Home Care Business Client Intake Role Play
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- Опубліковано 2 жов 2024
- New home care owner in-home role play with Coach Michele and Sharon.
My client was nice enough to allow our 1st role play to be recorded live on Facebook. Coach Michele shows how she interacts with prospective clients and how to close the deal in their home. This client intake roleplaying exercise will give the understanding will show you how a home care agency owner can sharpen their skills by building rapport in this sales 101 video.
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Coach Michele shares her experience with starting her non medical home care business. Learn what you will need to know before legalizing your homecare/ home health business entity. Your 1st coaching session with Coach Michele starts here...so if you're interested in entering the senior care industry and want to avoid purchasing a franchise business, this video is for you. If you want more information about starting a home care/ home health business visit us @ myhomecarecoach.com and if you want more tips and coaching from Coach Michele about starting, growing, and making an impact in the home care industry, become a VIP Hybrid Client and we'll assist you from start to finish. If you're still doing your research...Join the HCP Tribe membership and surround yourself with like-minded home care agency owners in Coach Michele's HCP Tribe.
Learn more about how we can assist you will starting your home care business...
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The private duty home care industry varies from state to state. There are some states that regulate the home care startup licensing. Before you invest any money towards starting your agency verify if a license is required.
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Thank you so much coach Michelle. I’m so glad to have come across your channel 😅. I have been in business since 2016 and a healthcare provider since 1998. I absolutely loved it. Many blessings to you both!🙏🥰🥰🥰
From flint, mi I thank you so much I’m a CNA and just started my own homecare agency and I’ve literally started from your very first video and been taking notes
Awesome! Congrats!!
How's it going now a year later?
Sign that money over! Sharon is the kind of person I would want to come into my home and sign up my family member. You MUST have humor and a great attitude no matter what...
Sharon, you did a great job. I enjoyed watching you in the last video also. Michelle, you are a blessing...greetings from a fellow sista and homecare biz owner in Canada!
Jessie Millen I’m glad you enjoyed the video! Sharon is amazing! Check us out on Facebook at @IAmCoachMichele
Hello couch,I am a new agency and I am here watching this roleplay and I am just grateful to you, this is something I really wanted to know how to go about when I go to the Clients house, thank you very much
@@ioneyvassell8246 congrats!! You are welcome. It’s my pleasure.
CM
Homecarecoaching.com
Thanks Coach and Sharon
This was sooo very EPIC 😊
“So do I need to give you any money today?”
“Uh absolutely, we cant leave without the check!”
😂😂😂😂😂😂😂
Omg Coach Michele I love you and I've been following your for years and I just got contracted with my state (Arizona). I've been trying to prepare myself. Your videos are awesome
Rhonnie yes!!! Congrats!!! What contract did you get? I’m so proud of you!!!!
@@IAMCOACHMICHELE Thank you I'm a Vendor with DDD to start servicing Developed Mentally Disabled but I also want to have private duty home care services as well. Eventually move up with Group Homes and An Awesome senior living Facility.
How were you able to get started in az?
I love this. So informative and entertaining. I learned so so much. Thank you!
You are welcome, awesome! Check out facebook for more info @IAmCoachMichele
I love this!
Loved this so much. Very informative 😊
Omggggggggg this was great!!!! Even two years later ❤️❤️🥰🥰🥰 thank you!!
You are welcome, my pleasure.
MyHomeCareCoach.com
Facebook @IamCoachMichele
I loved your role-play video. I am visual person! This has helped me more than just talking about the process!
Do you offer more role-play videos?
I am in the process of getting my policy and procedures in place. Thank you for sharing your time and experience with us!❤❤❤
You ladies are so fun 😂. Can you do videos on how you, as an owner, structure your days? Almost like a “day in the life”? And how your staff structure their days with clients? Like do they time batch or how do they organize which clients to see and when, etc. thanks!
I enjoy watching you all😂
Thank you so much. This video was very helpful and Informative. ❤
Good job
Really enjoyed this! Y’all crack me up! Nice to see how much you truly love what you do Michelle.
Melissa McClure lol
So informative! Thank you so much coach!
Loved it, so informative!! 💕💕💕 Thanks so much for sharing this video!!
Brandi Lopes you are welcome, our pleasure.
Wow she did an awesome job
You guys made me laugh 😂 a lot you did a great job!!!
daisy pimentel lol
Awesome Ladies 😉
Thank you so much for this
Great job
Wow, this is so helpful and important information also you guys are a good character!
I enjoyed your video. I'm a caregiver now. I'm 51. I've been a CNA years ago. I've worked in the field for awhile. I love the elderly and helping them. I work with all ages with this agency. I'm in CNA school now. I'll finish in October 2020. I want to be on my own with my own clients or client. Working hands on myself right now. I started to apply at a facility for stability until c19 hit. So instead of jumping from job to job working for someone else for$8! I want to be on my own and get paid what I'm worth.
Sounds like the beginning of a great plan. I hope you well!
Me2, minus being a cna.
Here I am trying to see mom’s face 😂 😅😂
@@clairelouis1337 lol lol! You and so many others:-)
For payment can you ask for monthly pay and if so can you ask the client for a month in advance. 😊
Yes you can! I don’t recommend.
CM
Homecarecoaching.com
Hi, I love all your videos. One question: What is the average hourly rate for a company to charge a client. A caregiver gets paid an average of $18 per hr. How much does a company have to charge to make a profit?
Hi, thank you! It varies based on your local market. Not all caregivers get paid $18 we hour.
I would recommend researching your local market then determine your fees and rates.
CM
MyHomeCareCoach.com
Hello Michelle , If I am RN and a home home care agency owner, Can I do comprehensive assessment on my clients?
Yes, only a Registered Nurse can do Comp Assessments in states that are regulated.
😲Wow...It gets no better than this. This role play is absolutely awesome and funny 😄
This is so good i just started my home care business so my eyes are so open
Great video!! 😊😊
Mrs. LL WB thank you. Check me out on FB @iamcoachmichele
Sharen did a great job! Y’all had a good time with this and it was informative. Thank you Coach🙂😂
Lisa Heuschkel yes we did. I’m glad you enjoyed it.
Do you have to have a nurse do an assessment for a nonmedical agency?
@@kieshacarlisle7663 it depends on your state’s rules & regulations.
Xo,
CM
Homecarecoaching.com
Shoe covers
Can you have the client get the assessment from the primary doctor?
Good Job I love it and very helpful
Thank you!
Awwww I really enjoyed this video! You guys did a great job. Very knowledgeable & entertaining!
That is so me when you switch rolls to be your mom I get into mommy mode real quick when I’m taking care of business I always pull my glasses down 😂😂😂😂🤷🏽♀️🥰
Dom Faithful lol
My problem is funding the employees before payment is provided from the clients, Where to get funding? is a loan a good idea?
collect a deposit...
This was sooo awesome!! Thank you so much for sharing. The role play seemed so real and natural.. I could even imagine the Mom 😂🤣🤣🤣 I'm currently in the beginning stages of developing my own Home Care Agency and the information you've been providing has been a great help to me. Thank you Coach Michelle 🙌🏽
Glad you enjoyed it! My pleasure:)
Do you have to have a RN even. If you are private Duty Non- medical, I’m from Louisiana!!
Good question because im in Florida and I didn’t think it’s required either, but check with your state regulations.
No
You want someone to come on Tuesdaaay😭😭😭
👏🏽👏🏽👏🏽👏🏽 you ladies are awesome, great job 👏🏽
My pleasure, check out my Facebook for more info.
@iamcoachmichele
Myhomecarecoach.com
So is this for medical and non medical?
Hi, yes it is for non medical home care.
If you need help, please visit my website.
CM
Myhomecarecoach.com
Hello. So, is it mandatory for a nurse to come out and evaluate before services can start? If so, how do you go about staffing nurses to do this?? Thank you.
Wow this is great! Such a creative way to get the information to the people. Thank you from Sacramento California, Starting my Homecare Business .
You are welcome, it’s my pleasure!
California is regulated.
This may help you: www.cdss.ca.gov/inforesources/community-care/home-care-services/laws-and-policies
Check out my site if you need assistance. Myhomecarecoach.com
xoxo,
CM
This was so helpful!!! I cant tell you how many homes I went in and "winged it" lol
Ashley Banks no longer winging it:)
Great role play - I noticed the Homecare rep is expecting payment/deposit (whats a recommended percentage?) before services are rendered. Is that standard practice on going throughout a service agreement or would it be on a case by case basis?
Thank you so much, I loved it!... FUNNY
Merry Christmas! We would love to answer your question and teach you more about our services. Every Monday we host a free informational call. Please register at www.myhomecarecoach.com
-Michaela, PA
You girls are too funny! Sharon did a fabulous job! Just curious, could the Nurse do the intake and the assessment, together? If not, could the intake person and the Nurse visit together, or overlap, so there’s only one visit to the Client? Love the energy you too have together..
Brian Melany yes the RN can do both if he/she understands the intake/business side. Most people hire RN as independent contractors so they may not know the business requirements. I don’t recommend doing at the same time for a few reasons: You are meeting with a potential client. If the potential client doesn’t sign up...you will be responsible for paying the RN. I hope this helps.
I appreciate your response. It does seem that the Intake visit should be separate, for the reasons that you mentioned. Thank you for pointing this out to me.
Did was great! Sharon did a wonderful job! Coach Michele, you help with such wonderful information, thank you. Dr. Mo
Great role playing giving the dos and don'ts what is needed thank you
Thank you!
This made my day! Awesome job you both!
Thank you!
😂😂 I enjoyed the video and the teaching!! Thank you both
JUST ASHLEY awesome, you are welcome!
This video was informative and funny
How much do you collect from the client on inicial deposit?
Carolina Bautista GM. It depends on your policy pertaining to your new client intake procedure.
Very Informative...Tks Sharon and Coach Michele...
Joyce Paterson you are welcome.
I'm in FL starting up a hha..For non-skilled hha would we still need to do a rn assessment?
Absolutely!!
Coach Michelle do you have an example of an intake form?
We will be introducing New Client & Employee Packets on out website soon.
@@IAMCOACHMICHELE Great! Thank you for this information. I appreciate it.
This video is very informational
I’m glad you enjoyed it!
MyHomecarecoach.com
So how much money is the client giving up front? Maybe I missed it…how do we come up with that initial payment figure?
It’s based on one week of service.
Myhomecarecoach.com
I loved your role play can we see an office setup of the home agency or daily routine
Great question...I will add to my list of video topics.
Excellent video! Thank you.
Sharon did a FABULOUS job!!!
I felt like I was watching a real enrollment. This was very informative & super helpful!!
Thank you for this education.
Yes, she did. I was so proud of her and thankful she allowed it to be recorded to help others.
😂😂😂😂 I enjoy this I learned a lot
Excellent! I’m glad to hear…
CM
HomeCareCoaching.com
Also for holidays is it appropriate to ask the client to pay extra if we have caregivers working
1 1/2 should be noted in your agreement.
CM
HomeCareCoaching.com
Lol!!!! Y'all are cut'n up! Good video! I love it!
Thanks for watching
Is there a huge difference between employee and contracted?
Mrs. Cadogan I am just seeing this...you May already have your answer. The main difference pertains to taxes: W4 vs W9, employer taxes vs no ET, 1099 vs W2,.
Coach Michele thank you for your response. Do you offer virtual consultations
Mrs. Cadogan visit our website www.micheleleeellis.com to learn more about our services then call us on 888-462-8885
I really enjoyed this!!!
Awesome!
Thank you all I needed this
You are welcome! My pleasure!!
Question: What is the typical payout amount for a contracted nurse to do a comprehensive assessment? Also, is it 100% necessary for the owner to do the initial visit or can it be an employee like an Executive Assistant or someone else who has the specific role of conducting intake assessments?
Starkey Roberson good morning. Great questions...it really depends on the R&Rs of your state. I would suggest printing them, reading them, creating your policies, if you are in a regulated state. If not then you can create your procedures on how you would like the business to operate.
The compensation you pay your staff needs to be developed based on your city/town’s pay scale at a minimum. Google “RN pay in abc county”. That may help.
This is so wonderful. Very helpful.
Thank you dear!
Great video, very helpful. Thank you and God bless you
You are welcome, my pleasure!
Homecarecoaching.com
Both of you are so Awesome
$18 is not enough to pay CNA. How can we cover the costs? I am in PA. CNA gets pay $16-20 per hour.
Do you charge RN to assess the client? How much? Thank you for the fantastic video.
Correct, this is an old video. Yes, the RN Assessment isn’t free; however, not everyone charge for it.
CM
Homecarecoaching.com
Thank you so much for your response. I would like to go to conference in March, but I like to know what I am going to do before going there. Thank you! I am afraid to go by myself
@@aliu244 many people travel alone and meet other home care owners there.
Visit my website to learn more about our services.
HomeCareCoaching.com
Xo,
CM
Great Job! Why was I looking around for Mom when y'all introduced her. Lol.
Aja D. Lol
Aja D. 😂 I was looking also
Lol
Great role play and informative.
Am watching this video about two years down the line but the information is still up to date and on point. Thank you Michele for playing forth and back to bring out the desired information for our seek. looking forward to gaining more knowledge from you. Am new to the field and willing to be on my own. Looking forward to working with you or a competent coach like you to pave my path into this business.
Hi, I’m glad you found my channel. Learn more @iamcoachmichele on Facebook and www.Micheleleeellis.com take care
How to manage a private pay client? How do you obtain a client intake along with the agreement?
All procedures and forms should be developed based on your state’s rules & regulations.
I really enjoyed this! Thank you
Thank you for watching! -Michaela, PA
I would love to network with you guys! This was so great! My daughter and I are going into business! We love what we do in healthcare!!
I did not know that a nurse would need to do a medical assessment on the client. So the owner has to hire a nurse to do this everytime?
Angel Miranda yes, a comprehensive assessment in most states. I recommend during in all states to protect the client, caregiver and agency to assure the proper LOC is being provided.
What about non-medical agencies? Can you do role play for a non-medical agencies. Thanks
I believe this video and all of her videos are for non-medical
Great Job Sharon
This was awesome!! Thank you so much.
This video is very informative. Thank you ladies.
You’re welcome, my pleasure!
Myhomecarecoach.com
Do they have to pay for the RN intake visit? If so how much is that visit
Yes, it depends on your fee schedule and area. We pay between $65 and $85.
Ruthie Tuggle
May 26 2023!!
Great fun and informative video. 💖 Starting out (in Oaklahoma) how much should I charge a client (approximately) when I have 4 yrs experience but no certifications? I'm solo btw. And do I have to pick a name for my business, purchase an llc, get bonded (ect.), and register with the state if I only plan to have one client?
Great 👍 role play. Old school will Definitely test you 🤟
I’m glad you enjoy it!
Myhomecarecoach.com
I can use the paperwork that I use from my assisted living...
Hello, to learn more about our services and how we can help you please call 888-462-8885
-Michaela, PA
Wow this was so helpful for me . Thanks Michele you are amazing!! I need to get in contact with you soon!!
daisy pimentel you are welcome. Call us 888-462-8885 and visit our site www.micheleleeellis.com and click on vip hybrid
OMG!!!! Sharon did a GREAT job. This video is AWESOME! it's amazing how Sharon stayed on point throughout all of the changes you made Michelle. I need 2022 Michelle and Sharon. This video made me happy that I subscribed to I Am Coach Michelle
This was awesome!!
Where do you go to find caregivers?
Cynthia, there are so many ways and places to find caregivers. I would suggest beginning with posting job opportunities on job boards i.e. indeed.com
Hello,
I am opening my home care agency soon. It’s a non-skilled, non-medical agency. Do I need to hire a RN to do the comprehensive assessment as well? Or does that only apply to skilled agencies? I am located in Massachusetts.
Thank you.
Btw, I just discovered your videos a few hours ago and I’ve been binge watching them. Thank you for sharing your knowledge. God bless you!
❤❤❤
Just wondering what would be the verbiage when it comes to the money part and how much should I be asking to cover ?