A practical checklist for reviewing SNF referral packets.
Use this public checklist to structure payer, documentation, medication, operational fit, and follow-up questions before accepting a skilled nursing referral. AdmitScore can help automate this review as decision support.
Questions staff should verify before acceptance.
This checklist is not medical, payer, or legal advice. It is a public planning aid for admissions workflow design.
Payer and authorization
Verify payer type, network status, authorized days, prior authorization status, and plan-specific documentation requirements.
Skilled-need documentation
Check therapy notes, physician orders, history and physical details, diagnoses, and documentation supporting skilled level of care.
Medication and supplies
Review high-cost medications, specialty pharmacy requirements, carve-out questions, route, dose, monitoring, and stop dates.
Operational fit
Confirm staffing, wound care, isolation, therapy intensity, equipment, service-line fit, and internal review needs.
Turn the checklist into a source-backed review workflow.
AdmitScore organizes packet details into findings and clarification questions that facility staff can verify against source documents.
AI referral review
AI referral review structures the first pass.
Pre-admission review
Pre-admission review connects packet review to the acceptance decision.
PDPM signals
PDPM admissions signals show what documentation may affect planning context.
Sample report
The synthetic sample report shows the review structure without PHI.
A checklist is strongest when it creates a repeatable review habit.
Admissions teams can use these categories to standardize what gets reviewed before a packet is accepted, deferred, or escalated.
Assign a reviewer
Decide which role verifies payer, clinical, medication, documentation, and facility fit questions.
Record missing items
Keep unresolved packet gaps visible so hospital and payer follow-up does not depend on memory.
Track the outcome
Connect each accepted, deferred, or declined referral to the review categories that influenced the decision.
Use AdmitScore for scale
AdmitScore helps turn the manual checklist into source-backed findings staff can verify across more packets.