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Clinical Manager Bootcamp

June 29, 2027 10:00 AM - 1:00 PM (EDT)

Description

Clinical Manager Bootcamp Outline

Presented by Christina Crumbley & Cara Tomlinson, Tidal Healthcare Consulting

November 10 and 17, 2026 / 10:00 am - 1:00 pm

Clinical managers are the backbone of home health agencies. Achieving strong clinical outcomes, high patient satisfaction, financial stability, a skilled workforce, and regulatory compliance can feel like a distant goal — but with the right tools and leadership approach, it is attainable. 

This course provides practical strategies, management frameworks, and operational tools designed to help both new and experienced clinical managers succeed. Participants will gain actionable guidance to strengthen team leadership, improve oversight, and fuel the systems needed to support sustainable agency performance.

Day 1 — Clinical Management, Patient Care & Performance

Day 1 focus: Managing the patient episode from referral through outcomes—while connecting clinical decisions to compliance, reimbursement, quality, and patient experience.

    The Clinical Manager Role 

  • Regulatory responsibilities and oversight 
  • Quality, financial, staffing, compliance, and leadership responsibilities 

    Admission Management 

  • Episode lifecycle and referral review 
  • Face-to-face requirements and focus of care 
  • SOC conference and documentation review 

    Care Planning & Documentation 

  • Individualized plan-of-care requirements 
  • Patient-specific goals and interventions 
  • G574/G572 citation risks 
  • Discharge planning

    Care Coordination 

  • Supplemental and verbal orders 
  • Significant changes in condition 
  • ROC vs. new SOC 
  • Recertification versus discharge

    Documentation 

  • Documentation integrity and timeliness 
  • Managing outstanding notes 
  • Documentation QA and review processes 
  • Appropriate use of templates and AI

    Financial Management & PDGM 

  • Clinical management of utilization 
  • LUPA risk, therapy utilization, case mix, and financial performance 

    Home Health Value-Based Purchasing (HHVBP)

  • Measures, scoring, reports, and payment impact 
  • Discharge Function, hospitalization prevention, and improvement strategies 

    HHCAHPS 

  • Patient experience and communication 
  • Scheduling and continuity 
  • Patient/caregiver education 
  • Improving survey performance 



Day 2 — Quality, Operations, Compliance & Leadership

Day 2 focus: Moving from managing individual episodes to managing the systems, people, compliance, quality, and leadership responsibilities that drive agency success

    Quality Assurance / QAPI 

  • QAPI requirements and data sources 
  • Audits, performance improvement projects, and tracking outcomes 
  • Integrating HHVBP, OASIS, clinical outcomes, and QAPI 

    Operational Strategy & Process Management 

  • Developing consistent operational processes 
  • Workflow design, accountability, monitoring, and process improvement 

    Review Choice Demonstration (RCD) 

  • Documentation and order requirements 
  • Preparing records for submission 
  • Avoiding common RCD problems and denials 

    Survey Readiness 

  • Ongoing compliance preparation 
  • Clinical record review and focused audits 
  • Preparing staff and the agency for survey activity 

    Hiring, Onboarding & Recruiting Clinical Staff 

  • Identifying staffing needs 
  • Recruiting and interviewing 
  • Orientation, competency, and onboarding expectations 

    Staff Management & Retention 

  • Staff development and accountability 
  • Coaching, feedback, performance management, recognition, and retention 
  • Career development and leadership succession 

    Regulatory Updates & Advocacy 

  • Staying current with regulatory requirements 
  • Translating regulatory change into agency practice 

    Agency Leadership 

  • Connecting clinical, financial, quality, staffing, and operational performance 
  • Developing future leaders 
  • Establishing the clinical manager’s ongoing priorities and action plan 



Contact Information

Name: Cynthia Holloway
Phone: 6174828830
Email: cholloway@thinkhomecare.org
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