Home health referral intake, summarized
Upload the referral PDF. Medications, diagnoses with ICD-10 codes and orders come out with every line tied to its page.
Every line, tied to its page
The nurse sees the summary in the brief before walking in. Each line is marked to confirm in the home.
Highlighted in the packet
In the office, each line shows the page text it came from. Names and strengths are copied as the referral writes them.
Twelve sections, in reading order
A section with nothing in the packet says No information found.
- Medications with dosing
- Every medication with its strength, dose and directions.
- Diagnoses
- Each diagnosis with the ICD-10-CM code its own line holds, Z codes too.
- Medical history
- Past conditions, surgeries, hospital stays, falls and allergies.
- Orders
- Disciplines and visit frequency, evaluations, wound care, labs, diet and activity.
- Insurance details
- The plan or payer and its member, group or policy number.
- Cultural and language
- Preferred language, interpreter, cultural or religious preferences.
- Payment source
- Medicare, Medicaid, a private plan or private pay.
- Advance directives
- Code status, DNR, living will, power of attorney.
- Endocrine
- Diabetes, insulin, blood sugar, A1c and thyroid.
- Skin
- Wounds, ulcers, pressure injuries, incisions and skin integrity.
- Prior functioning
- How the patient managed before: walking, self care, independence.
- Prior device use
- Walker, cane, wheelchair, oxygen and other devices used before.
Built not to mislead
- The page's own words
- The line shown is copied from the page itself, not rewritten.
- Honest about scans
- Scanned pages aren't read yet, and the summary says which documents were scans.
- No Social Security numbers
- They are removed from page text before it is read, sent or shown.
- No copying out
- Referral text can't be copied out of the packet viewer on the phone.
- Kept current
- The office sees a notice when the documents change, and can rebuild the summary.
Referral intake questions
What kinds of referral documents work?
PDF packets with selectable text, uploaded to the patient's documents in the office workspace. Scanned pages aren't read yet, and the summary says which documents were scans.
Does the summary replace reading the packet?
No. It points you to the right pages fast. Every line links to its page, and every line is confirmed in the home before it counts.
Are ICD-10 codes assigned for us?
No. A diagnosis line shows the ICD-10-CM code that the referral's own line holds. Coding decisions stay with your coders.
Where is the packet processed?
Pages are read on servers VisitNote operates. The summary is drafted there or in VisitNote's own AWS account, under a BAA.
See it with your own notes.
A walkthrough of the phone app and the office workspace, with fictional patients.