What intake paperwork do I need when a referral comes in?
Record the date and source of the referral, get a service agreement, confirm the authorization, and build a service plan before services begin. Georgia’s rule requires the file to show the date and source of referral. Do not deliver or bill care until the authorization covers it.
A good intake keeps trouble from starting later.
Checklist:
- Log the referral: date, source, and who spoke to whom. Georgia’s rule requires the file to show the date and source of the referral.
- Check eligibility and the authorization. Georgia denies claims with dates, units or provider IDs that do not match.
- Collect identifying information and physician contact information.
- Sign the service agreement.
- Complete the assessment and service plan, with the nurse where required.
- Match a worker who has a complete file.
- Set up the client in your EVV system.
- Calendar the first supervisory visit and plan review.
One caution: a visit done before the authorization is approved still needs EVV data. The claim goes to GAMMIS once the authorization is approved. Ask your care coordinator before starting early.
Speed matters, because families need help fast. But a rushed file is the one that fails the audit.
How CareBravo® helps
Intake steps are gathered in one place and checked before the first visit.
Sources
- Ga. Comp. R. & Regs. 111-8-65-.09 Administration and Organization (private home care providers) · Georgia Department of Community Health rules (via Cornell LII)
- Electronic Visit Verification (EVV): Provider-related FAQs · Georgia DCH
- Georgia Medicaid Common Denials webinar (Feb 2021) · Georgia DCH / GAMMIS
Reviewed by Beth Bledsoe, Care Business Advisor®, 28 Oct 2026. Rules change. Confirm with your state Medicaid agency before you act.
How CareBravo’s Documentation agent handles this
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