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Hands-on help for home health and home care agencies, from licensing to software.

Strategic Software Partners

One System for Your Whole Agency


Most home care agencies juggle paper charts, a separate time clock, spreadsheets for scheduling and another tool for billing. We set agencies up on Alari Charts, software built specifically for home health and home care, so everything lives in one place.

We handle the setup, move your patients and staff over, and train your team. Learn more at alaricharts.com.


Charting: Visit notes built around your own questions and care plans, with required fields and review tools.

EVV Time Clock: Caregivers clock in and out from their phone with GPS location and a task checklist.

Scheduling: Plan visits, cover call-offs and find the best replacement caregiver quickly.

Billing: Authorizations, claims, payments, payroll and invoicing in the same system as your charts.

Documents & Forms: Policies, intake forms and e-signatures stored with each patient and employee record.

Patient Intake: Bring in a new patient from a referral or face sheet in minutes.

Licensing & Startup

Open Your Agency with Confidence


Starting a home care agency means a long list of applications, policies and requirements before you can serve your first client.

We guide you through each step and build the documents you need, so your application is complete and you are ready on day one.


Home Care Licensing: Help preparing your Minnesota home care license application.

Policies & Procedures: A complete, ready-to-use policy and procedure manual for your agency.

Business Setup: Structure, insurance, payer enrollment and startup planning.

Forms & Templates: Intake, service agreements, care plans and employee forms.

Launch Planning: Hiring your first staff and bringing on your first clients.

Want help with this? Book a free consultation
Medicaid Billing & Revenue

Stop Leaving Money on the Table


Denied claims, expired authorizations and unbilled hours quietly drain a home care agency.

We review your billing from service authorization to payment and put a process in place that keeps cash flowing.


Payer Enrollment: Medicaid and waiver program enrollment and setup.

Authorizations: Track service authorizations and units so you never work unbilled hours.

Claims & Denials: Submit clean claims, work denials and follow up on unpaid balances.

EVV Compliance: Make sure visits are verified so claims are not rejected.

Revenue Reporting: Know what you billed, what you were paid and what is outstanding.

Want help with this? Book a free consultation
Compliance & Survey Readiness

Be Ready Before the Surveyor Arrives


A survey or audit should not be a scramble. Strong, consistent documentation protects your clients, your staff and your license.

We review your records and processes, find the gaps, and help you fix them before they become findings.


Mock Surveys: A practice survey of your charts, personnel files and policies.

Documentation Review: Visit notes, care plans and assessments that meet requirements.

HIPAA & Privacy: Protect client information in the office, in the field and in your software.

Personnel Files: Background studies, training records and competencies kept current.

Corrective Action Plans: Help responding to survey findings.

Want help with this? Book a free consultation
Staffing & Training

Build a Care Team That Stays


Caregiver turnover and missed shifts are the biggest day-to-day challenges in home care.

We help you hire better, train well and schedule smarter so clients get consistent, reliable care.


Recruiting: Job postings, interviews and a repeatable hiring process.

Orientation & Training: Required training and competencies, tracked and up to date.

Scheduling Practices: Match the right caregiver to each client and cover call-offs fast.

Pay & Retention: Pay practices, recognition and career paths that keep good staff.

Supervision: Supervisory visits and check-ins that support caregivers in the field.

Want help with this? Book a free consultation
Growth & Operations

Grow Without Losing Control


Growing a home care agency takes steady referrals and an office that can keep up.

We help you build referral relationships, streamline intake and set up the reports you need to run the agency with confidence.


Referral Development: Relationships with case managers, hospitals, clinics and families.

Intake Process: Fast, organized intake from first call to start of care.

Office Workflows: Clear roles and procedures for the office team.

Reporting: Hours, visits, billing and staffing numbers at a glance.

Expansion Planning: New programs, service areas and services.

Want help with this? Book a free consultation