Home Care Manager Cert Program


The Home Care Manager Certificate Program HCMCP® is an interactive and intensive educational program, providing leading edge management concepts and skills that are critical for home care managers to know and understand. This program was designed to accommodate all sections of home care, from private pay to large home care agencies. There are two modules to choose from; Private Duty or Medicare Certified. This program was designed to improve your leadership skills, learn the fundamentals of budgeting, marketing, financial management, the PPS system, compliance, regulatory and human resources of entry level home care managers.


  • Develop leadership and organizational management skills

  • Learn the secrets to marketing your agency

  • Understand the regulatory process (all home care agencies)

  • Learn the fundamentals of financial management and budgeting

  • Understand human resource practices and employment law

  • Understand regulatory guidelines and business practices

  • Learn the financial management under PPS process

  • Understand regulations for Home Care Aide and Licensed agencies

  • Learn the financial management & marketing process for Home Care Aide and Licensed agencies


Leadership in a Changing Home Care Environment
Leadership can be defined as influencing people to work willingly to achieve objectives. Becoming an effective leader begins with self–awareness and the ability to see and value differences. This four–hour session will focus on understanding the role of the leader (as distinct from the role of the manager), effective leadership styles, and knowing when to use appropriate leadership behaviors to handle any situation. There will be an opportunity for participants to assess their own personality preferences through the Myers–Briggs Type Indicator and learn to value and work with other types. Various leadership styles will be explored as they apply to different situations. Through open dialogue, small group discussions and other learning activities, participants will discover new insights about themselves, when their leadership styles work well, and options for alternative styles when they are appropriate.

Regulatory Guidelines: Quality, Competence & Compliance – All Providers
This session will identify federal laws affecting home care providers. Topics include labor laws, professional practice boards, aide certification, and other basic requirements. Aspects of quality measures and tools and how to utilize in improving agency performance will be discussed. The compliance guidelines developed by the Office of the Inspector General will be shared. Hiring practices and tips will be presented in addition to review of critical agency processes such as orientation and supervision.

Home Health Marketing for Long Term Growth
The opportunity to build a Home Health Business is ever–present if the agency can develop a strong referral base, expand its contractual relationships, adapt quickly to industry changes, and position itself for future growth. This session provides specific strategies to achieve your agency’s contracting goals, helps you understand how to create marketplace differentiation, and introduces key business development metrics. After this discussion, you will be energized and motivated to take your Marketing & Business Development efforts to the next level.

Getting the Most out of your Financial Statement
The purpose of reviewing and analyzing your financial statements is to make the best possible economic decisions. This session will help you understand the components of a proper financial system including budgets, income statement, balance sheet, revenue recognition, cost of goods sold, accrual and cash accounting, and more. The Medicare financial requirements will also be addressed. Some dashboards and benchmarks will be provided and the importance of them will be discussed.

Human Resources Practices and Employment Law Overview
This session will give you an overview of employment laws applying to hiring, firing, disciplining, minimum wage and overtime, leaves of absences, as well as updates for 2016.

Medicare Certified Agency Regulations
This session will review the HHA licensure and certification processes, fraud issues/initiatives, and Medicare Conditions of Participation (CoPs) including a detailed presentation of the 34 Level One standards and any changed or new regulations which may be implemented in 2016. Practical solutions regarding how to maintain compliance with these critical standards will be a key component of this session.

Financial Management Under PPS
This session provides a detailed overview of the Medicare Prospective Payment System (PPS), highlighting changes effective January 1, 2015. The session describes how full episode payments are calculated and the importance of OASIS to this process. It describes the exceptions to episodes including LUPAs, PEPs, and outliers. The session highlights billing management issues and accounting and management reporting. The session concludes with a suggested approach to strategic management of a Medicare agency to maximize quality and minimize cost.

Regulatory Overview for Licensed/Home Care Aide Organizations
This session will review ordinances & federal regulations, enforcement/regulatory bodies, policy & advocacy and resources. You’ll learn which of the regulations/ordinances apply to your individual Home Care Organization and whether you must become licensed as a Home Care Agency or a Home Health Agency. You will also learn the regulations and laws that apply to every business and what you must comply with, things such as safety standards, wage and hour requirements and business licensing.

Financial Management and Marketing for Private Home Care Agency
This session reviews the home care business cycle and how cash and billing clients are critical to your agency. After reviewing your accounting processes and set up you will learn how to manage your cash flow which is vital to your success as a business. The second part of this session is related to your leadership style and its effectiveness. It will help you define your leadership and company culture, successfully market your company and services and understand the data, technology and financial success of your home care agency.


Mary Lou Connolly, RN, MS and Nancy McCoy, RN, MS
McCoy & Connolly Consulting, Inc.
Ramona, CA

Mary Lou Connolly and Nancy McCoy formed McCoy & Connolly Consulting in 2002. Since that time they have assisted numerous home health organizations in the Start-up process, mock surveys to ensure regulatory compliance, organizational assessments to promote agency efficiency and effectiveness, post state and accreditation plan of correction preparation and implementation as well as staff development through education and managerial mentoring.

Prior to their consulting career Mary Lou and Nancy were Administrator and Director of Clinical Services at UCSD Home Care, a high tech, high volume agency, for ten plus years. Mary Lou and Nancy have each held positions in a variety of health care settings and home care agencies during their nursing careers; but it is their firm conviction that home is the ideal setting for healing and comfort which continues to drive them to make their client home health agencies the very best that they can be.

Neil Rotter, MSG, MSW
Vice President of Business Development
Accredited Nursing Care
Woodland Hills, CA

Mr. Rotter graduated from the USC with dual Masters Degrees in Social Work and Gerontology. He has over 14 years of very successful sales experience in the health care industry. Neil has been with Accredited Nursing Care since 1999 and is currently the Vice President of Marketing where he has achieved 400% growth over the last six years.

Brittnei Salerno, BS
Owner, Administrator
La Jolla Nurses Homecare

Brittnei Salerno is the President and Owner of La Jolla Nurses Homecare. With more than 21 years of Home Care management experience, Brittnei is a recognized industry leader. An active advocate, she’s past Chair for CAHSAH®’s Board of Directors, PAPA Committee and Licensed Home Health Agency Committee. She has been honored for her outstanding contributions to the development of local, state and federal home care associations. In 2003, 2004, 2005, 2006, and 2007 she received the Grassroots Advocate of the Year award and is a past recipient of CAHSAH®’s Lois Lillick Award (2006).

Lucy Andrews, RN, MS
At Your Services Home Care

Lucy Andrews has been in home care for over 22 years. She was in the inaugural home care management Program in 1992. She is the owner of a private duty agency in Northern California. She also consults nationally to assist private duty agencies both start up and operational assistive and growth strategies.

Joe Hafkenschiel, MBA, CAE
Strategic Advisor

Joe Hafkenschiel is a home care consultant, strategic advisor and educator. Joe served as President of the California Association for Health Services at Home (CAHSAH®) from 1986 to 2012. Joe was CAHSAH®’s principal staff person for federal legislative and regulatory issues. He was a member of the PPS Work Group, a national coalition dedicated to converting the Medicare home health reimbursement system to a Prospective Payment System (PPS). He was Co-Principal Investigator for the Uniform Home Health Database and Patient Classification Project, a three year project funded by the Pew Charitable Trusts and the Robert Wood Johnson Foundation, to develop a patient classification system for home health care.

Prior to joining CAHSAH®, Joe was Executive Director of the California Health Facilities Commission from 1980-85. He has also held positions with the California Department of Health Services, the federal government, and in the private sector. He received his undergraduate degree in Economics from Swarthmore College and holds an MBA in Finance from the University of California, Berkeley.

Elizabeth Murphy, Esq.
Manning & Kass, LLP

Elizabeth "Liz" Murphy is a partner in the Los Angeles office of Manning & Kass. She focuses her practice in employment law, representing a wide variety of California and national employers in various industries, including accounting, retail, banking, manufacturing, and hospitality. Ms. Murphy also specializes in the field of home healthcare through her extensive lecturing and advising work in support of home care employers throughout the state of California. She is also a frequent contributor to Home Health Line, a subscription only industry publication that helps home health agencies provide excellent patient care and increase profitability.

Ms. Murphy’s experience includes advising employers in day-to-day management and decision making issues, such as handling sensitive terminations, preparing and negotiating employment and severance agreements, preparing and revising employee handbooks, training management and staff, and administering leaves of absence; and representing employers in wrongful termination, discrimination, sexual harassment, wage and hour, and other employment-related litigation in state and federal court, arbitration, and before various governmental agencies such as the Department of Fair Employment and Housing, the Equal Employment Opportunity Commission, the Division of Labor Standards Enforcement, the Employment Development Department, and the Department of Labor.

Ms. Murphy has handled scores of litigation matters from inception through completion. She has first-chaired several employment arbitration cases; prepared, argued and prevailed in many summary judgment motions; and lead teams of lawyers through trial. Most recently, in January 2009, Ms. Murphy was lead trial counsel in a wrongful termination trial in the Los Angeles Central District Court, before Judge Otis D. Wright, in which the jury returned a unanimous verdict for the defense. The case involved allegations of fraud, wrongful termination in violation of public policy, and breach of contract.

A Los Angeles native, Ms. Murphy attended the University of California, Santa Barbara, from which she obtained her BS in 1990, and University of Southern California Gould School of Law, from which she obtained her JD in 1994. She is a member of Home Care Association of America and CAHSAH.

Chris Alexander, M.A. (Org. Psych.)
Synergy Executive Education

Chris Alexander is a renowned speaker and author. He has advanced degrees in Organizational Behavior and consults and speaks worldwide on “World-class Leadership”, “Building High Performance Business teams”, the “WOW” Factor! And “Synergy Sales Power”.

He is the author of Creating extraordinary Joy,Joy in the Workplace, Catch the Wind with Your Wings, the series of 5 books titled Synergizing Your Business, and his latest book, Synergy Strategic Planning. Recently, along with a team of educational specialists, Chris won the Los Angeles Area Emmy Award for Overall Excellence in Business Education. This was followed by the Aegis Star Award for the Time Warner show “Working Wardrobes for A new Start” and his two PBS TV shows, Creating Extraordinary Joy and Joy in the Workplace.

He is passionate about the power of human potential and the extraordinary Synergy that comes from working together toward a shared destiny. His favorite quote is: “It’s amazing what can be accomplished when nobody cares who gets the credit.”

Thomas E Boyd, CFE, MBA
VP of Reimbursable Services
Simione Healthcare Consultants, LLC.

Thomas is a highly respected member of the home care and hospice industry for more than 36 years, Tom is a nationally recognized expert in Medicare reimbursement. He serves as Simione’s Vice President for Reimbursable Services, and is based in Rohnert Park, California. A Certified Fraud Examiner (CFE), Tom was inducted into the Hall of Fame at the 2013 National Association for Home Care and Hospice (NAHC) Financial Managers Conference for his “drive to secure professionalism in the financial management of home health and hospice, his ever present willingness to support the home care community, his never ending passion for accurate cost reporting, his unique and highly informative educational programs, and his deep belief in a team concept.”

Prior to joining Simione Healthcare Consultants in 2014, he was principal with Boyd & Nicholas, The Cost Report People®, a consulting firm he co-founded in 1993 that grew to become one of the leading financial consulting firms for home care and hospice agencies. With expertise in cost reporting, financial analysis, due diligence and accounting, Tom served as an intermediary auditor for 12 years and a consultant for five years before founding his own company. He is a frequent national, state, and regional speaker on home health financial and compliance issues.

Before earning his MBA from St. Mary’s College in California, he earned a B.A. in management and accounting from Sonoma State University. He is a member of the Home Care and Hospice Financial Managers Association (HHFMA) work group, the Association of Certified Fraud Examiners, and the U.S. Chess Foundation.

Merrily Orsini, MSSW

Merrily Orsini’s unique background combines skills in technology and people, and she has been a leader in the delivery of care services at home since 1981 when she started her first business. That business, a geriatric care managed in-home care agency that she grew and sold, earned her a prestigious Ernst & Young Entrepreneur of the Year Award for that venture. In 1998 she founded corecubed, an aging care services marketing company, where she is now President/CEO. As her career has continued to mature, she is regarded as a thought leader in the home-centered care industry.

Recognized nationally for her expertise in aging care and home care services, Orsini is involved in numerous organizations within the home care industry. She was recently Chair of the Private Duty Homecare Association of America while she was on the board of the National Association for Home Care and Hospice. She also served as the Chief Strategic Officer for Private Duty for NAHC in 2011 and 2012. Orsini is a prolific writer, and speaks at national, regional and local events when a strategic overview of our nation’s home health care policies and processes are required. On the business side, Orsini’s team corecubed implements digital marketing and SEO services unparalleled in the industry today.