Home Health Referral Management
Never miss the 48-hour window again.
Home health referral management tracks new patient referrals from physicians, hospitals, and case managers through intake to the first eval visit. Logicly enforces the CMS 48-hour rule with countdown timers, auto-assigns clinicians by discipline and availability, and flags referrals at risk of missing their window.
7-day free trial · No credit card required · HIPAA compliant
What is home health referral management?
Referral management in home health is the process of receiving, triaging, and converting new patient referrals into started plans of care. CMS Conditions of Participation require that an evaluation visit occur within 48 hours of the referral being accepted (or the physician-ordered start date, whichever is later). Logicly automates the tracking and enforcement of this rule.
How does home health referral management work?
- 1
Intake the referral
Enter referrals manually, import from a CSV, or accept them via API from upstream sources (hospitals, physician practices). Logicly captures source, disciplines ordered, and clinical notes.
- 2
Triage and assign
Each referral is triaged by the intake team or auto-assigned to clinicians based on discipline, availability, and geography. The 48-hour countdown starts at the moment of acceptance.
- 3
Schedule the eval
Logicly enforces eval-before-routine ordering. The eval visit is auto-scheduled within the 48-hour window and the assigned clinician is notified immediately.
- 4
Track to completion
The referral stays in the queue with a live status until the eval is completed. At-risk referrals (less than 12 hours remaining) are flagged red in the dashboard.
Who is this for?
Intake coordinators
Intake staff at home health agencies who receive and triage incoming referrals. Logicly replaces spreadsheets and whiteboards with a live dashboard.
Agency administrators
Admins who need to track referral volume, conversion rates, and compliance with the 48-hour rule for CMS audits.
How much time does home health referral management save?
Agencies without dedicated referral software typically spend 15-30 minutes per referral on tracking and coordination. Logicly cuts this to under 5 minutes per referral, freeing intake coordinators for higher-value work like referral source relationship management.
Is home health referral management HIPAA compliant?
Yes. Referral data includes PHI (patient name, DOB, diagnosis) and is fully encrypted. Access is restricted to intake staff and admins. Every referral status change is audit-logged for CMS and HIPAA compliance.
Frequently asked questions
- What is the 48-hour rule?
- CMS Conditions of Participation require that a qualified clinician conduct an initial assessment visit within 48 hours of the referral being accepted, or within 48 hours of the physician-ordered start date, whichever is later. Logicly tracks both timestamps and enforces the rule automatically.
- Can referrals be auto-assigned?
- Yes. Auto-assignment picks the best-fit clinician based on discipline, availability within the 48-hour window, and geographic proximity to the patient. Auto-assignment is optional — agencies can require manual triage if they prefer.
- What if the physician order is missing or unsigned?
- Logicly tracks physician order status separately from the referral. An eval can be scheduled while awaiting a signed order, but routine visits are blocked until the order is on file — this protects the agency from CoP violations.
- Can I integrate with upstream referral sources?
- Yes. Logicly supports CSV import today and is building direct integrations with Axxess, WellSky, and hospital EMRs. Custom integrations are available on the Agency plan.
Your team deserves better than a spreadsheet.
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Reviewed by Reza, OTR/L — practicing Occupational Therapist and co-founder of Logicly. Last updated April 6, 2026.