There is no Admit button. Admission completes when the start of care visit is completed and documented. Your job in intake is to get the referral to the point where that visit can happen.
The path to admission
Accept the referral. Complete the intake tasks and the accept decision on the Intake board — see Work a new referral. Accepting creates the patient's first episode with status Pending Admit.
Verify coverage. Run the eligibility check and clear any Action Required warnings — see Check coverage and authorizations. An active home health episode at another agency or an active hospice election must be resolved before care starts.
Confirm the start of care date. The episode header shows SOC:. The SOC date drives the certification period and downstream billing deadlines.
Hand off to scheduling. The start of care visit appears for staffing; a scheduler assigns it — see Assign a clinician to a visit.
The clinician completes the SOC visit. When the visit is completed and documented, the episode moves from Pending Admit to Active. The patient is admitted.
Episode statuses along the way
Status | Meaning |
Pending Admit | Referral accepted, admission not complete |
Active | Care is underway |
Non-Admit | The patient was never admitted |
On Hold | Care paused, often for a hospitalization |
If something goes wrong
The episode stays Pending Admit after the SOC visit. The visit documentation may not be submitted or signed yet. Check the visit's status with the clinician or in QA.
The patient will not be admitted after all. Close the referral as a non-admit with the reason. The referral can be restarted later; prior work stays on the record and links to the same patient.