HXNEXUS HELIXHome care EMR
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Intake and referrals module

Referral intake software that moves new work into ready agency records.

Capture referral details, missing-information tasks, payer setup needs, admission readiness, and handoffs for skilled and non-skilled intake teams.

Skilled + non-skilled workflowsOASIS and care-plan documentationScheduling and EVVBilling and RCM workflowRole-based agency controls
Demo branchNEXUS HELIX Agency Dashboard
Demo data. No PHI.
Skilled Home HealthPersonal Care / Private Duty
ItemStatusOwnerDue
Referral packetMissing orderIntake RNToday
Client inquiryCare plan needsCoordinatorToday
Payer setupEligibility reviewBillingTomorrow
IntakeDocumentationCare planScheduleEVVBilling
Demo data shown. No PHI.

Intake and referrals responsibilities

The page uses safe demo labels and shows the operational states that move work forward.

Demo branchIntake and referrals work queue
Demo data. No PHI.
Skilled Home HealthPersonal Care / Private Duty
ItemStatusOwnerDue
Referral packetMissing orderIntake RNToday
Client inquiryCare plan needsCoordinatorToday
Payer setupEligibility reviewBillingTomorrow
IntakeDocumentationCare planScheduleEVVBilling
Demo data shown. No PHI.

Workflow responsibilities

  • Referral source capture
  • Missing information checklist
  • Payer and service-line setup
  • Readiness handoff

Care-setting applicability

Skilled

Workflow coverage shown with demo-only public data and agency role context.

Non-skilled

Workflow coverage shown with demo-only public data and agency role context.

Private duty

Workflow coverage shown with demo-only public data and agency role context.

Multi-service

Workflow coverage shown with demo-only public data and agency role context.

Role impact

Related modules

See HELIX in action

Request a demo with skilled and non-skilled EMR workflows.

Walk through intake, documentation, care plans, scheduling, EVV, authorizations, billing, QAPI, reporting, and mobile workflows without routing through a login wall.