An informal evening to meet assisted living and home care operators, aspiring owners, placement agencies, and the professionals who support them.

Use the time to make introductions, exchange ideas, and discuss potential referral or business relationships. Admission is free.

Wednesday, December 2, 2026, from 6:30 to 9:30 p.m. at Mike’s Crab House, 3030 Riva Road, Riva, MD 21140.

Register through Shopify checkout. For event questions, text 443-906-3603.

Define your ideal private-pay client, choose your service area, and use the 25-organization referral research framework to build a local prospect list.

Use the professional outreach scripts and marketing flyer template to introduce your agency and follow up consistently.

Organize the first call, assessment, service agreement, and onboarding. Use the retention, review, and referral scripts after service begins.

Includes one 45-minute private strategy review to work through your approach and priorities for the 30-day program.

Identify the hospitals, rehab centers, skilled nursing facilities, placement agencies, and community partners that fit your services and geography.

Set up a way to record the organization, key professional contacts, what they need from providers, and your next follow-up.

Develop a routine for introductions, relationship visits, and follow-up. Track activity, qualified conversations, referrals, and admissions or client starts.

Use those results to see which relationships need attention, where inquiries drop out, and how to coordinate outreach across a team or multiple locations.

Compare Medicare skilled-service and custodial-care rules, home health and hospice, Medicare Advantage, Medicaid waivers and managed care, VA programs, long-term care insurance, and private pay.

Review provider enrollment, prior authorization, service documentation, electronic visit verification, and the effect of payer requirements on cash flow.

Work through revenue-cycle decisions, including denials, appeals, audits, overpayments, collections, and workforce costs. The book also covers private-pay pricing, assisted living economics, and acquisition considerations.

The 2026 National Edition has 49 chapters, approximately 316 pages, a checklist for each chapter, and 12 fill-in templates.

Includes worked examples, a state research worksheet, a codes and forms reference, a glossary, and implementation guidance by operator type.

For licensed Maryland assisted living programs, we help organize the Community Options Assisted Living Services enrollment packet and supporting documents, including the items relevant to Provider Type 75.

We review facility licensure, staffing and related documentation, applicable program requirements, and the state enrollment steps.

We help prepare and submit the enrollment materials, track progress, and respond to requests for additional information.

After approval, we provide guidance on provider numbers, billing setup, and next steps. The waiver distinguishes covered assisted living services from resident room and board.

Explore using AI to research referral sources, organize CRM contacts, draft follow-up, and produce marketing content. The book also discusses voice agents and call routing for routine inquiries.

Review examples for documentation workflows, staffing and scheduling, employee training, business planning, and performance reporting.

Start with one repetitive administrative task. Decide who will review the output and measure whether the change saves time or improves follow-up.

Services may include nursing assessments, care-plan review, medication management and delegation, and oversight of medication technicians.

Annette Dhannie, RN, DN/CM, can help review medication documentation and provide clinical guidance when a resident’s condition changes.

Discuss staff instruction, delegated duties, clinical documentation, and coordination with physicians, pharmacies, families, and other care professionals where appropriate.

The service agreement sets the scope, responsibilities, and visit schedule for the facility.

Compare seller financing, operating or sweat equity, capital partners, family investment structures, community financing, CDFIs, grants, and conventional borrowing.

Explore how operators combine sources of funding and evaluate the ownership, control, repayment, and cash-flow implications of a deal.

Work through scenarios, conversation scripts for sellers or lenders, worksheets, deal red flags, and a decision matrix that compares financing paths by available capital and credit profile.

Use the examples to frame an acquisition, opening, or expansion plan and clarify how the money will be used.