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Home Care Strategy Lab: Daily Summaries Delivered
by Miriam Allred
Is there a single right way to run a home care agency? We sure don’t think so. That’s why we’re interviewing home care leaders across the industry and asking them tough questions about the strategies, operations, and decisions behind their success. Join host Miriam Allred, veteran home care podcaster known for Home Care U and Vision: The Home Care Leaders’ Podcast, as she puts high-growth home care agencies under the microscope to see what works, what doesn’t, and why. Get ready to listen, learn, and build the winning formula for your own success. In the Home Care Strategy Lab, you are the scientist.
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- 4 days ago1h 19m
10 Hard-Earned Lessons From Starting a Home Care Agency
#81 The first two years of home care ownership are brutal, and Adam and Marlene Bartlett aren't sugarcoating what it took to build Uplift Home Care from scratch. After investing $200–250K to launch their independent agency in California, they quickly discovered that finding clients was harder than recruiting caregivers, client churn was twice what they'd projected, and building meaningful referral relationships took far longer than expected. They share what's worked (and what hasn't) across caregiver recruiting, paid advertising, community marketing, and early office hires—including why promoting a caregiver into a care coordinator role became one of their best decisions. They've also built an unusually lean operation, using an offshore scheduler and AI to handle roughly 90% of their caregiver hiring process and 70% of their client intake and care planning workflow.Adam BartlettMarlene BartlettUplift Home Care Sponsors:Reel Home Care Consulting—meet Becky Reel and her teamGreeley—mention the LAB for a discount on your first 3 months
- 1 weeks ago55 min
How to Help Veterans Who Don’t Want Help at Home (Megan Casey)
#80 After nearly 15 years of serving thousands of veterans, Megan Casey has learned that one of the hardest parts of veteran care is getting fiercely independent veterans to accept help in the first place. She explains why agencies need to work around a veteran’s pride rather than try to change it, and why the best approach is simply meeting them where they are. Megan shares stories of veterans who started with just an hour or two of care before building enough trust to accept more help as their needs changed. She also gets candid about PTSD, addiction, isolation, weapons in the home, and the difficult balance between respecting a veteran’s choices and protecting caregivers. Most importantly, Megan explains why that first caregiver match matters so much—and why agencies should put down the assessment form, learn what makes the veteran tick, and earn their trust before trying to change their routine.Megan Casey on LinkedInEmail: meganc@momentumhtconsulting.com Cell: 315-794-6501Momentum Healthcare and Technology Consulting Sponsors:Greeley Capital / www.greeleycapital.com/thelab Mention the LAB and get discounted financing for the first 3 months
- 2 weeks ago1h 18m
The Optimize Infrastructure Blueprint for $2-12 Million Dollar Agencies (Debbie Miller)
#79 Does this sound like your agency?You have several key office employees.Everyone is busy, but work still gets stuck.Leaders are wearing multiple hats.Bottlenecks are slowing growth.The business is beginning to plateau.You know your agency needs to be redesigned so your best people can spend more time doing their highest-value work—but you don’t have the time or a clear model for doing it.This session will help you identify structural bottlenecks, clarify roles and ownership, and redesign your team to support the agency’s next stage of growth.Debbie Miller on LinkedInDownload the Optimize WorkbookOptimize Session Slide DeckLearn more about Helper Heroes VAs for home careBook a 1-1 with Helper Heroes team
- 3 weeks ago1h 22m
The Build Infrastructure Blueprint for $0-2 Million Dollar Agencies (Debbie Miller)
#78 Does this sound like your agency?You’re still doing almost everything yourself.You have one or two office employees.Your processes are still evolving.Every new hire feels expensive.Growth still depends heavily on you, the owner.You know you need more help—but you also need to make the right hires, assign the right responsibilities, and build the right infrastructure before you and your team burn out.This session will help you understand what your agency needs now, what can wait, and how to build an office team that supports your next stage of growth.Debbie Miller on LinkedInDownload the Build Workbook Learn more about Helper Heroes VAs for home careBook a 1-1 with Helper Heroes team
- Sep 29, 20261h 7m
The Revenue Cycle Controls Every Medicaid Agency Needs (Julio Barea)
#77 Most Medicaid billing problems begin long before a claim is submitted, with breakdowns in eligibility, authorization, scheduling, EVV, documentation, payer setup, or coding. Julio Barea, founder of the Home Care Revenue Institute, explains why agencies need to think beyond billing and manage the entire revenue cycle from intake through payment. He walks through the controls behind a clean claim, including how to verify authorized hours, reduce EVV exceptions, and catch problems before they become denials. Julio also shares the daily, weekly, and monthly cadence agencies should follow, along with critical KPIs like denial rate, payment time, EVV acceptance, and scheduled versus authorized hours. He closes with practical ways agency owners can better support their billers and develop them into trained revenue cycle management specialists.Julio Barea on LinkedInEmail: Julio@mycareoperator.comHome Care Revenue InstituteHome Care Revenue Specialist CertificationsSlide Deck that goes along with the episode Sponsors:Reel Home Care Consulting / reelhomecareconsulting.com
- Sep 22, 20261h 0m
Your Financing Options at Every Stage of Home Care Growth (Domenic Colavito)
#76 - More revenue doesn’t automatically solve cash flow—especially when payroll is weekly and payers can take 30, 60, or even 90 days to reimburse. Domenic Colavito, co-founder and COO of the $15 million OurCare Health, breaks down lines of credit, payroll funding, factoring, asset-based lending, SBA loans, and equity financing. He explains how an agency’s size, payer mix, profitability, collection time, and growth goals determine which options are actually available—and which are worth the cost. Domenic also explains factoring in simple terms and shares how predictable cash flow helped OurCare grow from roughly $6 million to $10 million without giving up equity or worrying about weekly payroll. The conversation covers the risks of financing, the billing problems it can expose, and what owners should clean up before approaching a financial partner.Domenic Colavito on LinkedIndcolavito@greeleycapital.com Greeley Capital / www.greeleycapital.com/thelabMention the LAB and get discounted financing for the first 3 months Sponsors:Helper Heroes / https://helperheroes.com
- Sep 15, 20261h 13m
How a First-Time Owner Built to 1,000 Weekly Hours in 20 Months (Keyur Shah)
#75 Keyur Shah entered home care with no ownership or healthcare experience and grew Senior Helpers of Coastal Orange County to 1,000 weekly hours in just 20 months. He walks through the agency’s growth month by month—from reaching 300 hours in Month 3 and becoming profitable in Month 9 to generating $700,000 in Year 1. Keyur explains why he opened with an office manager, added a VA recruiter in Month 4, hired a full-time scheduler near 500 hours, and waited until Month 18 to hand off client care. He also shares the ~$150,000 investment it took to reach operational breakeven, the impact of sudden client losses, and why consistent referrals took more than two years of networking. His biggest lesson applies to owners at every stage: don’t wait to grow before you hire—hire the team that can create and sustain the growth.Keyur Shah on LinkedIn Email: Kshah@seniorhelpers.com Senior Helpers of Coastal Orange County Sponsors:VitableReel Home Care Consulting
- Sep 8, 20261h 3m
How Tribute Is Building AI In-House and Saving 300+ Hours a Month (Andrew Dobson)
#74 Tribute Home Care has no engineers, so Andrew Dobson stepped up and is helping build AI tools in-house that collectively save 300+ hours per month. He explains how a scheduling dashboard evolved into an availability analyzer that helps staff new cases faster at 90–95% caregiver utilization. Tribute also used a Viv-built voice agent to fill 75% of its open weekend visits in an early test. Andrew shares how they condensed a five-system lead process into one workflow and reduced two days of financial reporting to a button press. He offers practical advice for finding the right AI projects, developing an internal champion, validating outputs, and keeping humans involved wherever judgment and relationships matter.Andrew Dobson on LinkedInAndrew.Dobson@tributehomecare.com Tribute Home CareClaude Code Sponsors:Phoebe—AI scheduling teammate that fills 75% of shifts in under 15 minutesReel Home Care Consulting—my recommended consultant for startups focused on differentiation and delivering a hospitality-like experience
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About Home Care Strategy Lab
Is there a single right way to run a home care agency? We sure don’t think so. That’s why we’re interviewing home care leaders across the industry and asking them tough questions about the strategies, operations, and decisions behind their success. Join host Miriam Allred, veteran home care podcaster known for Home Care U and Vision: The Home Care Leaders’ Podcast, as she puts high-growth home care agencies under the microscope to see what works, what doesn’t, and why. Get ready to listen, learn, and build the winning formula for your own success. In the Home Care Strategy Lab, you are the scientist.
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