From staffing to marketing, there are many factors that influence a home care organization鈥檚 success. It鈥檚 important for home care organizations to ensure their clinical and operational strategies align to support the organization鈥檚 viability and growth while still meeting client goals.
In an education session at the 2023 小猪视频 Growth, Innovation and Leadership Experience (小猪视频), Lisa Malone, RN, Clinical Product Manager at 小猪视频 and Brian Nelson, Senior Product Marketing Manager at 小猪视频, discussed how home care organizations can marry clinical and operational goals to reach shared visions of success.
鈥淸Clinical and operational focuses] need to look like a pair of glasses,鈥� Nelson said. 鈥淵ou may have a different prescription for each eye 鈥� but at the end of the day, they only work if they鈥檙e operating together with that separate focus. That delivers that shared vision of what your agency wants to be.鈥�
Shared Visions
Throughout the session, Malone and Nelson shared examples of how clinical and operational focuses can come together to achieve a shared organizational vision.
Satisfied Clients and Caregivers
High quality caregivers lead to satisfied clients. The clinical team must continually evaluate hiring experienced caregivers as well as newer caregivers, balancing their value and needs. The operational focus of sourcing caregivers includes assessing the quality of recruiting efforts as well as balancing performance and personality.
鈥淥ur shared vision is adding together or balancing clinical client care, and for the operational side of that, sourcing those caregivers, and that adding up for the agency to be satisfied clients and caregivers,鈥� Malone said.
Healthy Clients and Profits
Clinical leaders want to solve the personnel puzzle. They鈥檙e trying to avoid missed shifts and assess what is essential for client safety and goals. Operationally, organizations are also prioritizing profitability, objectively evaluating the business and reducing unnecessary costs.
鈥淎t the end of the day, we鈥檙e going to have healthy clients and profits,鈥� Nelson said. 鈥淵ou can鈥檛 be a business without taking care of your clients, and you can鈥檛 take of your clients if you鈥檙e not in business.鈥�
Scalable Processes and Procedures
Home care organizations strive for a culture of compliance, even if they are not beholden to federal regulations. Compliance with the organization鈥檚 own policies and quality standards is key. Operational leaders will similarly be focused on efficiency, trying to consolidate policies and procedures across the board.
鈥淸When we have] one lens of our metaphorical glasses focused on compliance and the operational lens focused on efficiencies, that adds up to the vision of scalable processes and procedures,鈥� Malone said.
Keys to Success
Malone and Nelson outlined three areas organizations can focus on for success.
- Trust: Start (or restart) relationships with the expectation of trust and create relationship-building opportunities for teams.
- Communication: Set a structured rhythm for meetings and other opportunities to share information and communicate constantly across teams.
- Shared vision: Focus on the common goals of the organization and keep the vision in focus.
One way to incorporate all three of these keys to success is to celebrate wins across the office.
鈥淭alk about and celebrate some of those wins,鈥� Malone said. 鈥淜eep bringing those up and keep that shared vision because you鈥檙e celebrating and reminding everyone what exactly you鈥檙e here for.鈥�
With more than 250 attendees, more than 40 sponsors and countless connections made, 小猪视频 2023 was a massive success for everyone. and mark your calendar for .