Everyone is talking about AI, but what does it actually look like inside an agency?

In this episode of Home Health Revealed, Hannah Vale sits down with John Atkinson, CTO of AxisCare, to move beyond the buzz and explore practical ways AI can support agency operations. Drawing on survey responses from more than 400 industry leaders, John shares where agencies stand on adoption, what’s holding them back, and how to find a useful starting point.

From reviewing care notes to reducing administrative busywork, they discuss where AI can make a difference while preserving the human connection at the heart of care. Plus, John explains why delegating work to AI doesn’t mean delegating responsibility.

• (00:00:02) - Introduction and Guest Welcome
• (00:00:51) - Overview of the AI Industry Survey
• (00:01:17) - Where Agencies Stand on AI Adoption
• (00:03:16) - Getting Started: Finding AI's Best Use Cases
• (00:03:51) - AI as a 'Genie in a Bottle' for Ambitious Goals
• (00:06:34) - Embedded AI vs. Bolt-On Tools
• (00:07:49) - Care Analytics and Prioritization Benefits
• (00:10:48) - Fears That AI Will Make Home Care Less Human
• (00:12:03) - Addressing Concerns: What Should AI Do?
• (00:13:56) - Freeing Caregivers for More Human Connection
• (00:15:46) - Delegating Work, Not Responsibility
• (00:17:17) - Predictions: AI's Impact Over the Next Few Years
• (00:19:43) - Closing Remarks and Where to Learn More

Good intentions don’t eliminate compliance risk. Could your agency be overlooking something that puts its future at stake?

In this episode of Home Health Revealed, Hannah Vale sits down with Jamie Davis, attorney, fractional chief compliance officer, and founder of Build and Comply Consulting Group, to explore the compliance blind spots agency owners can miss.

From the liabilities you may inherit when buying a business to the risks of misclassifying employees as independent contractors, Jamie brings both a legal and owner-operator perspective to the conversation. They discuss enrollment moratoriums, marketing arrangements that raise kickback concerns, and how everyday business decisions can create unexpected exposure.

Tune in for a practical conversation about asking better questions, strengthening your processes, and making compliance part of your agency’s foundation for growth.

• (00:00:02) - Introduction and Guest Background
• (00:02:34) - Due Diligence When Buying a Healthcare Business
• (00:07:48) - DME Moratorium Lessons for Home Health
• (00:09:52) - Preparing for Moratorium Extension or Lift
• (00:14:05) - Biggest Myths That Get Operators in Trouble
• (00:16:46) - Operation Gold Rush and Rising Fraud Scrutiny
• (00:20:22) - 1099 vs W2 Misclassification Risks
• (00:23:17) - What Triggers an Audit or Investigation
• (00:25:38) - Fixing Misclassification Before It Becomes a Problem
• (00:28:58) - How to Get Compliance Support and Closing Thoughts

A box of donuts might be remembered for a day. A referral relationship takes a lot more work.

In this episode of Home Health Revealed, Hannah Vale talks with John Dalton, founder and president of Optimum RTS, about what helps home health sales teams earn trust and grow. John shares how reps can help referral sources recognize the right patient, ask better questions, follow through on what they promise, and confidently ask for the referral.

They also get into the leadership side of sales: hiring and coaching reps, planning territories, measuring conversations that move business forward, and building a culture where sales and clinical teams can work together. If your team is busy making calls but you’re unsure which activities are leading somewhere, this conversation is for you.

• (00:00:02) - Introduction of John Dalton
• (00:01:05) - Why Donuts and Lunches Don't Build Referral Relationships
• (00:03:20) - Painting the Picture: Identifying the Right Patient
• (00:06:50) - What Sales Reps Really Need to Know
• (00:09:58) - Thinking on Your Feet and Hiring Fresh Talent
• (00:13:56) - Asking for the Referral and Consultative Selling
• (00:16:16) - Circle Marketing: The Dr. P Story
• (00:19:33) - Building Trust Through Listening and Questions
• (00:21:26) - Interviewing and Onboarding Salespeople
• (00:25:19) - Sales Metrics: Calls, Meetings, and Referrals
• (00:27:18) - Territory Management and Avoiding the Jellyfish Approach
• (00:34:00) - Compensation Structure and Salary Benchmarks
• (00:37:20) - Separating Clinical, Sales, and Operational Leadership
• (00:39:58) - Building Company Culture Through Employee Benefits
• (00:44:25) - Optimum RTS Offerings and Sales Boot Camp
• (00:46:03) - Who the Boot Camp Serves and Closing Thoughts