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Legal name of entity, address, county, phone, fax number, and email address:
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Projected number of patients anticipated in year 1 and year 2:
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If a CHANGE OF OWNERSHIP (CHOW), please provide most recent year-end financial statement. If it is a Medicare certified agency, please provide the most recently filed Medicare Cost Report. Please email michelle@egortcpa.com and CC marc@egortcpa.com.
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If a CHANGE OF OWNERSHIP (CHOW), please provide most recent year-end visit breakdown by discipline and payer source.
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If a CHOW, please indicate the purchase price and the terms. Please provide an amortization schedule if payments are made over time.
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Average number of visits (hours) per patient by service:
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Average revenue or charge rate per patient.If treating Medicare patients, please provide the average HHRG rate per episode. As the PDGM model for Medicare reimbursement is in effect, please indicate anticipated collection time for of the Medicare billings.
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Do you anticipate any revenue reductions? (ie: bad debt expense, contractual allowances, charity work, etc.)
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What services will be provided by direct employees (ie: RN, HHA, MSS, Homemaker, Companion, etc.) as indicated on the APPLICATION? What are their pay rates?
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What services will be provided by independent contractors (ie: PT, OT, and ST) as indicated on the APPLICATION? How much will you pay them per service?
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What startup costs will you incur? Please indicate the projected amounts:
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Available cash (start-up capital) and its source:
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Please list the salaries for the following (if applicable). Please confirm the requirements and position on the application as well.
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What other administrative positions will you need, and how much will you pay them? (ie: scheduler, front desk, secretary, billing, etc.)
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How much will you pay for overhead expenses each month? Please list each item separately and include other expenses not listed below:
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What payer sources will you use and what percentage of the business will they be? (ie: 90% Insurance, 10% Private pay)
This will help us get the process started. If you have any questions, please call me at (754) 301-2183.