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The Home Health Intake Process

Understanding what to expect when starting home health care. Step-by-step guidance for patients and families.

What is the Home Health Intake?

Home health intake is the initial assessment process where you are formally enrolled in a home health care program. This typically takes 1-2 hours and involves paperwork, a comprehensive health assessment, and care planning.

Intakes happen at your home. The goal is to understand your medical needs, recovery goals, and home environment so the care team can create the best plan for you.

The Typical Intake Timeline

1

Doctor's Referral

Your doctor orders home health services and sends a referral to the home health agency. This includes your diagnosis, what services you need, and your current health status.

Note: You can also request home health care yourself. Ask your doctor if it would be appropriate for your situation.
2

Insurance Verification (1-2 days)

The home health agency verifies your insurance coverage. Medicare, Medicaid, and most private insurance plans cover home health services when medically necessary.

Have ready: Insurance card, Medicare/Medicaid information, and photo ID.
3

Scheduling the First Visit

The agency contacts you to schedule your initial assessment visit. This is typically scheduled within 24-48 hours of receiving the referral, depending on urgency and availability.

Tip: Have a family member or caregiver present for the first visit if possible.
4

In-Home Assessment (1-2 hours)

A nurse or therapist visits your home to conduct a comprehensive assessment. They will:

  • - Complete a health assessment (OASIS) including vital signs and current symptoms
  • - Review all your medications
  • - Assess your ability to perform daily activities
  • - Evaluate your home for safety (trip hazards, stairs, bathroom safety)
  • - Discuss your recovery goals and what matters most to you
  • - Explain the services you'll receive and visit schedule
  • - Complete required paperwork and consent forms
Bring to assessment: All medications (including over-the-counter), recent hospital discharge papers, and any questions you have.
5

Care Plan Development (Same day or next day)

Based on the assessment, the home health team creates your individualized care plan. This includes specific goals, which services you'll receive, how often, and expected outcomes.

You're involved: Your input matters. Share your goals and preferences openly.

What to Expect During the Assessment

You'll Need to Discuss

  • -Your medical history and current diagnoses
  • -Recent hospitalizations or surgeries
  • -All medications and supplements
  • -Your recovery goals and concerns
  • -Who helps care for you at home
  • -Any difficulty with daily activities

Questions to Ask

  • -What services will I receive?
  • -How often will you visit?
  • -Will I have the same nurse/therapist?
  • -How do I reach you with questions?
  • -What should I do in an emergency?
  • -What are my responsibilities?

Documents You'll Sign

1. Admission Agreement

Confirms you understand the services, your rights, and responsibilities

2. HIPAA Privacy Forms

Authorizes the agency to share medical information with your doctors and designated family

3. Consent to Treatment

Gives permission for the care team to provide services

4. Insurance Authorization

Authorizes the agency to bill your insurance directly

5. Advance Directive Information

Documents whether you have advance directives and your wishes

Take your time: You don't need to rush through paperwork. Ask questions about anything you don't understand.

Cost & Insurance Coverage

Medicare

Coverage: 100% for eligible beneficiaries

If you qualify, Medicare pays 100% for home health services with no copay or deductible. You must be homebound and need skilled nursing or therapy.

Medicaid

Coverage: Varies by state

All states cover home health through Medicaid. Coverage details vary, so ask the agency about your specific benefits.

Private Insurance

Coverage: Varies by plan

Most private insurance plans cover home health services. You may have copays or require prior authorization. The agency will verify your coverage before starting services.

After Intake: What Happens Next

Within 24-48 hours: Regular visits begin based on your care plan. You might see a nurse, physical therapist, or other team members.

First few weeks: The team evaluates how you're progressing and adjusts the plan as needed. Visit frequency depends on your needs.

Ongoing: You'll have regular visits (typically 1-3 times per week), phone check-ins, and access to your care team for questions.

Communication: The home health team coordinates with your doctor and keeps you informed about your progress toward goals.

Ready to explore home health options?