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Why Timely Reassessments Increase Hours and Improve Client Outcomes

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Timely reassessments can improve client outcomes, increase client retention, increase hours, and grow your business in the post-pandemic world.

Today, we want to address Client Retention, or more specifically, timely reassessments. While the world is continuing to open back up after over two long years of pandemic, the senior care business is still being affected. Unlike other industries where employees are allowed to work remotely, that’s not feasible in the world of personal care. Your agency’s livelihood depends on providing care to those most vulnerable in your local community. However, the amount of care you can provide to your clients is completely dependent on how many caregivers you have available. 

We know that hiring caregivers is your agency’s top priority. No matter how hard you try, your referral pipeline for new clients is outpacing your ability to fill shifts. In fact, according to Home Care Pulse, 98% of agency owners said that the caregiver shortage, combined with caregiver turnover, is affecting their business during the pandemic

Focusing on Existing Clients

A strategy that some agencies have turned to is focusing on their existing clients. This is instead of trying to bring on new clients. How might this work, you ask? After all, you still want to grow your business and increase your revenue. I’m going to suggest that you work to increase the number of hours that your existing clients are scheduled for. This is where re-assessments come into play. 

Timely Reassessments

While you may conduct re-assessments of your clients that work with Long Term Care Insurance companies already, you should make sure that you are also conducting regular re-assessments on your entire client base, at least annually. Even if their care needs haven’t changed drastically, keeping an updated Care Plan on file is critical. Likewise, for many of your clients and their families, aging in place is a top priority. However, they can only safely age in place if all their care needs are being met. For re-assessments, try to schedule them so that someone can be present as well. This can be someone like the client’s power of attorney, or family members. Of course, so long as the client is okay with that level of visibility. 

Client Retention

Many families that would have considered Assisted Living would prefer to keep their loved ones at home. Being able to show your clients that you’ll only be sending in a few vaccinated caregivers to provide the care is extremely powerful and provides them with peace of mind. A last bit of advice on timely reassessments, don’t rush through it! Take your time and ensure accuracy, the more accurate your Care Plan, the safer your clients care. 

If your agency would like a second set of eyes on how to improve client retention, then please reach out to us for a Free Consultation. Reach out to us on our website or call us at (678) 340-3649. We look forward to working with your agency and providing personalized consulting for personalized care!

*Disclaimer: Senior Care Business Advisors is not affiliated in any way with Home Care Pulse. For more information about Home Care Pulse, visit their website at The views and opinions expressed in this article are those of the authors and do not necessarily reflect the official use or best practice recommendations of Home Care Pulse or any other organization.

Author: Tyler West

Tyler West is a founding partner of Senior Care Business Advisors with over 10 years of experience in personal care, home care, health care and technology. He is also a former Director of Operations for a Home Care Agency and worked in technology with ClearCare and other organizations. Additionally, he is a published author. Connect with him through Senior Care Business Advisors website,, or LinkedIn You can also reach him via email at

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