Home Health Basics Boot Camp


Whether you are interested in starting an agency from the ground up,
purchasing an existing agency or adding services to your existing agency –
do your homework and get the facts before you invest. Expert faculty will
show you the ropes, from getting a business license to hiring, setting up your
office, creating your referral network and branding your organization. This
comprehensive start-up program will cover all the “need to know” information to turn your vision into reality.


The Home Health Agency track is a “must attend” for all home health agency owners and professionals.  Whether you are new to home health, have a newer agency or even if you are a seasoned private duty professional, this program is for you!  Not only will it introduce you to and refresh your understanding of the world of home health care, but it will also cover topics ranging from the necessary steps that must be taken to begin the process of agency start-up to how to re-energize your newer or well-established agency.

This program will help you understand the details of location, operations, financial requirements, local state and federal regulations and laws and how to best manage personnel. This highly regarded program will help you understand how to create and refresh effective billing, budget and other financial systems/processes. And how to define administrative and client needs and get the answers to the: Who, Why, What, Where, How and When regarding agency start up and ongoing operations. There are many changes happening in the industry, so make sure that you are absolutely up-to-date on all aspects of home health services and operations.


Medicare Requirements
Explanation of the requirements established by the Center for Medicare and Medicaid Services (CMS) as related to receiving Medicare payments.

Personnel/P&Ps/Processes & Systems
Review of personnel considerations including the Administrator and DPCS positions, contract requirements, policies and procedures, information system needs and the documentation process including Electronic Medical Record (EMR) systems.

Marketing/Community Liaisons
Identify the essential components to effective marketing. Discussion of the liaison functions between agency and referral sources and the characteristics of good hires for the marketing/liaison positions. Compensation and other cautionary areas will be discussed.

Basic Accounting Requirements
Review the basics of accounting. Discussion of operating budget, chart of accounts, balance sheets and income statements. The Medicare financial requirements for budgeting, capitalization and other aspects will be reviewed.

Explanation of: referral/intake, orientation/supervision of staff, staff development/training, the clinical care model, documentation, and performance improvement.

Medicare Conditions of Participation (CoPs)
Review of the Federal Register and Medicare CoPs and the Interpretive Guidelines to Surveyors. Explanation of all Conditions and practical advice to ensure compliance.

Business Resources
Identification of resources necessary to be successful in the business. Presentation includes: Accounting Software, Medicare Billing Software, Payroll Services, Unions, Benchmarking & Productivity, and Education.

Skilled Care Services
Review of skilled care addressed in the Medicare CoPs including Physical, Speech and Occupational Therapies, the skilled nursing duties of an LVN and RN, plus duties and supervisory requirements of Certified Home Health Aides.

Outcome-Based Quality Improvement
Overview of Outcome-Based Quality Improvement/Management (OBQI/OBQM): purpose, reports, process, outcomes and value.

Governmental Agencies and Contractors
Identification of the various government agency players in the home health field. Know who they are, what they do.

Fraud and Abuse History
How to avoid fraud and abuse. Examples of fraud and abuse cases will be shared. Explanation of the terms/acronyms: "Whistleblower", MACs, RACs and OIG and more.


  • Anyone considering the purchase or start-up of a state-licensed or Medicare-certified home health agency

  • A state-licensed home health agency considering becoming Medicare-certified

  • Newly employed management staff of a home health agency

  • Managers of a recently started Medicare-certified home health agency

  • Managers of a state-licensed agency waiting for Medicare certification


Stephanie Phillips, RN, BSN, MBA

S&S Home Care Consulting

Stephanie has been an RN since 1978. She received her MBA from San Diego State University in 2011. For the past 20 years, she has worked in home healthcare, holding positions including Clinical Director, General Manager, Vice President of Business Development, and Area Vice President of Operations. She has worked in both large and small proprietary and non-profit organizations, and as a legal nurse consult. Stephanie is an active member of both local and state home care organizations, including the San Diego Regional Home Care Council, where she has held the positions of Chair of the Council and Co-chair of the Medicare Section. She is an active member of the California Association of Health Services at Home, having served on the Membership Committee and the Political Action Committee. She also teaches home care quality in the Nursing Program at Point Loma Nazarene University. Stephanie has successfully completed licensure and certification surveys with various state agencies, Joint Commission, Accreditation Commission for Health Care, and Community Health Accreditation Partner. She has developed: initial and ongoing strategic plans, start-up and annual budgets, quality control programs, educational programs, orientation programs, and clinical programs. She has extensive experience in operations, regulatory compliance, business development, and education. Her belief that home care provides the highest quality and most cost-effective care is evident in her consulting work.

Sharon Fredrichs, RN, BSN, PHN, CPHQ

S&S Home Care Consulting

Over thirty years of home health administrative, managerial, and quality assurance experience. Sharon Fredrichs has dedicated her career to providing high quality patient care. As a goal directed, visionary leader with operational, communication and human relations skills, she offers a comprehensive understanding and application of home health regulations, evidence based clinical standards, and development of managed care programs in home health. Extensive survey preparation with DPHS, Accreditation Commission for Health Care and Joint Commission survey preparation with home health, hospice, and private duty. Survey recovery includes, plans of actions, education of inter-disciplinary teams, inter-departments, and ongoing plans and development to sustain improvement. Intense commitment mentoring managers and clinicians to achieve competence and confidence with licensure and eternal survey readiness.

Thomas Boyd, MBA, CFE

Vice President of Reimbursable Services
Simione Healthcare Consultants

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) and Certified Healthcare Financial Professional (CHFP), Tom was inducted into the Hall of Fame at the 2013 National Association for Home Care and Hospice (NAHC) Financial Managers Conference. 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.