By the end of this 1-hour session, attendee will: Understand the key compliance requirements for assisted living, home care, and NEMT businesses Know how to implement simple systems to stay compliant Learn strategies to avoid costly mistakes or penalties Gain confidence to run their business independently

🚀 WHAT YOU WILL ACHIEVE ✨ Develop a clear, compelling facility message ✨ Identify exactly who your referral partners are ✨ Market your facility with the confidence of a pharmaceutical rep ✨ Build strong, consistent outreach habits ✨ Strengthen loyal, long-term referral relationships ✨ Increase your qualified move-ins ✨ Stabilize and maintain your occupancy ✨ Grow your census predictably, sustainably, and professionally This is a system — one you can implement immediately.

By the end of this course, you will be able to: ✔ Build your own Point-of-Care System ✔ Care plan accurately for higher reimbursement ✔ Calculate the true cost of caring for each resident ✔ Identify underbilling and missed revenue ✔ Justify rate increases with clear documentation ✔ Improve staff allocation and reduce burnout ✔ Maintain quality, compliance, and profitability

✔ How to customize and implement your Policy & Procedure Manual ✔ How to set up compliant documentation, workflows, and forms ✔ How to prepare your agency for licensing, audits, and inspections ✔ How to structure daily operations ✔ How to build a compliant client onboarding and service process ✔ How to properly document care, transportation, and staff activity ✔ How to understand regulatory standards for Home Care or NEMT ✔ How to create systems that support growth and reduce risk plus 5 Hours

This module teaches agencies how to create, effective Corrective Action Plans that satisfy insurance underwriters and prevent policy cancellation. You will learn how to respond to incidents, address deficiencies, strengthen compliance processes, and demonstrate to your insurance provider that your agency is actively reducing risk. These strategies help protect your liability coverage, prevent premium increases, and keep your business insurable—even after an audit, incident, or warning notice.

LEARNING OBJECTIVES Participants will learn how to: ✔ Identify what constitutes wrongful discharge ✔ Understand legal and regulatory discharge requirements ✔ Apply proper documentation to protect the agency ✔ Recognize when discharge is appropriate and lawful ✔ Provide required notices and communication ✔ Safely transition clients to alternative care ✔ Avoid practices that trigger APS complaints ✔ Reduce liability, risk, and insurance exposure

LEARNING OBJECTIVES By the end of this class, participants will be able to: ✔ Conduct a compliant client intake ✔ Perform a pre-admission assessment ✔ Identify red flags and unsafe placements ✔ Collect required documents (ID, medical info, service history) ✔ Explain service limitations clearly to families ✔ Complete service agreements correctly ✔ Set realistic expectations with clients ✔ Ensure proper documentation to protect the agency ✔ Avoid liability, APS complaints, and wrongful admission

Learning Objectives Calculate business value using standard formulas Understand what buyers and investors look for Identify strengths and weaknesses affecting value Analyze clients, contracts, staffing, and financials Increase agency value with proven strategies Prepare documentation for sale or expansion Avoid factors that lower value for buyers and sellers Build turnkey, scalable business systems

Your Unique Selling Point (USP) is the ONE clear reason clients, families, referral partners, or facilities should choose YOUR agency instead of another. It is what makes you different, better, and valuable in your market. A strong USP improves your marketing, increases your referrals, and helps you build stronger relationships with doctors, social workers, hospitals, and families.

✔ Menu explanation ✔ Dietary compliance advice ✔ Q&A ✔ Facility-specific adjustments

Activity Program Description (Includes Compliance Log) Our Activity Program is designed to provide meaningful engagement for seniors at every level of physical and cognitive ability. Each activity is adaptable for independent participants, those needing moderate assistance, and residents requiring low-stimulation or dementia-friendly alternatives. All activities are recorded in an Activity Participation Log.

The purpose of this Safety and Emergency Preparedness Plan is to ensure the safety, protection, and well-being of clients, staff, and visitors through clear procedures for preventing accidents, managing emergencies, and responding to unexpected events. This plan ensures compliance with state regulations and industry best practices. 1 on 1 Consultation Duration 2 Hours

In this class, participants will learn how to: Understand medication rules, roles, and limits Store, handle, and secure medications safely Assist or administer medications according to state laws Document correctly using MARs and PRN logs Manage refusals, missed doses, and client changes Follow emergency steps for medication errors Dispose of medications properly Communicate concerns to supervisors and families Reduce risk, protect the client, and stay compliant

This comprehensive, step-by-step training program is designed for aspiring owners, administrators, and care-industry entrepreneurs who want to establish and manage a successful all-inclusive group home or assisted-living facility. Participants will gain practical knowledge of regulatory requirements, licensing, business planning, compliance, operations, staffing, and resident-care standards.