Home Health Intake Automation Software That Helps You Admit More Patients Faster
Complete Intake helps home health agencies process referrals faster, verify eligibility, reduce nurse desk time, review OASIS and PDGM risk, and automate patient communication without replacing their EHR.
Intake Was Never Built to Run on Fragmented Systems
Most home health and post-acute care teams still manage intake across disconnected systems.
Faxed referrals
Hospital portals
PDFs
Spreadsheets
Secure text threads
Email chains
Manual eligibility checks
OASIS re-entry
QA review queues
Patient reminder calls
That disconnect leads to:
Slower admits
Increased desk time
Fragmented communication
Intake bottlenecks
Missed visits
Delayed reimbursement
That disconnect leads to:
Slower admits
Increased desk time
Fragmented communication
Intake bottlenecks
Missed visits
Delayed reimbursement
Modernize Intake Without Replacing Your EHR
Complete Intake helps agencies improve referral intake, QA, insurance verification, and patient communication without going through the disruption of a full EHR replacement.
AI-generated referral summaries ready in under 2 minutes
Reduce OASIS documentation time by up to 83%
Increase PDGM and coding accuracy by 3% per episode
Cut missed visits by up to 32% through automated communication.
Automatically create the patient’s chart in your EHR to save time.
One Workflow From Referral to Start of Care
Complete Intake connects the major steps of home health intake so teams can move from referral review to start of care with less manual work.
Referral Intake
Referral Intake
Upload PDFs or automate referrals from email, fax workflows, shared folders, and hospital portals.
Maggie AI
Maggie AI
Ask patient-specific questions about wounds, diagnoses, psychiatric history, medications, interpreter needs, and more.
Eligibility Verification
Eligibility Verification
Verify home health benefits directly within the intake workflow.
OASIS Prefill
OASIS Prefill
Reduce start-of-care documentation time with evidence-backed OASIS support.
PDGM QA Review
PDGM QA Review
Review coding alignment, comorbidities, and reimbursement-impacting issues before approval.
Patient Communication
Patient Communication
Use virtual numbers and automated reminders to reduce missed visits and manual calls.
Referral Intake
Referral Intake
Upload PDFs or automate referrals from email, fax workflows, shared folders, and hospital portals.
Maggie AI
Maggie AI
Ask patient-specific questions about wounds, diagnoses, psychiatric history, medications, interpreter needs, and more.
Eligibility Verification
Eligibility Verification
Verify home health benefits directly within the intake workflow.
Eligibility Verification
OASIS Prefill
Reduce start-of-care documentation time with evidence-backed OASIS support.
Eligibility Verification
PDGM QA Review
Review coding alignment, comorbidities, and reimbursement-impacting issues before approval.
Eligibility Verification
Patient Communication
Use virtual numbers and automated reminders to reduce missed visits and manual calls.
Ask Maggie AI Before Your Team Digs Through the Chart
Maggie AI is scoped to the patient referral packet, not the internet. Your team can ask patient-specific questions and receive answers supported by the uploaded documentation.
Does the patient have wounds?
Is there substance use?
Are interpreter services needed?
What medications were prescribed?
Are there psychiatric concerns?
What services are recommended?
Reduce Start-of-Care Documentation Time
Complete Intake helps organize referral documentation and prefill supported OASIS fields before the nurse begins the start-of-care assessment.
Nurses still review, edit, and complete the assessment inside the EMR — but they start with information already organized and populated from the referral packet. QA teams can then review before approval.
PDGM alignment
Coding opportunities
Alerts for clinical inconsistencies
Reimbursement-impacting issues
Patient Communication Without Personal Phone Numbers
Keep patients, caregivers, clinicians, and office staff connected through one patient communication workflow.
Complete Intake's Patient Communication Hub (PCH) helps reduce missed assignments, manual reminder calls, and the need for staff to use personal phone numbers.
Virtual numbers
Automated reminders
Patient messaging
Missed call alerts
Automated welcome calls/texts
Automated callback messages
Caregiver coordination
Centralized communication tracking
AI answering service
Built for Healthcare Operations Teams
Home Health Agencies
Skilled Nursing Facilities
Hospice Agencies
Assisted Living Facilities
Physician Offices
Hospital Systems
Home Health Agencies
Skilled Nursing Facilities
Hospice Providers
Assisted Living Facilities
Physician Offices
Hospital Systems
Frequently Asked Questions
What is Complete Intake?
Complete Intake is AI home health intake software that helps agencies process referral packets, verify eligibility, pre-fill OASIS, review PDGM risk, and automate patient communication from one connected workflow.
Instead of managing intake across spreadsheets, secure messaging apps, PDFs, email chains, and manual QA review, Complete Intake brings the workflow together around the patient.
How does Complete Intake process referrals?
Complete Intake can process referrals uploaded as PDFs or automatically pull referrals from configured email workflows, shared folders, fax workflows, hospital portal downloads, SharePoint, Google Drive, and other intake sources.
The platform extracts key information including:
- Diagnoses
- Medications
- Wounds
- Home Health Orders
- ICD-10 Codes
- Precautions
- Psychiatric Concerns
- Interpreter Needs
- Recommended Services
- Care Plan Recommendations
Most referral summaries are generated in under 2 minutes.
What is Maggie AI™?
Maggie AI is a patient-specific AI assistant built for home health intake and QA workflows. Unlike general AI chat tools, Maggie AI is scoped only to the patient’s referral documentation.
Intake teams can ask questions directly against the referral packet, including:
- Does the patient have wounds?
- Is there substance use?
- Are interpreter services needed?
- What medications were prescribed?
- Are there psychiatric concerns?
- What services are recommended?
Maggie AI provides answers grounded in the patient documentation and supporting evidence from the referral.
What is Maggie QA™?
Maggie QA™ helps organizations review OASIS documentation, identify chart concerns, and support QA workflows before submission.
What is PCH™?
PCH™ helps healthcare teams manage patient communication, texting, calling, intake coordination, and workflow communication from one platform.
Can Complete Intake help reduce referral delays?
Yes. Complete Intake helps organizations centralize communication, documentation, intake coordination, and workflow tracking to support faster referral processing.
Is Complete Intake designed for post-acute care organizations?
Yes. Complete Intake was built specifically for healthcare operational workflows including home health, hospice, skilled nursing, physician coordination, and post-acute care transitions.
Does Complete Intake integrate with EMR systems?
We are currently developing integrations with major EMR systems, including home health workflow environments. EMR integration capabilities are being rolled out for Enterprise plans and are designed to support workflows such as:
- OASIS prefill
- QA review
- Referral intake coordination
- Patient workflow synchronization
Contact our team to learn more about current integration availability and roadmap timelines.
How does Complete Intake help with PDGM review?
Complete Intake helps QA and clinical operations teams review coding alignment, comorbidities, reimbursement-impacting issues, and clinical inconsistencies before approval.
The platform supports earlier identification of:
PDGM classification concerns
coding opportunities
documentation gaps
reimbursement risks
comorbidity alignment
This helps agencies improve QA visibility and reduce downstream billing issues.
Can Complete Intake verify home health eligibility?
Yes. Complete Intake supports eligibility verification directly inside the intake workflow.
Eligibility checks help intake teams confirm home health benefits before accepting the patient and moving forward with care coordination.
Does Complete Intake support patient communication?
Yes. Complete Intake includes a Patient Communication Hub designed to keep patients, caregivers, clinicians, and office staff aligned.
Features include:
virtual phone numbers
automated reminders
centralized communication
caregiver coordination
patient outreach workflows
The goal is to reduce missed visits, reduce manual reminder calls, and eliminate the need for staff to use personal phone numbers.
How is Complete Intake different from Home Health Notify, TigerConnect, or spreadsheets?
Most home health agencies still manage intake through disconnected systems:
spreadsheets
secure messaging apps
referral PDFs
email chains
QA queues
reminder systems
manual tracking processes
Complete Intake connects referral intake, eligibility verification, Maggie AI, OASIS QA, PDGM review, and patient communication into one workflow designed specifically for home health operations.
How long does implementation take?
Implementation timelines vary depending on workflow configuration, referral sources, integrations, and agency size.
Most agencies begin by automating referral intake workflows and then expand into OASIS QA, PDGM review, and patient communication workflows over time.
Is Complete Intake HIPAA compliant?
Complete Intake is designed for healthcare workflows and supports secure handling of patient information within home health operational processes.
For additional compliance and security details, agencies can contact the Complete Intake team directly.
Can Complete Intake reduce nurse documentation time?
Yes. Complete Intake helps reduce manual OASIS documentation work by pre-filling supported information from referral documentation before the nurse begins the assessment.
In testing with home health agencies, agencies have significantly reduced start-of-care desk time while maintaining nurse review and final approval workflows.
Can referrals be processed automatically?
Yes. Complete Intake can automatically monitor configured referral workflows and process new referrals as they arrive.
This helps agencies reduce manual downloading, uploading, and referral tracking work across intake teams.
Stop Running Home Health Intake Through Disconnected Systems
Complete Intake helps home health agencies and post-acute care teams accelerate referral intake, reduce nurse desk time, improve QA review, verify eligibility, and streamline patient communication from one connected workflow.
Contact Details
(469) 257 - 3153
2727 LBJ Fwy, Suite 324
Dallas, TX 75234
Disclaimer: In very rare cases, Complete Intake and all its modules can make mistakes. It is the responsibility of the user and organization to verify the accuracy of all information.