1. Initial Patient Intake

• Receive and process referrals from hospitals, physicians, or family members.

• Collect and verify patient information (demographics, insurance, medical history).

• Assess eligibility for hospice services based on clinical guidelines.

2. Communication & Coordination

• Serve as the first point of contact for patients, families, and referring entities.

• Communicate with physicians, discharge planners, and case managers to facilitate admissions.

• Coordinate with interdisciplinary team members (nurses, social workers, chaplains) for initial assessments.

3. Documentation & Compliance

• Complete intake paperwork in compliance with Medicare/Medicaid and agency policies.

• Ensure all required consents and authorizations are obtained and documented.

• Maintain accurate records in electronic health record (EHR) systems.

4. Insurance & Authorization

• Verify patient insurance benefits and hospice coverage.

• Obtain pre-authorizations as needed.

• Work with billing or financial services to address payment issues.

5. Scheduling & Logistics

• Schedule initial nurse visits and assessments.

• Arrange for delivery of medical equipment and supplies.

• Coordinate transportation if needed.

6. Customer Service & Education

• Provide compassionate, clear information to families about hospice services.

• Educate families on the admission process and what to expect.

• Address concerns or questions about hospice care and services.

7. Follow-Up

• Follow up with referral sources to confirm admission status.

• Track pending admissions and follow through on incomplete intakes.