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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 10m
The Only Home Care Scorecard You Need (Krystal Wilkinson)
#69 Most home care agencies are drowning in reports but still struggling to identify problems before they impact growth. Krystal Wilkinson, President of Adultcare Assistance Home Care, shares the 18 core KPIs she and her leadership team review every week across recruiting, scheduling, care management, sales, and HR & finance—and explains why leading indicators matter far more than monthly reports. You'll learn why her agency targets a 25–27 hour average client census, aims to hire caregivers in under 7 days (currently averaging 9 days), tracks 25 meaningful referral visits per week, and uses data to predict staffing needs, revenue dips, and referral trends before they happen. Krystal also explains how her team uses AI-powered dashboards, why every department owns specific numbers, and how they've refined their scorecard over 15 years of trial and error.Krystal Wilkinson / KDW@adultcareassistance.comAdultcare Assistance Sponsors:Vitable Health - learn.vitablehealth.com/lab
- 1 weeks ago1h 3m
Four Ways for Caregivers to Increase Their Pay Rate (Kimberly Jones)
#68 When a caregiver asks, “when do I get my next raise?”, do you have a good answer? Kimberly Jones, Vice President of Help at Home Senior Care, shares the transparent four-part compensation framework her team uses to reward skill development, specialized training, long-term commitment, and leadership. We break down hands-on competency evaluations, dementia skill assessments, certification pathways, longevity bonuses, and why clear career progression has helped the agency retain caregivers for many years. Kimberly also shares the retention data behind the program, including why 66% of their caregivers have stayed for more than two years and why their highest-paid caregivers average 6.5 years with the company.Kimberly JonesHelp at Home Senior CareGrade Us—feedback loop tool Sponsor:Vitable Health - learn.vitablehealth.com/lab
- 2 weeks ago58 min
How to Build an Advanced Dementia Care Program (Ryan Whittington)
#67 Ryan Whittington, CEO of Seniors Home Care in St. Louis, shares how one struggling dementia client led his team to build Sage In-home Memory Care—a completely separate brand dedicated to serving advanced dementia clients with a fundamentally different care model. Instead of treating dementia as another service line, Ryan explains how specialized caregivers, weekly care management visits, life story assessments, individualized activity calendars, and intensive training have created better outcomes for clients, families, and caregivers alike. We also discuss why consistency matters more than flexibility, how to overcome resistance to care, why advanced dementia clients require a true team approach, and the business decisions that make this model sustainable.Ryan WhittingtonSeniors Home CareSage In-home Memory CareLife Story Assessment - provided by SageBest Practices Booklet--Dementia Home Care (Alzheimer’s Association)Teepa Snow’s 6 GEMS You Need to Know For A Positive Approach to Dementia Care
- 3 weeks ago1h 3m
What It Looks Like to Sell to a Home Care Roll-Up And Stay On
#66 Adam Berry built As Close as Family over nearly a decade before realizing the business had outgrown what he could sustainably manage on his own. Rather than walking away, he sold the agency to Avenues Home Care and stayed on to focus on the work he enjoys most while gaining the back-office support he was missing. In this episode, Adam and Avenues CEO Doug Markham break down how they found the right acquisition fit, what due diligence actually looked like, and why culture mattered more than valuation. They also share how they divide responsibilities after the sale, which functions are centralized versus kept local, and why giving operators autonomy has been critical to continued growth. Adam Berry / adam@ascloseasfamily.comAs Close as FamilyDoug Markham / doug.markham@avenueshomecare.comAvenues Home Care Sponsors:Phoebe.work - A self-driving alternative that fills shifts in minutes
- Jun 30, 202651 min
Why You Might Be Headed For 6-Figure Fines (And How to Avoid Them)
#65 Many home care agencies don't realize they've crossed the Affordable Care Act threshold until the IRS comes knocking. Brendan Mullins, CRO of Vitable Health, explains why agencies with as early as $1–2M in annual revenue can already qualify as Applicable Large Employers, how 30 hours per week (not 40) triggers eligibility, and why variable caregiver schedules make ACA compliance especially difficult. We break down how the 50 Full-Time Equivalent (FTE) threshold is calculated, the misconceptions that lead agencies into trouble, and why penalties can quickly climb into the six figures. Brendan also walks through how ACA audits typically unfold, why compliance issues often surface years later, and the common mistakes agencies make along the way. Brendan Mullins on LinkedInVitablehealth.com ACA Penalty Calculator
- Jun 25, 202623 min
Can Your Agency Survive Losing Its Best Scheduler? (Corey Grissom)
We cover:Why home care leaders are moving from AI exploration to real-world adoption.The buy-vs-build debate and why many agencies are choosing AI partnerships.Helping schedulers spend less time chasing call-outs and more time supporting people.Supporting owner-operators as they scale from zero schedulers to their first hire.How AI can fill open shifts in minutes instead of hours.Moving from reactive scheduling to planning weeks in advance.Capturing caregiver preferences and scheduling knowledge through AI memory.Preventing tribal knowledge from walking out the door with staff turnover.Why AI works best as an amplifier—not a replacement—for great schedulers.Lessons learned from overcoming office-team skepticism and driving adoption.The surprising ways caregivers are embracing AI-powered communication.How AI is creating more proactive and human-centered operations.Extras:Connect with Corey Grissom / corey@phoebe.work See how Phoebe can transform your scheduler’s daily life
- Jun 23, 202622 min
The Hidden Cost of Bad Data in Home Care (Brady Schwab)
We cover:Brady's journey from audiology to home care innovation.Right at Home's growth to 600+ franchises across four countries.Staying focused on non-medical home care.Why AI is exposing long-standing data quality issues.The importance of data hygiene and integrity.How bad data can erode trust and create risk.Common gaps in referral tracking, scheduling, and workflows.Making care documentation easier through voice-to-text technology.Aligning caregiver incentives with better documentation.Combining in-home observations with vital sign data.Moving from documentation to predictive care.Piloting RespirAI to identify COPD exacerbations earlier.Using technology to reduce avoidable hospitalizations.Why strong documentation is the foundation for predictive analytics.Solving for affordability, workforce shortages, and chronic disease.How home care can become the preferred model for aging in place.Navigating the realities of aging while embracing innovation.Some extras:Connect with Brady Schwab / bschwab@rightathome.net Learn more about Right at HomeRespirAI—the COPD pilot that Right at Home is conductingSee how Phoebe AI can eliminate missed clock in/outs and save your team hours each week
- Jun 18, 202621 min
How Team Select Is Predicting Readmissions Before They Happen (Meghan Willson)
We cover:Team Select's growth across 15 states, 9,000 employees, and 5,000 patients.Meghan's transition from physical therapist to technology leader.Using operational technology to reinvest dollars into patients and caregivers.Building a new enterprise data warehouse from the ground up.Why successful AI starts with a strong data foundation.The launch of CareSight AI and Team Select's partnership with Questa.Using AI to identify patient deterioration sooner.Predicting potential readmissions 3–5 days in advance.Combining vitals, documentation, and AI-driven insights.Reducing avoidable hospitalizations through earlier intervention.How clinician buy-in accelerated adoption.Lessons learned from implementing AI at scale.Overcoming AI skepticism and technology resistance.Why clinicians should lead healthcare innovation.Start: Put clinicians first and solve their biggest workflow challenges.Stop: Boiling the ocean—focus on one problem at a time.Some Extras:Connect with Meghan Willson / mwillson@tshc.com Learn more about Team Select Home CareSee how Phoebe AI can nearly eliminate scheduling call-outs
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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