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.
Ilya Vakhutinsky Careswitch CEO, home health aide's son, Forbes 30 Under 30, caregiver advocate
Connor Kunz VP @Careswitch, former head of education @ Home Care Pulse, scaled a service business 7 figures in 3 years
Jeff Wiberg President of the Home Care Association of America board and CEO of Family Resource Home Care
Connor Kunz VP @Careswitch, former head of education @ Home Care Pulse, scaled a service business 7 figures in 3 years
Rachel Gartner Former home care recruiter who was so successful that she founded her own recruitment firm (Carework)
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: