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  • Home Care Inside Optimizer for Communities

  • The Home Care Inside™ Optimizer is a diagnostic tool designed to provide objective insights into the oerational functioning of your short-visit services. 

    Rather than relying on assumptions or anecdotal experience, the Optimizer evaluates the structural realities of short-visit services to identify where performance is strong, where risk exists, and where improvement will have the greatest impact on profitability and scalability.


    For the purpose of this diagnostic:

    Short-visits refer to service models where a caregiver visits multiple clients during a single shift.
    The caregiver is paid for the entire shift, regardless of how much time is spent with clients.
    Client visits are typically one hour or less.


    Long visits refer to service models where a caregiver serves one client during a shift and is paid based on the time spent with that client.


    These two service models are managed very differently. The Optimizer focuses solely on short-visit operations.

     
    If you cannot confidently answer a question, that uncertainty is an opportunity for improvement.

     

    If you operate short-visit services in more than one community, please use the information from the community with the highest number of clients scheduled with these visits.

     

  • Pillar 1: Examine the Opportunity

    Enough client visits, at the right times

    Objective: Determine whether the community can support home care operations

  • 1. The total number of residents in this community is:*
  • 2. For clients living in this community, how many are receiving your agency's services with short-visits?*
  • 3. For clients living in this community receiving long-visits, what is the total amount of hours per week for those visits?:*
  • 4. Does the Community use home care agencies to provide service to residents?*
  • 5. How long has this community been open?*

  • Pillar 2: Scheduling & Utilization

    Paid time aligned with scheduled services

    Objective: Measure whether paid caregiver time is efficiently converted into billable client time.

  • Rows
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  • 9. Your community's daily Caregiver Utilization Rate is:*
  • 10. Caregiver shifts in this community are based on:*
  • 11. How often are changes made to staffing levels in this community?*

  • Pillar 3: Caregiver Workflow

    Team-based execution, not individual silos

    Objective: Assess whether caregivers can execute short-visit services efficiently, even when changes occur

     

    The questions below relate to short-visits only

  • 12. Caregivers are assigned to client visits based on:*
  • 13. Are caregivers asked for their feedback on their visit schedules?*
  • 14. Do the caregivers work as a team to assure all client visits are completed during their shift?*
  • 15. How does your community create the caregivers' schedules of clients visits?*
  • 16. How do caregivers document the completion of client visits:*
  • 17. How do caregivers document unscheduled visits/time with clients?*
  • 18. Can the caregivers efficiently document using technology in areas of the community with poor or no wifi/cell service?*
  • 19. What is the feedback from caregivers on the ease of use of the mobile application?*
  • 20. Does your community capture the actual amount of time the caregiver spends with each client?*
  • 21. When does your community make adjustments to the lengths of clients' visits?*
  • 22. When replacing one caregiver with another for a shift, how is this managed?*
  • 23. Caregivers that are assigned to this community:*
  • 24. True or False: Our community's short-visit services are operated based on defined processes and are not dependent on specific people for success.*

  • Pillar 4: Pricing & Services

    Revenue that matches reality

    Objective: Determine whether pricing, policies and services rules protect margins in short-visit operation.

     

     

  • 28. Gross Profit per month in this community is: (Client revenue/caregiver wages only)*
  • 29. How does your community price short-visits?*
  • 30. When does your community make adjustments to the lengths of clients' visits?*
  • 31. Does your community require clients to have a minimum number of visits or hours/week?*
  • 33. Does your community have a policy for minimum notice to make changes to visits? (including days of the week, start times, duration and tasks)*
  • 34. Does your community have a policy for minimum notice to end services? (Not including emergency hospitalizations)*
  • 35. Does your community provide unscheduled time (Ex. answering pendant calls, extending visits more than 10 min)*
  • 36. Do your community's caregivers make visits to residents who are not on service?*
  • 37. If yes to the above, is there a limit to the number of visits for these residents?*

  • Pillar 5: Control & Insight

    Leadership visability and accountability

    Objective: Evaluate whether leadership has real-time clarity on performance, cost, and profitability

     

     

  • 38. Does your technology provide Caregiver Utilization reports?*
  • 39. Does your technology provide Gross Profit reports?*
  • 40. Does your technology provide Revenue Forecasts?*
  • 41. Does your technology provide Revenue per Client Reports?*
  • 42. Is your community's short-visit operation profitable?*
  • 43. Is the overall home care operation within this community profitable?(considering all clients living there)*
  • 44. The overall satisfaction of the community's residents with the home care services is measured by:*

  • Pillar Totals 

  • Should be Empty: