Day 1 — Clinical Management, Patient Care & Performance

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

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