Agency Control Checkup™
Know where your agency is losing control—and what to strengthen first.
Growth brings more clients, employees, documentation, billing, responsibilities, and moving parts.
But growth without control creates risk.
The Agency Control Checkup™ gives Home Care and Skilled Home Health agency owners a practical way to see where operational control is strong, where vulnerabilities exist, and what should be strengthened first.
56 questions • 7 control areas • Personalized results — or start with the free 7-question Quick Check.
Growth Without Control Creates Risk
As an agency grows, it becomes harder for one owner or administrator to personally see everything.
The goal is not to control every task yourself. The goal is to build an agency where you can:
- See what matters
- Know who owns it
- Verify what happened
- Escalate what needs attention
- Improve the process over time
The Agency Control Checkup™ helps you identify where that control exists—and where it needs strengthening.
Can you see what matters before a small problem becomes expensive?
Can you see what matters, know who owns it, verify what happened, and act before a small problem becomes expensive?
7 Areas of Agency Control
Owner Control
Can you run the agency without either doing everything yourself or becoming blind to what others are doing?
Workforce Control
Are you building a dependable workforce—or constantly filling today's emergency?
Clinical & Client Care Control
Does growth remain supported by appropriate, visible care processes?
Compliance Control
Would normal operations withstand scrutiny without recreating what should already exist?
Revenue Control
Can you see the entire path between providing a service and actually getting paid?
Financial Control
Do you know whether the agency is financially healthy—or only whether money is currently in the bank?
Systems & Automation Control
Does technology reduce chaos—or have you simply digitized the chaos?
Your $47 Checkup Gives You More Than a Score
Your 7 Control Scores
See how your agency performs across all seven control areas.
Overall Agency Control Score
Receive an overall score out of 224.
Priority Control Alerts
Identify Control Gate questions scored at 0 that require review.
Top 3 Priorities
Know what deserves attention first instead of trying to fix everything at once.
Recommended First Actions
Turn your weakest areas into practical next steps.
30-Day Agency Control Plan
Follow a structured four-week improvement cycle.
Automation Opportunities
Identify processes that may be appropriate to systemize, automate or support with AI.
Four Steps to a Clearer Picture
Step 1 — Profile
Tell us a few basic details about your agency.
Step 2 — Assess
Answer 56 questions across seven control areas.
Step 3 — See Your Results
Your scores and control status are calculated automatically.
Step 4 — Know What to Fix First
Get your priority alerts, Top 3 priorities and 30-Day Agency Control Plan.
Score What Is Actually Happening Today
You will score each statement from 0–4.
Not in Place
No reliable process is currently in place.
Informal
Usually handled, but depends heavily on memory, individual effort, or verbal communication.
Partially Controlled
A process exists, but it is inconsistent, incomplete, difficult to monitor, or difficult to verify.
Controlled
The process is consistently followed and responsibilities are understood; documentation generally supports completion.
Systemized & Verifiable
Standardized, measurable, documented, visible to appropriate leadership, and supported by identifiable evidence.
Important: Score the operation you can demonstrate today—not the policy, intention, or process you hope is happening.
What This Checkup Is—and Isn't
The Agency Control Checkup™ is an operational-risk and management diagnostic. It is not:
Requirements vary by state, payer, program, accreditation status, service, license type, and other circumstances. Verify the requirements that actually apply to your agency.
Find Out Where Your Agency Needs More Control
You don't need to fix everything at once. You need to know what matters most. Start with the Agency Control Checkup™ and get a clearer picture of where to focus first.
Frequently Asked Questions
Who is the Agency Control Checkup™ for?
Home Care and Skilled Home Health agency owners and administrators who want a practical view of where operational control is strong and where it needs strengthening.
How long does the assessment take?
The assessment is 56 questions across seven control areas. Most owners complete it in one focused session, and your progress is saved automatically.
What do I receive for $47?
Seven control scores, an overall score out of 224, Priority Control Alerts, your Top 3 priorities, recommended first actions, a personalized 30-Day Agency Control Plan, and automation opportunity guidance.
Is this a compliance or legal determination?
No. It is an operational-risk and management diagnostic. It is not a legal, clinical, tax, accreditation, or compliance determination. Verify the requirements that apply to your agency.
What is a Control Gate?
Some questions are Control Gates. If a Control Gate is scored 0, a Priority Control Alert is created for review—regardless of your overall score. This is an operational alert, not an automatic determination of noncompliance.