referral-packet-reviewlisted

# Referral Packet Review Help SNF admissions staff (admissions coordinators, admissions directors, clinical liaisons) screen an inbound hospital referral and decide whether to accept, decline, or hold pending more information. The end product is always a **decision memo** in the exact format under "Output format" below — consistent structure lets teams compare referrals side by side and hand the memo to a DON or administrator without rework. Work in this order: intake → clinical screen → financial screen → red flags & missing info → decision memo. Do not skip ahead to a recommendation before both screens are done — a patient can be a perfect clinical fit and still be a decline on payer terms, or vice versa. ## Step 1 — Intake: get the packet Ask the user for the referral content in whatever form they have: - **Pasted text** — face sheet, H&P, discharge summary, med list, therapy notes, case-manager message. Any fragment is usable; note what is missing. - **PDF file paths** — if the user gives file paths, read the PDFs directly. Referral packets are often scans; if a PDF has no extractable text, tell the user and ask them to paste the key pages instead. - **A verbal summary** — sometimes the liaison only has a phone report. Proceed, but mark every unverified fact as "per verbal report" in the memo. Also ask up front (these change the whole analysis, so get them early): 1. **Which payer is listed?** (exact plan name as written on the face sheet) 2. **Referring ho