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š§ How to Begin or Add Care Management to Your Home Care Business
QuickSTART Manual for Home Care Entrepreneurs and Agency Owners
Thinking about launching a care management businessāor adding care management services to your existing home care agency? This practical, easy-to-follow QuickSTART Manual is your go-to guide for building or expanding your offerings with clarity, confidence, and purpose.
Whether you're just starting out or already operating a home care business, this resource walks you through the essential steps, service models, and real-world considerations that matter most. Itās especially useful for those exploring an owner-operated care management structure, one of the most common and scalable approaches in the industry.
Inside, youāll discover:
š§© A clear breakdown of care management business modelsāand how to choose what fits you best
š§ A personal self-assessment to help you evaluate alignment with your goals, strengths, and risk tolerance
š Step-by-step guidance to launch, expand, and integrate care management services
š¼ Tips, tools, and compliance insights to help you build with confidence and stay aligned with regulations
Care management can be a powerful, heart-centered extension of your missionāand a valuable service to the families you serve. With the right roadmap, you donāt have to guess your way through it.
š Perfect for: Home care agency owners, solo entrepreneurs, and healthcare professionals seeking a smart, purpose-driven path in aging services.
Care Management Made Simple: A Quick-Start Manual for Home Care Entrepreneurs
š This Is What You Get
The Quick-Start Care Management Services Launch Kit includes everything you need to start offering Care Management as a paid specialty service ā often for work youāre already doing informally.
This complete package gives you the knowledge, tools, and forms to launch confidently, serve families professionally, and generate new revenue within 30ā60 days.
1. Business Foundations
- Preliminary Considerations for Launching Care Management
- How to Begin or Add Care Management to Your Home Care Business
- Self-Analysis: Are You Entrepreneur Material?
- Choosing Your Quick-Start Business Structure (add-on, DBA, or separate entity)
- Setting Up Banking, Insurance, and Financial Systems
- Creating a Simplified Strategic Plan
2. Strategic Direction
- Defining Your Vision with the VTO (Vision/Traction Organizer)
- Identifying Core Values, Core Focus, and Niche
- Building Your Marketing Strategy
- Understanding a Care Managerās Responsibilities
3. Working with Families
- Partnering with Families in Care Management
- Supporting Long-Distance Family Members
- Helping Adult Children Manage Caregiving Demands
- Joining or Leading Support Groups
- Alleviating Caregiver Overload
- Working with Challenging Family Dynamics
- Helping Families Develop Solutions Together
- Addressing Caregiver Denial, Emotions, and Conflict
- Building Caregiver Partnerships
- Improving Family Communication
- Supporting Spousal Caregivers and Working Couples
- General Principles for Spousal Caregiving
- Navigating Problematic Relationships
- Addressing Expressions of Sexuality & Inappropriate Behavior
- Understanding Sexual Behavior vs. Medical Issues
4. Placement & Continuum of Care
- Helping Families Make Placement Decisions
- Understanding Levels of Care (Assisted Living, SNF, etc.)
- Conducting Facility Evaluations: Residents, Staff, Environment, Dining, Activities, Safety
- Working as Part of a Team Across the Continuum of Care
5. Client Assessment & Care Planning
- Elements of a Comprehensive Assessment:
- Physical Health
- Psychosocial Health
- Functional Status (ADLs & IADLs)
- Environment & Safety
- Cultural, Social, Spiritual, and Economic Considerations
- Writing Strong Assessments (presenting problem, history, psychosocial, medications, care plan narrative)
- Building an Effective Care Plan:
- Crafting Measurable, Doable Interventions
- Adding Budgets to Care Plans
- Getting Family & Client Buy-In
- Dealing with Rejected or Unaffordable Interventions
- Monitoring & Updating Plans Regularly
6. Tools, Forms & Templates
Youāll receive all the tools you need to standardize your process, including:
Assessment Tools
- Initial Comprehensive Assessment
- Short Portable Mental Status Questionnaire (SPMSQ)
- Checklist of Brain Impairment Problems
- Katz Index of Independence in Activities of Daily Living
- Social Assessment
- Home Safety Checklist
- HOPE Spiritual Assessment
- Lifeās Journey Assessment
Care Planning Tools
- Care Plan Template
- Sample Care Manager Field Evaluation
- Monthly Budget Template
- Assessment, Care Plan & Recommendations Outline
Forms for Professional Practice
- Agreement for Services
- Consent to Release Information
- Authorization to Release PHI
- Consent: Referral & Release of Information
- Family Intake Questionnaire
- Professional Network Log
7. Success Framework
- The 6 Key Elements of Care Management Success
- Care Management Review Process
- Tips for Being a āGood Detectiveā in Assessments
- What Makes a Strong Written Care Plan
š With this Launch Kit, youāre not just learning theory ā youāre getting a complete business-in-a-box with practical forms, proven strategies, and ready-to-use tools to build a profitable Care Management service line inside your home care business.