Success Stories

Overhauled entire back office and systems for a home health agency.
Initiated a new systems implementation program that included Electronic Health Records, Payroll, General Ledger and Business Intelligence.

Helped a provider prepare for a state audit by the Department of Developmental Services. Conducted a mock audit to ensure readiness. Reviewed records and recommended changes to improve documentation procedures.

Assisted Provider(s) in defending and settlement of audits by Department of Social Services.

Developed budgets for start-up organizations

Served as Interim Director for an Alabama-based health system’s home health agency. Implemented hybrid management solution to assure regulatory compliance. Introduced management by metrics. Increased productivity expectations for therapists. Implemented RN Case Manager and RN Visit Nurse positions. Utilized RN Case Managers and RN Visit Nurses in pods. Recruited visiting staff and director. Standardized education, including orientation and productivity management. Developed bonus recognition program for visits above expectation. Optimized operations, productivity, pay structure for RNs and therapists, and increased census.

Served as interim director for a national health system’s home health agencies in California, Alabama and Central Massachusetts. Optimized operations in all locations. Assumed administrator role at one agency for nine months. Brought one agency into compliance with accreditation standards. Managed a change of ownership for the California agency. 

Supported home health operations, clinical care and management at a home health and hospice agency in Massachusetts. Responsible for the delivery of care; support of the management team; optimization of PGDM to attain financial and quality goals. 

Overhauled entire back office and systems for a home health agency. Initiated new systems implementation program that included Electronic Health Records, Payroll, General Ledger and Business Intelligence. 

Created a Medicare-certified home health agency joint venture between an established Medicare-certified home health agency and an assisted living facility. Developed operational standards and policies. Submitted the CMS 855a form with all required documents: Civil Rights clearance, OASIS transmission, application for accreditation. Supported selection of supplies vendor. Researched staffing agencies. Developed agreements for shared services. Conducted mock survey.  Agency attained accreditation and Medicare certification.

Advised owner of a private pay and Medicare-certified home care agency on the agency’s marketability. Conducted a financial analysis to advise on steps needed to prepare for sale. Located potential buyers and assisted with the due diligence process.   

Managed & coordinated sale of non-medical home care agency to a larger home health agency.

Facilitated sale of Home Health Care agency to larger health care system.

Assisted large non-medical home care agency in acquiring skilled Home Health agency.

Coordinated sale of Home Health Agency to a larger regional home health provider.

Conducted a deep dive review of a home health agency within an organization delivering other health and community supports to vulnerable populations. Reviewed home health operations and relationships within the larger organization. Developed an integrated organizational roadmap to address operational and role confusion within the agency, leadership, recruitment, onboarding and education, and marketing and referral options within and outside the agency.

Helped a small Maine-based Medicare-certified not-for-profit home health agency survive, remain independent and expand. Organized administrative, clinical, development and marketing operations, reviewed/revised policies, developed the QAPI Plan, revised the Emergency Preparedness Plan. Provide ongoing support and consultation. 

Provided interim management while optimizing operations for a PACE owned, Medicare-certified home health agency. Reviewed viable options: expansion; relocation; closure. Developed and managed structure, policies, clinical staff additions. 

Developed a plan of correction to help a private duty home care agency address major deficiencies resulting from an accreditation survey. Reviewed all deficiencies and created or revised policies; evidence, and operations to bring the agency into compliance.

Managed start-up of a Medicare-certified home health agency within large mental health agency in Massachusetts. Developed a home health line of service within the behavioral health center. Prepared all regulatory submissions to establish a new Medicare-certified home health agency. Developed an operational and financial structure complimentary to the behavioral health center. Utilized shared policies to reduce confusion and enhance conformity. Recruited and hired the home health administrator. Assisted with the selection of an Electronic Health Record.

Helped a state-licensed home care agency expand to a Medicare-certified home health agency. Obtained Department of Health clearance to apply for Medicare-certification. Submitted CMS 855a form with all required documents. Hired key employees. Agency attained accreditation and Medicare certification.

Helped a central Maine-based homemaker agency obtain a license to expand by providing nursing services. Application for licensure, integration of required policies into existing policies, recruited program director.

Planned and facilitated a strategic planning retreat for a small New England VNA. The outcome: The VNA decided to merge with another small VNA.