Services

Catalina Care Consulting Group helps healthcare organizations launch programs, strengthen operations, develop leaders, and turn data into action. We combine healthcare leadership experience with hands-on consulting, customized tools, and implementation support tailored to your organization.

We serve home health, hospice, community-based palliative care, physician practices, healthcare startups, and organizations developing care coordination, population health, and value-based care programs.

Build a clear path from concept to launch—and from launch to sustainable growth.

• Program startup, service line development, and expansion planning
• Operational assessments, market analysis, and strategic planning
• Implementation roadmaps, launch checklists, and project management
• Organizational structure, staffing models, and capacity planning
• Financial feasibility, budgeting, and growth planning
• Care coordination, population health, and value-based care integration

Create consistent workflows, use resources effectively, and improve day-to-day performance.

• Workflow assessment, process improvement, and change management
• Referral, intake, admission, scheduling, and transition processes
• Clinician productivity, RVU and points models, and workload planning
• Recognition of essential work outside patient visits
• Revenue cycle workflows and financial performance analysis
• Referral development and coordination across teams and service lines

Establish practical frameworks that support consistency, accountability, and organizational readiness.

• Policy and procedure development, review, and customization
• SOP libraries covering governance, care operations, documentation, care coordination, revenue cycle, credentialing, quality, and personnel
• Accreditation preparation and operational support for ACHC, Joint Commission, and similar programs
• Quality improvement frameworks, audit tools, and corrective action planning
• Documentation standards, onboarding requirements, and competency tracking

Make performance easier to understand, monitor, and manage.

• Executive dashboards, KPI frameworks, and leadership scorecards
• Census, referral, conversion, productivity, and financial reporting
• Budget models, staffing calculators, and capacity planning tools
• Referral trackers, project management systems, and performance monitoring
• Customized Excel, Power BI, and Microsoft 365 solutions

Align systems with the way your organization works.

• EHR and CRM workflow assessment and optimization
• Documentation templates, workflow maps, and reporting guides
• System implementation, transition, and user adoption support
• Operational support across MatrixCare, Homecare Homebase, WellSky, Consolo, and CRM platforms
• Connected workflows using Microsoft Teams, SharePoint, Planner, Forms, and other Microsoft 365 tools

Equip leaders and staff with practical tools to perform confidently and consistently.

• Leadership development, manager coaching, and management toolkits
• Role clarity, accountability frameworks, and RACI tools
• Onboarding, performance management, and coaching resources
• Meeting structures, strategic planning sessions, and team communication
• Training on operational workflows, documentation processes, productivity, and technology use
• Clinical education delivered by qualified clinicians on our team; our nonclinical consultants provide operational education and best-practice implementation support

Access ready-to-use resources or engage us to build a solution around your needs.

Our offerings include startup toolkits, implementation guides, SOP libraries, checklists, templates, financial models, dashboards, and leadership resources. Each can be adapted to your program, staffing, systems, and goals, with consulting and implementation support available.

Whether you need help with a specific challenge or support for a larger initiative, Catalina Care Consulting Group brings practical experience and tools to move your organization forward.

Contact us to discuss your goals.