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Referral Updates

Axxess Hospice provides an easy-to-use, comprehensive intake process that enables agencies to seamlessly transition patients onto hospice while collecting information that is used throughout the admission process.


Referral permissions can be added when creating a new user or by editing an existing user’s profile. To grant referral permissions to an existing user, navigate to the People Center under the People tab. Edit the user’s profile and navigate to the Permissions tab using the left-side menu.

People tab ➜ People Center ➜ Edit ➜ Permissions tab

In the Administration section, select View, Add, Edit and/or Delete next to Referrals.

Users must also have access to view the following items, as information in these lists is used when adding a patient’s referral information. Select View next to Users, Physicians, Insurance/Payers, and Document Types.

Updates have been made to the following referral sections for easier and more comprehensive data collection at the time of referral. In each section, fields labeled with red asterisks* must be completed before the referral can be saved or converted to pending.

Referral Information

The new Patient Current Location field enables users to document the patient’s location at the time of referral, which may be different from where the patient will be admitted. If the referral was converted from an Inquiry, the information that was previously documented will flow here and can be updated as needed.

A Comment field has also been added to enable users to document notes on referral status. If the referral was converted from an Inquiry, the information that was previously documented will flow here and can be updated as needed.

Referral Source

The Referral Source fields have been streamlined to help capture where your referrals come from. When documenting referral source, select one of the following options:

  • Physician (Default Value)
  • Facility
  • Internal
  • Other


Start typing in the Referring Physician Name field to select a physician from your agency’s Physicians list. If the referring physician is not on your agency’s Physicians list, click Add Physician.

The Add Physician form will open in a separate browser tab so that you do not lose your place in the referral. Once the physician has been added, close the browser tab to return to the referral. The new physician will immediately be available to add to the referral.


Start typing in the Facility Name field to select a facility from your agency’s list of vendors. If the facility is not on your agency’s Vendors list, click Add Facility.

The Add Vendor form will open in a separate browser tab so that you do not lose your place in the referral. Once the vendor has been added, close the browser tab to return to the referral. The new vendor will immediately be available to add to the referral.


When entering an Internal Referral Source, you can select from any active user who has been added to your agency. Start typing in the Internal Referral Source Name search box to filter results.


When entering an Other Referral Source, type the name of the referral source and select the relationship of the referral source to the patient.

Demographic Information

The Facility Name field has been added under Patient Primary Address, Patient Visit Address, and Patient Mailing Address. When adding a facility, start typing in the Facility Name field to filter facilities on your agency’s Vendors list. Select a facility to auto-populate its address based on information in the Vendors list. If the facility is not on the list, click Add Facility to add the facility to your agency’s vendors.

Once the Patient Primary Address has been entered, click Validate Patient Primary Address to ensure the address is correct. Select to use the validated address or keep the address as you entered it.

By default, the Same as Primary Address box is checked for the visit address. If the visit address is different from the primary address, deselect the box and enter the patient’s visit address.

Payer Information

The Payer field is enhanced with a streamlined ability to add multiple payers per patient and track each patient’s payer history. A primary payer is still required when saving or converting a referral.

To add a payer, click the Add Payer button. Enter the payer name, effective date for the patient, and select a payer type.

Complete the payer fields and click Add Payer to save the information to the referral or Cancel to go back.

To add another payer, repeat this process. The payer status will enable you to view current payers for the patient by default. To view previous payers for the patient, select All next to Payer Status. To filter by payer type, select an option from the Payer Type drop-down menu.

Authorized Contacts

New fields have been added to capture pertinent information about each patient’s authorized contacts.

The Role field enables users to identify the role of the authorized contact. Users can select one or more roles from the drop-down menu.

At the bottom of each contact card, check if the contact is the patient’s Emergency Contact or Primary Bereaved and if this person is the appropriate recipient for the CAHPS survey.

Only one contact can be selected to receive the CAHPS survey. To change the CAHPS survey recipient, deselect the box for the existing recipient before selecting the Receive CAHPS Survey box for the new CAHPS survey recipient.

Up to ten contacts can be added for a patient. Click Add Additional Authorized Contact to add contacts. To remove a contact, click Delete. To update the order of the contacts, select Move Up or Move Down.

Referral Readiness

The new Referral Readiness section has been added to help agencies track and determine when referrals are ready to be admitted. Information in this section is not required to convert the patient to pending. Check the boxes for the following items when they are completed or received:

  • Consents Completed
  • Hospice Order Received
  • Face-to-Face Visit Obtained
  • Verbal Certification of Terminal Illness

When Face-to-Face Visit Obtained is selected, users can document the name of the person who completed the face-to-face visit and the date it was completed. To facilitate compliance, the system restricts this date to be no more than 30 days before the patient’s admission.

A Verbal Certification of Terminal Illness can be documented from both the Attending and Hospice Physicians. The system will prompt users to add the name of the physician, the date the certification was received, and which user received the certification.

Updated on 3/05/2020