Three Tiers of Intake Accuracy Training
Start with a diagnostic. Scale to ongoing coaching. Or get your whole team trained in one intensive session. Every tier is built around real scenarios — not compliance slide decks.
Not sure where to start? Most clients begin with the Intake Accuracy Audit — it gives you a documented picture of your team's specific gaps before committing to ongoing training. The other two tiers build from that foundation.
The Audit and VIP Intensive can be standalone engagements. The Monthly Retainer works best following an Audit or Intensive.
Service Details
Intake Accuracy Audit
A 90-minute diagnostic engagement that gives home infusion leaders a documented, specific picture of where their intake accuracy gaps are — and a written action plan for closing them.
Most intake leaders have a general sense that accuracy could be improved. The Audit replaces that general sense with specific data — which five stages have the highest error rates, which error types are most common, which gaps are most directly correlated with your current denials.
What's Included
- 90-minute virtual workflow assessment with Kemal Bushra
- Review of current intake process across all 5 stages
- Top 5 accuracy gap identification with root-cause analysis
- Written action plan with specific, prioritized recommendations
- 30-day follow-up call to review progress and answer questions
- No PHI access required — no IT prep, no system access
What You Walk Away With
A written report documenting your top 5 intake accuracy gaps, the specific workflow points where each gap occurs, the likely denial and audit implications of each gap, and a prioritized action plan for closing them — whether you engage IAA for training or implement changes internally.
How the Audit Works
Monthly Accuracy Retainer
Sustained intake accuracy coaching and oversight — so the gains from your initial audit or intensive don't slip back over time. Custom simulations, weekly live sessions, and monthly accountability reporting built around your team's specific gaps.
Intake accuracy is a discipline, not a one-time fix. Coordinators get new scenarios, edge cases shift as payer rules change, and new team members need to be brought up to standard. The Monthly Retainer keeps the training active and the accountability ongoing.
What's Included Each Month
- Custom simulation training modules built around your team's gaps
- Weekly 60-minute live sessions with Kemal
- AI-powered practice scenarios between live sessions
- Monthly accuracy review with progress reporting
- Scenario library access and updates as payer rules change
- Leadership coaching on oversight protocols and AI-readiness
- 3-month minimum commitment; month-to-month thereafter
What You Walk Away With
After three months: measurable accuracy improvement across your team's targeted gap areas, a custom simulation library built for your specific workflow, monthly progress reports documenting improvement, and a team that has built consistent accuracy habits — not just completed a training event.
A Typical Month Looks Like:
- Wk 1 Custom scenario module + live debrief session
- Wk 2 AI-powered practice scenarios + async feedback
- Wk 3 Edge-case simulation + escalation protocol review
- Wk 4 Monthly accuracy review + next month planning
We'll discuss fit and build a custom scope before you commit.
VIP Team Intensive
A full-day virtual intensive that moves your entire intake team through scenario-based simulation training — building real judgment in a single focused session. The fastest path from current accuracy level to measurable improvement.
The VIP Intensive is built for leaders who need to close a training gap quickly — before an upcoming audit, after a significant denial trend, or when onboarding a rebuilt intake team. It's not a webinar or a group compliance session. It's an intensive simulation day with live scenario exercises, debrief, and custom materials your team keeps.
What's Included
- Full-day (6-hour) virtual team training session
- Live simulation exercises across all 5 intake stages
- Custom training materials developed for your team's context
- Pre-session intake workflow assessment to customize content
- Post-session written debrief and action items per coordinator
- 30-day follow-up coaching (two 30-minute sessions with Kemal)
- Covers up to 10 coordinators — additional coordinators priced on request
What You Walk Away With
A team that has worked through live simulation exercises covering every intake stage — with judgment-building debrief, custom training materials they keep, individual action items, and 30 days of follow-up coaching to reinforce what was practiced. Not a certificate of completion. Actual skill development.
The Intensive Day Structure
Which Tier Is Right for Your Team?
| Feature / Detail | Intake Accuracy Audit $497 one-time |
Monthly Retainer $2,500/mo |
VIP Team Intensive $4,500/event |
|---|---|---|---|
| Format | 90-min virtual assessment | Weekly live sessions | Full-day virtual intensive |
| Duration | One-time engagement | 3-month minimum | Single-day event + 30-day follow-up |
| Participants | 1–2 leaders | Team of up to 10 | Up to 10 coordinators |
| Simulation Training | — | ✓ Custom monthly modules | ✓ Live scenario exercises |
| AI-Powered Scenarios | — | ✓ Between live sessions | — |
| Written Deliverable | ✓ Action plan report | ✓ Monthly accuracy reports | ✓ Debrief + individual action items |
| Follow-Up Coaching | 30-day follow-up call | Ongoing weekly | 30-day (two sessions) |
| Ideal Starting Point | ✓ Start here | After Audit or Intensive | When speed is priority |
| AI-Readiness Content | Assessment only | ✓ Full oversight curriculum | ✓ Oversight scenario block |
| No PHI Required | ✓ | ✓ | ✓ |
| Software-Agnostic | ✓ | ✓ | ✓ |
| Next Step | Get Started | Book a Call | Inquire |
Questions We Hear From Intake Leaders
Start with a Free Intake Workflow Overview
30 minutes with Kemal. No pitch, no pressure. A real look at where your intake accuracy stands and what it would take to close the gaps.