Education Library

How to Use AI to Market Your Agency and Generate Sales

Pricing: PHA Members: $49 | Non-Members: $89 | Buy Now

This session explored how home care agencies can effectively and responsibly use artificial intelligence (AI) to enhance their marketing, content creation, and client engagement efforts. Led by Marisa Snook of corecubed, the presentation covered best practices for generating AI-powered content, improving social media outreach, optimizing websites for search engines, and streamlining customer journeys. Attendees gained practical tools to integrate AI in ways that support efficiency, accuracy, and brand integrity—without sacrificing the human touch that defines home care.

Learning Objectives

• Define generative AI and its relevance to home care marketing.
• Use AI tools to support content creation, social media, and email campaigns.
• Recognize common pitfalls and risks of AI-generated content and design.
• Apply AI to improve SEO and website performance using analytics and automation tools.
• Enhance customer experience through chatbots and journey mapping tools.
• Make informed, data-driven marketing decisions using AI-powered platforms.

Preventing Fraud, Managing Manual Edits, and Navigating SIU Takeback Audits

Pricing: PHA Members: $49 | Non-Members: $89 | Buy Now

Learning Objectives

• Define fraud, waste, and abuse in the context of Medicaid services.
• Identify common FWA risks and how to report concerns.
• Understand EVV requirements and the impact of manual edits.
• Recognize documentation standards for audits and service verification.
• Prepare for and respond to SIU audits and takeback requests.
• Use EVV tools to improve compliance and reduce audit risk.

Tuberculosis (TB) Screening for Health Care Personnel

Pricing: PHA Members: $0 | Non-Members: $50 | Buy Now

This session reviews updated CDC and Pennsylvania Department of Health guidelines for TB screening in home care and health care settings. It covers baseline, annual, and post-exposure requirements, with a focus on proper testing methods, documentation, and compliance best practices.

Learning Objectives:

• Understand TB transmission, symptoms, and why screening is required for healthcare personnel
• Identify baseline TB screening components: risk assessment, symptom evaluation, education, and testing
• Differentiate between TB skin tests (TST/PPD) and TB blood tests (QuantiFERON/IGRAs)
• Know when a 2-step PPD or repeat testing is required based on prior results
• Understand when and how to use chest x-rays for TB clearance
• Apply proper procedures for post-exposure TB testing
• Learn about annual TB screening requirements and documentation
• Recognize time-saving solutions, such as lab-based blood testing and Vitable’s QuantiFERON services

Hiring Implications

Pricing: PHA Members: $49 | Non-Members: $89 | Buy Now 

Learning Objectives

• Understand key Pennsylvania regulations affecting provider compliance.
• Identify requirements for background checks and provisional hires.
• Recognize mandatory reporting duties under OAPSA and CPS laws.
• Define what constitutes a critical incident and how to report it.
• Review staff misconduct and protective services obligations.
• Apply monthly exclusion checks and documentation protocols.

Ensuring IT Compliance in Homecare: Best Practices and Key Requirements

Pricing: PHA Members: $49 | Non-Members: $89 | Buy Now

Learning Objectives

• Explain the purpose and key rules of HIPAA.
• Identify what qualifies as PHI and ePHI.
• Understand HIPAA requirements for home care agencies.
• Apply privacy best practices in daily operations.
• Use technology to strengthen HIPAA compliance.
• Know how to respond to a potential PHI breach.

Growth Without Risk

Pricing: PHA Members: $0 | Non-Members: $50 | Buy Now

In this session, the Flychain team introduces a modern approach to healthcare revenue cycle management (RCM) designed specifically for home-based care providers. The presentation outlines how Flychain helps agencies get paid faster, reduce administrative burden, and gain financial stability through flexible funding and automated claims management.

Participants learn how real-time financial insights and claim advances can improve cash flow and reduce billing delays, allowing agencies to focus more on patient care and growth.

Learning Objectives:

• Understand common cash flow challenges in home-based care and how they impact agency operations
• Explore Flychain’s funding and revenue cycle solutions, including claim advances and automated tracking
• Learn how to improve billing efficiency and reduce time-to-payment
• Gain insight into how real-time visibility and customized financial tools can support business stability and scalability
• Identify how Flychain integrates with existing EMRs and systems without requiring disruptive changes

OASIS Series 

Pricing: PHA Members: $199/series | Non-Members: $299/series | Buy Series Now

Session #1:  Unlocking the Power of OASIS Data for Value-Based Reimbursement 

Learning Objectives:

• Identify the key components and goals of VBP, including improving care quality and patient outcomes.
• Explain how OASIS data affects reimbursement rates in a value-based system.
• Analyze the financial implications of OASIS data in determining payment adjustments, including bonuses or penalties.
• Identify the specific quality measures that impact VBP outcomes (e.g., hospitalization rates, functional status improvements).

Pricing Session 1: PHA Members: $59 | Non-Members: $79 |Buy Session # 1

Session 2: Leveraging OASIS to Capture Social Determinants in Home Health 

Learning Objectives: 

• Define social determinants of health and explain their significance in patient outcomes and health disparities.
• Discuss how SDOH can affect patient care, recovery, and overall well-being in the home health setting.
• Identify specific OASIS items that capture data related to social factors (e.g., living situation, access to food, transportation, social support).
• Discuss how OASIS data related to SDOH can influence care planning and decision-making.
• Share strategies for integrating SDOH data into care plans to address patient needs holistically and improve health outcomes.
• Discuss how the inclusion of social determinants in home health assessments may evolve and impact policy, care delivery, and reimbursement in the future.

Pricing Session 2: PHA Members: $59 | Non-Members: $79 |Buy Session # 2

Session 3: Unlocking Success in Home Health: The Power of OASIS E1, PDGM, and VBP

Learning Objectives: 

• Highlight the importance of accurate and thorough OASIS E1 data collection to ensure optimal patient care and reimbursement.
• Define PDGM and explain how it has shifted the way home health agencies are reimbursed for services.
• Explain the key components of PDGM, including the role of OASIS data in determining case-mix, payment adjustments, and patient classification
• Discuss the importance of understanding PDGM for maintaining financial sustainability and providing high-quality care.
• Emphasize the critical role of accurate and complete documentation in OASIS E1 for ensuring proper reimbursement under PDGM and VBP.

Pricing Session 3: PHA Members: $59 | Non-Members: $79 |Buy Session # 3

Session 4: Mastering Functional Outcomes: Understanding the Functional Discharge Score under VBP

Learning Objectives: 

• Explain the role of functional items in OASIS assessments and their relevance in evaluating a patient’s ability to perform daily activities.
• Discuss the different types of functional items, such as mobility, self-care, and activities of daily living (ADLs).
• Define the Functional Discharge Score and explain how it is calculated based on functional item data.
• Emphasize how capturing and analyzing functional data helps to deliver personalized care that aligns with patients’ goals and needs.
• Provide strategies for home health agencies to enhance patient functional recovery and improve their discharge scores

Pricing Session 4: PHA Members: $59 | Non-Members: $79 |Buy Session # 4

 

HHVBP: Patient Satisfaction Measures

Pricing: PHA Members: $49 | Non-Members: $89 | Buy Now

This webinar explores how patient satisfaction, as measured through the HHCAHPS survey, impacts agency performance under the expanded Home Health Value-Based Purchasing (HHVBP) model.

Learning Objectives:

• Recall the core categories and questions included in the HHCAHPS (Home Health Care CAHPS) survey
• Identify strategies to center care around the patient and improve satisfaction responses
• Understand prohibited actions related to influencing HHCAHPS results
• Learn how HHCAHPS survey results factor into HHVBP scoring and payment adjustments
• Apply practical communication and care techniques to improve top-box scores
• Incorporate survey data into QAPI processes for ongoing performance improvement

HHVBP: Claims-Based Measures

Pricing: PHA Members: $49 | Non-Members: $89 | Buy Now

This session explores the evolving claims-based quality measures within the Home Health Value-Based Purchasing (HHVBP) model.

Learning Objectives:

• Recall strategies for addressing abnormal clinical findings that may lead to hospitalizations
• Understand the conditions included in the Potentially Preventable Hospitalization (PPH) metric
• Identify effective approaches for early discharge planning and reducing acute care readmissions
• Gain clarity claims-based measures, including:
  • Acute Care Hospitalization (ACH)
  • Emergency Department (ED) Use Without Hospitalization
  • Discharge to Community

Home Health Revenue Cycle: What Pains You the Most

Pricing: PHA Members: $0 | Non-Members: $50 | Buy Now

This session focuses on common pain points in the home health revenue cycle, offering solutions to help agencies strengthen billing, reduce claim denials, and improve cash flow. From coding compliance and face-to-face encounter accuracy to authorization processes and A/R management, participants will gain actionable insights for improving financial performance across all payors.

Learning Objectives:

• Recognize key revenue cycle challenges in home health, including intake, coding, and documentation issues that delay billing.
• Apply Medicare’s face-to-face encounter and primary diagnosis requirements to ensure claim acceptance.
• Understand how comorbidity adjustments and patient condition changes affect PDGM case-mix scoring.
• Implement best practices for managing payor authorizations, verifying eligibility, and reducing unbilled A/R.
• Evaluate operational strategies for adapting to evolving reimbursement models and maximizing collections from both Medicare and commercial payors.

The Latest in Home Health Medical Review

Pricing: PHA Members: $0 | Non-Members: $50 | Buy Now

This session breaks down the latest trends in home health medical review, including top denial reasons, documentation pitfalls, and appeal strategies. Participants will learn how to prepare for audits, respond to ADRs, and navigate the five levels of appeal with confidence while maintaining compliance and protecting reimbursement.

Learning Objectives:

• Identify the types and levels of Medicare medical review (e.g., ADR, UPIC, TPE, RAC, SMRC).
• Understand the top five reasons for home health claim denials and how to prevent them.
• Apply documentation best practices to meet certification, face-to-face, homebound, and medical necessity requirements.
• Navigate the five stages of the medical review appeals process and associated timelines.
• Implement best practices when preparing documentation and appeal packets to increase the likelihood of claim reversals.

 

LPN Pronouncement Tool Kit

Pricing: PHA Members: $0| Non-Members: $99 | Buy Now

In 2024, the Pennsylvania General Assembly passed Act 137, which authorizes licensed practical nurses (LPNs) to pronounce and confirm the death of hospice patients. The law requires a total of three hours of training, covering vital signs, post-mortem care, bereavement, and coroner notification. This training bundle was developed to help providers meet those requirements. It includes training videos, slides, and quizzes designed to complement hands-on instruction. In addition, the legislation requires each organization to develop a policy outlining how this new authority will be implemented. A template policy is included in the bundle to assist with that process.

This purchase includes 3 Educational Webinars with quizzes, slides, and a sample policy.

Session #1:  The Last Visit: Death Confirmation and Coroner Notification

Learning Objectives:

• Understand key vital signs used to assess life status
• Learn proper techniques for checking pulse, respiration, and other indicators.
• Understand the nurse’s role in identifying contributory events that may lead to a coroner’s investigation.

Session #2: Post-Mortem Care

Learning Objectives: 

• Define post-mortem care and its significance in hospice
• Identify necessary supplies for care.
• Describe the step-by-step process.
• Explain bodily changes and how to manage them.
• Discuss dignity, cultural sensitivity and family support.

Session #3: Bereavement Training

Learning Objectives: 

• Define the hospice nurse’s role in providing emotional support during grief.
• Recognize the physical, emotional, cognitive and spiritual expression of grief.
• Describe the stages of grief and understand they are not experienced linearly.
• Identify Signs of Complicated or anticipatory grief and known when to refer for help.
• Demonstrate compassionate communication, active listening and professional boundaries.

2026 Hospice Proposed Rule

Pricing: PHA Members: $0| Non-Members: $50 | Buy Now

Get up to speed on the 2026 Hospice Proposed Rule and what it means for home-based hospice providers. This session covers key payment updates, regulatory changes, and the latest on the HOPE Tool. Perfect for hospice leaders looking to stay informed and compliant heading into FY 2026.

• Explain the proposed changes to hospice payment rates and their expected financial impact for FY 2026.
• Interpret wage index updates and how they affect hospice reimbursement in both urban and rural settings.
• Describe regulatory clarifications around physician certification, face-to-face encounters, and admission processes.
• Understand the policy changes to the Hospice Election Statement and Notice of Election for improved compliance.
• Discuss the status, timeline, and impact of the HOPE Tool implementation and its associated quality measures.
• Apply knowledge of the proposed hospice cap updates and how they align with broader CMS policy changes.

2025 Update: CAHPS Hospice Survey

Pricing: PHA Members: $0| Non-Members: $50 | Buy Now

Stay informed on critical updates to the CAHPS Hospice Survey for 2025. Led by industry expert Melinda A. Gaboury, this session reviews question revisions, new administration protocols, web survey enhancements, and CMS communication guidelines—all essential for hospice agencies aiming to stay compliant and improve quality reporting.

Learning Objectives:

• Identify the 2025 updates to CAHPS Hospice Survey questions, including new items and reworded language for inclusivity and clarity.
• Understand revised administration procedures, including web/mail survey delivery protocols and timing.
• Explain CMS rules around appropriate caregiver communication and what constitutes survey compliance.
• Implement best practices to avoid introducing bias in patient and caregiver interactions during the hospice stay.
• Navigate technical requirements for web-based CAHPS survey systems to ensure proper data capture and CMS reporting.

Hospice Eligibility Documentation

Pricing: PHA Members: $0| Non-Members: $50 | Buy Now

This session provides practical guidance on how to accurately document hospice eligibility in alignment with CMS requirements. With a focus on defensible, objective clinical documentation, participants will learn how to avoid common pitfalls that lead to claim denials and ensure compliance through every phase of a patient’s hospice election.

Learning Objectives:

• Define the criteria for hospice eligibility under Medicare and how to document a six-month terminal prognosis.
• Recognize common documentation issues that jeopardize eligibility, including vague narratives and unsupported assessment findings.
• Apply best practices for defensible documentation across clinical domains—nutrition, cognition, pain, functional status, and respiratory symptoms.
• Understand the importance of objective, measurable data and how to incorporate it consistently across IDG notes and recertifications.
• Demonstrate how interdisciplinary documentation can collectively paint a consistent clinical picture to support ongoing eligibility.

Hospice Billing and Regulatory Compliance

Pricing: PHA Members: $0| Non-Members: $50 |Buy Now

This session provides essential updates on hospice billing and regulatory compliance for 2025. Topics include Medicare payment changes, billing for all four levels of care, face-to-face requirements, and recent updates to the CAHPS survey and HOPE data set. Perfect for billing professionals and clinical teams, this session equips attendees with the knowledge to improve accuracy, avoid denials, and prepare for upcoming reporting mandates.

Learning Objectives:

• Understand the 2025 Medicare hospice payment updates, including wage index adjustments and rate changes.
• Identify billing requirements for all four levels of hospice care: Routine Home Care, Continuous Home Care, Inpatient Respite, and General Inpatient Care.
• Apply current face-to-face encounter rules and documentation standards to prevent billing denials.
• Navigate the latest changes in CAHPS Hospice Survey administration and public reporting timelines.
• Prepare for HOPE data collection requirements and assess performance using the Hospice Care Index (HCI) metrics

Employment Law Update: The New DEI Risk Environment and Other Updates Impacting Home-Based Care

Pricing: PHA Members: $49 | Non-Members: $89 | Buy Now

Home-based care is a people-driven business, making it essential for providers to stay up-to-date on the landscape of employment laws impacting their employees and operations.  This information-packed session will explore the impacts that a new federal administration and new laws at the state level will have on your business.

Learning Objectives

• Increased scrutiny of workplace diversity, equity and inclusion (DEI) efforts
• Implementing hiring practices that reduce legal risk
• Avoiding hiring practices that create legal risk
• State employment law updates, including the Fair Contracting for Health Care Practitioners Act
• Refresher on key areas of wage and hour risk in home-based care

Philadelphia City POWER Act (Bill 250065): What Home Care Agencies Need to Know

Pricing: PHA Members: $0 | Non-Members: $79 | Buy Now

Understand how this bill affects home health, home care, and hospice agencies who provide care in Philadelphia City.  This legislation is complex, far-reaching, and could go into effect before your agency is prepared. Home care providers – both registry and non-registry – need to be informed and proactive.

Learning Objectives:

• New mandatory written contract and record-keeping requirements
• Stronger protections for domestic workers – including updated requirements for guaranteed rest breaks, meal periods, paid/unpaid leave, severance pay, and anti-retaliation rules
• New notice requirements for agencies to inform clients and workers of their rights
• Penalties up to $2,000 per violation and potential license revocation
• Creation of a Worker Justice Fund and expanded private right of action for employees

Overtime and Travel Time

Pricing: PHA Members: $49 | Non-Members: $89 | Buy Now

This essential session provides home care, home health, and hospice professionals with clear, up-to-date guidance on navigating complex overtime and travel time regulations. The webinar covers key legal considerations under federal and potential state laws, offers strategies for handling remote employee scenarios, and clarifies what types of travel time are compensable—especially for employees with multiple roles or split shifts.

Learning Objectives:

• Understand federal and potential state laws regarding travel time compensation
• Identify tricky travel time issues involving remote or mobile employees
• Clarify what travel time is compensable between shifts or appointments
• Apply strategies to ensure compliance and avoid wage and hour pitfalls

Overview of Antikickback and Antitrust Laws in the Home Care Industry

Pricing: PHA Members: $49 | Non-Member: $89 | Buy Now

Overview of Antikickback and Antitrust Laws in the Home Care Industry,” designed to empower home care professionals with essential legal knowledge. Explore the fundamentals of antikickback and antitrust laws, learn from real-world compliance case studies, and gain actionable best practices to protect your organization. Discover how recent policy changes and emerging trends impact the industry and ensure your team stays ahead of the curve. Don’t miss this opportunity to enhance your compliance strategies and safeguard your business.

Learning Objectives:

• Understand the basics of antikickback and antitrust laws.
• Identify common compliance issues using real-word case studies.
• Identify employer best practices for ensuring compliance.
• Examine recent policy changes and emerging trends.

What to do in an Event of an ICE Raid

Pricing: PHA Members: $0 | Non-Member: $50 | Buy Now

U.S. Immigration and Customs Enforcement (ICE) is a federal agency responsible for enforcing immigration laws, including conducting workplace enforcement actions such as raids and audits. These actions can be unexpected and unannounced, and home-based healthcare agencies must be prepared to respond appropriately while protecting their employees and ensuring compliance with the law.

 What You’ll Learn:

• What to do (and not do) if ICE arrives at your workplace
• The difference between judicial and administrative warrants—and why it matters
• What to expect during an ICE raid and how to respond appropriately
• How to create a legally sound response plan before an incident occurs

Please note, there are NO slides associated with this webinar. Only the recording will be provided.

Fair Labor Standards Act (FLSA) Overtime Exemptions

Pricing: PHA Members: $39 | Non-Members: $79 | Buy Now

Presented by Emina Poricanin, Esq., this informative session breaks down the key federal changes to overtime exemptions under the Fair Labor Standards Act (FLSA) that were effective July 1, 2024. With updates to salary thresholds and exemption criteria, this webinar helps home care, home health, and hospice providers understand how to stay compliant and prepare for what’s ahead.

Learning Objectives:

• Understand the three-part test required to classify employees as exempt from overtime
• Learn about the updated minimum salary thresholds effective July 1, 2024, and January 1, 2025
• Explore the duties required for each exemption category: Executive, Administrative, Professional, Highly Compensated, Computer, and Outside Sales
• Review permissible deductions and bonus considerations for salaried exempt employees

5 C’s of Change Management

Pricing: PHA Members: $59 | Non-Members: $99 | Buy Now

This session offers a strategic roadmap for navigating post-transaction integration during a home care or home health merger or acquisition. Using SimiTree’s proven 5 C’s of Change Management—Culture, Communication, Commitment, Capability, and Coordination—you’ll learn how to lead successful transitions, avoid common pitfalls, and build operational alignment that lasts.

Learning Objectives:

• Understand the differences between “build vs. buy” strategies and key financial planning considerations.
• Identify critical due diligence areas that influence post-transaction success, including cultural, operational, and compliance risks.
• Apply the 5 C’s framework to manage change effectively across merged organizations.
• Develop integration plans with clear roles, metrics (KPIs), and communication strategies to unify teams and drive alignment.
• Implement project governance structures—like steering committees and work plan teams—for smoother transitions and accountability.

The Art of the Sale

Pricing: PHA Members: $59 | Non-Members: $99 | Buy Now

This session breaks down the legal and strategic steps involved in buying or selling a home care or home health agency. Learn how to navigate deal structures, due diligence, licensing, and the impact of Pennsylvania’s shifting MCO market. Whether you’re preparing to sell, planning to acquire, or just want to understand the process, this session offers expert legal guidance to protect your investment.

Learning Objectives:

• Distinguish between asset and equity sales and evaluate which structure best fits their agency’s situation.
• Identify key stages of a transaction, including letters of intent, due diligence, purchase agreements, and post-closing steps.
• Understand the licensing, notice, and regulatory requirements involved in agency ownership transfers in Pennsylvania.
• Recognize the impact of Medicaid MCO market shifts on agency valuation and deal strategy.
• Apply legal and operational best practices to avoid pitfalls and ensure a smooth transition during mergers or acquisitions.

One Organization’s Journey

Pricing: PHA Members: $0 | Non-Members: $50 | Buy Now

Take a behind-the-scenes look at one organization’s 20+ year journey through growth, private equity sales, and national acquisition. Led by PHA CEO Mia Haney, this session offers a firsthand account of strategic decision-making, deal navigation, and lessons learned from the frontlines of home care mergers and acquisitions.

Learning Objectives:

• Trace the evolution of a home care organization from startup to multiple acquisitions and eventual integration into a national company.
• Understand key phases of the M&A process including brokerage, due diligence, regulatory change of ownership (CHOW), and post-sale commitments.
• Recognize the value of clean audits, financials, and operational reputation in preparing for sale.
• Identify the role timing, market readiness, and strategic vision play in a successful transaction.
• Apply leadership lessons around work ethic, team culture, and long-term planning to their own organizational growth or exit strategy.

Master Scheduling – Efficiently Manage 100 Clients with One Scheduler

Pricing: PHA Members: $49 | Non-Members: $89 | Buy Now

The session covers tools, workflow design, and mindset shifts needed to create scalable and sustainable scheduling systems. Perfect for agency owners, schedulers, and operations managers looking to reduce errors, lower stress, and improve caregiver-client continuity.

Learning Objectives:

• Discover a replicable master scheduling system used to manage 100+ clients
• Identify key scheduling principles that minimize errors and rework
• Understand how to create predictable workflows and reduce last-minute changes
• Learn how to improve caregiver consistency and reduce turnover through better scheduling
• Gain time-saving tips and communication habits to improve scheduler efficiency
• Explore technology and process adjustments that support growth without increasing overhead

Complaint Management

Pricing: PHA Members: $49 | Non-Members: $89 | Buy Now

A practical framework for handling complaints effectively, especially in the context of home care scheduling. The session redefines complaints as a gift—an opportunity to build trust, improve operations, and strengthen client and employee relationships. Using real-life scenarios and a proven 8-step approach, attendees learn how to manage both the emotional and tangible aspects of service recovery. This training is essential for schedulers, managers, and frontline staff seeking to create a culture of responsiveness and accountability.

Learning Objectives:

• Redefine complaints as opportunities for improvement and engagement
• Understand why people complain and what it signals about their investment in your organization
• Learn and apply the 8-step “Complaint is a Gift” process, from emotional response to prevention
• Differentiate between managing emotional concerns vs. tangible issues
• Use empathy and the Platinum Rule to navigate difficult interactions
• Apply the model to common scheduling complaints and system frustrations
• Build lasting trust through consistent follow-up and process improvement

The Magic of Caregiver & Client Matching

Pricing: PHA Members: $49 | Non-Members: $89 | Buy Now

Explore the powerful impact of thoughtful caregiver-client matching home care agency operations. Drawing on real-world examples and industry data, she outlines how better matches improve satisfaction, reduce scheduling challenges, boost retention, and drive agency growth. The presentation combines practical tips, matching criteria, and “golden rules” for creating positive, lasting relationships between caregivers and clients.

Learning Objectives:

• Understand the importance of both objective and subjective factors in caregiver-client matching
• Learn how to use technology and data (e.g., AMS software) to support initial matching
• Identify personal, environmental, and emotional variables that affect match success
• Explore how poor matches provide insights for process improvement
• Apply “Golden Rules” for safe and effective onboarding of new clients and caregivers
• Discover how improved matching leads to higher satisfaction, better retention, and increased referrals
• Learn how to measure consistency in caregiver-client assignments to evaluate match quality

Winning the Day with Effective Schedule Management

Pricing: PHA Members: $25 | Non-Members: $50 | Buy Now

In this interactive training, Jessica Nobles walks participants through the daily realities of scheduling in home care—and how to turn those challenges into strengths. Drawing from her hands-on experience as a home care owner and business operations coach, she offers practical tools that help schedulers shift from constant reaction to clear strategy.

Jessica shares a framework designed to bring clarity, reduce burnout, and create consistency in daily operations. She invites schedulers to look closely at their habits, evaluate what’s helping or hurting their process, and take control of their time through intentional action. Whether an agency is facing five callouts a week or thirty, the strategies she outlines apply across the board.

Learning Objectives

• Differentiate between reactionary and strategic scheduling models and identify where their agency falls.
• Apply the “Win the Day” method by organizing daily tasks into Busy Work, Must-Do’s, and Accelerator Actions.
• Implement a structured call-out response system that includes transparent communication, clear expectations, and supportive accountability.
• Reduce common scheduling pain points by tracking patterns, setting consistent policies, and empowering schedulers to lead with intention.
• Establish daily habits that help them stay focused, respond strategically, and reclaim control of their time.

Schedulers are the Key to Employee Retention

Pricing: PHA Members: $25 | Non-Members: $50 | Buy Now

This session focuses on the critical role schedulers play in employee retention and engagement. Dr. Tonya Miller draws on her leadership and teaching experience to explore how daily scheduler interactions directly impact employee satisfaction, team communication, and overall workplace culture.

Participants examine practical tools to improve communication, set clear expectations, model accountability, and use emotional intelligence to reduce conflict and foster team connection. Tonya provides simple, real-world strategies that schedulers can begin using immediately to better support staff and reduce turnover.

Learning Objectives:

• Recognize the connection between scheduler behavior and overall employee engagement and retention.
• Use accountable language to model responsibility and problem-solving in the workplace.
• Set clear, measurable expectations to reduce confusion and prevent conflict.
• Apply emotional intelligence strategies to manage personal reactions and support colleagues through change.
• Practice active listening to improve communication with field staff, leadership, and clients.
• Identify daily habits that contribute to a more respectful, responsive, and retention-focused culture.

HIPAA Compliance Essentials for Home Care: Preventing Breaches & Protecting PHI

Pricing: PHA Members: $25 | Non-Members: $50 | Buy Now

This training provides an essential overview of HIPAA regulations as they apply to home care providers, caregivers, and administrative staff. Participants will explore the definition of Protected Health Information (PHI), real-world breach scenarios, and the legal responsibilities of covered entities. The session emphasizes the importance of cybersecurity, proper documentation, employee training, and communication protocols to prevent unauthorized disclosures. Practical guidance is offered for handling breaches, implementing policies, and maintaining compliance across all levels of care delivery.

Learning Objectives:

• Define PHI and identify common examples in home care settings
• Recognize actions that may result in a HIPAA breach
• Understand the roles of administrators, privacy officers, and IT consultants in compliance
• Describe the steps required when a potential breach is suspected
• Apply best practices for verbal, written, and electronic communication to protect client information

 

Office of Long-Term Living – Quality Management Efficiency Team (QMET)

Pricing: PHA Members: $49 | Non-Members: $99  | Buy Now

This presentation from the Office of Long-Term Living (OLTL) offers key guidance for home and community-based service (HCBS) providers on maintaining compliance with Medicaid waiver requirements. The session outlines OLTL’s monitoring process, common deficiencies identified during reviews, and best practices for documentation, staff training, provisional hiring, and EVV. Providers will gain practical tips on navigating compliance questions and avoiding common pitfalls to ensure participant safety and regulatory adherence.

Learning Objectives

• Understand OLTL’s monitoring and quality review process.
• Identify documentation and training requirements for HCBS providers.
• Learn how to avoid common compliance deficiencies, including EVV errors.
• Review expectations for provisional hires and criminal background checks.
• Know where to direct questions and how to stay updated on policy changes.

Continuous Survey Readiness for the Home Care Agency

Pricing: PHA Members: $49 | Non-Members: $99  | Buy Now

This session provides a comprehensive guide to achieving and maintaining compliance with Pennsylvania’s licensing and enrollment requirements for home care agencies. It covers the Department of Health (DOH) licensure process, Office of Long-Term Living (OLTL) Medicaid enrollment and revalidation, and Office of Developmental Programs (ODP) qualification and renewal. Participants will also explore the best practices for managing deadlines, documentation, and audits to ensure continuous operations and regulatory adherence.

Learning Objectives

• Understand the process to obtain and renew a PA Home Care license.
• Learn how to enroll and revalidate as an OLTL Medicaid provider.
• Review the steps for qualifying and revalidating as an ODP provider.
• Recognize key deadlines and documentation requirements.
• Identify common compliance risks and how to avoid them.
• Apply best practices to ensure regulatory and contractual compliance.

Recruitment Transformation Series

Pricing: PHA Members: $199.00 | Non-Members: $299 | Buy Series Now

Session #1: Unlocking Candidate Motivation – The Psychology of Effective Recruitment

Discover the psychological principles behind successful recruitment. Learn what motivates applicants, how timing impacts engagement, and the crucial difference between response variables and drivers.

Session #2: Magnetic Job Ads – Writing to Attract and Engage

Master the art of crafting job postings that captivate the right candidates while deterring the wrong ones. Explore cost-effective strategies to maximize your job ad performance.

Session #3: Seamless Onboarding – Bridging the Gap from Candidate to Employee

Reduce ghosting, increase applicant conversion, and position your organization as the employer of choice. Discover how to set new hires on the path to success from day one.

PA CareerLink®, Veterans, & You

Pricing: PHA Members: $0| Non-Members: $25 | Buy Now

This session offers a concise overview of how PA CareerLink® helps veterans transition into the civilian workforce. It covers key veteran-focused programs, support services, and employment protections, with a focus on personalized assistance from DVOPs and LVERs. Participants also learn about hiring events, outreach efforts, and the legal rights of veteran employees under USERRA.

Learning Objectives:

• Understand the origins and purpose of PA CareerLink® and its veteran-specific services
• Identify the roles of DVOPs (Disabled Veteran Outreach Program) and LVERs (Local Veteran Employment Representatives)
• Learn which veterans are eligible for specialized support (e.g., low income, disabled, or justice-involved)
• Explore programs and services such as HVRP, IEP, and VETS Hire Medallion
• Gain insight into veteran hiring events, career fairs, and outreach efforts
• Understand employer responsibilities under USERRA to protect the employment rights of veterans
• Learn how CareerLink collaborates with businesses, training providers, and community partners to connect veterans to meaningful employment