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🧭 How to Begin or Add Care Management to Your Home Care Business
Quick-Start Manual for Aspiring and Established Home Care Entrepreneurs
Thinking about launching a care management business—or expanding your existing home care services? This practical Quick-Start Manual is your essential guide to navigating the process with clarity and confidence.
Whether you're starting from scratch or looking to integrate care management into an already-operating home care agency, this resource outlines the key steps, business models, and real-world considerations you need to know. It focuses especially on the most common structure: the owner-operated care management business.
Inside, you'll find:
🧩 A breakdown of care management business types and how to choose the right model
🧠 A self-assessment to determine if care management is the right fit for your strengths and risk tolerance
📈 Step-by-step guidance on launching or expanding care management services
💼 Tools and tips for aligning your new care management services with compliance and operational success
Starting a care management practice isn’t for the faint of heart—but with the right roadmap, it can become a meaningful, scalable extension of your home care mission.
👉 Perfect for: Home care agency owners, healthcare professionals, and solo entrepreneurs exploring a purpose-driven path in aging services.
Care Management Services for Home Care Organizations
The Quick-Start Care Management Services Launch Kit includes everything you need to get your paid for what you're probably already doing!
Preliminary Considerations
How to Begin or Add Care Management to Your Home Care Business
- Self-Analysis: Are you entrepreneur material?
- Your Quick-Start Care Management Business Structure
- Setting Up Your Quick-Start Care Management Services
Creating a Simplified Strategic Plan
- Defining Your Vision Using the VTO
- What are Your Core Values
- What is Your Core Focus
- What is Your Niche
- Marketing Strategy
Overview of a CMs responsibilities
- Care Management with Families
- Care Management with Families
- Working with Long-Distance Family Members
Helping Adult Children and Families Manage the Overwhelming Demands of Caregiving
- Joining Support Groups
- Alleviating Caregiver Overload
- Working with Challenging Family Systems
- Helping Families Develop Solutions for Their Needs
- Dealing with a Caregiver’s Denial
- Dealing with a Caregiver’s Emotions
- Helping Caregivers Build a Partnership
- Building Partnerships with Professionals
Helping Caregivers Diffuse Conflict
- Helping Caregivers Establish Good Communication
- Encouraging Families to Communicate their Needs
- Helping Caregivers Strike a Balance
- Assisting Spousal Caregivers and Working Couples
- Principles of Intervention with Spousal Caregivers
Problematic Relationships
- General Principles for All Types of Spousal Caregivers
- Expressions of Sexuality
- Inappropriate Behavior
- Differential Diagnosis: Sexual Acting out versus Medical Problem
Continuum of Care Resources – Working as Part of a Team
- Helping Families Make the Decision to Place
- Placement: Levels of Care
Conducting Evaluations: Questions and Guidelines
- Evaluating Assisted Living Facilities
- Evaluating Skilled Nursing Facilities
- Evaluating Residents
- Evaluating Staff Members
- Evaluation the Facility’s Overall Environment
- Evaluating Resident Rooms
- Evaluating Hallways, Stairs, and Lounges
- Evaluating Bathrooms and Shower Rooms
- Evaluating Kitchen and Dining Areas
- Evaluating Menus and Food
- Evaluating Activities
- Miscellaneous
Conducting the Assessment
- Elements of the Assessment
- Physical Health
- Psychosocial Health
- Caregiving and Ethnic, Social, Spiritual, and Economic Status
- Functional Status
- Environment
Care Plan
- Multiple Interventions
- Interventions in the Care Plan
- Finding Interventions for the Care Plan
- Crafting Interventions
- Make Interventions Doable
- Make Interventions Measurable
- Make Interventions Understandable
- Make Interventions with a Timeline
- Multiple Interventions
- Care Plan Is Subject to Change
- Care Plan Needs to Be Acceptable: Dealing with Rejected Interventions
- Care Plan Needs to Be Affordable
- Care Plan Needs Consensus: Getting Family, Client, and Third- Party Buy-In
- Care Plan Needs to Be Impartial Yet Creative
Why Add a Budget to a Client Assessment and Care Plan?
- Creating a Monthly Budget
Care Monitoring: Updating Your Care Plan
- Monitor Your Client to Measure Change
- Sample Care Manager Field Evaluation/Care Management Services
Writing a Client Assessment and Care Plan
- Writing the Presenting Problem Section
- Writing the History Section
- Writing the Psychosocial Assessment Section
- Writing the Medications Section
- Writing the Level of Care Section
- Writing the Care Plan Section
- Narrative Explanation of Care Plan
- Evaluating the Client Assessment
- What Makes You a Good Detective?
- What Makes a Good Written Assessment?
- Assessment, Care Plan, and Recommendations Outline
6 Key Elements of Care Management Success
- Care Management Review
Comprehensive Assessment and Care Management Tools
- Short Portable Mental Status Questionnaire (SPMSQ)
- Initial Comprehensive Assessment
- Checklist of Brain Impairment Problems
- Social Assessment
- Home Safety Checklist
- HOPE Questions for Spiritual Assessment
- Care Plan
- Katz Index of Independence in Activities of Daily Living
Forms
- Consent To Release Information
- Authorization to Release Protected Health Information (PHI)
- Consent: Referral & Release Of Information
- Life’s Journey AssessmentJob Title/Position
- Agreement For Services
- Website Content