We've brought together a team of educators and home care experts to answer the burning questions that you and every home care owner will ask at some point.
Becki Harrington-Davis Senior Content Marketing Manager at CareAcademy
Sabrina Sattler Account Executive at Careswitch, home care agency advisor specializing in startup success and longevity
Ilya Vakhutinsky Careswitch CEO, home health aide's son, Forbes 30 Under 30, caregiver advocate
Jennifer Ramos Managed and sold three different home care agencies; CEO of JR3 Consulting
Angelo Spinola Home health, home care and hospice chair at Polsinelli
Brian Cottone Jr. Benefits expert at VItable Health
Connor Kunz VP @Careswitch, former head of education @ Home Care Pulse, scaled a service business 7 figures in 3 years
I’ve spent the last few weeks exploring client intake and assessment processes with a handful of well-known, highly-successful agencies. Interestingly, their processes and how/when they collect the information vary quite a bit.
Based on the experience, I’ve compiled a comprehensive new client assessment workflow that could work well for anyone building this process in their own agency or looking for ways to streamline their existing process.
One caveat to remember is that your state may have other specific requirements.
A quick overview of typical client assessment documents and when you complete them:
What to gather in your Intake/Pre-Assessment Process:
What to gather in your In-Home Assessment Process: (think of this as a verification of the self-reported information on the intake form)
*Bonus: What to gather in your In-Home Safety Inspection: