Home Health Platforms · VALUE CAPTURE
Agency Acquisition & Revenue Cycle Integration.
Acquired branches onto one EMR, one revenue cycle and one reporting layer, with referral sources and caregivers retained through the transition and cash protected at conversion.
The problem this solves
- Every acquisition adds an EMR, a payroll system and its own billing habits
- Billing holds, NOA timing and unbilled revenue drifting during conversion
- Referral sources and caregivers who leave when a transition is handled badly
What we measure
- Unbilled revenue and billing holds by branch
- Days in AR
- Referral volume retained after close
- Caregiver retention through conversion
Every program starts by baselining these numbers in your systems. Results are reported against your baseline, not against industry averages.
The playbook
01
Integration plan and tracker
A standard integration sequence covering payer enrollment, EMR and payroll conversion, policies and branding, tracked weekly against the deal model. Licensure and change-of-ownership filings run with your regulatory counsel.
02
Revenue cycle standardization
Pre-billing audits, NOA and authorization tracking, billing holds and denial queues worked to one standard across branches, so cash does not dip at conversion.
03
Retention through transition
Communication plans for referral sources and caregivers, with weekly tracking of referral volume and caregiver retention at each acquired branch.
The market context, in published numbers
75%
of US adults aged 50 and older wish to remain in their current homes as they age
760,500
openings projected each year, on average, for home health and personal care aides over 2025 to 2035, with employment projected to grow 18%
55%
of eligible Medicare beneficiaries (35.2 million of 64.2 million with Parts A and B) were enrolled in Medicare Advantage plans in 2026
Nearly 53M
prior authorization requests were submitted to Medicare Advantage insurers in 2024; 7.7% were denied in full or in part, just 11.5% of denials were appealed, and 80.7% of appeals were partially or fully overturned
1.3%
estimated aggregate decrease (about $220 million) in Medicare payments to home health agencies for CY 2026 versus CY 2025 under the final rule
89.9%
average US senior housing occupancy in the second quarter of 2026, the 20th consecutive quarter of increases (NIC MAP data)
Figures are third-party market benchmarks from the cited sources, not Ometz Partners client results. We share them so you can size the problem before we ever talk.
Capabilities
What the Integration & Value Capture program covers.
Day-1 readiness and the first 100 days
Legal Day-1 readiness, communications, decision rights and a plan for the first 100 days with the risks named and owned.
Integration management office
Workstream plans, a weekly cadence, issue and risk logs and decision tracking, run with your leadership and the sponsor.
Synergy tracking
Each synergy defined, baselined and owned, with run-rate benefits and one-time costs tracked against the deal model.
Systems and data consolidation
Practice-management, ERP, CRM, accounting and custodial platforms consolidated, with data mapping, migration and reconciliation automated where possible.
Operating-model harmonization
Pricing and fee schedules, front-desk and back-office processes, and policies standardized where it creates value, and left local where it does not.
People and relationship retention
Retention plans for clinicians, advisors, partners and key staff; for wealth platforms, advisor transitions and client repapering run as a tracked workflow.
Carve-outs and TSA exits
Standalone functions stood up and transition-service agreements exited on schedule for businesses carved out of larger groups.
Also in the Home Health Platforms program
REVENUE
Referral-to-Admission Performance
More admissions from the referrals you already receive and the sources you already serve: faster intake, authorization handled at the front door, non-admits recovered, and liaisons focused on the sources that convert.
MARGIN
Caregiver Capacity & Visit Delivery
Staff more of the hours and visits you are already authorized to deliver: a faster recruiting funnel, fewer early-tenure exits, and schedules that close gaps before they become missed visits.
Next step
Size this opportunity in your own numbers.
The Performance Diagnostic runs for two to four weeks at a fixed fee and ends with a baseline, three priced improvement plays and a 90-day plan. The findings are yours whether or not we continue.