Transformation & Implementation - Virtual Work-Shop Series
Are you intrigued by the potential use of AI in your home care operations as a driver of capacity and efficiency, but you don't know exactly where to start or what tools to trust? Do you want to automate certain processes and systems to better support and retain your team members? Are you looking for a meaningful way to more consistently engage your clients, patients, family members, and referral sources? If your answer to any [or all] of these questions is "yes." then this workshop series is for you!
Who Should Attend: agency directors, clinical managers, HR and recruitment leads, operations & scheduling managers, sales & marketing managers. This workshop is geared towards all home care segments - home health, DME, personal care & private pay, and private duty nursing.
Registrants should plan to invest some additional time in between sessions for practical application of the tools presented.
Course 1: Client Communication & Marketing [February 27, 2025]
- Prospective customer screening and engagement
- Marketing content creation and optimization
- Customer segmentation and predictive analytics for high-value clients
- Automated follow-up and sales team support
- Hands-on: Creating communication templates
Course 2: Human Resources [March 27, 2025]
- AI-based resume screening, applicant tracking and analysis
- Customizable training for employee onboarding, periodic skills review and corporate updates
- Credentialing and smart reminders for follow-up, regulatory compliance
- Interactive employee engagement to improve satisfaction and retention
- Hands-on: Using AI for job descriptions and interviewing
Course 3: Operations & Scheduling Optimization [April 24, 2025]
- AI-assisted customer support and issue resolution
- AI for staff scheduling and route optimization
- Resource allocation for client needs and demand forecasting
- Automating routine tasks, such as billing, pricing changes, visit bonuses, collections, etc.
- Hands-on: Using AI scheduling and routing tools
Course 4: Clinical Documentation & Care Planning [May 15, 2025]
- Client on-boarding and initial intake
- AI-assisted home care plan development
- Progress note optimization and documentation
- Quality assurance in AI-generated content
- Hands-on: Creating care plans with AI assistance
Learning Outcomes
- Understand AI's role in home care transformation
- Enhance client communication and marketing
- Optimize operations using AI assistance
Assessment Methods
- Practical assignments
- Case studies
- Group projects
- Final implementation plan
Featured Speakers
Daniel Gold
Daniel Gold is a seasoned healthcare executive and serial entrepreneur who has successfully built, scaled, and sold multiple healthcare, technology and pharmaceutical companies. His career spans leadership roles across the healthcare continuum, from venture-backed startups to publicly traded companies, with particular expertise in homecare, healthcare technology, and senior care services. As head of SeniorReach Technologies, he consults to healthcare companies on M&A, operational efficiencies, sale and financial management, preparing for a sale and value creation. Before SeniorReach, he led a large multi-state homecare company through a successful acquisition by a national strategic buyer. Prior to that, Mr. Gold led the operations and strategic growth of a two-sided marketplace for healthcare workers, which recently completed another financing round for an additional investment of $270 million.
Throughout his career, Mr. Gold has demonstrated a talent for organizational transformation and value creation, particularly in companies where technology and healthcare intersect. His experience includes pioneering roles in telemedicine, healthcare monitoring systems, and innovative care delivery models.
With both a JD and MBA, Mr. Gold brings a unique blend of legal, financial, and operational expertise to his work. His track record includes successful exits to industry leaders such as GE Healthcare, Bosch Healthcare, Tunstall Health UK, and Walgreens, consistently delivering value through strategic growth, operational excellence, and innovative business models in the rapidly evolving healthcare sector.
Peter Wilensky
Peter Wilensky is an experienced finance and strategy executive with an extensive background in healthcare. His expertise spans financial operations, FP&A, M&A, analytics and strategic assessments. He has worked in public and private companies, ranging from start-ups to multi-billion-dollar organizations, and for the past several years has served as a consultant, including as an executive at SeniorReach Technologies. Recent engagements include leading a successful sale of a large, regional home care provider to a national strategic buyer at a market-leading valuation, conducting due diligence on the acquisition of and providing financial advice for a value-based care enablement company, advising several start-ups in the home care space on establishing operations and serving as an outsourced CFO for a digital health education company and a health literacy non-profit. Previous positions include leading finance and operations at Inova’s Center for Personalized Health and managing corporate finance and investor relations at Zix Corporation, as well as working in sell-side M&A at a boutique investment bank and management consulting. Mr. Wilensky has an AB in Economics from Harvard College and an MBA in Finance and Multinational Management from the Wharton School at the University of Pennsylvania.
Registration
Member - $99
Non-member - $169
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