Home Care Manager
Certificate 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 licensed private pay to home health care agencies. There are two modules to choose from: Private Duty or Medicare Certified. This program is designed to improve your leadership skills, learn the fundamentals of budgeting, marketing, financial management, PDGM, compliance, regulatory, survey readiness and human resources of entry level home care managers.

Program Goals:
  • 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

Medicare Certified Track Breakout Session Goals:
  • Understand regulatory guidelines and business practices
  • Learn the financial management under PPS process

Private Duty/Home Care Aide Breakout Session Goals:
  • Understand regulations for Home Care Aide and Licensed agencies
  • Learn the financial management & marketing process for Home Care Aide and Licensed agencies


The Home Care Manager Certificate Program HCMCP® was designed for front-line supervisors, new or established business owners, administrators or assistant administrators, directors or assistant directors, CEOs, COOs, operations managers, human resource managers, finance and marketing managers, case managers, clinical nurse supervisors, DPCS, DON, office managers, emerging or middle managers, or any middle management personnel of a private duty/home care aide organization or a Medicare certified home health agency. More experienced managers will gain insights and a refreshed understanding of home care or home health.



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
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.

Legal Update and Summary of Employment Laws
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 2022.


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.

What You Need to Know About Your Financial Statements and Reimbursements
During the presentation Wipfli will provide insights for home health providers so they have a thorough understanding of regulatory requirements in relation to financial statements. We will learn strategies they can implement to capture accurate data they can leverage to assure they are financially competitive within the home health industry. The attendee will learn about upcoming industry changes and updates that will impact their financial bottom line including the 2022 PPS Final Rule and HHVBP implementation. Reimbursement is a paramount concern for all home health agencies and current topics impacting reimbursement will be discussed during this presentation. Wipfli representatives will provide them with the necessary information to focus their efforts on key components of the revenue cycle management process to increase collections. This webinar will be helpful for home health agencies, both profit and non-profit, administrative, executive, financial, and clinical leaders.

Medicare Certified Agency Regulations
This session will review the HHA licensure, certification and survey processes, fraud issues/initiatives, and Medicare Conditions of Participation (CoPs) including a detailed presentation of the revised Conditions of Participation deficiencies. Practical solutions regarding how to develop quality outcomes and maintain compliance with these critical standards will be key components of this session.

Financial Management Under PDGM
This session provides a detailed overview of the Medicare Patient-Driven Groupings Model (PDGM) highlighting ongoing changes effective January 1, 2020. 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, 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.


Breakout sessions noted below

Day 1: Tuesday, March 15, 2022: Both Tracks: Medicare Certified and Private Duty

7:00 - 8:00 Registration, Coffee/Danishes
8:00 - 10:00 Leadership in a Changing Home Care Environment
10:00 - 10:15 Break
10:15 - 12:00 Leadership in a Changing Home Care Environment
12:00 - 1:00 Lunch (provided)
1:00 - 5:00 Legal Update and Summary of Employment Laws
2:30 - 2:45 Break for Dessert
5:00 - 6:00 Networking Reception - Light Apps/Hosted Bar

Day 2: Wednesday, March 16, 2022

7:00 - 8:00 Registration, Coffee/Danishes
8:00 - 10:00 Med Cert & Private Duty: What You Need to Know About Your Financial Statements and Reimbursement
10:00 - 10:15 Break
10:15 - 12:00 Med Cert: Medicare Conditions of Participation: Manage for Compliance
Private Duty: Amplify Your Sales
12:00 - 1:00 Lunch With Sponsors (provided)
1:00 - 5:00 Med Cert: Medicare Conditions of Participation: Manage for Compliance
Private Duty: Regulations Overview for Licensed/Home Care Aide
2:00 - 2:15 Break for Dessert
2:15 - 5:00 Med Cert: Medicare Conditions of Participation: Manage for Compliance
Private Duty: Regulations Overview for Licensed/Home Care Aide

Day 3: Thursday, March 17, 2022

7:00 - 8:00 Registration, Coffee/Danishes
8:00 - 12:00
8:00 - 10:00
Med Cert: Financial Management Under PDGM
Private Duty: Marketing for Private Duty Agencies
10:00 - 10:15 Break
10:15 - 12:00 Med Cert: Financial Management Under PDGM
Private Duty: Marketing for Private Home Care Agencies
12:00 - 1:00 Lunch (provided)
1:00 - 5:00
Med Cert: Home Health Marketing for Long Term Growth
Private Duty: Financial Management Private Home Care Agency
2:30 - 2:45 Break for Dessert


Melinda Gaboury, COS-C
Healthcare Provider Solutions, Inc.

Melinda A. Gaboury, with more than 29 years in home care, has over 20 years of executive speaking and educating experience, including extensive day to day interaction with home care and hospice professionals. She routinely conducts Home Care and Hospice Reimbursement Workshops and speaks at state association meetings throughout the country. Melinda has profound experience in Medicare PDGM training, billing, collections, case-mix calculations, chart reviews and due diligence. UPIC, RA, ADR & TPE appeals with all Medicare MACs have become the forefront of Melinda's current impact on the industry. She is currently serving on the NAHC/HHFMA Advisory Board and Work Group and is Treasurer on the Home Care Association of Florida Board of Directors. Melinda is also the author of the Home Health OASIS Guide to OASIS-D1 and Home Health Billing Answers, 2021.

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).

Dr. Lucy Andrews, DNP, RN, MS
At Your Services Home Care

In 1988, after working as a clinical nurse in the University Health System at UC San Francisco, Lucy Andrews started understanding home care. She became a discharge planner and immediately fell in love with the concept of home care and the autonomous clinical practice it affords nurses. Dr. Lucy was hooked and has been a strong supporter of home care ever since. Believing people need advocates in healthcare systems, she has championed that cause across the acute care and post-acute care setting.

Dr. Lucy has worked in every aspect of home care from Medicare Certified, DME, Infusion, Hospice and finally Private Duty/Private Pay services. She also works as a home care consultant across the country and as a legal nurse consultant for the home care industry. Having worked in all areas of home care, Dr. Lucy has a well-rounded perspective of the challenges facing patients, families and the home care industry, and as a provider she advocates for patients through the maze of health care services. Dr. Lucy celebrated over 37 years as a nurse and patient advocate.

Dr. Lucy has a Baccalaureate Degree in Nursing from Lewis University, Romeoville, Illinois. In 1994, she received her Masters of Science in Health Service Administration from St. Mary's University, Moraga, California. Dr. Lucy received her Doctor of Nursing Practice awarded in 2016, graduating with Distinction and a 4.0 GPA. She did her doctoral work on the global dementia crisis, aging and prevention strategies for healthy living. Developed dementia and Alzheimer's disease plans for aging patients leaving the hospital setting or entering long-term care or home health and hospice environments. She also developed a specialized program for those at risk for dementia and Alzheimer's disease.

In 1992, Dr. Lucy was designated CAHSAH Certified Home Care Administrator in the inaugural offering of this designation through the California Association for Health Services at Home (CAHSAH). She is the founder and CEO of Creative Solutions Home Care Consulting Services and At Your Service Nursing & Home Care, a concierge nursing & home care agency that provides the services she believes are essential for seniors to age in place. She offers a higher level of care allowing people to be in their own homes with an emphasis on independence, safety, and quality of life.

Dr. Lucy is the Vice Chair of the Board of Directors for the National Association for Home Care and Hospice (NAHC) and sits on the Board of Directors for California Association for Health Services at Home (CAHSAH). She has served on the boards for both state and national board associations, and is currently on the following boards and committees: Board of Directors, California State Association for Health Services at Home (CAHSAH), 2002-present, National Association for Home Care and Hospice (NAHC's) Private Duty Home Care Association Director, and multiple state and national home care committees.

Dr. Lucy goes to Washington, DC, several times a year to advocate for senior services and home care issues. She was past Commissioner for the Sonoma Commission on Human Rights. She is past chair of the local Senior Advocacy Services.

Elizabeth Murphy, Esq.
Attorney at Law
Jackson Lewis

Elizabeth Liz Murphy is a Principal in the Los Angeles, California, office of Jackson Lewis P.C. 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.

Neil Rotter
Chief Strategy Officer
Accredited Home Health Services

Chris Alexander, M.A.
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.”

Melanie Stover, OTR/L, MBA, MS/ISM

Home Care Sales

Melanie Stover brings an extensive clinical sales background to the organization. She has worked in various territories as a successful sales leader as well as a top producer.

Melanie has led numerous workshops and field training programs for clients, focusing on training clinicians to be better salespeople and training professional salespeople to produce more in less time through account management, successful selling skills, sales leadership, personal branding, time management, and improved customer service.

Melanie is the author of numerous articles and manuals. She is an Occupational Therapist with an MBA in Marketing and a Master's of Science in Information Systems Management. Melanie has been a consistent speaker for the Home Care Industry.

Live events include: NAHC, CAHSAH, TAHC, HCAF, HCAOA, and numerous Corporate National Meetings on the topics of Sales and Field Marketing. Today Melanie currently leads and coaches organizations throughout the country.

Stephanie Phillips, RN, BSN, MBA
S & S Home Care Consulting

Stephanie Phillips, RN, MBA and Sharon Fredrichs, RN, BSN, PHN, CPHQ of S&S Home Care Consulting, LLC, provide comprehensive consulting services for home health, hospice, licensed, and non-medical home care agencies. Experienced with regional administration, survey strategy and recovery, agency assessments and process-flows, due diligence and remote leadership development this team works nationwide. Leadership growth and interim management involves an in-depth understanding of regulations, compliance, utilization, QAPI and emergency preparedness planning and development, policy and procedure manual edits. Integrating the interpretive guidelines provide leadership with increased confidence and working knowledge of the Conditions of Participation. Their creative presentations bring regulations to real-life with interactive exercises that can be taken back to the agency and applied to everyday situations.

Sharon Fredrichs, RN, BSN, PHN, CPHQ
S & S Home Care Consulting

Sharon Fredrichs, RN, BSN, PHN, CPHQ has been serving the home health community over 40 years, combining a background of administrative, quality assurance, compliance, utilization and program development. Focusing on operational efficiency, clinical outcomes and reimbursement she establishes the dynamics for an influential change agent. Interpreting, then applying regulations is her greatest strength and is pivotal with survey strategy and sustaining compliance. Professional and team development is her passion.

Jena Weitzer
Senior Billing Manager
Wipfli, LLC

Jena Weitzer has vast knowledge in all aspects of revenue cycle management for Medicare, Medicaid (multiple states) Managed Care and Commercial payers throughout a variety of different billing software systems specifically with Home Health, Hospice and Palliative Care. As the Senior Manager at Wipfli she has worked to develop several new policies and procedures that resulted in more efficient billing, timely collections and the reduction of overall Accounts Receivable for agencies we work with around the country. Her team works diligently to be able to analyze the accounts receivable trends within Medicare and Managed Care payers. She is constantly finding new ways for our billing software to function effectively which ensures clean claims are submitted to all payers and cash collections stays consistent.

Brian Lebanion, MBA, CPC, RNC, HCS-D, HCS-O
Healthcare Consulting Manager
Wipfli, LLC

Brian Lebanion has over 25 years of experience in the healthcare industry and is a seasoned professional providing consulting services in all aspects of home health care and hospice, including operations, reimbursement, and education. He specializes in comprehensive consulting services offering clients and providers survey/licensure coaching, clinical review and training, financial and revenue cycle management, third-party audit response, and quality assurance/performance improvement training. Brian has served various clients - such as home health agencies, hospices, and adult day health cares - as well as a diverse range of organizations including business startups, large corporations, private sector, and nonprofits. He is an advocate of post-acute care providers, leveraging the financial and health outcome benefits they can provide, as well as their role in the continuum of care. Brian enjoys positioning clients to make successful financial, clinical, and operational decisions that have a lasting, positive impact on clients and the patients they serve - specifically clients seeking clinical, operational, educational, survey/licensure, and financial/reimbursement assistance can receive industry-specific expertise.

Natalie Alexander
Healthcare Consulting Manager
Wipfli, LLC

Natalie specializes in preparing cost reports and reimbursement with Home Health and Hospice agencies. Before Natalie worked with home health and hospice providers, she worked with Skilled Nursing Facilities in states all over the country. With her experience, she is responsible for data gathering and analysis, completion of cost reports, and training new team members and interns. For hospice providers, she has worked closely with hospice cap tracking and yearly hospice reporting.