Grow your home health agency past the next care plan.
The expertise. The AI edge. The capital.
Start a conversationEvery home health agency runs into the same operational walls, whether it's a caseload of a few dozen clients or several thousand. We've spent our careers inside these exact departments, solving these exact problems for agencies just like yours.
Marketing
Home health demand usually starts with a physician's referral or a discharge planner, not a search. We build the referral-visibility and trust systems that keep an agency on the approved list families never go looking for.
Sales
Enrolling a client means walking a family through a care plan and payer decision in one of their hardest weeks, not a phone quote. We bring playbooks that turn a hospital discharge into a signed care plan before another agency gets the call.
Partner Relationships
A discharge planner owes an agency no contract, so a slow callback or a patient bounced back to the hospital is reason enough to quietly start calling someone else next time. We build the same-day response and case-status updates that keep referral sources calling back on their own.
Site Survey & Scoping
An intake assessment that only captures referral paperwork misses the home access, family availability, and equipment needs that determine whether a care plan's staffing will actually hold. We standardize what gets checked on every intake visit, so the plan matches the home, not a guess.
Estimating & Pricing
Medicare, Medicaid, private insurance, and private-pay clients all reimburse the same visit at different rates, and a flat per-visit price hides which cases are actually profitable. Our pricing accounts for payer mix and the caregiver skill level a case requires, so a full calendar doesn't mask a losing one.
Proposal, Financing & Approval
A care plan needs a physician's order, an insurance authorization, and a family's sign-off before the first visit, and a stall at any step delays intake. We bring authorization playbooks that keep a signed case moving to its first visit, not stuck in paperwork.
Customer Intake / Call Center
A hospital discharge can give an agency less than a day to confirm coverage and staff a first visit, while most calls are routine scheduling questions. We build intake systems, staffed by people and AI, that sort urgent referrals from routine calls correctly the first time.
Scheduling & Dispatch
Matching a caregiver's certification to each client's needs, then covering a call-off without missing a visit, is a harder routing problem than most field service faces. We've built dispatch software for some of the largest field service operations in the country, tuned for home health's credential-matching stakes.
Caregiver Enablement
Care-plan details and a client's preferences often live in one caregiver's memory, not a shared record, so a last-minute substitute shows up cold. We build mobile care-plan references that travel with the client, not the caregiver, so a substitute visit runs like the regular one.
Supplies & Inventory
Running short on gloves, wound-care supplies, or a client's mobility equipment mid-visit sends a caregiver back out, and paper logs make it hard to know what's low until it's gone. We build supply tracking tied to each client's actual care plan, not a standing guess.
Fleet Management
Most caregivers drive their own car between visits, so the equivalent of fleet management is mileage and travel time eating into a tight visit schedule. We bring routing and reimbursement systems that keep drive time from quietly eating into the day's visit capacity.
Quality Assurance & Compliance
HIPAA, state background-check rules, and federally mandated electronic visit verification all have to be tracked per caregiver and per visit, and a lapse risks real licensing consequences. We implement compliance systems that keep every credential and visit record current, not just current when someone remembers to check.
Billing & Invoicing
Medicare, Medicaid, private insurance, and private-pay clients bill on different codes, rates, and timelines, and treating them the same way is how reimbursement gets left on the table. We build billing systems that keep each payer accurate to its own rules, so completed visits turn into revenue.
Claims & Appeals
A denied insurance claim runs on its own slow appeals clock, separate from normal billing, and a denial left unworked means revenue for completed visits never gets collected. We build tracking that keeps denials and appeals moving on their own timeline, apart from regular invoicing.
Collections & Accounts Receivable
A Medicare or Medicaid claim can sit in review for weeks, and a private-pay family disputing a missed visit will often withhold the whole invoice, not just the disputed day. We bring collections processes and working capital that keep cash flow steady while payer delays get resolved.
Workforce & Recruiting
Certified caregivers are one of the hardest hires in field service, and state licensing, background checks, and high industry turnover keep the pipeline thin everywhere at once. We bring recruiting and onboarding systems that get new caregivers credentialed and productive faster in a market that's always short.
Training & Caregiver Enablement
Certification renewals, continuing-education hours, and care-plan updates all have to stay current across a workforce that's rarely in the same room twice. We push AI-drafted refreshers to each caregiver's phone on their own renewal clock, so credentials and care-plan knowledge stay current without one veteran carrying the team's memory.
Back Office & Systems
HIPAA-compliant records, state licensing renewals, and electronic visit verification all have to run cleanly behind the scenes, and most agencies stitch them together from tools that don't talk to each other. We implement operational systems built for home health's compliance load, sized to an agency's actual scale.
Customer Follow-Up
A satisfied family rarely leaves an online review, but a discharge planner who never hears how a case went has no reason to send the next one. We automate the follow-up and status reporting that keeps referral sources in the loop, so a good case leads to the next.
Account Management & Retention
A care plan rarely ends with a phone call. A family quietly moves to another agency, or authorized hours lapse without renewal, long before anyone marks the case closed. Our scheduling and authorization data flag a wavering case while it can still be saved, not after it's already gone.
Management & Reporting
Visit compliance rate, caregiver hours staffed against what's authorized, and which referral sources are converting predict an agency's health better than total census, and most owners can't see any of it in real time. We bring the reporting discipline that shows which cases and referrals are actually working.
Data & AI Automation
Manually logging visit notes, re-keying caregiver timesheets, and confirming electronic visit verification by hand eat hours that should go toward staffing the next case. We bring AI agents that capture that data at the source, so an agency's time goes to matching caregivers to clients, not admin.
Service Offerings
Skilled Medicare-certified care and private-pay private duty care are often run as separate service lines with separate rules, and most agencies built around one leave the other's revenue untapped. We help build the licensing and staffing model for the line an agency hasn't added yet.
Strategic Growth
A new market's hospital and discharge-planner relationships take years to earn from zero, and certificate-of-need laws in many states cap how many agencies can even hold a license there. We favor buying an established local agency for its referral base and license together, not just its client count.
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