Home Care Agency Profit Audit, Efficiency Self-Assessment, 90-Day Plan (Digital Download)

Find out where your home care agency is losing money and time, and what to fix first.

This self-audit is built for owners of non-medical home care agencies. You run it yourself in about half a day with your office team. It scores your agency across eight areas, calculates the numbers that matter, and turns the results into a focused 90-day plan.

WHAT IS INCLUDED
A printable PDF guide with 108 scored yes, partly or no questions across eight areas: intake and admissions, scheduling and coverage, staffing, billing and cash flow, pricing and financial visibility, marketing and referral sources, compliance and documentation, and the owner's own time.
For every area: why it matters, what your score means, and the top fixes to make.
Plain-language definitions and worked examples for eight key metrics: gross margin per billed hour, caregiver utilization, turnover rate, inquiry to start conversion, days sales outstanding, cost per hire, overtime percent and owner hours in the business.
A role and task audit to decide which tasks to keep, delegate, automate or drop, with a worksheet and hand-off checklist.
A 90-day fix plan template with priority pages and a week by week tracker.
A one-page scorecard summary you can repeat every quarter.

THE WORKBOOK
An Excel workbook with formulas already built in. Type Yes, Partly or No and your area scores and bands calculate automatically. Enter your payroll, billing and recruiting numbers and the metrics calculate for you. A task and time tab shows the annual cost of every recurring task. Includes a loaded hourly cost calculator and a 13-week plan tracker.

WHO IT IS FOR
Owners and administrators of private pay and mixed payer non-medical home care agencies who feel busy but are not sure where the profit is going.

WHAT YOU WILL NEED
A PDF reader and a spreadsheet program such as Excel, Google Sheets or Numbers. About half a day, plus one week of time tracking for the task audit.

PLEASE NOTE
This guide is educational and does not provide legal, tax or accounting advice. Compliance rules vary by state, so confirm specific requirements with your licensing agency or a qualified professional. No industry benchmarks are claimed: you set your own targets and measure against your own baseline.

YOU RECEIVE
Three instant downloads: a print-ready PDF, the fully editable Word file, and the Excel workbook (also works in Google Sheets).

Please note: this is a professionally written template, not legal, tax or clinical advice. Rules vary by state. Confirm requirements with your state agency and your own advisor.

Digital download only. Nothing will be shipped. You brand the files yourself: add your agency name and logo to the editable templates. Licensed for use inside one agency only. Not white label, and not for resale, sharing or redistribution. Questions? Message us through your Etsy order.