Here's the next year for Maple Care.
A starting roadmap based on agencies your size in Utah. Adjust anytime from your dashboard.
Year-1 milestones
-
I'll draft both caregiver postings, the interview rubric, the background-check vendor comparison, and the welcome packet. You walk into your first client meeting with the intake form already populated for the most common Utah Personal Care intake profile.
I'll prep- Caregiver job posting
- Interview rubric
- BCI vendor comparison
- Client intake template
-
I run your first internal audit against the DSPD §R539-1-307 checklist. We catch any gaps before they become findings. The audit-defense citation pack stays current; you have a clean record from day 30 forward.
I'll prep- DSPD audit checklist (30-day variant)
- Citation pack v1
- Internal audit log template
-
Your first Medicaid claim cycle completes end-to-end. I track every claim's status, flag denials within 24 hours, and pre-draft the resubmit. Pay-through ratio at month 3 typically lands between 78 and 88 percent for new Utah Personal Care agencies; your dashboard surfaces the live number.
I'll prep- Claim cycle dashboard
- Denial-resubmit workflow
- Pay-through tracker
-
Time for caregivers 3 and 4. I pre-screen against your operating rhythm (which caregivers from cohort 1 worked best, what client mix is loading you up). The training cadence for the new cohort syncs with your existing caregivers' annual refresh.
I'll prep- Cohort-2 hiring brief
- Training-cadence overlay
- Operating-rhythm dashboard
-
Your first peer benchmark against the Utah Personal Care network. I anonymize and compare your NOI margin, caregiver retention, claim-cycle days, and audit-readiness against the cohort that started in your quarter. You see where you sit; you decide what to act on.
I'll prep- Peer benchmark scorecard
- Network-typical-trajectory chart
-
Most Utah Personal Care agencies your starting size cross profitability between month 6 and month 8. I track the inflection in real time; when it lands, I notify Devon or whoever is on your Network-tier service. The Strategic Brief escalates if the inflection is delayed.
I'll prep- Profitability tracker
- Strategic-Brief escalation rules
-
At month 9 we have enough operating data to evaluate state expansion (Nevada and Idaho first; the substrate ports cleanly). I prep the Strategic Brief that lays out the financial model, the regulatory delta, and the operating-capacity assessment. You decide if and when.
I'll prep- Strategic Brief draft
- State expansion comparison
- Operating capacity assessment
-
Your complete year-end audit pack is ready for any state or federal review. Every claim, every caregiver record, every incident report, every care plan revision is in the pack, sealed to the capsule chain. An auditor can verify your year forensically without you doing anything.
I'll prep- Year-end audit pack
- Capsule chain export
- External-verification certificate