Finding clients

Hello home care partners. Finding Clients can be confusing for us sometimes. One tip I want to give you is write down the pains points of your future clients. Why is that important? Well you need to know how to speak directly to your audience. It is a must that you talk to the areas that your clients need help in. For example, one of the biggest pain points is helping our clients keep their independence and live in their own homes. So begin to think about how you can create marketing material that speak directly to your future clients.

Coach Lesley

How to find home care clients

Finding your target audience is so important. When you know what type of clients work for your agency it makes it easier to market to them. Let me explain, when you know who your client is you can find out what their pain points are. For example, helping someone bath, and get dressed gives them their dignity back. So finding the clients that value your services will help you grow a successful agency.

Protecting your self when firing someone

Unemployment claims can be so frustrating. When I first started my agency I had caregivers quit or get fired pretty often. I soon realized that I had to protect myself from caregivers that were professionals at cheating the system. I highly recommend that you keep track of all documentation such as emails, written warnings, voicemails, all signed polices . The unemployment claims dept will request these items in cases when you are disputing a claim from a previous employee. If you lose a unemployment claim it comes out of your reserves which comes from your payroll taxes that you pay. You want to keep a nice healthy balance in that account.

Coach Lesley

Client assessment form-what info you should have on your forms

1. Personal Information:

   – What is your full name and date of birth?

   – What is your current address?

   – Contact information (phone number, emergency contacts)?

2. Medical History:

   – Do you have any medical conditions or diagnoses?

   – Are you currently taking any medications? If so, please list them.

   – Have you had any recent surgeries or hospitalizations?

   – Do you have any allergies?

3. Mobility and Activities of Daily Living (ADLs):

   – Can you walk independently, or do you use mobility aids like a walker or wheelchair?

   – Do you need assistance with bathing, dressing, grooming, or toileting?

   – Can you prepare meals for yourself, or do you require assistance with cooking and eating?

4. Home Environment:

   – Describe your living situation (e.g., alone, with family, in a nursing home).

   – Are there any specific safety concerns or modifications needed in your home?

5. Care Preferences:

   – What type of care services are you seeking (e.g., personal care, companionship, medical care)?

   – Do you have any specific cultural or dietary preferences?

6. Caregiver Preferences:

   – Do you have any preferences regarding the gender or qualifications of your caregiver?

   – Are there any personality traits or qualities you value in a caregiver?

7. Schedule and Routine:

   – What days and hours do you need care assistance?

   – Do you have any preferred routines or schedules for meals, medications, and activities?

8. Financial and Insurance Information:

   – Do you have insurance coverage for homecare services?

   – Are there any financial arrangements or payment options you’d like to discuss?

9. Emergency Preparedness:

   – Do you have a plan in place for medical emergencies or unexpected situations?

   – Are there any specific medical directives or advance care plans you’d like to share?

10. Goals and Expectations:

    – What are your primary goals and expectations for homecare services?

    – Is there anything else you’d like to discuss or share about your needs or preferences?

Your assessment form will help you confirm 1 if this client is a fit for your agency. It will also help you when it’s time to provide staffing for the client.