Three Easy Steps to Simplify the Development Process

So, you’ve decided to develop an orientation booklet with us? That’s great! We are excited to work with you and make your admission process easier for you and your patients. The task of developing your own custom orientation booklet may seem like a daunting task; however, we have outlined a few steps to help expedite the process for you.  Developing, printing and shipping of the books can take a bit of time. By gathering the necessary materials and marking up the template in a timely manner, you’re ensuring a quick turn-around and a product you can be proud of. The process can be an easy and streamlined project with just a few simple steps.  Here are just three ways to simplify the development process:  

  1. Mark-up the template: One of the first steps of our development process is sending your home care agency a physical copy of our home health orientation template to review and revise. Take the opportunity to mark up the patient orientation booklet template exactly how you want it. Feel free to send in past orientation materials, forms and other items you’ve used during your patient’s home health orientation. One of the great things about our booklets is that they’re customized to each agency that uses them. Marking up the template to fit your policies and procedures is a crucial step in ensuring your booklet is printed to your agency’s standards.
  1. Collect items: Our team will also send a detailed checklist with items necessary to include in your patient orientation booklet. Your Notice of Privacy Practices, HH-CAHPS info, hours of operation, logo and agency-specific policies to be included are all items we request on the front end. By obtaining these materials first, it makes for a much simpler development process, which helps get your booklets to your front door quicker. One of the easiest ways to send in items is electronically. Though scanned or faxed items are OK, electronic items are a much faster way to submit materials. In addition, electronic versions help prevent typos and other errors during development that could occur.   
  1. Submit for development: Because the development process takes 3-4 weeks from the time we receive all materials, it’s important to gather and submit your home care information as soon as possible. We understand you want the home health orientation or hospice orientation booklets in hand quickly, but we can’t get started without your help! Once all materials are received, you will work with a clinician with over 30 years of home care experience.  They will review your materials, offer suggestions on ways to streamline paperwork and combine forms, if possible.  As part of our service, we will automatically include required federal and state-specific regulatory requirements as well as accreditation standards, as applicable, in your first draft. This not only gives you one less thing to worry about, but it streamlines the overall project.

Got questions about your home health orientation or hospice orientation books? Our Marketing Director Jamie Youngerman ( is always available to answer your questions and concerns as you’re gathering your orientation booklet material. Don’t let the admission process be stressful! With our help and easy-to-follow instructions, submitting the necessary material is fast and easy. And the sooner you get all the materials in, the sooner your home care admission process is finished.


P.O. Box 3001
Brentwood, TN 37024


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