Hand interacting with policy documents

Pre-Purchase Strategy Consultation

30 Minutes · Phone Call · $150
Credited toward any package purchase

If you are considering starting a Pennsylvania home care agency or deciding which documentation package fits your current stage, this session provides structured, high-level clarification before purchase.

This consultation focuses only on explaining documentation structure and package contents. It does not include application guidance, audit preparation, regulatory strategy, or custom consulting.

What This Session Covers:

  • Clarification on which documentation package fits your agency stage
  • Overview of what is included in each package
  • Explanation of how the documentation system is structured
  • General discussion of how documents are intended to be used
  • $150 credited toward any package purchase

Best For:

  • Individuals in the planning phase
  • Agencies are unsure which package to select
  • Buyers who want clarity before investing

Important: This session is strictly informational and documentation focused. It does not include regulatory interpretation, licensure assistance, compliance review, or legal advice.

60-Minute Documentation Implementation Session

60 Minutes · Video Call · $350

This session is for customers who have purchased a package and want structured guidance on how to navigate and use their documentation properly.

Designed For:

  • New agency owners organizing their documentation
  • Agencies reviewing how documents are structured
  • Buyers who want clarity on how to apply templates correctly

What Is Included:

  • Walkthrough of the documentation framework
  • Explanation of document sequencing and organization
  • Guidance on where and how each document fits within your agency structure
  • Clarification on how to properly complete fillable sections
  • Answers to documentation-related questions

Important: This session does not include audit preparation, regulatory defense, compliance certification, legal advice, or representation before any state or managed care entity. All implementation and compliance responsibility remains with the purchaser.

Digital document submission confirmation on tablet

90-Minute Extended Documentation Walkthrough

90 Minutes · Video Call · $600

This extended session provides a deeper walkthrough of your purchased documentation system and its intended structure.

Designed For:

  • Agencies wanting detailed clarification on documentation organization
  • Buyers who prefer extended, structured guidance
  • Owners implementing multiple policy sets at once

What Is Included:

  • Everything included in the 60-minute session, plus:
  • Extended document-by-document overview
  • Additional clarification on policy structure and formatting
  • Guidance on maintaining internal documentation consistency
  • Structured explanation of how documentation categories align

Important: This session remains strictly educational and documentation focused. It does not include regulatory approval assistance, audit preparation, legal interpretation, compliance guarantees, or direct communication with any state agency or managed care organization.