Assessment & Admission
NHTD - Straight
This intake workflow outlines a step-by-step process to guide Admission Coordinators and Care Teams through the client onboarding journey for the NHTD (Nursing Home Transition and Diversion) program. The process ensures timely data collection, documentation, program eligibility coordination, and final approval for services.
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Clearly defined steps with evaluation logic ensure no part of the intake is missed.
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Action statuses reflect real-time intake progress for all stakeholders.
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On Hold and Denied statuses make it easy to flag and act on stalled or blocked referrals.
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Ensures UAS, RRDC, and NOD steps are followed as per regulatory standards.
NHTD - In Plan
This workflow guides Intake Coordinators and Care Team members through the next phase of client onboarding for individuals who are already participating in the NHTD program or have transitioned into plan-based review. It ensures the proper documentation of service determinations, coordination with external evaluators, and finalization of service coordination actions.
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Designed for cases where the client is already "in plan" and a change (e.g., request for increased hours) requires a full review.
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Begins with the documentation of a denial (if applicable) and guides through re-evaluation.
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Tracks all required steps before services can be adjusted or finalized.
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Ensures coordination between internal staff and external evaluators (RRDC), ending with actionable steps for Service Coordinators.
Shift Handover & Staffing
Lease Management & Renewal
Manage active residents by tracking lease milestones, sending renewal notices, and coordinating lease amendments. Automate renewal offers and escalations if a response is not received within set timelines.
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Track lease expiration dates
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Auto-notify residents and agents 90/60/30 days before lease end
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Send renewal options with dynamic terms based on occupancy goals
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Create tasks for negotiation or documentation updates
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Flag units for marketing if residents decline renewal