Built inside live agency operations HIPAA-aware workflows No PHI in public examples
NEXUS HELIXHome care operating system
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Intake and referrals module

Turn referrals into ready work.

Capture referral details, clinical packet status, physician order readiness, payer setup, NOA timer awareness, and admission handoffs for skilled and non-skilled intake teams.

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Intake and referralsToday · demo · no PHI
New referrals18
Packet ready83%
NOA timersOn track
  • Referral packet incompleteIntakeToday
  • Physician order pendingIntake1d
  • Admission handoff readyIntakeNow

Intake and referrals responsibilities

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

Workflow responsibilities

  • Referral source and clinical packet capture: face sheet, home health orders, ICD-10, payer and auth pre-check
  • Missing document triage: physician orders (Form 485 prep), eligibility confirmation, service-area and staffing readiness
  • NOA five-calendar-day timer awareness from admission date to inform billing-team readiness
  • Payer and service-line setup with authorization pre-check before scheduling the first visit
  • Care-setting triage (skilled, personal care, private duty) and staffing readiness handoff

Role impact

  • Intake RN sees missing packet items and order status before SOC is scheduled
  • Clinical Manager sees admission readiness queue before committing SOC date and OASIS timing
  • Scheduler sees staffing constraints, territory, and authorization context for first-visit assignment

Operational handoffs

Queue status is shown once in the hero product frame, then this page explains what each workflow does and where the work moves next.

Evaluator depth

This module page names the operational details an agency evaluator should expect before a demo.

Evaluator depth

What a premium intake module must prove

Referral intake should not stop at a contact form. It must show source, missing documents, order status, payer readiness, service-area fit, staffing risk, admission decision, and the next responsible owner.

Specific workflow evidence

  • Referral source and packet completeness
  • Eligibility, authorization, and payer setup prompts
  • Staffing and service-area readiness checks
  • Admission decision history and handoff to clinical scheduling

Next-module handoff

Outputs become OASIS timing, care-plan setup, scheduling constraints, authorization tasks, and billing-readiness context.

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.

Related modules

OASIS and clinical documentation

Track OASIS-E2 timepoint assignments across all seven windows, item-change readiness, QA review, plan-of-care alignment, physician order status, iQIES submission prep, and PDGM episode context from one workflow.

Authorizations

Track payer authorizations by period, discipline, visit units, service code, and expiration; surface renewal alerts and utilization warnings; prevent over-service with scheduling guardrails; and route billing holds before work gets stuck.

Care plans

Manage §484.60 plan-of-care status, physician order alignment, goals and interventions by discipline, aide supervisory visit scheduling, PDGM episode-aligned update triggers, and non-skilled task checklists with supervisor review — by care setting.

See HELIX in action

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

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

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