Inside a Bohaus Sprint: A Home Health Agency

The situation

The client is an owner-led home care agency providing in-home personal care and some skilled nursing visits. A few dozen caregivers, a couple of nurses, two scheduling coordinators, a billing specialist, and an owner who still covers the on-call phone. Scheduling, EVV and billing run through WellSky or AxisCare. Payroll runs separately. Families call, text and email.

Everyone has a favorite automation idea. The coordinators want help filling call-outs. Billing wants clean visits. The owner wants caregiver recruiting to move faster. Marketing wants referral follow-up.

All reasonable. Only one can be first.

What the sprint finds

In Discover, we ask each person what they do every week that feels like it should not need a person.

The list for an agency like this tends to include chasing caregivers for missed clock-ins and notes, filling last-minute call-outs, answering families who want to know when the caregiver is coming, screening applicants, and following up with referral sources.

In Diagnose, each candidate gets scored: how often it happens, how much time it takes, what it costs when it goes wrong, and how rules-based it is.

Visit documentation rises to the top. Every visit needs a verified clock-in and clock-out, completed tasks and notes. When something is missing, billing holds the visit, a coordinator chases the caregiver days later, and the caregiver tries to remember what happened. Missing documentation delays cash and creates audit exposure. And the check itself, is everything here, is almost entirely rules-based.

Call-out coverage scores high too, but it needs more judgment about caregiver and client fit. It goes on the roadmap.

We also note what does not get automated: care plans, clinical notes, client and family conversations, and anything a nurse decides.

What it builds

In Build, we create a documentation check inside the agency's existing WellSky or AxisCare setup.

Shortly after each visit ends, the system checks for a verified clock-in and clock-out, required tasks, and notes. If something is missing, the caregiver gets a prompt on their phone while the visit is still fresh. If it is still missing by end of day, a coordinator gets an exception list. Clean visits flow to billing without a manual review.

Patient information stays inside the agency's existing systems. Nothing clinical is written or changed by the system.

Hand over

In Hand over, the billing specialist and one coordinator learn the system in depth and own it together. Caregivers get a short, phone-first walkthrough at their next in-service, with a one-page guide. The playbook covers the rules, how exceptions are handled, and what to do when EVV fails in a dead zone.

The team gets a dashboard of visits complete, exceptions open and visits held from billing, and a roadmap with call-out coverage next.

What changes

Gaps get fixed the same day by the person who did the visit. Coordinators stop chasing notes from last week. Billing goes out with fewer holds. The agency is better prepared when an auditor or payer asks for records. And the team has a visible first win, which makes the next project easier.

What this means for your business

Choosing the first automation well matters more than choosing the flashiest one. Score candidates on frequency, time, cost of failure and how rules-based they are. Avoid starting with the hardest problem, a trivial one, a broken process or a judgment call.

For a home care agency, that is often visit documentation. For a plumber, after-hours intake. For a dry cleaner, pickup and delivery routes.

That is the structure of a Bohaus Sprint: opportunities ranked in Diagnose, one system built and handed over with a playbook and a trained team. Six weeks, fixed scope.