Your billing/aging report and payment summary from your EHR. CSV or Excel, whatever you have.
Within 48 hours, we reconcile your billings against your collections and identify every gap.
A clear, one-page report showing the dollar amount you're leaving on the table and where it is.
Revenue recovery, compliance, and policies & procedures for home health agencies. Start with a free gap analysis. Each service builds on the last.
↑Identifies $30K–$50K/yr in recoverable revenue
Send me your billing summary and payment report. I'll show you the gap between what you billed and what you collected, broken down by denied claims, PDGM undercoding, and eligibility lapses.
↑Typical recovery: $15K–$50K per audit (5–15x return)
Detailed audit of your patient roster: eligibility gaps, PDGM comorbidity misses, billing code errors, and OIG/LEIE staff screening. Per-patient findings with recommended actions.
↑Survey deficiencies cost $25K–$100K to fix after the fact
Review your current policies and procedures against CMS Conditions of Participation, state licensure requirements, and accreditation standards (ACHC, CHAP, Joint Commission).
↑Decertification costs agencies $500K+/yr in lost Medicare revenue
Complete customized policy manual (80-150 policies) tailored to your agency's operations, service area, EHR system, payer mix, and staffing model. Not a template — built for you.
↑Plan of correction costs $25K–$75K — a mock survey finds it first
Simulated survey experience covering clinical records, staff interviews, policy review, and environmental assessment. Detailed findings report with plan of correction templates.
↑CMS-required — non-compliance risks citations and decertification
Design your Quality Assessment and Performance Improvement program using real audit data. Includes QAPI plan, Performance Improvement Projects (PIPs), and data collection framework.
↑One caught lapse/mo saves ~$3,200 — pays for itself in week 1
Continuous eligibility verification, billing code validation, and PDGM optimization via the ClientCare platform. Automated alerts when coverage lapses or coding gaps are detected.
Manage billing for multiple agencies? All services available on a per-agency basis. Partner program →
No official HIPAA certification exists. What matters is documented policies, regular risk assessments, and a program that can withstand an OCR audit. We build that for you.
↑Average HIPAA breach costs $400K+ — the audit costs 1% of that
Structured gap assessment based on the HHS/OCR Security Risk Assessment framework. Covers Privacy Rule, Security Rule, and Breach Notification Rule. You get a branded report with your compliance score, risk register, and remediation roadmap.
↑OCR penalties reach $2.1M/violation — ongoing compliance prevents them
Complete HIPAA compliance management: customized policy templates, annual Security Risk Assessment with year-over-year tracking, staff training with certificates, BAA management, and breach/incident response procedures.
↑One caught lapse + one avoided breach pays for a full year
Combines ClientCare’s Medicaid monitoring (eligibility, billing, PDGM) with the full HIPAA compliance program. One dashboard, one vendor, one invoice for complete regulatory coverage.
I'm Matt Saucedo. I work with home health agencies on revenue recovery, HIPAA compliance, and policies & procedures. Most agencies I work with are leaving $30,000 to $50,000 a year on the table from billing gaps they don't know about — and most are running compliance programs that wouldn't survive an OCR audit. I help them fix both.
Two files: (1) your billing or aging report for the last quarter, and (2) your payment summary or deposit report for the same period. Both can be exported from your EHR (WellSky, Axxess, HCHB, etc.) as CSV or Excel. If you're not sure how to export them, I'll walk you through it.
Yes. We sign a Business Associate Agreement (BAA) before you send any data containing patient information. All data is encrypted in transit and at rest. We follow HHS guidelines under 45 CFR 164.504(e).
I walk you through the findings on a call. If the numbers make sense and you want to dig deeper, we can do a full Revenue Recovery Audit ($1,500-$3,000) that identifies specific patients, claims, and coding opportunities. But there's no obligation — the gap analysis stands on its own.
No. For the gap analysis and revenue recovery audit, you send me files and I send you a report. No software to install, no accounts to create, no training required. If you later want ongoing automated monitoring, we have a platform for that — but it's entirely optional.
The free gap analysis takes 48 hours. Revenue Recovery Audits take 48-72 hours. P&P work ranges from 1-12 weeks depending on scope. Survey readiness engagements are typically 2-4 weeks. We'll give you a clear timeline before starting any engagement.
Primarily agencies with 50-500 patients billing Medicare and/or Medicaid. The revenue gap tends to be largest at agencies doing 100+ episodes per year, but we've found significant gaps at smaller agencies too.
The audit follows the HHS/OCR Security Risk Assessment framework, covering all five HIPAA requirement areas: Administrative Safeguards (workforce security, training, contingency plans), Physical Safeguards (facility access, device controls), Technical Safeguards (access control, encryption, audit controls), Organizational Requirements (BAAs), and Privacy Rule requirements (patient rights, minimum necessary standard). You get a branded report with a compliance score, gap analysis, risk register, and remediation roadmap.
No. There is no official government-issued HIPAA certification. The industry runs on third-party training certificates and demonstrated compliance. What matters is having documented policies, conducting regular risk assessments, training your staff, and maintaining a program that can withstand an OCR audit.
OCR collected over $15 million in HIPAA violation settlements in 2023. Individual penalties can reach $2.1 million per violation category per year. Beyond fines, a breach triggers mandatory notification requirements, potential lawsuits, and reputational damage. Most violations stem from not conducting regular Security Risk Assessments.