The All-in-One Homecare Success Bundle — OKLAHOMA Edition
20 Powerful Homecare Business Resources + BONUS Homecare Income Roadmap
🔥 SALE: $17 — $347 Value
Stop buying homecare business resources one at a time. Get 20 guides, playbooks, editable templates, forms, client-getting strategies, and business tools designed to help you start, manage, organize, and grow your Oklahoma homecare agency, simplify daily operations, and discover new income opportunities. Built around Oklahoma's Home Care Act (63 O.S. §1-1960 et seq.; OAC 310:662) and OSDH licensure — administrator certification, OK-SCREEN checks, and the ADvantage waiver.
What's Inside:
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Oklahoma OSDH Licensing Roadmap
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Oklahoma Homecare Startup Guide
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Policies and Procedures Manual
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OSDH Survey Readiness Playbook
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Insurance and Risk Guide
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Caregiver Hiring Kit
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Employee Handbook and Onboarding Packet
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Caregiver Training and Competency Pack
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Oklahoma Caregiver Recruiting Playbook
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Client Intake and Service Agreement Bundle
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Care Plan and Daily Care Log Templates
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Client Rights, ANE and Incident Response Playbook
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Oklahoma Emergency Preparedness Plan
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Spanish Forms Pack
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Oklahoma Homecare Payer Guide
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Private Pay Pricing Guide
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Get More Oklahoma Clients Playbook
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Oklahoma Homecare Marketing Kit
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EVV, Scheduling and Billing Guide
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Homecare Business Spreadsheet
🎁 BONUS: Oklahoma Homecare Income Roadmap — the business model, income math, and 12-month roadmap.
Everything in this collection has a combined stated value of $347.
🔥 Get the complete bundle today for just $17!
Save $330 and get everything in one convenient digital download.
1. Oklahoma OSDH Licensing Roadmap
The complete step-by-step guide to licensing a home care agency in Oklahoma. Follow the process in the right order, prepare the documents reviewers expect, and avoid the mistakes that delay approval.
What's Included:
✓ Do you need a license? Oklahoma's two-license framework
✓ The two licenses and worker categories — and which ones are yours
✓ OSDH's application requirements, explained
✓ Administrator certification and the supervising nurse
✓ Building your business foundation (entity, Secretary of State, OESC, NPI, banking)
✓ Your office, operating hours, and records
✓ Writing the policy and procedures manual OSDH expects
✓ Insurance and financial readiness
✓ Application walk-through: ODH Forms 757 and 1273, fees, and processing
✓ OSDH review: what happens after you submit
✓ After the license: first clients, the initial survey, and ongoing duties
✓ Budget and timeline
✓ Common mistakes, red flags, and 20 frequently asked questions
✓ Master checklist (80 items) and resource list
✓ 37-Page PDF Guide
Perfect for Oklahoma homecare agency owners who want to understand the path to opening, avoid costly mistakes, and launch with confidence.
2. Oklahoma Homecare Startup Guide
Your first 90 days from idea to licensed, operating agency. Plan the business properly from day one — formation, startup costs, office setup, team, and first clients.
What's Included:
✓ Contents
✓ The Oklahoma Opportunity and Who You Will Serve
✓ Who pays
✓ Choosing Your License, Business Model, and Niche
✓ 1 First decision: which Oklahoma license?
✓ 2 Model options
✓ 3 Niche ideas that fit Oklahoma
✓ 4 Choose your service area
✓ The Startup Budget and Working Capital
✓ Where the money can come from
✓ The 12-Month Launch Calendar
✓ Your Service Menu and What Caregivers May Do
✓ Building the Team: The First Five Roles
✓ Systems and Software Stack
✓ Pre-Launch Marketing: What You Can and Cannot Do
✓ Your First 90 Days of Operations
✓ 23-Page PDF Guide
Perfect for Oklahoma homecare agency owners who want to launch their agency the right way from the very first step.
3. Oklahoma Homecare Policies and Procedures Manual
Editable template for an Oklahoma home care agency. A complete, professionally structured manual you can customize with your agency's information and adopt as your operating standard.
What's Included:
✓ How to Use This Manual
✓ Approval and Revision Log
✓ Contents
✓ PART 1 – GOVERNANCE AND ADMINISTRATION
✓ Policy 1.01 Agency Description, Mission, and Scope of Services
✓ Policy 1.02 Governing Body, Management, and Lines of Authority
✓ Policy 1.03 Administrator, Alternate, and Supervising Nurse: Designation, Qualifications, and Responsibilities
✓ Policy 1.04 Administrator Certification and Continuing Education
✓ Policy 1.05 Operating Hours, Person in Charge, and After-Hours Access
✓ Policy 1.06 License Display, Changes in Information, Branches, and Closure
✓ Policy 1.07 Financial Solvency and Business Records
✓ Policy 1.08 Billing and Insurance Claims Accuracy
✓ Policy 1.09 Prohibition of Solicitation of Clients
✓ Policy 1.10 Disclosure of Drug Testing Policy
✓ Policy 1.11 Public Information, Advertising, and Marketing Accuracy
✓ Policy 1.12 Confidentiality and Privacy of Client and Employee Information
✓ Fully Editable Word Document
Perfect for Oklahoma homecare agency owners who want to save time and run a more organized, professional agency.
4. Oklahoma Homecare OSDH Survey Readiness Playbook
Pass your initial licensure and follow-up surveys with confidence. Know exactly what reviewers look for, organize your files before they arrive, and walk in ready.
What's Included:
✓ How OSDH Surveys Work
✓ Your Survey Day Plan
✓ Before: build the survey binder
✓ During: the first hour
✓ During: do and do not
✓ After: the exit conference
✓ Personnel File Audit (OAC 310:662-3-4(e), (f))
✓ Client Record Audit (OAC 310:662-5-3; 63 O.S. §§ 1-1962, 1-1972)
✓ 4A. Operations and Governance Audit
✓ Mock Survey Script
✓ Staff interview questions
✓ Areas Surveyors Focus On (Per the Rules)
✓ After the Survey: Plan of Correction
✓ Template: plan of correction
✓ Enforcement Basics
✓ Your 30-Day Readiness Plan
✓ 19-Page PDF Guide
Perfect for Oklahoma homecare agency owners who want to stay ready for reviews, surveys, and audits all year round.
5. Oklahoma Homecare Insurance and Risk Guide
Oklahoma-adjusted coverage guidance for home care agencies. Understand the coverage your agency actually needs, compare your options, and reduce the liability risks that can sink a young agency.
What's Included:
✓ Why Insurance Matters for Oklahoma Home Care
✓ Coverage Types
✓ Workers' Compensation in Oklahoma
✓ Controlling workers' comp cost
✓ What to Ask a Broker
✓ Quote comparison sheet
✓ Risk Management: The Top Home Care Risks
✓ Incident and Claim Handling
✓ Incident log
✓ Contract and Payer Insurance Requirements
✓ Annual Insurance Calendar
✓ Checklist
✓ Safety Program Templates
✓ 1 Safe lifting and transfer rules
✓ 2 Driving and transport policy
✓ 3 Client property and valuables
✓ 13-Page PDF Guide
Perfect for Oklahoma homecare agency owners who want to protect their agency, employees, and clients from costly claims.
6. Oklahoma Homecare Caregiver Hiring Kit
Applications, interview guides, verification checklists, and offer letters. Recruit qualified caregivers, run consistent interviews, complete required screenings, and keep hiring documentation organized.
What's Included:
✓ The Oklahoma Hiring Workflow
✓ Job Post Templates
✓ Employment Application
✓ Phone Screen Script (10 minutes)
✓ Interview Guide and Score Sheet
✓ Reference Check Form
✓ Pre-Hire Screening Checklist (Oklahoma)
✓ Offer Letters
✓ New Hire Checklist
✓ Oklahoma Hiring Compliance Deep Dive (63 O.S. § 1-1950.1; OAC 310:662; OK-SCREEN)
✓ Interview Question Bank
✓ Hiring Timeline and Tracker
✓ Reasons Not to Hire and Documentation Tips
✓ Frequently asked questions
✓ Sources reviewed for this guide
✓ Fully Editable Word Document
Perfect for Oklahoma homecare agency owners who want to hire qualified caregivers with a consistent, documented process.
7. Oklahoma Homecare Employee Handbook and Onboarding Packet
Oklahoma-compliant handbook and new-hire onboarding forms. Set expectations from day one with clear workplace policies, organized new-hire paperwork, and a professional onboarding experience.
What's Included:
✓ Part 1 – Employee Handbook
✓ Welcome
✓ At-Will Employment
✓ Equal Employment Opportunity and Anti-Harassment
✓ Employment Classification, Hours, and Pay
✓ Timekeeping and EVV
✓ Travel Time and Mileage
✓ Scheduling, Attendance, and Call-Outs
✓ Professional Conduct and Boundaries
✓ Reporting Abuse, Neglect, and Exploitation
✓ Confidentiality and Social Media
✓ Drug- and Alcohol-Free Workplace
✓ Safety, Infection Control, and Injury Reporting
✓ Driving and Transporting Clients
✓ Dress Code and Equipment
✓ Performance, Discipline, and Termination
✓ Fully Editable Word Document
Perfect for Oklahoma homecare agency owners who want to onboard employees professionally and set clear expectations.
8. Oklahoma Caregiver Training and Competency Pack
Oklahoma training topics, competency checklists, and documentation. Train new and existing caregivers, evaluate essential caregiving skills, and keep the training records your files need.
What's Included:
✓ How Oklahoma Treats Aide Training
✓ Training Curriculum (75-hour home health aide program)
✓ Skills Competency Checklists
✓ Annual In-Service Calendar
✓ Knowledge Quiz (with answer key)
✓ Training Tracker
✓ Medically Related Task Training Record (RN-supervised)
✓ Detailed Lesson Plans
✓ Additional Skills Checklists
✓ Second Knowledge Quiz (with answers)
✓ Sources reviewed for this guide
✓ Fully Editable Word Document
Perfect for Oklahoma homecare agency owners who want to train caregivers properly and keep defensible training records.
9. Oklahoma Caregiver Recruiting Playbook
Find, attract, and hire great caregivers in Oklahoma. Attract more applicants, streamline your hiring, reduce caregiver turnover, and build a reliable caregiving team.
What's Included:
✓ The Recruiting Math
✓ Pay Matters: Know the Oklahoma Market
✓ Where to Find Caregivers in Oklahoma
✓ Oklahoma Metro Notes
✓ Ready-to-Use Messages
✓ Speed Rules
✓ Keep the Caregivers You Hire
✓ 30-Day Recruiting Plan
✓ Job Post Library
✓ Retention Programs
✓ Interview Day Run-Through
✓ Metrics
✓ Building a Caregiver Pipeline Before You Need It
✓ Oklahoma Labor Market Realities
✓ Sourcing Channels in Detail
✓ Screening Scorecard
✓ 13-Page PDF Guide
Perfect for Oklahoma homecare agency owners who want to find, hire, and keep great caregivers in a competitive market.
10. Oklahoma Homecare Client Intake and Service Agreement Bundle
Intake forms, service agreements, consents, and notices. Organize new-client information, establish clear service agreements, and create a professional onboarding experience for every client.
What's Included:
✓ Bundle Contents
✓ Inquiry / Lead Sheet
✓ Client Intake and Assessment
✓ Primary contact / responsible party
✓ Health and care information (as reported by client/family)
✓ Care needs assessment
✓ Client goals and preferences
✓ Service Agreement
✓ Client Rights and Responsibilities
✓ Privacy Notice Acknowledgment and Release of Information
✓ Home Safety Checklist
✓ Payment Authorization
✓ Emergency Contacts and Preferences
✓ Welcome Letter
✓ Additional Intake Tools
✓ 1 Intake call script
✓ Fully Editable Word Document
Perfect for Oklahoma homecare agency owners who want to onboard new clients smoothly and professionally.
11. Oklahoma Homecare Care Plan and Daily Care Log Templates
Plans of care, daily visit logs, and change-of-condition forms. Organize client services, track caregiver visits, document care activities, and maintain professional client records.
What's Included:
✓ Individualized Plan of Care
✓ Services, frequency, and duration
✓ Task list for caregivers
✓ Safety notes (fall risk, allergies, behaviors, pets, access)
✓ 1A. Individual Service Plan (sitter or companion clients)
✓ Daily Visit Log
✓ Weekly Care Log (one row per visit)
✓ Supervisory Visit Report
✓ Plan of Care Review (60-day / 6-month)
✓ Change-of-Condition Report
✓ Medication Reminder Log (reminders only; not administration)
✓ Additional Clinical-Safety Tools (non-medical)
✓ 1 Fall-risk screen
✓ 2 Skin and pressure-injury observation (report to supervisor)
✓ 3 Meal and hydration log
✓ 4 Mood and behavior log (dementia support)
✓ Fully Editable Word Document
Perfect for Oklahoma homecare agency owners who want to keep client care organized, documented, and consistent.
12. Oklahoma Homecare Client Rights, ANE and Incident Response Playbook
Oklahoma reporting rules, investigation steps, and response forms. Understand reporting requirements, document incidents properly, handle complaints, and prepare your staff to respond appropriately.
What's Included:
✓ The Oklahoma Reporting Rule at a Glance
✓ Client rights statement
✓ Definitions in Plain Language
✓ Warning signs
✓ Reporting Flow (Employee to Administrator to State)
✓ ANE Internal Report Form
✓ Incident / Accident Report
✓ Complaint Form and Log
✓ Complaint form
✓ Complaint log
✓ Scripts
✓ Employee to administrator (voicemail or call)
✓ Family notification after an incident
✓ Talking to a client who discloses abuse
✓ Monthly Review Checklist
✓ Investigation Workbook
✓ Fully Editable Word Document
Perfect for Oklahoma homecare agency owners who want to protect clients and respond to incidents the right way.
13. Oklahoma Emergency Preparedness Plan
Editable emergency plan for an Oklahoma home care agency. Develop emergency procedures, protect clients and caregivers, and keep essential operations running when the unexpected happens.
What's Included:
✓ Plan Overview
✓ Roles
✓ Risk Assessment (Oklahoma Hazards)
✓ Continuity of Operations Business Plan
✓ Actions by Phase
✓ Mitigation (before)
✓ Preparedness (watch/warning)
✓ Response (during)
✓ Recovery (after)
✓ Client Triage
✓ Client triage roster
✓ Communication Plan
✓ Tornado and Ice-Storm Checklists
✓ Tornado / severe storm (watch and warning)
✓ Ice storm / winter weather
✓ Client Emergency Information Sheet (give to each client)
✓ Fully Editable Word Document
Perfect for Oklahoma homecare agency owners who want to keep clients and caregivers safe when emergencies happen.
14. Spanish Forms Pack / Paquete en Español
Formularios esenciales para clientes y familias que hablan español. Essential homecare forms and templates in Spanish — simplify paperwork and improve communication with Spanish-speaking clients, families, and caregivers.
What's Included:
✓ Contenido
✓ Carta de Bienvenida
✓ Derechos y Responsabilidades del Cliente
✓ Formulario de Admisión
✓ Acuerdo de Servicio (Resumen)
✓ Registro Diario de Visita
✓ Cómo Reportar Abuso, Negligencia o Explotación
✓ Cómo Presentar una Queja
✓ Informe de Incidente
✓ Consentimiento y Privacidad
✓ Aviso de Emergencias para Clientes
✓ Contacto de Emergencia del Cuidador
✓ Lista de Verificación de Seguridad en el Hogar
✓ Evaluación de Necesidades
✓ Preguntas Frecuentes de Familias
✓ Informe de Cambio de Condición
✓ Fully Editable Word Document
Perfect for Oklahoma homecare agency owners who want to serve Spanish-speaking clients and families more professionally.
15. Oklahoma Homecare Payer Guide
Medicaid waivers, VA, long-term care insurance, and private pay — how Oklahoma agencies get paid. Understand your payer options — private pay, Medicaid, VA benefits, and long-term care insurance — and how to get enrolled, contracted, and paid.
What's Included:
✓ Your Payer Options at a Glance
✓ Oklahoma Medicaid Basics for Non-Medical Providers
✓ What you need to bill Oklahoma Medicaid
✓ Rates: what to verify before you contract
✓ How to Get Enrolled and Contracted
✓ Questions to ask every payer
✓ Private Pay and LTC Insurance
✓ Veterans
✓ Payer Mix Targets (Example)
✓ Cash Flow and Denial Prevention
✓ Oklahoma Medicaid Programs Explained in More Detail
✓ The Contracting Timeline
✓ Medicaid Revenue and Margin Math (illustrative)
✓ Claims Workflow
✓ Top reasons for denials
✓ Compliance and Fraud Prevention
✓ 15-Page PDF Guide
Perfect for Oklahoma homecare agency owners who want to diversify revenue and get paid reliably.
16. Oklahoma Homecare Private Pay Pricing Guide
Oklahoma market rates and pricing strategy for private home care. Calculate your true service costs, set competitive rates, improve profit margins, and avoid undercharging for your services.
What's Included:
✓ Start With Your Costs, Not Your Competitors
✓ Market reference point
✓ The Cost-Per-Hour Worksheet
✓ Rate Structure
✓ Oklahoma Metro Pricing Approach
✓ How to Present Your Rates
✓ Break-Even Math
✓ Example
✓ Rate Sheet Template
✓ Oklahoma Market Rate Notes
✓ Overtime, Live-In, and Overnight: Oklahoma Pay Rules to Verify
✓ Discounts and Packages
✓ Raising Rates
✓ Rate increase letter template
✓ Handling Price Objections
✓ Pricing Worksheet by Service
✓ 11-Page PDF Guide
Perfect for Oklahoma homecare agency owners who want to price services profitably and grow revenue with confidence.
17. Get More Oklahoma Clients Playbook
Referral marketing that fills your schedule in Oklahoma. A client-acquisition playbook focused on referral partners, proven scripts, and a 90-day plan for filling your caregiver schedule.
What's Included:
✓ Where Home Care Clients Really Come From
✓ Scripts
✓ Phone script for discharge planners
✓ In-person drop-in
✓ Email follow-up
✓ Talking to a family
✓ Your Referral Partner One-Pager (copy for your brochure)
✓ Online Basics
✓ Events That Work
✓ 90-Day Client Acquisition Plan
✓ Referral Tracker
✓ The Free In-Home Assessment: Step by Step
✓ Assessment questions
✓ Objection Handling
✓ Facility and Hospital Partnerships
✓ Oklahoma Local Marketing Ideas
✓ 12-Page PDF Guide
Perfect for Oklahoma homecare agency owners who want to attract more clients and fill their caregiver schedules.
18. Oklahoma Homecare Marketing Kit
Done-for-you marketing templates for an Oklahoma agency. Ready-to-use marketing templates, social media posts, email scripts, and promotional materials to increase visibility and generate referrals.
What's Included:
✓ Google Business Profile Setup
✓ Business description (up to 750 characters)
✓ Review request script
✓ Social Media Posts (ready to use)
✓ Email Templates
✓ New lead reply
✓ Post-assessment follow-up
✓ Monthly newsletter outline
✓ Flyer / Brochure Copy
✓ Website Outline
✓ Service-area page template
✓ Frequently asked questions (starter)
✓ Compliance Reminders
✓ More Ready-to-Use Content
✓ Twelve additional social posts
✓ Oklahoma referral partners to target
✓ Fully Editable Word Document
Perfect for Oklahoma homecare agency owners who want to market their agency consistently and professionally.
19. Oklahoma Homecare EVV, Scheduling and Billing Guide
Electronic visit verification, scheduling, and billing for Oklahoma agencies. Manage caregiver schedules, understand Electronic Visit Verification (EVV), organize payroll, process claims, and reduce billing errors.
What's Included:
✓ What EVV Is and Who Needs It
✓ Required Visit Data
✓ Choosing an EVV System
✓ Visit Maintenance and Compliance
✓ Claims Matching
✓ Scheduling Best Practices
✓ Payroll and Invoicing Workflow
✓ Private-pay invoice template
✓ Monthly KPIs
✓ Choosing a Scheduling and Billing Platform
✓ EVV Training for Caregivers
✓ Common EVV problems
✓ Month-End Close Checklist
✓ Frequently Asked Questions
✓ Billing Code Cheat Sheet (fill in)
✓ Oklahoma EVV Compliance Reviews
✓ 11-Page PDF Guide
Perfect for Oklahoma homecare agency owners who want to run daily operations smoothly and bill accurately.
20. Oklahoma Homecare Business Spreadsheet
Simplify your Oklahoma homecare agency operations with this fully automated Microsoft Excel Business Spreadsheet. Manage clients, track caregivers, calculate payroll, organize billing, monitor profits, and stay on top of important deadlines — all in one convenient workbook.
What's Included:
✓ Start Here Guide
✓ Settings & Rates
✓ Rate Calculator
✓ Client Tracker
✓ Caregiver Tracker
✓ Visit Log
✓ Billing by Client
✓ Payroll by Caregiver
✓ Monthly Profit & Loss
✓ KPI Dashboard
✓ Compliance Calendar
✓ Startup Budget
✓ 12-Worksheet Excel Workbook
Perfect for Oklahoma homecare agency owners who want to organize the business side of their agency in one place.
🎁 BONUS: Oklahoma Homecare Income Roadmap
Bonus — the business model, income math, and 12-month roadmap. Understand revenue opportunities, calculate profits, manage expenses, attract clients, and follow a step-by-step plan for long-term business growth.
What's Included:
✓ The Business Model in One Page
✓ Income Math: Three Scenarios (illustrative)
✓ The 12-Month Roadmap
✓ Six Levers That Drive Income
✓ Your First 90 Days After Licensure
✓ Weekly Owner Dashboard
✓ Common Reasons Agencies Fail (and How to Avoid Them)
✓ Your Bundle Map
✓ Month-by-Month Detail (Year One)
✓ Owner Pay: How You Get Paid
✓ Scaling Playbook
✓ Risks to Income and Mitigations
✓ Your 12-Month Scorecard
✓ Detailed Startup and Operating Budget
✓ The Seven Revenue Streams for an Oklahoma Agency
✓ The Weekly Owner Routine
✓ 12-Page PDF Guide
Perfect for Oklahoma homecare agency owners who want to understand their income potential and build a more profitable agency.
