Home Health Platforms · 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.
The problem this solves
- Applicants waiting for a call back while another agency offers them a shift
- Early-tenure caregiver turnover that resets recruiting cost every month
- Schedulers filling open shifts by phone, with missed and late visits found after the fact
What we measure
- Applicant-to-first-shift conversion and time to hire
- Early-tenure caregiver turnover
- Authorized hours staffed (fill rate)
- Missed and late visit rate
- Visits delivered against the plan of care
Every program starts by baselining these numbers in your systems. Results are reported against your baseline, not against industry averages.
The playbook
01
Recruiting funnel
Applicants answered within minutes by text, screened against criteria your HR leadership and counsel approve, booked for interviews and moved through credentialing and onboarding with reminders. Recruiters handle the conversations that need judgment.
02
Retention early warning
Signals such as declined shifts, long travel between visits and early schedule changes flagged to branch managers, so they can act before a caregiver leaves.
03
Schedule fill and visit oversight
Open shifts matched to qualified caregivers nearby and offered automatically; EVV exceptions and late visits surfaced to the scheduler as they happen.
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 Operations Performance program covers.
Process measurement and redesign
Process mapping, work sampling and system logs to find where time, cost and errors accumulate, followed by a redesigned flow with clear ownership.
Order-to-cash and procure-to-pay
Emailed and PDF purchase orders read into the ERP, invoice matching, deduction and chargeback research, and collections prioritized by risk and value.
Revenue cycle operations
Eligibility, authorization preparation, claim edits and denial work queues for care providers, with root causes fed back to scheduling and intake.
S&OP and planning
A monthly sales and operations planning cycle with demand signals, capacity, inventory and service levels in one view, so plans hold between meetings.
Quality and regulatory documentation
Drafting and assembly of deviations, CAPA records, certificates of analysis, safety data sheets and specifications for review. Your Quality Unit reviews, approves and signs every GMP record.
Financial-services operations
Account opening and transfer paperwork, advisor onboarding files, fee billing and reconciliation, tax and audit engagement preparation, and alert-review preparation, with every decision left to your operations, principal and compliance staff.
Close, reconciliation and reporting
Month-end close tasks, reconciliations and management reports assembled automatically and checked against your controls.
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.
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.
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.