Course curriculum

    1. START HERE!


    1. Video 1 - Purpose of the Annual Agency Operations Review

    2. Video 2 - How to Set Up Your Annual Review Meeting

    3. Video 3 - Annual Agency Operations Review - Section by Section Overview

    4. Video 4 - Annual Operating Budget & Capital Expenses

    5. Video 5 - Business Planning & Goals For Next Year

    6. Video 6 - Completing Your Annual Review & Next Steps

    7. Before you go...

About this course

  • $297.00
  • 9 lessons
  • 1 hour of video content

Course Overview

Conquer Your Annual Agency Evaluation (2 CEU Course) is the only online course approved by CDPHE and instructed by the only trainer with Colorado home care agency regulations and operations experience. This course provides 2 CEUs towards ongoing training for HCA Managers & Administrators in Colorado. 

A timely agency evaluation is critical to the success of a home care agency. CDPHE requires an annual review of agency operations, but there is so much more that needs to be done. 

In this course we look at the actual CDPHE regulations and discuss what is required when completing an annual agency review, including the additional policies and systems to be reviewed. 

Our goal for the course is to provide an in-depth look at completing a the Annual Agency Evaluation as required by CDPHE, plus combining it with a business planning and setting a budget for a new year. This includes a step by-step review of the evaluation template. 

Also, you receive the exact tools needed to complete the evaluation so you are locked and loaded when it comes time after your next survey. 

This Annual Agency Evaluation combines ALL the needed reviews for a Class B Agency, including the Quality Management Program and Emergency Preparedness Plan

Experiences from years and years of completing annual evaluations, plus business plans, have helped to put together a course to save you hours of time and energy to get the essentials of the POC.

I have not seen 1 other product available for Colorado Class B Agencies to easily complete the Annual Review, as well as plan for the next year.

The topics reviewed included:

- Annual Agency Evaluation Template

- Agency Operations Review

- Quality Management Program Review

- Emergency Preparedness Plan Review

-  Setting an Annual Operating Budget (with actual expenses and home care expense categories)

This course meets the annual review requirements for: 

Chapter 26, Section 7.1(C) – Governing Body

(1) Have bylaws or a governing document that shall specify the programs and services offered by the HCA and be reviewed and revised as needed;

(3) Develop and adopt policies and procedures for the operation and administration of the HCA, to be reviewed annually and revised as needed;

(4) Ensure any program or service offered by the HCA, directly or under arrangement, shall be provided in accordance with the service plan and HCA policy and procedure;

(5) Review the operations of the HCA at least annually


Chapter 26, Section 7.1 (D) – Agency Evaluation

(1) The HCA's governing body or designee shall conduct a comprehensive evaluation of the HCA's total operation at least annually;

(2)The evaluation shall assure the appropriateness and quality of the HCA’s services with findings used to verify policy implementation, to identify problems, and to establish problem resolution and policy revision as necessary, and shall include any findings or improvement strategies identified by the HCA’s Quality Management Program required in Part 5.12;

(3)The HCA shall implement a method for ongoing process improvement and policy and administrative review, which includes a review of the scope of services offered, arrangements for services with other agencies or individuals, admission and discharge policies, supervision and service plan, urgent consumer care, service records, and personnel qualifications;

(a)The HCA shall implement an on-going mechanism for consumer involvement to provide input and comment regarding services provided by the HCA in accordance with HCA policy. (b)All findings from the policy and administrative review and consumer input and commentary shall be provided to the governing body at least annually to identify trends or issues requiring consideration;

(4)In evaluating each aspect of its total program, the HCA shall consider four (4) main criteria:(a)Appropriateness -assurance that the area being evaluated addresses existing and/or potential problems.(b)Adequacy -a determination as to whether the HCA has the capacity to overcome or minimize existing or potential problems.(c)Effectiveness -the services offered accomplish the objectives of the HCA and anticipated consumer outcomes.(d)Efficiency -whether there is a minimal expenditure of resources by the HCA to achieve desired goals and anticipated consumer outcomes;

(5)Documentation of the annual evaluation shall include the names and titles of the persons carrying out the evaluation, the criteria and methods used to accomplish it, and any action taken by the HCA as a result of its findings;

(6)Appropriate qualified individuals representing the programs and services offered by the HCA shall evaluate the HCA's consumer records on an ongoing basis, but no less than quarterly.(a)The evaluation shall include a review of sample active and closed consumer records to ensure that HCA policies are followed in providing services, both directly and under arrangement, and to assure that the quality of service is satisfactory and appropriate. The review shall consist of a representative sample of all home care services provided by the HCA.


Chapter 26, Section 7.2 – HCA Manager

Have successfully completed an eight (8) hour agency manager training course. Additional related annual training that equals twelve (12) hours shall be required in the first year and annually thereafter.


Chapter 26, Section 5.2 – Admission Services

(A)(1) There shall be initial documentation of the agreed upon days and times of services to be provided, based upon the consumer’s needs, that is updated at least annually.


Chapter 2, Section 4.1.2 – Quality Management Program

The program shall be implemented in accordance with a quality management plan that is reviewed and approved annually by the governing body, or if the facility or HCA is not required to have a governing body, by the administrator or the administrator’s designee(s).


Chapter 26, Section 5.10 – Emergency Preparedness Plan 

(C) The emergency preparedness plan shall be reviewed at least annually or after any emergency response and shall be updated as necessary.

(A)(3) The risk assessment shall be reviewed at least annually and updated as necessary.

(D) Personnel shall be trained on the emergency preparedness plan upon hire and at least annually or when any changes in the emergency preparedness process, procedures, or responsibilities are made.


Chapter 26, Section 5.13 – Infection Prevention and Control

(A) The HCA shall provide training for its personnel regarding the agency’s written infection prevention and control policies and procedures at the time of hire and at least annually.

(B)The HCA shall evaluate the adequacy of its infection prevention and control policies and procedures at least annually, make any necessary substantive changes, and document such changes in writing or electronically.


Chapter 26, Section 7.8(A) – Supervision of Homemakers and Personal Care Workers

(A) Supervision of a homemaker or personal care worker shall: (1) Occur at a minimum of every three (3) months and must include an assessment of consumer satisfaction with services and the worker’s competence and adherence to the service plan.

(3) Occur, in person, annually for evaluation of each worker providing services in a consumer’s home and shall include observation of tasks performed and relationship with the consumer

Here’s what you get if you join Conquer Your Annual Agency Evaluation now:

  • Instantly available 24/7, the 100% online course is accessible anywhere with an internet connection. This is not available from anywhere else. You can start any one of the course video modules, press pause when you get a new client inquiry on the phone or if you need some avocado toast, and resume watching with the click of a button. The flexibility of this course being offered online 24/7 gives you the freedom and flexibility to complete and review on your own schedule.
  • Master Evaluation Template. Valuable content developed over a decade of healthcare experiences with the necessary tools to complete your annual meeting. 
  • Brand new updated content for 2023. There is fresh content to incorporate 2023 changes like COVID-19, CDPHE regulation updates, current projects, etc. These are all covered in this course.
  • Course Certificate. At the end of each module there is a course completion certificate to provide 2 CEUs towards HCA Manager annual training requirements. 


I’m very excited to bring you this course. It is being offered at $297. The $297 gives you full access to the entire course. Being an online 24/7 course, this allows you to immediately get started and work at your own pace. No need to wait until the next time a course is offered in person, in a conference room that is miles away, having to battle traffic and decide whether to eat chicken quesadillas or the veggie burger. 

Are you qualified to offer this training?  Yes, you might say more qualified than any other CDPHE approved trainer. First, this course is CDPHE approved and The Business of Senior Care is a CDPHE approved training company. Second, no other trainer has had the actual experiences of running a home care agency in Colorado. I was the Director of Operations here in Denver for one of the largest home care agencies in the country, overseeing the transition into Colorado licensure and successfully operating a home care agency for many years.

How is your company unique? The Business of Senior Care aims to achieve two goals for clients: to understand the regulations facing home care agencies in Colorado and being a resource to drive growth for home care operators.  Having these two unique goals is fundamental when developing course content and continually asking myself, “How will this help home care agencies grow?”  I believe there are always opportunities to earn more clients and more billable hours, including with understanding regulations and the impact on your agency. 

Have you provided training or consulting before? I have already helped numerous home care agencies in Colorado with the fundamentals of regulations for both Class A and Class B licensure.  Additionally, I worked at the Corporate Office for Home Instead Senior Care for many years helping home care owners open theirs doors, market services, recruit new clients, hire staff and grow their business.  I have been doing consulting for home care companies for more than a decade and continue to be passionate about this fast growing industry.

Do I offer other trainings in order to get all my CEUs from your company? A common request is for an HCA Manager or Administrator to want to complete all required credits during the year from 1 company.  The Business of Senior Care is continuing to develop new and innovative content with the goal of being the 1 stop shop for HCA Managers and Administrators.  With new content continuing to come out it will soon be possible to take any and all required courses from us!

Also, I’m so confident that you will be satisfied with this course that I am offering a MONEY BACK GUARANTEE. That’s right. If you complete the course and don’t feel like it was a valuable use of your time and you don’t have a better understanding of our Colorado home care agency regulations, then simply email me requesting for a full refund.  There’s no risk for you in taking the course.


You HAVE to act today.

Conquer Your Annual Agency Evaluation is only $297!

The Business of Senior Care

P.S. You may be receiving emails from me about this course and other courses over the next few weeks and months.  I want to develop a relationship with you and help you grow your home care agency. I will be bringing you testimonials, case studies, topic specific presenters and more home care agency knowledge.  Please watch for updates and be sure you’re email address is signed up here!

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