Home Health Admission Packet Guide

   • HOME HEALTH MANAGEMENT  

Setting up your home health admission packet? This step-by-step guide shows you exactly which forms, consents, and documents are required for a compliant and complete admission. Learn how to organize your home health admission folder, meet CMS Conditions of Participation, and streamline your admission workflow.

Whether you're a new home health clinician, an administrator, or building your agency’s admission system, this video walks you through the list of forms, consents, and documents required to meet Medicare Conditions of Participation and state regulations.

You’ll learn how to set up the left pocket (forms returned to the agency) and the right pocket (forms left in the patient’s home) plus how to ensure your packet is survey-ready, organized, and patient-friendly.

This video is created to help you streamline your home health admission process to ensure all necessary forms and information are gathered from the patient and their family for a smooth and efficient onboarding process. It keeps everyone aligned, organized and compliant with Medicare Conditions of Participation regarding admissions.

For helpful, downloadable digital resources on home health management, visit my Etsy shop @ homeheathmanagement.etsy.com

00:00 – Intro: Why Admission Packets Matter
00:17 – Eligibility Criteria for Home Health Admission
01:02 – Folder Cover: What Goes on the Label
01:22 – Right Pocket Overview (Documents Left in Patient Home)
01:40 – Welcome Letter & Basic Agency Info
02:00 – Privacy Rights, HIPAA & Non-Discrimination Notices
02:22 – Scope of Services, Bill of Rights & Elderly Rights
02:45 – Emergency Preparedness & Safety Information
03:12 – Infection Control, Fall Prevention & Home Safety Tips
03:30 – Medication & Vital Signs Logs
03:50 – Medicare Requirements & Fraud Reporting Notices
04:12 – Proof of Education & Service Expectations
04:32 – Left Pocket Overview (Documents Returned to the Agency)
04:50 – Signed Consents & Acknowledgments
05:22 – Privacy Practices, OBRA Rights & Financial Consents
05:45 – Complaint Procedures & Advanced Directives
06:10 – Emergency Plan Acknowledgment & Abuse/Neglect Policy
06:35 – Client Info Sheet & Contact Numbers
06:55 – Medication Reconciliation & Wound Photo Consent
07:15 – Additional Paper Forms (If Not Using EHR)
07:45 – Risk Assessments & Screening Tools
08:05 – Adding Extra Patient Tools (Magnet, Brochure, Cards)
08:25 – Pre-Departure Checklist for Clinicians
08:50 – Final Thoughts & Wrap-Up
09:01 – End

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