Empower Your Care Journey for Your Desired Outcome
Discover our comprehensive consulting services tailored specifically for the homecare and healthcare sectors. We’re here to guide you through every step, from startup essentials to ongoing support. Our expertise ensures you have the right tools and strategies to succeed in this vital industry.
Our consulting services have the ability to enhance your efficiency and support better decision-making for your organization. We design our solutions for companies and businesses in the homecare and healthcare sectors, ensuring they meet the unique needs of each person receiving care or services. Clients can expect significant benefits, including improved compliance, streamlined operations, and measurable organizational success. We help you plan for the future, supporting long-term stability and growth. As leaders in the homecare industry, our team is dedicated to guiding you toward continued success.
Explore Our Resource Library of Important Documents
Access a variety of essential resources designed to support your homecare journey. Our resource library offers a wide range of written documents, including policies and procedures, to help you stay organized and compliant. You’ll find practical examples that illustrate how to apply policies and procedures in real-world scenarios. Explore resources that guide you through the creation of effective policies and procedures, as well as step-by-step guides outlining the steps involved in key processes. These resources are designed to help you complete specific tasks efficiently and accurately. Examine our comprehensive resources on policy and procedure management to enhance your understanding and implementation. We also provide resources covering other policies relevant to homecare organizations, ensuring a well-rounded approach. Discover materials that clarify the difference between policies, rules, and procedures, and access guides that help define key terms and concepts in homecare policy. Don’t miss out on valuable insights, join our mailing list for the latest updates.
Expert Guidance in Homecare
Explore step-by-step tutorials designed for homecare professionals, including guidance on developing and managing your organization’s policies. Our comprehensive guides cover essential topics like agency startup, compliance, and effective marketing strategies to help you succeed in this ever-evolving industry.
Learn how to implement policies and procedures effectively within your company to ensure consistency and operational efficiency. Discover the importance of having policies signed by management for approval and by employees to acknowledge understanding, and the process to sign them, including electronic signatures. Find out how to verify compliance with policies through regular assessments and acknowledgment tracking. Understand the characteristics of a good policy, which not only ensures legal compliance but also fosters a positive organizational culture and provides clear guidance. Access tutorials on crisis management and response to prepare for and manage severe events that could impact your organization. Get tips on managing staff or user accounts as part of operational best practices. Be aware of the potential for fines resulting from noncompliance with policies and regulations. Explore the significance of company-level policy development and how it aligns with your organization’s vision and objectives. Learn about employment policies and their impact on jobs within the homecare sector. If relevant, review use-of-force policies to ensure best practices in client care and community trust.
QAPI Services
· Comprehensive review of all personnel files for regulatory compliance
· Preparation and audit of mandatory quality reports (CMS, state, etc.)
· QAPI program setup (templates + policy manual)
· Quarterly audit reports with corrective action plans
Custom Homecare Policy Manuals
· Fully customizable Policy & Procedure Manuals (state-specific)
· HIPAA, Infection Control, Emergency Plan, Employee Handbook included
· CHAP, ACHC, and Medicare-compliant formatting available
Start Your Homecare Agency Package
· Step-by-step consulting to launch your homecare business
· Includes licensing guidance, EIN, NPI, and forms
· Full digital binder (intake, HR, care planning, marketing templates)
· 1-on-1 coaching and support for your first 90 days
Policy Crosscheck
· Review of existing policies for compliance with state and CMS guidelines
· Identify gaps, outdated language, and recommend updates
· Includes summary report with actionable recommendations
Homecare Profitability Calculator
- Enter hours per caregiver/client and auto-calculate billing totals
- See gross vs. net profit by client
- Input monthly expenses and track real-time profit
- Instantly know which clients are making or costing you money
- Helps with pricing strategy, payroll planning, and cash flow visibility
SEO Services for Homecare Agencies
• Improve your website’s visibility in Google
• Attract more private pay and referral clients
• Includes local SEO, keyword research, & content plan
• Monthly plans available with performance tracking
True Legacy Consulting
Starter Package-
Pre-Accreditation Readiness Checklist
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Standardized CHAP Policy & Procedure Templates
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2 Virtual Coaching Calls (60 mins each)
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List of CHAP-required documents and how to organize them
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CHAP Mock Survey Guide (self-led walkthrough)
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Email Support (2 weeks)
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Policy Crosscheck
True Legacy Consulting
Pro Package-
Full Customization of P&Ps to match agency structure
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QAPI Program Design (Quality Assurance and Performance Improvement)
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Emergency Preparedness Plan Creation
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HR File Compliance Checklist & Audit Support
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OASIS Documentation Prep Guidance
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6–8 Weeks of Ongoing Coaching (1x/week calls)
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1 Virtual Mock Survey with Detailed Feedback Report
True Legacy Consulting
Executive Package-
Full Agency Audit (documents, staff files, licensure readiness)
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Staff Training Materials + CHAP Readiness Workshop (virtual)
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Post-Survey Support (fixing deficiencies if cited by CHAP)
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Ongoing Compliance Retainer (optional add-on)
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Access to Premium Templates: Orientation, Performance Eval, Infection Control Logs, etc.
Common Questions
Find answers to your most pressing questions.
We offer a range of consulting services tailored to the homecare and healthcare sectors, including startup support, licensing assistance, business strategy development, marketing, and ongoing coaching. Customers can expect clear guidance, transparent communication, and dedicated support throughout the consulting process. We prioritize meeting our customers’ needs and expectations to ensure their success.
Starting a homecare agency involves comprehensive planning and compliance. We guide you through obtaining necessary licenses, developing operational procedures, and establishing effective marketing strategies.
Our fees vary based on the services you require. We offer flexible pricing models tailored to the specific needs of your agency, ensuring you get the right support at the right cost.
Our process begins with a consultation to understand your vision and challenges, following which we create a tailored roadmap to help you achieve your goals. We emphasize collaboration and ongoing support throughout.
Yes, we specialize in licensing and compliance support. Our team will assist you in understanding the regulations and meeting all necessary requirements to operate your homecare agency successfully.
We offer ongoing coaching and training to ensure your agency thrives. This includes regular check-ins, access to resources, and updates on industry best practices.
Need more information?
If you have any further questions, don’t hesitate to reach out. We’re here to support you every step of the way.