Referral Triggers
Eligibility
How is PACE Paid For?
Objections & Concerns
Non-negotiable
100

This living situation often signals unmet needs and a strong referral opportunity

What is living alone with limited support?

100

Minimum age requirement for PACE

What is 55 or older?

100

Most SE participants fall into this insurance coverage category

What is dually eligible?

100

Most common objection

What is "I don't want to change my doctor?"

100

If a participant refuses this core component, they are not a fit

What is willingness to change their PCP?

200

A recent event that frequently creates urgency for PACE enrollment

What is hospitalization or rehab discharge?

200

This geographic requirement must be met

What is living in the service area?

200

If over asset, this planning tool may help achieve eligibility

What is a spend down?

200

One way PACE addresses isolation and need for daytime supervision

What is ADH?

200

If safety cannot be maintained in this setting, enrollment cannot proceed

What is the community/home environment?

300

This caregiver situation is a key emotional trigger for referral

What is caregiver burnout or feeling overwhelmed?

300

The level of care required for eligibility

What is nursing home level of care?

300

Medicare eligibility requirement for someone 55 to 64

What is disability?

300

How PACE addresses needs of someone who identifies as "homebound?"

What is in home support and door through door transportation if needed?

300

A formal requirement for a non-English speaking prospect at the time of the assessment

What is need for a professional interpreter?

400

When a senior is struggling with these two areas, referral likelihood increases significantly

What are ADLs and IADLs?

400

Even if someone meets this criteria, this must also be true for enrollment

What is they must be safe to live in the community with PACE support?

400

Enrollment option for someone who is not income or asset eligible but has Medicare

What is the Medicare only premium?

400

Getting to appointments has become too difficult

What is PACE transportation support?

400

Not deemed "home bound by the intake team?

What is the need to visit the site for appointments?

500

More than half of participants experience this referral trigger.

What is dementia or cognitive impairment?

500

Assessment identifies these requirements

What is ADLs, IADLs, and a skilled need?

500

True or False? There is financial eligibility that must be met to enroll in the PACE program

What is false? There is no financial eligibility required. PACE offers options for Medicare, Medicaid, and Duals.

500

PACE approach to "poly-pharmacy" issues

What is med-reconciliation as part of the new participant on-boarding process?

500

Non-acceptance by ERN next step

What is petition to state for denial?

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