Home Care Strategy Lab

Miriam Allred
  • 5.0 (2)
  • Management

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.

  1. Why You Might Be Headed For 6-Figure Fines (And How to Avoid Them)

    13 hrs ago

    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

    52 min
  2. Can Your Agency Survive Losing Its Best Scheduler? (Corey Grissom)

    5d ago ·  Bonus

    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

    23 min
  3. The Hidden Cost of Bad Data in Home Care (Brady Schwab)

    Jun 23 ·  Bonus

    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

    22 min
  4. How Team Select Is Predicting Readmissions Before They Happen (Meghan Willson)

    Jun 18 ·  Bonus

    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

    22 min
  5. Why Response Time is Your Most Important Sales Metric (Brad Gilmore)

    Jun 16 ·  Bonus

    Why Response Time is Your Most Important Sales Metric (Brad Gilmore)

    Bonus episode recorded live @ Home Care Innovation Forum in Palm Springs, CAKey topics include: Why weekly new revenue is the most important sales measurement and how it provides a real-time view of where new business is coming from.Ensuring sales activity stays aligned with referral accounts that are actively generating new business.What success looks like for new sales reps, including tracking the number of new referral accounts established.Brad's "controlled shotgun" approach to account management:Tier A: 10 key accounts Tier B: 10–15 growth accounts Tier C: 15–20 contingency or "just in case" accountsThe role of sales, operations, and branch leadership in building referral partner relationships and ensuring smooth transitions to start of care.Why great sales professionals focus on being present, not just visible, when engaging referral partners.How leaders can better equip sales teams with meaningful data that supports conversations and decision-making.The growing complexity of patient care and why sales professionals need a stronger understanding of clinical and complex-care scenarios.Positioning home care organizations as outcome-driven partners who help referral sources solve patient care challenges.Why organizations with service models that solve the widest range of problems are positioned to win.What to stop and start measuring:Stop: Overloading sales teams with insignificant data. Start: Viewing revenue as a measurement of performance rather than the sole metric of success.How experienced reps focus on long-term referral source retention and relationship management.Why response time may be the most important quality assurance metric in home care sales—and why speed matters. Extras: Connect with Brad Gilmore on LinkedIn or via email: brad.gilmore@familytreecares.com Learn more about Family Tree Private CareSee how Phoebe AI can double your scheduling outputHome Care Innovation Forum 2027 / Pasadena, CA on May 16-18 for Orgs $30M+

    32 min
  6. Nearly 100% Show Rates When AI Handles 830 Caregiver Touches a Week (Nate West)

    Jun 9

    Nearly 100% Show Rates When AI Handles 830 Caregiver Touches a Week (Nate West)

    #64 Most home care agencies are still operating the old way: phone calls, spreadsheets, reactive scheduling, and constant firefighting. Nate West, owner of Heritage Home Care in Arizona, joins me to discuss how he's transformed a well-established agency from what he jokingly calls "the Stone Age" into a modern, tech-enabled operation in just two years.  He talks about eliminating edge cases, transitioning from reactive scheduling to proactively filling shifts days and weeks in advance, and the role AI is playing in caregiver communication, shift confirmations, and open shift management. And maybe more importantly, we discuss what happens when technology frees schedulers from constant firefighting and allows them to focus on relationships, retention, and the overall client/caregiver experience. Nate explains the results Heritage has seen after six months of using Phoebe, including: • Median open shift fill time of just 9.7 minutes • No-call/no-shows reduced from 8 to just 1 year-over-year • 830 caregiver touch points per week handled by AI • 2,800+ shifts confirmed with a 97.8% confirmation rate Nate West / nate@heritagehomecareaz.comHeritage Home CarePhoebe—AI scheduling assistant for home care, mention the ‘LAB’ for a discount

    1h 21m
  7. The Gold Standard for Dementia Home Care (Jim Kimzey)

    Jun 2

    The Gold Standard for Dementia Home Care (Jim Kimzey)

    #63 Most home care agencies treat dementia care as a service line. Full Bloom built an entire company around it. Jim Kimzey, Co-Founder of Full Bloom Home Care, shares the systems, training, and care philosophy that allow his team to successfully serve some of the most challenging dementia clients while helping caregivers, families, and staff thrive. Jim breaks down the three levers that drive better dementia outcomes, an eight-step process for overcoming care refusal, and the gold standard for supporting complex dementia clients at home. He also explains how a dementia-first approach can reduce caregiver burnout, ease operational strain, and create better experiences for clients and families. This conversation is a practical roadmap for delivering better care to anyone serving dementia clients and families.  Jim KimzeyFull Bloom Memory CareBreakthrough: The Full Bloom Method for Overcoming Resistance to CareBest Practices Booklet—Dementia Home Care (Alzheimer’s Association)Danny Meyer's Salt Shaker Theory of Leadership Sponsors: Mertz Taggart—Home Care M&A Experts

    1h 14m
  8. Top Five Sales Activities that Drive Home Care Referrals (Sean Reiley)

    May 26

    Top Five Sales Activities that Drive Home Care Referrals (Sean Reiley)

    #62 Most home care sales reps stay busy—but very few generate high-quality referrals consistently. Sean Reiley, CTO at 52 Weeks Marketing, breaks down the specific sales activities, scorecards, benchmarks, and accountability systems that separate top-performing reps from everyone else. Sean shares the five sales activities that actually drive referrals, how many referral sources a rep should manage, what productivity should look like week-to-week, and the biggest mistakes operators and sales leaders make when managing referral accounts. Sean Reiley / Sean@hmstechsystems.com52 Weeks Marketing & CRM Sponsors: GUIDE-Ready Respite Provider Program (Debbie Miller + Harmonic Health)CMS GUIDE Participant List (spreadsheet download)

    1h 1m
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5
out of 5
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About

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.

Information

  • Creator
    Miriam Allred
  • Years Active
    2025 - 2026
  • Episodes
    80
  • Rating
    Clean
  • Copyright
    © Home Care Strategy Lab LLC
  • Show Website
    Home Care Strategy Lab

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