Welcome to Your Member's Area

This is your exclusive online space where you'll find all the resources and support you need to get your agency started. Explore the training videos, download essential resources, and attend mentoring sessions that will make your pathway to success as smooth as possible.

Must Know Before You Start

This program was designed for flexibility, allowing you to watch the video training at your own pace.

You will have unlimited access to the training and the members area for as long as we are running the program.
Learn how to start either a Medical Staffing Agency and/or a Home Care Agency (offering companion care, non-skilled or skilled services).
Tailor the program to your goals and preferences—start with the service you want to offer first and build on from there.

Starting a Medical Staffing Agency

Get Started

Starting a Home Care Agency

Get Started

Meet your Instructor

Karl is a seasoned healthcare entrepreneur with over two decades of experience in launching, operating, growing and buying agencies in Healthcare. In recent years, Karl has also dedicated part of his time to creating content, resources and services aimed at supporting entrepreneurs looking to do the same all while working on scaling his own Home Care business to reach the milestone of becoming a 9 figure enterprise.

Program Outline

Here's the outline of what you'll find in this member area

Video Material

Start watching the training modules and re-visit them as many times as needed.

Medical Staffing Training

Home Care Training

Documents & Tools

Download documentation that will be useful throughout the pre-launch process.

Review

Resources & Vendors

Get a list of recommended resources to help you complete your tasks.

Review

Group Mentoring

Join our LIVE mentoring sessions or watch replays as needed if you missed them.

Review

Starting a Healthcare Staffing Agency

Course Overview & Content

Get Started

A welcome from your instructor and course outline.
Our first lesson dives deep into the world of healthcare staffing. Learn the different agency types, how to build your network, and the value of placements.
Discover the essential tools to launch your staffing agency. Explore the legal documents you need to comply and learn about crucial client and employee management tools.
Lesson 3 equips you with staffing agency essentials: marketing, client identification, pricing strategies, and recruitment tactics to land your first customers.

In Lesson 4, you'll learn what you need to know to master sales, implement effective data tracking and get your first contract.
Learn about the placement facility process, organization checks, compliance tracking, and quality assurance and improvement.
Discover how to raise capital, manage debt, equity, and factoring, and navigate financial obstacles for long-term success. Topics include business loan management, home equity lines of credit, and factoring.
In Lesson 7, you'll learn about self-awareness, key entrepreneurial knowledge, what defines an entrepreneur, and conclude with a closing statement.

Starting a Home Care Agency

Course Overview & Content

Get Started

Level 1: Starting a Companion Care Agency

Learn the basics of home care, its role, and the types of agencies you can start to make an impact in your community.
This module covers the importance of licensing and regulations, focusing on the requirements for operating home care agencies.
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.
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.
This module covers creating policies and procedures for compliance and operations, focusing on patient rights, safety, HR, and quality assurance.
This module covers recruiting, training, and retaining staff, along with performance evaluations and building a supportive work environment.
This module covers maintaining accurate and secure patient records, addressing legal requirements, HIPAA confidentiality, and best practices for paper and electronic systems.
Part 1 - Recruiting and Hiring, Staff Management

Level 2: Adding Home Care Services

This module delves into effective scheduling practices and the importance of utilizing software tools for efficient staff management in a home care agency.
This module covers payroll management, billing, and financial reporting, including setting up systems, managing cash flow, and keeping accounts clear.
This module covers building a strong structure, defining key roles, and ensuring efficiency as your agency grows.
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.
This module highlights essential elements of Quality Assurance, focusing on compliance, record management, and continuous monitoring to maintain service standards and audit readiness.
This module covers Client Relationship Management, focusing on communication, personalized care, and addressing concerns to retain clients and generate referrals.
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
This module covers scaling strategies, focusing on niche perfection, KPIs, cost analysis, and growth through partnerships or mergers.
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.

This lesson explores the essentials of non-medical home care licensing, including state regulations and the scope of services permitted.
This lesson highlights the importance of expanding policies and procedures for home care, covering key areas like care planning, patient rights, emergency preparedness, and compliance.
Payer for home care, highlighting the difference from Medicare and how to enroll as a Medicaid provider. It also discusses the importance of payer diversification.
This lesson focuses on how to market home care services effectively by identifying your target audience, developing community partnerships, and using strategies like content creation and email marketing to attract new clients.
This lesson provides an overview of home care billing processes, covering how to manage contracts, rate sheets, and the submission of claims. It also highlights key components like prior authorization, claims reconciliation, and the importance of timely filing to avoid revenue losses.

This lesson focuses on the management of clinical records, emphasizing the importance of maintaining the documentation for all patients. It covers HIPAA compliance, access controls, and the role of electronic health record systems (EHR) in ensuring privacy and efficient management.
This lesson emphasizes the importance of ongoing education to improve patient outcomes by maintaining caregivers' skills and updating them on industry changes. Regular training is key to ensuring that caregivers can meet client needs and care goals.
This lesson outlines best practices for home care agencies, focusing on continuous improvement, attending industry conferences, implementing quality assurance strategies, and ensuring staff are trained and updated on the latest standards.
This lesson covers how to conduct a comprehensive head-to-toe assessment of a client and create personalized care plans. It discusses the importance of evaluating both the client's physical condition and their living environment, along with documenting medication and coordinating care.
This lesson covers key risk management strategies for home care agencies, focusing on fall prevention, workplace safety, disease management, and financial risk reduction. It highlights the importance of staff training and safety protocols to protect patients, caregivers, and the agency.

Level 3: Adding Skilled Home Health Care Services

This lesson covers the transition into skilled home health care, including federal regulations, Medicare credentialing, and the role of CMS in overseeing the industry.
This lesson explains the Medicare credentialing process for skilled home health care agencies, covering licensure, NPI registration, PECOS enrollment, and maintaining compliance with federal and state regulations.
This lesson covers the accreditation process for skilled home health care agencies, focusing on the importance of accreditation for compliance, risk management, and maintaining high care standards.
This lesson covers how to prepare for your first accreditation survey, emphasizing the importance of staying organized, reviewing policies, and ensuring compliance to meet state and accreditation body standards.
This lesson walks you through your very first accreditation survey, explaining what to expect on survey day and how to navigate the process to ensure a successful outcome.
This lesson covers how to effectively manage and coordinate services for a scaled home health care agency. It emphasizes advanced scheduling tactics, staff coordination, managing stakeholders, and technology tools essential for efficient operations.

This lesson covers how to develop comprehensive care plans in skilled home health care. It emphasizes accurate OASIS assessments, coordination across multidisciplinary teams, and regular reassessments to achieve the best patient outcomes while balancing operational needs.
This lesson provides an overview of the different payer sources in skilled home health care, including government payers (VA, Medicaid, Medicare), Managed Care Organizations (MCOs), and commercial insurance plans. It explains the nuances of working with each payer type, the importance of pre-authorization, and strategies for managing a diverse payer mix to ensure steady revenue and minimize risk.
This lesson focuses on marketing strategies for skilled home health care services, emphasizing the importance of identifying target clients, referral sources, and creating relationships with key providers. It highlights the need for a consistent marketing routine, building a professional network, and nurturing top referral sources for sustainable growth.
This lesson provides a high-level overview of Medicare billing for skilled home health care services, highlighting the key differences between Medicare and other payers. It emphasizes the need for providers to be Medicare-approved, understand the patient-driven grouping model (PDGM), and follow specific billing processes to ensure proper reimbursement.
This final lesson focuses on strategies for building a sustainable and successful home health care business. It covers the importance of client acquisition, retaining long-term clients, maintaining strong referral relationships, and diversifying payer sources. The lesson also emphasizes consistent marketing, expanding services, and educating clients on additional care options, all with the goal of growing a reliable and profitable book of business.

Don’t Miss Our Upcoming Group Mentoring Sessions

September Group Mentoring Session

09.23 | Tuesday
7:00 8:00 PM EST
Ready to unlock your full potential?
Click here to join September's group mentoring program.

Register
October Group Mentoring Session

10.28 | Tuesday
7:00-8:00 PM EST
Tentative Date
Confirmation will be sent one week in advance by email.
November Group Mentoring Session

11.25 | Tuesday
7:00 8:00 PM EST
Tentative Date
Confirmation will be sent one week in advance by email.

Need More Support?

This program was designed to ensure a smooth launch and success for all of our clients. However, we understand that some may need extra support to get set up our expand your business operations. If that’s the case for you, here’s a list of additional services we may be able to offer for an extra fee.