auxilium care team form portal

• Start New Patient → Intake Form 
• Begin Care Setup → Referral + RN Assessment 
• Document Visit → CNA Daily Note + Verification 
• RN Review → Supervisory + Reassessment

IMPORTANT MEMO/NOTE

  All documentation must be completed in real-time and accurately reflect services performed. Late or incomplete entries may result in compliance issues or billing delays. 

 Purpose:
Collect basic patient demographics, contact info, and medical overview.

When to Use:
👉 First step for ALL new patients

Instructions:

• Complete before any services begin 
• Ensure all contact and emergency details are accurate 
• Submit once per patient (update only if changes occur) 

 Purpose:
Document approved services, payer source, and authorized hours.

When to Use:
👉 After intake, before services start

Instructions:

• Verify program (CCSP, SOURCE, Private Pay, etc.) 
• Enter authorized hours and service dates 
• Required before scheduling care 

 Purpose:
Clinical evaluation of patient condition and care needs.

When to Use:
👉 Completed by RN before care begins

Instructions:

• Assess ADLs, mobility, cognition, and safety 
• Identify fall risk and care requirements 
• Must be completed prior to Plan of Care

Purpose:
Defines services, schedule, and care goals.

When to Use:
👉 After RN Assessment

Instructions:

• Outline services and frequency clearly 
• Include goals and special instructions 
• RN approval required (Physician if applicable) 

 Purpose:
Daily documentation of services provided.

When to Use:
👉 Every visit

Instructions:

• Record time in/out accurately 
• Select all services performed 
• Note any changes in patient condition 
• Submit immediately after visit

 Purpose:
Confirms service hours for billing and compliance.

When to Use:
👉 Every visit (paired with CNA note)

Instructions:

• Ensure times match CNA Visit Note 
• Total hours must be accurate 
• Required for billing approval

 Purpose:
Evaluate CNA performance and care plan compliance.

When to Use:
👉 Periodically (per policy)

Instructions:

• Confirm services align with POC 
• Evaluate CNA performance 
• Document any needed changes

 Purpose:
Update patient condition and care needs.

When to Use:
👉 At required intervals or condition changes

Instructions:

• Document improvements, stability, or decline 
• Update ADLs and care needs 
• RN completion required 

 Purpose:
Document any unusual event involving the patient.

When to Use:
👉 Immediately after incident

Instructions:

• Complete same day 
• Provide detailed description 
• Notify RN and family as required 

 Purpose:
Confirms patient understands rights and protections.

When to Use:
👉 At start of care

Instructions:

• Review with patient 
• Obtain signature 
• Store in patient file