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Webinar recording

Beyond the Physician: How Patient e-Sign is Changing what Happens in the Field

Most home health and hospice agencies have solved, or are working to solve, the physician signature problem. Fewer have thought through what happens on the patient side. This session breaks down what passwordless e-sign changes for physician orders and what e-tracking changes for patient and family documents, from consents to admission packets. It also covers what agencies are seeing in turnaround time, cash flow, and clinician workload once signatures move off paper and out of the portal.

Whether you are still chasing down orders and consents or just want to see the workflow in action, this session, including a live demo, shows what is possible on both sides of the signature.

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Webinar recording

From One Line of Care to Two: What It Really Takes to Expand Your Services

Many home health agencies consider adding home care. Many home care providers consider expanding into home health. Fewer fully understand what it actually takes to make that expansion successful. In this educational session, Lucas Carroll is joined by Julio Barea to walk through the real-world considerations agencies face when expanding into a new line of care.

Together, they will break down the regulatory, operational, and infrastructure considerations agencies face when expanding services. From licensure and certification requirements to documentation, billing, and workflow readiness, this session focuses on what needs to be in place before expansion to avoid delays, compliance issues, and operational strain.  

Whether you are actively planning an expansion or simply exploring what is possible, this session helps clarify what being truly ready looks like. 
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Webinar recording

The Long Hello Series Session 5 - Walking the Dementia Journey Together: Real Lessons for Families, Caregivers, and Providers

Key Takeaways:

  •  Understand the everyday challenges families face when caring for a loved one with dementia or Alzheimer’s. 
  • Learn strategies for reducing stress and frustration for both caregivers and clients. 
  • Explore practical tools to improve communication and build stronger relationships in care. 
  • Walk away with real-world insights from a home care owner who has supported many families on this journey.
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Webinar recording

The Long Hello Series Session 4 - The GUIDE to Care: Ensuring Dementia Caregivers Never Have to Google Again

Key Takeaways:

  • What the CMS GUIDE program offers and who qualifies 
  • How to access GUIDE services for patients, families, and caregivers
  • Tools and tech that foster connection, preserve memories, and ease caregiver guilt 
  • How dedicated nursing support and caregiver training reduce burden and improve outcomes 
  • A curated, ready-to-share resource list for dementia caregivers
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Webinar recording

The Long Hello Series Session 3 - Cards on the Table: Dementia Conversations Made Easier

Key Takeaways:
  • Hands-on experience using The Dementia Deck
  • Insightful conversation prompts to guide meaningful dialogue
  • Tools and resources for documenting your preferences
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Webinar recording

AI at Work Webinar Series
Episode 3: Teaching AI to Think Like Intake Teams

What Actually Goes Into It

Intake workflows are complex and nuanced, and good AI has to understand what real-world intake actually looks like. This episode walks through how WorldView built Referral AI® by training using real intake workflows, OCR-enhanced logic, and feedback loops.
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Webinar recording

The Long Hello Series Session 2 - Emotional Intelligence in Action: Creating Sensory Care Plans That Reduce Stress and Spark Joy

Key Takeaways:
  • Understand how sensory input shapes emotions in daily care.
  • Learn to recognize and respond to sensory triggers using emotional intelligence.
  • Explore how environment impacts both caregivers and clients.
  • Apply these insights to create personalized care plans that improve outcomes, staff morale, and family confidence.
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Webinar recording

AI at Work Webinar Series
Episode 2: The Cost of Missed Referrals

How AI Helps You Catch What Others Miss

One overlooked referral can mean lost revenue. In this episode, we’ll see how AI tools help identify incomplete or misrouted referrals, flag risks sooner, and recapture hidden opportunities. Get actionable insights for teams that need accuracy and accountability. 

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Webinar recording

AI at Work Webinar Series
Episode 1: What AI Can't Fix

Where Human Judgement Still Matters in Intake

AI is powerful, but it’s not magic, and it can’t replace your clinicians and their experience. This episode explores the parts of intake that still require a human touch, including clinical nuance, edge cases, and ethical decision-making. Learn where to lean on AI and where to rely on your team. 

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Long Hello Session 1 On Demand

Webinar recording

The Long Hello- Session 1: What About You?

Author and speaker Dayna Steele shares her candid, often funny story of supporting a loved one with dementia—while learning to care for herself. Through wit, wisdom, and practical advice, she offers humor, hope, and actionable tools to help you prioritize your well-being, prepare for the future, and stay committed to yourself.

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Webinar recording

Mini Webinar Series
Episode 7: Smarter Than Rules - How AI Knows What's Actually a Referral

Rules-based systems sound great until reality hits. A missing cover sheet, a handwritten note, or an unusual layout can throw those systems into chaos. And that’s how referrals get missed.

In this mini webinar, we walk through why AI-powered intake tools outperform traditional rules-based systems. You’ll learn how Referral AI recognizes what’s actually a referral, even when it’s buried in a messy fax, an email, or a PDF. More importantly, you’ll see how it helps your team capture every referral faster without constant rework.
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Webinar recording

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Episode 6: Built to Fit - How Referral AI Works with Your EMR

Your intake process doesn’t need more manual work - it needs more visibility, automation, and control. In this mini webinar, we break down how Referral AI fits within your EMR to help agencies automate, organize, and prioritize referrals without overhauling their workflows.
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Mini Webinar Series
Episode 5: The First Five Minutes: Why Intake Speed Wins

When a referral lands, the clock starts ticking - for you, for your referral partner, and for the patient’s family. Those first five minutes decide everything.

In this webinar, we explore why fast intake isn’t just a nice-to-have, it’s essential. You’ll learn how intake speed directly affects patient trust, agency reputation, and even revenue growth. More importantly, we’ll show you practical ways to boost intake speed without overwhelming your team.
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Mini Webinar Series
Episode 4:  The Revenue Impact of Better Intake

Intake delays don’t just cause stress—they cause revenue to leak from your agency every single day. In this mini webinar, we break down how intake bottlenecks directly impact your bottom line and how agencies are using Referral AI to unlock faster revenue, reduce labor strain, and stop missed referrals.

If you’ve ever struggled to build a business case for improving intake, this is the math you need. We walk through real-world examples of agencies recovering tens or even hundreds of thousands of dollars in revenue just by speeding up how they process referrals.
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Mini Webinar Series
Episode 3: From Inbox to Intake in 15 Minutes

Referral lag time is one of the biggest hidden drains on your agency’s revenue and your intake team’s sanity. When documents land in multiple inboxes - fax, email, EMR portals - intake turns into a slow, manual process filled with missed referrals, errors, and unnecessary delays.

In this mini webinar, we show how home health and hospice agencies are using simple process improvements paired with Referral AI to move referrals from inbox to intake in under 15 minutes. You’ll learn how centralized queues, automation, and clean EMR integrations are helping teams respond faster, reduce missed referrals, and unlock revenue sooner without burning out their staff.
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Mini Webinar Series
Episode 2: AI Built for Referrals, Not for Everything

AI can be a powerful tool for home health and hospice agencies, but only when it’s designed for the job. In this mini webinar, we break down how AI improves referral intake workflows without replacing the human decision-making that’s critical to patient care.

You’ll learn how using the right AI tool can simplify document-heavy processes, reduce intake delays, and help your team focus on what matters most—delivering care.
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Webinar recording

Mini Webinar Series
Episode 1: You Missed The Referral Now What?

Missing a referral is frustrating, but it’s also a chance to fix what’s broken. In this mini webinar, we dive into what causes dropped referrals and how agencies can turn those moments into opportunities to improve intake processes, rebuild trust, and prevent future misses.


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Webinar Recording Where Did The Day Go (1)

Webinar recording

Where Did the Day Go? Exploring where admin time is lost and how to get it back.

Join our webinar with WorldView and KanTime to discover how home health and hospice agencies can reduce admin overload, prevent burnout, and reclaim valuable time. Watch real-world leaders share practical fixes that work.

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Webinar recording

Enhancing Hospice Care Through Real-Time Medication Management

Join our webinar with WorldView and BetterRX to explore the challenges hospice teams, caregivers, and families face with slow and inefficient medication processes. We discuss how electronic prescribing and digitization can speed up medication delivery, reduce errors, and enhance patient care. We also stress the importance of using technology to cut unnecessary steps, prevent nurse burnout, and ensure compliance with hospice regulations.

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Webinar recording

Confidence in Compliance & Efficiency with SimiTree + WorldView

Watch our webinar with WorldView and SimiTree, as we discuss how home health and hospice agencies can enhance financial stability and operational efficiency through better document management and workflow automation.

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Webinar recording

How Roofers Mart Transformed AP with WorldView

In this fireside chat, Roofers Mart’s IT Manager, Tina Boyd, shared how switching to WorldView’s AP automation eliminated manual headaches and delivered real business impact. By replacing paper-heavy processes with a fully digital workflow, Roofers Mart saved 720+ hours annually, recovered $70K+ in missed payment discounts, and simplified approvals—all while boosting employee morale. With integration into their Agility ERP, they now handle invoices with speed, accuracy, and zero paper clutter.

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Webinar recording

From Dumpster Fire to Data Goldmine

During this webinar, WorldView and Vivid Health explore the essential role of AI-driven automation in enabling healthcare providers to effectively handle value-based purchasing (VBP) and at-risk agreements. As the home health and hospice sectors transition to value-based models, providers need to reconsider their approaches to managing patient care, financial risk, and operational efficiency.

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Webinar recording

Stay Connected with Care Coordinations + WorldView

Home health and hospice agencies are struggling with disconnected systems, slow response times, and communication breakdowns that affect both staff and patients. In this webinar, we discuss how better coordination, automation, and real-time communication can help agencies reduce administrative work, prevent unnecessary hospital readmissions, and keep care teams, patients, and families on the same page.

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Webinar recording

Introducing the Stronger Together Bundle

Home health and hospice agencies are facing growing challenges—too much paperwork, disconnected systems, and not enough time for patient care. In our Stronger Together Webinar, we tackled these issues head-on with real solutions that are already making a difference.

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Webinar Recording

Leveling up your Hospice in 2024

In 2024, achieving your goals becomes easier than ever by leveraging the right combination of tools and technologies. This session focuses on how an optimized hospice tech stack, developed with industry-leading partners, is crucial in meeting your success metrics.

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Webinar recording

Going Paperless – What Are the Options?

Streamlining operations, maintaining better records, and saving time and money are all compelling reasons to go paperless. But what are these paperless options? Industry experts from DMSi and WorldView come together to dive into different technology solutions and strategies we've seen greatly improve efficiencies for businesses looking to go paperless.

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Webinar recording

Revving up your Home Health Operational, Clinical and Financial Processes to Produce Better Results

Create consistent, predictable revenue and reduce the friction between systems with technology built for your specific needs. Hear from industry experts at HealthRev Partners and WorldView as they dive into multiple ways home health agencies can clean up claims, better track clinical documentation, and rev up those referrals! 

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Webinar recording

Grow Your Agency Focusing On Improving Communication and Employee Efficiency

How can patient-centered messaging drive efficiency, reduce burnout, and improve visibility across your agency? Partners Hucu.ai and WorldView come together with Dr. Karen Paules, Owner of Nest In Place to talk through common challenges faced in Home Care and how intuitive communication technology can help. 

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Webinar recording

How Centralizing Operations Can Create Efficiency at Scale​

Growing agencies need to look at standardizing processes across their entire organization when thinking about expanding. Homecare Homebase and WorldView ltd team up to talk about how centralizing operations brings transparency and automation to your agency so that you can optimize efficiently as you grow. Hear from Jon Higginbotham, VP of Business Development and Clinical Analyst at Homecare Homebase, and Jared Robey, Senior Vice President of Sales at WorldView ltd, in this recorded webinar presentation. 

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Webinar recording

Home Health & Hospice Data Tracking and Automation Processes with KanTime & WorldView

Together, KanTime and WorldView are delivering an all-encompassing solution for Home Health & Hospice Agencies that streamlines the entire healthcare process. Learn more about our latest integration enhancements and how this partnership is not only delivering more ROI but most importantly improving patient care.

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Webinar recording

How Order Management Improved Care Delivery and Cash Flow for a New York Home Health Agency​

HCR Home Care sought an enhanced order management system and chose WorldView. In under a year, they saw improved cash flow and quicker patient care delivery. Discover how HCR optimized patient information and removed inefficiencies by transitioning to WorldView.

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Webinar recording

An Accounts Payable Efficiency Engine That Will Maximize Your Operations

Hear firsthand from Dakota Premium Hardwoods on how they have leveraged the WorldView and DMSi integration to reduce manual data entry, improve compliance, and streamline overall document approval processes.

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Webinar recording

How a Home Health Agency Simplified Orders and Accelerated Response Times with One Seamless Integration

The teams at Axxess and WorldView are focused on delivering results & business impact to clients. See how this partnership has helped Boston Home Health Aides streamline processes that simplified orders and accelerated response and compliance.

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