Business eTools

inquiry-log

Private Duty Inquiry Log

$29

The Private Duty Inquiry Log allows you to track your incoming calls – client name, contact name, relationship, where they heard about you – and the results of each inquiry. You can adapt this pdf into your own excel spreadsheet, to include more or less information, so that you can track the results of the inquiries that come in to your office.
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inquiry-form

Private Duty Inquiry Form

$29
The Private Duty Inquiry Form is a script/questionnaire that can be used when making sales calls or when receiving inquiry calls. You can use the form as-is, or you can use it as a guideline to create your own inquiry form that is personalized to your company and the information you want to convey and gather when making sales calls.
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strategic-scorecard

Private Duty Home Care Strategic Scorecard™

$29
What if every critical statistic you need for quality decision making could be found on a single sheet of paper? Now it can. Owners of private duty companies can make better decisions with more relevant data. This scorecard allows you to pull the most critical numbers to your success together and compare them in meaningful ways.
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discretionary-income

Private Duty Home Care Owners Discretionary Income Scorecard™

$29
How much is your business really worth to you? There is more value to owning a home care business than the total at the bottom of an income statement. This scorecard examines the benefits that go beyond taxable income.
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lost-op-calc

Private Duty Home Care Lost Opportunity Cost Calculator™

$29
What does it cost you to lose a case because you couldn’t close the sale, or because you couldn’t staff the case? What do these lost opportunities really cost you. This Lost Opportunity Cost Calculator is a handy, easy-to-use tool that will help you analyze your business and get a clear handle on how much you are really losing from ineffective selling and poor staffing.
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staffing scorecard

Private Duty Home Care Caregiver Staffing Scorecard™

$29
How much does it cost you to recruit qualified caregivers? Is it cheaper to recruit someone new, or invest more in retention? How much should you spend on recruiting, hiring, orientation, and bonuses, etc.?
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billing-rates

Private Duty Home Care Billing Rates Calculator™

$29
Most struggling home care companies don’t charge enough for their services. Our experience is that private pay home care is not an area where pricing grants competitive advantage. What should you be charging? When should you raise rates as your costs go up? This calculator allows you to find profitable rates using two different methods.
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Client Value Calculator snapshot

Private Duty Client Value Calculator

$29
If you were able to track how each client came to you and how much money that generated, would you be better able to determine which marketing strategies are working for your company? We think so. This spreadsheet allows you to track each client in terms of length of stay, referral source and annual revenue. At the end of the year, the dollar value of each client as well as the total value of each referral source can be calculated and analyzed to determine your marketing strategy going forward.
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bad-hire-calc

Bad Hire Calculator

$29
What does it cost you to make a bad hiring decision?

What does it cost you every time one of your best caregivers quits?

How much more money would you make if you cut your turnover by 25 percent?

This is a tool that was created by the team at Caregiver Quality Assurance that enables you to use your own numbers to calculate precisely how much it costs to make a bad hiring decision.

Using facts and data from your own P&L, you can see clearly how much it costs out of pocket when a caregiver leaves. Multiply that number when it’s one of your best caregivers and she takes one or more good clients with her.
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