Home Health Marketing Course, Medicare Home Health Agency Referral Marketing, Compliant Physician Marketing, Discharge Planner Toolkit

Seller's description

Referrals decide whether a Medicare home health agency grows or shrinks. This course shows owners, administrators and liaisons how to earn more physician and hospital referrals without risking a kickback problem, a HIPAA fine or a compliance finding. It is written in plain language and updated for 2026.

Every lesson includes objectives, step-by-step teaching, an action assignment and a short quiz, with answer keys at the end of each module. You build a compliant referral marketing system as you go.

WHAT YOU GET
- 7-module, 14-lesson course plus a Start Here guide and master checklists, in editable Word and print-ready PDF
- Plain-language guide to the Anti-Kickback Statute, Stark, beneficiary inducement and HIPAA marketing rules
- Gift, meal and marketer pay risk table with the 2026 Stark nonmonetary limit and OIG nominal value limits
- Marketing compliance policy template and gift log
- How Medicare referrals work: eligibility, the face-to-face encounter including the CY 2026 change, PDGM basics, hospital discharge planning and patient choice
- Physician office and hospital case management visit agendas, phone script, referral packet cover letter, complete referral checklist
- Care Compare star ratings as marketing assets, with a star rating one-sheet and service line sheet copy
- Website guidance on secure referrals, tracking pixels and the HHS Section 504 accessibility dates
- Review reply templates, HIPAA marketing authorization outline and social captions for Facebook and LinkedIn
- Referral source newsletter and four-email family sequence with CAN-SPAM and TCPA rules
- Excel workbook: 12-month Marketing Calendar prefilled with themes and compliance tasks, Referral Source Tracker, Referral and Campaign ROI Tracker with formulas, Content Plan, Lesson Progress checklist

WHO IT IS FOR
Owners, administrators, directors of business development and community liaisons at Medicare-certified home health agencies, from new agencies to established ones rebuilding referral relationships.

HOW IT WORKS
Instant download: the course in Word and PDF plus the Excel workbook. Start with the compliance lessons in Module 1, then work one lesson every two to three days.

You brand the files yourself: add your agency name and logo to the editable templates. Licensed for use inside one agency only. Not white label, and not for resale, sharing or redistribution.

FAQ
Q: Is this for non-medical home care agencies?
A: No. It is built for skilled, Medicare-certified home health. A separate non-medical course covers private pay marketing.

Q: Does it teach billing or PDGM coding?
A: No. PDGM appears only as context for how referral sources and intake think.

Q: Is it current?
A: Researched in October 2026 against CMS, OIG, HHS, FTC and FCC sources, with a where to verify list.

Q: Will it guarantee referrals?
A: No. It gives you the structure, scripts and safeguards; results depend on your market and execution.

Educational course and templates only. Not legal, billing or compliance advice. Have a healthcare attorney review any arrangement involving referral sources.