Quoting and Budgeting Process Flow for Home Visits

After a home health agency receives a referral for a patient, the agency initiates a conversation to gather necessary information and begin the care process.

• First, care coordinators and patients discuss the patient's home healthcare needs.
• Next, care coordinators:
  • Create a quote for the patient's home visits by considering each specific detail, such as the visit count, visit frequency, services requested, product or service price, and add-on price.
  • Review the patient's member plans and coverage benefits. If necessary, care coordinators also add benefits or create custom benefits for the patient.
  • Calculate the final budget based on the total price of the available benefits and the generated quote.
  • Generate and send the budget document with the relevant benefit and quote details for patient approval.
• Next, patients review the financial information in the budget document, contact the home health agency, and either approve or reject the final quote and budget.
• Finally,
  • For approved budgets, the scheduler begins scheduling the required home visits. Patients can see the scheduled visits on their Home Health patient portal.
  • For rejected budgets, the care coordinator and patient start over to identify the gaps and create fresh quotes.