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CHI documentation for FQHCs and RHCs: Turn Six Friday Referrals Into Clear Records

A smiling woman in traditional clothing having her blood pressure measured by a healthcare worker.

Lagos Food Bank Initiative

Individual CHI codes G0019 and G0022 make the work behind each care-coordination encounter more visible. For FQHCs and RHCs, documentation needs to show what the community health worker did, why it mattered, and how the activity connects to the billed service, instead of relying on one bundled G0511 record.

Six referrals can become six missing stories

By Friday afternoon, a community health worker may have helped six people reach care: called clinics, checked whether uninsured patients can be seen, shared addresses, arranged follow-up, and recorded whether someone actually got through the door. The care happened. The billing record can still be incomplete.

That gap becomes more costly when billing shifts from bundled G0511 care-coordination reporting to individual CHI codes such as G0019 and G0022. A single monthly note with a few broad phrases can leave staff rebuilding encounters from call logs, sticky notes, text messages, and memory.

The practical change is simple: document the encounter while it is still clear. Record the client label your organization permits, the navigation need, the action taken, the referral destination, the follow-up plan, the time spent, and any applicable suggested billing code. Keep the record tied to the real work, not a polished version written weeks later.

For a worker supporting a parent in Memphis who needs a low-cost clinic before work, “Provided resource information” says little. “Reviewed uninsured-access options, attached a clinic referral, confirmed the phone number, and set a follow-up to ask whether care was reached” preserves the work someone actually performed.

Apollo 13 had the parts, but needed a usable record

In 1970, Apollo 13 faced a carbon-dioxide problem after an oxygen-tank explosion forced the mission to change course. The lunar module had square lithium hydroxide canisters, while the command module had round ones. The available equipment could help, but only if people on the ground could translate the materials on board into instructions the crew could use.

NASA’s Apollo 13 Flight Journal documents how Mission Control developed and relayed a procedure for adapting the canisters with materials available in the spacecraft. At that moment, the outcome was uncertain. The crew did not need a general statement that carbon dioxide needed managing. They needed a clear, workable sequence built from what had actually happened and what was actually available.

That is the documentation problem facing a CHW at the end of a packed Friday. The referrals, calls, and follow-ups are the materials. If each encounter is captured as it occurs, the billing record has the pieces it needs. If the details remain scattered, someone must reconstruct a sequence after the fact, when the information is thinner and the risk of omission is higher.

Build the record into the referral workflow

A useful encounter record does not need a long clinical narrative. CaminoCare’s Navigator Workspace is designed for minimal-PII navigation work: attach the real clinic referral, record whether the client reached care, log the navigation encounter and relevant social-determinant factors, then export monthly encounter data for organizational review.

For an FQHC or RHC moving to individual CHI documentation, the best workflow is usually the smallest one staff will consistently use:

  • Create the case with only the minimum permitted client label.
  • Attach the actual clinic, behavioral-health service, hospital, or other referral used.
  • Log the navigation actions on the same day, including the outreach or coordination completed.
  • Record the outcome when it becomes known: reached care, still trying, could not connect, or needs follow-up.
  • Review suggested billing codes against your organization’s billing policy before submission.

This creates a trail that helps both operations and billing. A supervisor can see which referrals are still open. A navigator can pick up Monday without guessing what happened Friday. The billing team has encounter-level details to review rather than a month-end pile of partial notes.

For a closer look at keeping those referrals from disappearing between shifts, see A Community Health Worker’s Loose Notes. Referrals Can Disappear by Monday.

Documentation should protect the worker’s time

The shift away from G0511 can feel like one more demand on a team already handling calls, transportation barriers, language needs, clinic eligibility questions, and missed connections. The answer is not longer notes for their own sake. It is a record that follows the work.

Start with one repeatable encounter format. Make the referral destination selectable rather than retyped. Use a clear outcome field. Give staff a short place to describe what changed for the person that day. Then have billing staff confirm the documentation and coding requirements that apply to the organization’s Medicare participation and local workflow.

Apollo 13’s ground team could help because the critical facts were turned into a sequence the crew could act on. A CHW documentation system should do the same: turn six Friday referrals into six clear records before the details disappear.

CaminoCare

CaminoCare helps uninsured and Medicaid patients find real low-cost care and turn a stressful health question into a concrete, phone-callable plan—anonymously in English or Spanish—while Navigator Workspace helps community teams coordinate referrals.

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