Welcome to our course
Starting a
Companion Care Agency
Program Outline
Here's the outline of what you'll find in this members area
Course Material
Start watching the course modules and get right to learning.
Documents & Tools
Download the documentation templates.
Resources & Vendors
Access resources that will help you in completing the tasks.
Group Mentoring
Join our group sessions or watch previous ones if you missed them.
Course Overview & Content
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Learn the basics of home care, its role, and the types of agencies you can start to make an impact in your community.
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This module covers the importance of licensing and regulations, focusing on the requirements for operating home care agencies.
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This module covers key steps to establish your home care agency, including choosing between a corporation or LLC, selecting a business name, and defining your mission, vision, and core values.
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This module covers the fundamentals of marketing, focusing on understanding your target audience, creating an ideal client profile, and assessing the sustainability of your niche.
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This module covers creating policies and procedures for compliance and operations, focusing on patient rights, safety, HR, and quality assurance.
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This module covers recruiting, training, and retaining staff, along with performance evaluations and building a supportive work environment.
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This module covers maintaining accurate and secure patient records, addressing legal requirements, HIPAA confidentiality, and best practices for paper and electronic systems.
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Part 1 - Recruiting and Hiring, Staff Management
Part 2 - Scheduling, Software Utilization
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This module covers payroll management, billing, and financial reporting, including setting up systems, managing cash flow, and keeping accounts clear.
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This module covers building a strong structure, defining key roles, and ensuring efficiency as your agency grows.
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This module covers best practices in patient care, focusing on communication, client-caregiver fit, safety, and feedback to ensure high service standards and strong client relationships.
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This module highlights essential elements of Quality Assurance, focusing on compliance, record management, and continuous monitoring to maintain service standards and audit readiness.
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This module covers Client Relationship Management, focusing on communication, personalized care, and addressing concerns to retain clients and generate referrals.
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This module addresses handling legal and ethical issues, focusing on proactive documentation, employee training, and legal counsel to manage risks like malpractice, abuse, and wage disputes.
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This module covers scaling strategies, focusing on niche perfection, KPIs, cost analysis, and growth through partnerships or mergers.
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This module covers admitting your first patient, focusing on onboarding steps, care planning, and building strong client relationships within the first 30 days for long-term retention.
Documentation & Tools
Click here to access some essential documents
to make things easier for you throughout this process.
Upcoming Group Mentoring Sessions
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September Group Mentoring Session
09.24 7:00-8:00PM ET
Ready to unlock your full potential?
Click her to join August’s group mentoring program.
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October Group Mentoring Session
10.29 7:00-8:00PM ET
Tentative Date
Confirmation will be sent one week in advance by email.
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November Group Mentoring Session
10.26 7:00-8:00PM ET
Tentative Date
Confirmation will be sent one week in advance by email.
Did you miss the previous Group Mentoring Sessions?
Watch the 3 most recent recorded sessions at your own time.
Resources & Vendors
Access a list of vendors and some of our preferred resources we actually use and recommend to new agency owners.
Additional services
Website Creation
We help you build a website for your brand to grow your online presence.
Licensure
We handle business licenses so you can focus on your goals.
Support Staff
Our dedicated support team is here to guide you through every step of your business journey.
Software
Get expert training to optimize your workflow and boost efficiency.
Full Set Up Service
Focus on caring, not paperwork. We handle the entire setup, so you can start your agency.
For details of our additional services, fill out this form to get a quote and connect with our team.