CPE Credits: 2.5
Field of Study: Finance
Duration: 73 mins
The Home Health & Hospice Financial Management Course is a comprehensive, industry‑informed training program designed for financial leaders, administrators, and operational managers within home health and hospice organizations. Taught by an expert with more than two decades of C‑suite experience in home health and hospice finance, this course demystifies the complex financial landscape of home care and equips learners with actionable tools to strengthen organizational stability, compliance, and performance.
This course delivers a complete, real‑world walkthrough of the home health and hospice revenue cycle—from referral intake through billing, collections, and denial management—highlighting the critical role of collaboration between clinical, quality, and finance teams. Participants learn how Medicare Patient Driven Groupings Model (PDGM) reimbursement works, how to audit and validate deferred revenue calculations, and how to optimize EMR setup to support accurate billing and reporting.
Beyond revenue cycle mastery, the course dives deeply into financial operations essential to home health and hospice, including:
Key Learning Areas
Revenue Recognition & PDGM Fundamentals:
Understand 30‑day periods, HHRGs, LUPAs, outlier payments, partial payment adjustments, and payer‑specific reimbursement differences.
Financial Structure & Reporting:
Learn how to build meaningful, auditor‑ready financial statements, craft a detailed chart of accounts, and present accurate, concise analyses to leadership and boards.
KPI‑Driven Management:
Explore the most important clinical, operational, and financial KPIs for home health and hospice—case mix index, PDGM surplus percent, cost per visit, hospice ADC, LOS, SIA utilization, and more—and how to use them for proactive decision‑making.
Staffing, Productivity & Cost Management:
Discover data‑driven models for determining optimal staffing, evaluating productivity, and managing labor costs (the largest expense in home health).
Budgeting & Forecasting:
Gain practical guidance on building program‑level budgets, selecting budgeting methodologies, analyzing regulatory impacts, and aligning financial assumptions across leadership teams.
Compliance & Oversight:
Understand Medicare CoPs, audits, cost reports, hospice CAP reporting, payer agreements, and internal control processes that protect both compliance and revenue.
Throughout the course, learners are encouraged to adopt a proactive management mindset, using audits, analytics, and communication to identify issues early, drive performance, and build trust with clinical teams, leadership, and boards.
Who This Course Is For
CFOs, controllers, and finance directors
Operations leaders in home health or hospice
Billing managers, QI leaders, and revenue cycle specialists
Emerging leaders seeking a comprehensive understanding of financial management in post‑acute care
What Makes This Course Unique
This course bridges the gap between financial theory and real‑world home health operations, offering insights only a seasoned healthcare executive can provide. With practical tools, examples, and best practices, learners walk away prepared to strengthen their agency’s financial health, ensure compliance, support clinical excellence, and stabilize margins—even amid ongoing reimbursement challenges.
