A Tactical Approach to Home Care Scheduling.
Are you a home care owner or operator who is looking for practical, meaningful education to better support your team of schedulers and care coordinators?
Or are you a front-line team member whose primary responsibilities include scheduling, and you’d really like to learn a best-practice approach to the recurring challenges you face in your critical role?
MNCHA invites you to participate in our new fall virtual education series, The Ultimate Guide to Home Care Scheduling.
In this 7-part webinar series led by seasoned home care professionals, you will learn proven strategies to effectively tackle the complexities of client and caregiver schedule management. This is a nuanced and curated professional development education series geared to addressing the unique needs of home care team members in these high-stress roles. Participants will develop core competencies for continued professional success and enhanced job satisfaction. You can register for the entire series, or select the single session(s) that most appeal to you.
The series curriculum includes the following:
- Best-practice approach to scheduling as a team sport
- Managing caregiver call-outs
- Utilizing data to track trends so that you can work smarter, not harder
- Legal considerations for your operations team (documentation, HIPAA compliance with caregivers, FWA prevention)
- The art & science of client-caregiver matching
- Using a strategic complaint management approach to improve care delivery & client satisfaction
- Applying current AI tools to automate scheduling tasks & workflows
- Empowering schedulers as keystone leaders and stewards of change within your organization
Education Schedule:
Session 1 - Winning the Day with Effective Schedule Management
Presented by Nicole Haney
Wednesday September 4th
One of the most difficult things about being a Scheduler isn't actually managing other people's schedule, it's managing your own. In this session, we will discuss the simple system that will help you prioritize your tasks with confidence and be more productive every day.
Knowledge gained:
- What Makes a Good Scheduler
- Pre-Scheduling “Prep Work”
- Scheduling is a Team Sport
- Use Data to Track Trends
- Become a Chess Master
Session 2 - Effectively Managing Caregiver Call-Outs
Presented by Nicole Haney
Thursday September 5th
Last minute callouts is one of the top frustrations for a Scheduler but it doesn't have to be that way. While there isn't a secret sauce to ending callouts, there is an effective strategy to reduce repeat callouts. In this session, I will equip you with the skills, tools, and best practices to train your office staff in effectively managing caregiver call-outs using the 5-Step Quick Response Formula.
Session 3 - Legal Updates for Schedulers
Presented by Edward Cyran
Thursday September 26th
This webinar will cover topics for case managers, care coordinators and schedulers of home care agencies, including how to watch out for fraud, waste and abuse and pitfalls in HIPAA compliance with caregivers.
Session 4 - Matching Client with Caregiver
Presented by Charlene Richardson
Thursday, October 10th
This session will touch on caregiver and client matching as well as tips and tricks for scheduling using the WellSky platform to maximize both caregiver and client satisfaction and retention.
Session 5 - Oh No…. Not a Complaint! Realizing the Value of a Complaint
Presented by Tonya Miller
Tuesday, October 22nd
This dynamic webinar helps schedulers view complaints not as obstacles but as valuable gifts. In this webinar, participants learn how to defuse emotions and turn a complaint into a cooperative activity where everyone can make change happen.
The learner will:
- Understand how to manage emotions during a complaint to get everyone working together.
- Integrate the steps in complaint management to improve communication and collaboration.
- Connect complaint management to creating a positive work environment.
Session 6 -Understanding the Role Schedulers Play in Retaining Great Team Members
Presented by Tonya Miller
Tuesday, October 29th
The homecare world is full of twists, turns, and unpredictable schedule changes. A resilient team that rides the waves of change is crucial for success. This webinar focuses on the importance of the scheduler in creating connections that engage team members Participants learn ways to build strong teams that work together to embrace change.
The learner will:
- Connect the role of the scheduler to team member engagement.
- Develop daily habits that create connections and build teams.
- Integrate the role of schedulers in leading through change.
Session 7 - 5 Practical Ways to Use AI for Home Care Scheduling
Presented by Miriam Allred and Victoria Brown
Thursday November 21st
The home care industry has changed fundamentally in recent decades—with AI coming on the scene, this next decade won’t be any different. There are loads of publicly available AI-powered tools that you can use today to optimize tasks and workflows in your business. Join this session to learn what tools you should be using for scheduling, how to use them efficiently, and what time and cost-savings they can drive for your business.
Takeaways:
1. Which specific AI tools are working well in home care
2. How to use specific tools to automate scheduling tasks and workflows
3. What time and cost savings AI can drive for your business
Featured Speakers
Nicole Haney
Homecare Ops
Nicole Haney is a dedicated healthcare professional and entrepreneur with a passion for enhancing senior care. She graduated in 2015 with a Bachelor's in Healthcare Administration. Her extensive experience spans roles such as Director of Investigation, Hospice Agency Clinical Teams Coordinator, and various positions in hospital systems including ER,Inpatient Rehab, and ICU. She has also worked as an Auditor/Assessor for Adult Foster Care and served as the Administrator of an Assisted Living facility.
In 2018, Nicole founded Papa's Place in Big Rapids, MI, driven by her
personal experience with her grandfather's Alzheimer's journey. Papa's
Place specializes in dementia care, offering a day program led by Certified
Dementia Practitioners to foster meaningful engagement. In 2020, during
the COVID-19 pandemic, she expanded the services to include home care
and nursing, growing the agency to over a million dollars in revenue within
two years. In 2023, she further expanded by adding an assisted living
facility.
Nicole is committed to providing customized, dignified care for each
individual, fostering relationships where everyone feels valued. She also
drives success through N. Haney Enterprises, offering comprehensive
consulting services. Additionally, she is a podcast host, business coach,
and leadership expert, dedicated to sharing her knowledge and experience
to inspire others.
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Edward Cyran
Partner, Fox Rothschild
Edward advises owners of home care and home health agencies on everything from acquisitions to payor issues, employment matters, regulatory compliance and audits. As a Partner in the Health Law Group at Fox Rothschild LLP, Edward also represents a wide range of healthcare practices and facilities in all of their legal needs.
Charlene Richardson
Senior Business Care Advisors
Charlene Richardson, a Founding Partner of Senior Care Business Advisors, has over 40 years of experience in healthcare and technology and is an expert on the application of technology to solve business problems in the home care space. As a former Agency Owner/Operator, and subject matter expert at WellSky (formerly known as ClearCare), Charlene leverages her technical knowledge and industry experience to help home care agencies enhance their operations and achieve success.
Tonya Miller
Owner and Principal TYM Coaching, LLC.
Tonya Miller, a national speaker, author, and founder of TYM Coaching, is deeply committed to personal growth and developing strong leaders. With over 25 years of executive leadership skills and a Ph.D. in Leadership Studies, Tonya combines real-world experience with academic expertise. She tailors her coaching programs to fit any individual or organization, from coaching front-line healthcare providers to board-room negotiations. Her recent book, “Professionalism in the Practice of Physical Therapy: A Case-Based Approach,” is a testament to her commitment, highlighting key elements of professional development for not only physical therapists but for healthcare clinicians and leaders. Tonya is also committed to integrity, accountability, and self-awareness.
In addition to owning TYM Coaching, Tonya is the Academic Program Lead for the Doctor of Physical Therapy program at Harrisburg University of Science and Technology. In this role, Tonya leads the Doctor of Physical Therapy faculty and guides developing professionals in leadership and understanding the healthcare industry.
Miriam Allred
Head of Partnerships at Careswitch
Miriam Allred is the Head of Partnerships at Careswitch, the first AI-powered home care operating system. She also hosts Home Care U, the #1 rated podcast in home care. Prior to working at Careswitch she worked at Home Care Pulse, where she led partnerships, launched and hosted Vision: The Care Leaders’ Podcast, and managed events such as the Home Care Growth Summit. When she’s not working you can find her cycling, rafting, or cross-country skiing with her husband.
Victoria Brown
Enterprise Account Executive at Careswitch
Victoria is an Enterprise AE @ Careswitch based in Portland, Maine. She has worked in the home care, home health and health care continuum for 10 years. With noteworthy experience at In The Know Caregiver Training, Home Care Pulse, and Updox. Out of college, Victoria was a Hospice Volunteer Program Director working alongside caregivers and the daily challenges they face. She’s people-centered, tech-savvy, and solution-focused.
Registration
Full Series
Member - $389
Non-Member - $589
Single Sessions
Member - $89
Non-member - $159
Registrants will receive a link to the event the day before.
Recordings of the sessions will be available to registered attendees after the session.
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