 

Items noted with a red asterisk in the Referral Source and Demographics section include:

• Referral Type: Describes what external entity sent the referral
• Referral Date: Enter the date the agency received the referral from the referral source;
• Referral Start of Care Date: Requested date to begin services
• Client First Name/Last Name/Gender and Date of Birth enter client information.
• Address Line 1, address where the client will be receiving care, City, State and Zip.
• Primary Phone Number: Enter the client's primary phone number.

 

 

The lower half of the referral information page allows intake staff to indicate services requested; any DME equipment needed;

 

 

Primary Physician information (this is the doctor that will sign the orders) which may or may not be different than the referring physician. An example of differing referral and primary physicians occurs in many instances when a client is discharged from a hospital. The initial verbal order for start of care order and other comments may be entered in the comments section.

 

 

 

Once all the required fields and any additional information is entered the user selects "Save" and the referral is added. All of the information entered on the "Referral" form will transfer onto the new "client" form, after selecting the client to admit under the existing referrals section.

 

The referral will now be located under the "Clients" tab -> Referrals

 

From here you are able to view and manage your referrals.