Streamline Your Billing Process with Our Home Care Invoice Template for Teams

Home care invoice template for teams

what's up what's up welcome to another video with MAF here and in this video I'm going to talk about one of the biggest challenges that hold people back from starting their Home Care Agency and one of those things is putting together what I call policy and procedure manuals now typically what happens is this when people inquire you know depending what state they are in they inquire with the state on what it takes to start their home K agency they discovered wait a minute they have to pay this fee they have to fill out a form and also they have to submit what are called policy and procedure manuals and a lot of people get frustrated at this stage and they either typically delay the application process or they outright just give up if this is your passion to start a Home Care Agency then you should stick it through and go all the way so the state will have will'll give you instructions right in the form of a checklist I'm sharing the instructions and the checklist from the state of Virginia I want to note that I've already done some videos specifically for other states like Pennsylvania New York Georgia Florida so be sure to check them out and I'll make sure to link the video somewhere at the end screen of this video or somewhere below this video so you can watch some of those videos if you're on some of those states that I just mentioned so today I'm just going to use the example of the state of Virginia okay just as an example the state will give you something like this these are seven pages you have to go through instructions on how to you know fill out your application right and as you read through it you know they'll give you you know what the fee is you know they tell you you have to pay 500 bucks and if you keep scrolling down they'll tell you you know where you have to send your check to or money order etc etc then you come down down here to the fun part where it says policy SL procedures and forms checklist usually this is where people get frustrated but let me let me show you they'll tell you to fill out things like you know let's let's read through this together real quick to ensure compliance with the rules and regulations for the lure of Home Care organizations and to prepare for the initial survey and this is required for when the inspectors are coming to conduct a survey for your Home Care Agency they need to make sure you have these new providers are advised to have the following items ready to review prior to the on-site arrival of the surveyor administrative policies and procedures include but not limited to the existence of the premises where the agency will operate I.E the lease agreement or ownership documentation that's pretty easy so if you're renting a space you can easily provide a lease and that sort of stuff the geographic service areas localities to be served by the organization just means that you know what ZIP codes what counties are you operating within that state this could be a little tricky because most States especially if you're relying on Medicare they'll require you to have a special Medicare license in order for you to build a state for Medicare so this process right here is a little tricky but you know that's that's a different story though if you're billing for private pay pay clients then you can just show them hey this is how I invoice my private paying clients etc etc maybe through like an invoicing software like um you know PayPal or QuickBooks let's move to client care policy procedures included but not limited to scope of service and applicable service policies now this is the fun partner depending on what state you are they can make it very complicated for you to submit the right thing now we made it easy for you guys we made it so easy for you guys to be able to get these templates from us to purchase these templates from us and I'll show you in the next screen these are templates already pre-filled with details on scope of service skilled care Personal Care Therapy Services Pharmacy services and even client rights etc etc we already have these pre-fill templates where all you have to do is plug in your company information at the top somewhere in the middle and the bottom and then submit those over to the state and they should be good to go doesn't matter what state you are they're applicable so let me show you an example of a scope of service um focusing scope of service uh template that we have but first let me show you where you would purchase these templates I be sure to put this link somewhere below this video so you can purchase these templates and then I'll show you what that uh looks like so this is where you would essentially come make the purchase click on I want this submit your credit card information and the yours forever and make sure to read down here what all this information means what you're looking at now is a quick summary of everything that we have when you purchase these templates these batch of templates in the link in the screen that I just showed you let start from the top real quick you will see the policies for everything from Disease Control you saw that in the checklist for the state of Virginia they also ask for for that we have preventative measures all the stuff safety natural human causes disaster I don't know why they would ask for that as you can see we have everything home safety these are all Word documents guys every single one of these lines represents a Word document that you can download Once you made the purchase and prefill these are all templates um condition of employment this is now this this part right here Most states require this human resources stuff that Most states require this employee records conditions of employment background checks Most states require this stuff absolutely and we have discipline termination employee rights you know we have that hiring practices miscellaneous training development but what I really want to focus on again is scope of service so I'm just going to do a quick search here so you can see these are all the templates that we have for scope of service so we have Services provided chores companion sitter friendly reassurance Homemaker personal care and respite so we have all of these templates but the one that I'm going to focus on just for the sake of this video because if I go through each one of these templates it'll this video take forever but let me focus on companion sitter okay companion sitter because I believe the state of Virginia asks for scope of services right and most agencies they will need to provide this let me show you what a companion Setter template looks like this is an example of a companion Setter template that we have like I said all you have to do is insert your company name or agency name up here in red and as you can see everything is pretty much done you know what I'm saying we've already done it for you here you you know all we have to do is read through this make sure it makes sense insert your company name here you see it says here so let's say if your agency is I don't know Johnny Home Care Johnny Home Care provides companion cter services to individuals and their own homes and communities who need assistance caring for themselves as a result of old age sickness ability disability and or afflictions so most agencies are going to want this so once you make the purchase like I said this will be available for you to download then all you have to do is input your company name in here where the red is and have somebody help you proofread this as you can see this comprises of what three pages I think yep three pages there you go service plan you know forms everything is in here guys simple and easy like I said once you made the purchase in the link that is available in the description box of this video you you get access to everything you get access to all of these templates so that if your state ever changes you know anything you have access to all of this forever one thing I urge you to do is to find somebody that you like and Trust in your family um if you want to save some money maybe pay a proof reader 100 bucks you know maybe 50 bucks to proofread everything before you submit it to the state comparing them to the checklist that I just showed you you know all states will have that checklist compare it to the checklist before you submit it to the state make sure to inquire with the state communicate with the state by either contacting them through email or calling the state if there are any issues with the application because the only source of Truth is going to be directly from the state I urge you to at least rely on information that comes directly from the state rather than middle people to give you the information that you need to submit to the state I urge you to do that because you'll save so much money guys you'll save a ton of money speaking of saving money we've also created this amazing course guys that basically helps you to get affluent these are rich folks private paying clients consistently and predictively for your Home Care Agency in just 30 days now how do we do this simply we use the most efficient method to acquire clients and these are the same methods that companies Like A Place for Mom use care.com use they use what I called Google advertising so Google advertising is available for anybody including yourself and myself create an account buy keyword phrases for example people that are searching in your area right now they're people searching for the services that you have to offer so why not be in front of these folks as they searching for these services that you have to offer if you purchase these templates in the links that I'm going to provide below I'll give you $150 off this course the price of this course and the price of this course let me show you real quick the price of this course is $597 so what it means is that I'm going to give you a $150 off the way to get $150 off is making the purchase of these policy and procedures and then automatically I'll have your email and I'll email you a coupon code that's going to that you're going to apply right here then you click on apply coupon code and then this number here is going to be less it's going to be $150 less so you save 150 bucks guys in the purchase of this course so let me show you the benefits of this course and why it's so great let me start at the top as I mentioned Google advertising is a method that most of these big companies are using to acquire customers right then they s that lead you know at a profit what we're saying is cut out these middle people and do it yourself what we're going to do is we're going to activate your Google advertising for you what does this mean it means that we already know what the keyword phrases that work for the home care business we know what they are we've perfected it numerous States they work for your state you create the Google ad account you give us access to Google Google ad account then we activate those campaigns for you meaning we input those keyword phrases for you so you can start getting these clients reaching out to you guys then the other aspect of it would teach you how to close high paying clients so you need to know how to sell these guys and close them we have what we call the perfect client closing script and we will have uh process where you and I I'll pretend to be the client you'll try and close me on your agency and it'll be a you know uh collaboration where I'll be asking you questions about your agency and you're going to be trying to close me so that by the time you getting into the real world to close these clients you know exactly what to do you have the confidence you can overcome rejection you know how to deal with any any objections from these clients and make money through private paying clients getting your money from the government is always a headache so I always urge you to go for private paying clients and you know how to close them next is we'll teach you how to charge the highest rates for your city state and County often times I talk to a lot of folks that always focus on charging the least for their services I say why why why are you doing that aren't you confident in what you can do well we'll teach you how to package your services in such a way that you are the most valuable to these clients and they will want to reach out to you for their services because ultimately these rich folks all they care about is can you do the job can you do the job right if you have any questions by any means guys I will make sure to put a link to my calendar somewhere below this video so you can talk to me ask me any questions that you might might have and if you purchase the policy and procedures again like I said you get $150 off their cost of this course I hope you get some value from this video and I'll see you in the next video