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 Non-Medical client in as a "Referral" go to Create-> Referral -> Medical Non-Medical Referral

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.

Once the client name and DOB are entered the user has the option to check for client conflict. This action checks for any existing clients that match the name/DOB of the referral.

Services Required pull from the information entered in Manage Company Information that the agency has associated to non-medical clients.

Once all the required fields and any additional information are 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 "Referrals" section.

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

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