Old Blue places a dedicated HomeCare HomeBase expert inside your team on a monthly retainer — so you stop leaving money on the table and start running at your actual potential.
Most agencies are using 40–60% of what HCHB can actually do. A super user closes that gap — methodically, measurably, and without adding headcount.
Your Old Blue super user isn't billing you by the hour to sit in meetings. They're a fractional HCHB expert embedded in your operations — someone who knows the system's tables, workflows, and configuration mechanics at a level most agencies never access.
You get expert-level HCHB knowledge on a monthly retainer. No salary, no benefits, no onboarding runway. Just a specialist who hits the ground running, scoped to your specific objectives.
Every engagement is structured around 3–5 defined objectives — agreed on at the start of each 30-day cycle. You know exactly what we're working toward, and at the end of the month you know exactly what got done. No vague "consulting hours" on your invoice.
We move fast but not recklessly. The first month is designed to build a real picture of where you are before recommending a single change.
We meet with your team, confirm HCHB access, and align on the 3–5 objectives for the month. This call covers everything you need to know before work begins — no surprises.
Before touching a single setting, we build a baseline. Your super user reviews dashboards, aging AR, month-end close behavior, and system configuration to understand the current state. We're tracing problems to their actual root causes — not guessing.
We group findings into phases: fast, low-effort wins that create immediate impact — and larger projects that require testing and stakeholder input. You'll see exactly what we're doing, why, and what outcome to expect from each item.
A structured progress update — what's been completed, what's in-flight, and whether the objectives need any adjustment based on what we've learned inside your system.
We close the month with a clear scorecard: objectives completed, measurable outcomes, and a recommended focus for month two. You decide whether to continue, pivot scope, or pause.
Our super users cover the three domains where HCHB configuration issues most often cost agencies time and revenue.
Intake, scheduling, medical records, and workflow configuration. We identify where duplicated processes or missed system settings are creating friction and costing staff hours.
Payer setup, claim profiles, and aging AR are where most billing failures hide. This is highly specialized territory — and where the ROI of getting it right is most direct.
Documentation flow, audit readiness, and the connection between clinical records and compliance requirements. We know where documentation gaps become compliance risk.
A few principles that shape every engagement.
We never recommend changes before understanding your current state. Every engagement starts with a methodical baseline — dashboards, aging AR, system settings — before a single configuration is touched.
Our Training First rule is non-negotiable. Changes are tested and confirmed with your team before they go live. You stay in control of your system at all times.
We group findings into phases so you feel momentum early. Immediate-impact, low-effort improvements come first — then we sequence the larger projects that require testing and change management.
Every report we deliver follows the same format: problem, fix, expected outcome. Readable in under 5 minutes. No long prose. Screenshots and benchmarks where they add clarity.
Your super user responds to questions and updates within one business day via Slack. Escalation paths for clinical and financial questions are defined and clear from day one.
Clinical and compliance questions route to Courtney True. Financial and revenue cycle questions route to Jonathan. You'll always know who owns what — and so will we.
Everything is structured, documented, and yours to keep.
3–5 defined goals agreed upon at kickoff. Delivered within 10 days of your super user gaining access to your HCHB account. This is the contract for the month.
A concise, visual snapshot of your current HCHB state — dashboards, aging AR, workflow gaps, and configuration issues. Benchmarked against similar agencies where relevant.
Findings organized by priority and effort. Every item is formatted as: problem / recommended fix / expected outcome. No ambiguity about what we found or what we're doing about it.
A mid-month check-in so you're never waiting until the end of the month to know where things stand. Delivered via Slack or your preferred channel.
What was completed, what was measured, and a recommended focus for the next cycle. The basis for deciding whether to continue, expand, or adjust scope.
The structure is simple. The standards are non-negotiable.
Up to 20 dedicated hours, focused on your objectives — not overhead or status meetings.
Defined objectives every 30 days. You're never locked into a long-term contract without visibility into progress.
Questions answered and updates delivered within one business day, Monday through Friday.
Your written 30-day plan is delivered within 10 days of your super user gaining access to your HCHB account — so you know exactly what's happening and when.
15-day progress report and 30-day scorecard, including a team call to walk through results and align on next steps.
Our Training First standard means no live system changes happen without your explicit written approval.
Old Blue is a small, focused team. You'll always know exactly who to call and who owns what.
Your primary relationship contact. Laura oversees client success, coordinates the team, and makes sure the engagement is tracking toward your goals.
Micah owns operations and reporting. He builds the dashboards and infrastructure that keep engagements running smoothly and findings clearly communicated.
All clinical and compliance questions route through Courtney. She reviews and approves every clinical recommendation before it reaches you.
Financial and revenue cycle questions route through Jonathan. He signs off on all payer, billing, and AR-related work.