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Screening the Referral

Module 5: Admissions, Eligibility, and Medical Necessity · Lesson 1 of 3

12 min Back to module

Story opener

Thursday, 4:40 p.m. A participant is sitting across from you, your supervisor wants three notes before you leave, and the answer you need is not in any binder on the shelf. This lesson is the part of the job nobody handed you in orientation.

Learning objectives

  • Be able to never admit around a missing element; obtain it
  • Be able to fit and desire matter as much as eligibility

Lesson

Most admission problems are screening problems.

A complete referral shows a qualifying diagnosis from an appropriate provider, evidence of functional impairment, and a reason rehabilitation services will help. Missing any element, you gather it before admission rather than after.

Screening is also a fit conversation. A participant who wants nothing the program offers will not benefit, and enrolling them wastes their time and your authorization.

Maryland guidance & authority labels

Every statement below is labeled so you know what is binding regulation, what is only proposed, what is professional guidance, and what is our house standard.

  • COMAR — current

    Admission requires a qualifying diagnosis, documented functional impairment, and a statement of why the service is medically necessary and what the risk is without it.

  • Internal best practice

    Write medical necessity as four linked sentences: diagnosis, functional impairment, the service, the risk without it.

Common mistakes

  • Describing what you did without describing what the participant did.

    Do this instead — Record the intervention and the participant's observable response to it.

  • Treating regulation as a filing chore separate from practice.

    Do this instead — Let the required elements shape the session itself, so documentation writes itself.

Practical examples

Practical example

Instead of 'met with participant to discuss goals,' write: 'Reviewed the transportation objective; participant identified the #22 route unassisted and named one back-up plan. Verbal prompt needed once. Next session: practice the transfer at Mondawmin.'

Key takeaways

  • Never admit around a missing element; obtain it
  • Fit and desire matter as much as eligibility

Reflection prompts

  1. 1Which part of this lesson describes something you are already doing differently in practice?
  2. 2What would an auditor see in your last five notes that contradicts this standard?

Bring your answers to supervision — the case-study workspace in this module saves written notes to your account.

Knowledge check

4 questions drawn from a bank of 7 · 75% to pass · instant feedback on every answer

1. Which additional point does "Screening the Referral" emphasize?

2. How should you treat this statement? "Write medical necessity as four linked sentences: diagnosis, functional impairment, the service, the risk without it."

3. Which statement is a key takeaway from "Screening the Referral"?

4. A colleague does this: Describing what you did without describing what the participant did. What should they do instead?