| Entry point | Service inquiry, Medicaid or private-pay referral | Clinical referral, eligibility, orders and assessment | Referral, election, certification and level-of-care need |
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| Staffing model | Recurring attendant schedules and continuity | Discipline-based visits and episode timing | Interdisciplinary visits, shifts and on-call coverage |
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| Field evidence | EVV, tasks, exceptions and client confirmation | Assessment, skilled note, orders and plan progress | Visit note, symptom follow-up and IDG preparation |
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| Revenue path | Authorization, EVV, multi-payer billing and payroll | NOA, PDGM, institutional claim and QA | Election notices, levels of care and per-diem billing |
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| Governance | State licensure and attendant eligibility | CMS, OASIS and accreditation evidence | HOPE, IDG, bereavement and interdisciplinary evidence |
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| External exchange | State EVV aggregators and payer data | Medicare eligibility, DDE, clearinghouse and clinical exchange | Payer, clearinghouse and clinical exchange |
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| Administration | Branch, service-area and state rule sets | Multi-branch clinical and workforce oversight | Multi-location roles, permissions and reporting |
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