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The HCAOA Weekly is a brief update that will be distributed to HCAOA members each week. This communication complements our quarterly newsletter, The Voice, and will provide a vehicle for ensuring a regular flow of information on a more frequent basis. With ever evolving information in the home care industry, we want to ensure the lines of communication remain open and members have a source for quick, valuable news at their fingertips.
Table of Contents

Member News

Chapter News

Congressional Update

Congressional Corne

Member News

2018 HCAOA Annual Leadership Conference

The Voice of Home Care for American Families: Advocating for Our Seniors

A must-attend meeting for the home care industry, the HCAOA Annual Leadership Conference will be held in Washington, DC – home of the HCAOA National Headquarters. HCAOA moved its headquarters to Washington, DC in 2015, renewing its commitment to advocacy on behalf of the home care industry. This year’s theme, The Voice of Home Care for American Families: Advocating for Our Seniors, will focus on the importance of being an advocate on behalf of the senior community, as well as their families. Attendees will receive education and instruction on how to improve their advocacy skills at both the state and federal levels and put those tactics into use during the Annual Leadership Conference Congressional Lobby Day.
Please see a tentative conference schedule and registration rates below:
Saturday, September 22: Travel Day
Sunday, September 23: Keynote Address, Breakout Sessions, Opening Night Reception
Monday, September 24: General Sessions, Breakout Sessions, Annual Business Meeting
Tuesday, September 25: Congressional Lobby Day on Capitol Hill

Until August 10th: Member: $1,100 | Non-Member: $1,500
After August 10th: Member: $1,250 | Non-Member: $1,650
Please stay tuned for more information on registration, detailed schedule and speakers in the coming weeks!
Market Your Services to HCAOA Members with A Bronze Sponsorship!
Made up of over 2,700 business owners from communities across the country, HCAOA members represent millions of dollars in purchasing power each year. If you are a company that serves the home care market, you don't want to miss the opportunity to interact directly with company decision makers at an event that is guaranteed to attract top home care industry leaders!
Market your services to HCAOA members at the Annual Leadership Conference via one of the most popular sponsorships, the Bronze Sponsorship! See more information about the sponsorship package below.
Bronze Sponsorship
Sponsor will receive:
  • Priority 8x10 exhibit booth space
  • (3) Complimentary full conference registrations
  • Recognition as Bronze Sponsor in HCAOA Email campaigns and all conference signage
  • One (1) quarter page ad in Conference Program
  • And more!
To learn more about exhibit and sponsorship opportunities, please see the 2018 Annual Leadership Conference Sponsorship Prospectus. Opportunities are going quickly, reserve your spot at the Annual Leadership Conference today!
Thank You to our current 2018 Annual Leadership Conference exhibitors and sponsors!

IRS Continues Warning on Impersonation Scams

With tax season completed, the Internal Revenue Service is warning taxpayers to remain vigilant for phishing emails and telephone scams. Summertime tends to be a favorite period for scammers because many taxpayers have recently filed a return and may be waiting for a response from the IRS.

Taxpayers should be on the lookout for any attempt to get them to disclose personal information like Social Security numbers, account information or passwords. If in doubt, don’t give it out. Those receiving such calls should hang up and contact the agency that is purportedly inquiring about their account. Clicking on links provided in emails or calling back unfamiliar phone numbers is not recommended.

Unfortunately, seniors are often a popular target for scammers. Please review and share the following information with your senior clients and families, as well as your caregiving staff:
  • Phone Scams
    • The IRS does not call and leave pre-recorded, urgent messages asking for a call back. In this tactic, the victim is told if they do not call back, a warrant will be issued for their arrest. Other variations may include threat of other law-enforcement agency intervention, deportation or revocation of licenses.
    • Criminals are able to fabricate caller ID numbers to appear to be anywhere in the country (including from an IRS office), preventing one from being able to verify the true call number. Scammers have also impersonated local sheriff’s offices, state Department of Motor Vehicles, federal agencies and others to convince taxpayers the call is legitimate.
  • Email Phishing Scams
    • The IRS does not initiate contact with taxpayers by email to request personal or financial information. The IRS initiates most contacts through regular mail delivered by the United States Postal Service. However, there are special circumstances in which the IRS will call or come to a home or business, such as when a taxpayer has an overdue tax bill, to secure a delinquent tax return or a delinquent employment tax payment, or to tour a business as part of an audit or during criminal investigations.
    • If a taxpayer receives an unsolicited email that appears to be from either the IRS or a program closely linked to the IRS, such as the Electronic Federal Tax Payment System (EFTPS), report it by sending it to
  • Signs of a Scam
    • The IRS (and its authorized private collection agencies) will never:
      • Call to demand immediate payment using a specific payment method such as a prepaid debit card, gift card or wire transfer. The IRS will generally first mail a bill to any taxpayer who owes taxes. All tax payments should only be made payable to the U.S. Treasury and checks should never be made payable to third parties.
      • Threaten to immediately bring in local police or other law-enforcement groups to have the taxpayer arrested for not paying.
      • Demand that taxes be paid without giving the taxpayer the opportunity to question or appeal the amount owed.
      • Ask for credit or debit card numbers over the phone.
      • Use text messages or social media to discuss personal tax issues, such as those involving bills or refunds.

For more information on how to help protect yourselves and your clients from impersonation scams, please visit

2017 Economic Census: Deadline Next Week!

The Economic Census Due Tuesday, June 12
If you received the Economic Census, your response is required by law and due on Tuesday, June 12. Click here to receive help with your response.
Your responses will contribute to a wealth of valuable data – and sometimes surprising insights – that can help grow your business. Economic statistics from the Census Bureau are free and available online – to help guide business decisions and policy making. If you haven't done so already, watch the video linked below to see how it all adds up:

HCAOA Webinars

Please see the following scheduled HCAOA webinars – registration links are included below!  

Conquering the Crisis: Proven Solutions for Caregiver Recruiting and Retention

Speaker: Stephen Tweed, Leading Home Care
Date and Time: June 12 at 3:00pm EST

Description: In this interactive presentation, Stephen Tweed will describe the magnitude of this crisis. He’ll explore how it is negatively affecting you, your team members, and your agency. He will explain the latest research that is being conducted by Leading Home Care to define the problem, develop a solution, and present a system to conquer the crisis. Stephen will lead you through The Seven Step Caregiver Solution System, and describe in detail how to make this work. He’ll give you specific examples of how leading companies are renewing, revitalizing, and rejuvenating their talent attraction processes. As a result of this program, participants will be able to:
  • Describe the magnitude of the crisis and its causes. 
  • Explore the most effective long-term solution 
  • Create a Culture of Attraction and Accomplishment 
  • Apply The Seven-step Caregiver Solution System. 
HCAOA members can order a copy of Tweed’s book by the same title at Leading Home Care will offer HCAOA members who attend the webinar a 20% discount on either the hard cover or soft cover editions of the book. Please use the following coupon code, “HCAOA2018” to take advantage of this discount. 

Click here to register for this webinar.

The Top Ten Tech To-Dos of the Highly Successful Home Care Agency


  • Marissa Snook, Managing Director, corecubed
  • Amy Selle, Managing Director, corecubed 
  • Stacie Gillespie, SEO Manager, corecubed
Date and Time: September 5 at 3:00pm EST 
Description: Totally married to change, our healthcare at home landscape is evolving as demographics shift towards more people reaching the age where care might be needed, and as technology jumps ahead with social and business integration and solutions. What are the most important things to do that make the most impact for a successful home care agency? Attend this webinar to learn:
  • To emphasize the expanding role that technology plays in reaching and connecting with potential clients, referral sources and the public
  • To define the best practices in digital marketing, and how those practices integrate with agency operations for maximum success 
  • To present a clear diagram of a strategy for success using technology as a tool for reaching and securing new clients and referral sources.
Click here to register for this webinar.

Past HCAOA webinars are available in the online store.

2018 Home Care Benchmarking Study

Get the latest insights, trends, and analyses of the private duty home care industry. For the 9th year, Home Care Pulse has partnered with the HCAOA to produce the most comprehensive national study for the industry. The study includes reports on finance, sales & marketing, operations, recruiting & retention, and client experience aspects of home care businesses. It also includes articles from industry experts providing, their insight on successfully navigating through the challenges home care owners are facing and on positive trends impacting home care.
Click here to order your copy today!
Chapter News

HCAOA Kansas

Tomorrow: Urgent Chapter Meeting
Please join us for an urgent HCAOA Kansas meeting. The topic of discussion will be Class B licensure, clarifying what license you need and how you are being evaluated by the Kansas Department of Health and Environment (KDHE). There are new developments for those who have already or are in the process of submitting for licensure. Come discuss the latest developments with fellow home care providers. 
When: Tomorrow, June 7 at 2:30pm 
Where: Home Instead Senior Care | 9331 West 87th Street, Overland Park, KS
If you cannot attend in person, you can also join this meeting via phone. Please contact Nataly Schwartz at for the call-in number.
Click here to register!

HCAOA Connecticut

Ray Boller (right), presenting Outstanding Leadership Award to Sen. Kevin D. Witkos (left).
Chapter Recognizes Sen. Witkos

On May 30, chairman of HCAOA Connecticut and owner of BrightStar Care Stamford, Ray Boller presented an Outstanding Leadership Award to Sen. Kevin D. Witkos (R-Canton), on behalf of HCAOA and Association of Connecticut Home Care Agencies, in Sen. Witkos's office at the Legislative Office Building in Hartford.

This award was presented to Sen. Witkos, Deputy Senate Republican President Pro Tempore and co-chairman of the General Law Committee, in recognition of his outstanding service and dedication in support of home care in Connecticut.

Recent Lobbying Successes

In the 2018 legislative session of the Connecticut General Assembly, HCAOA Connecticut successfully opposed legislation that would have:
  • required registration of home care workers
  • required employers and home care providers to give employees at least 24 hours prior notice if the employee is not needed to work a scheduled shift
  • increased the minimum hourly wage
  • established an unemployment compensation surcharge on employers
  • expanded paid sick leave
  • established a paid family and medical leave program
In 2018, HCAOA Connecticut actively supported legislation that would:
  • clarify state sleep time requirements for live-in caregivers and conform them to federal law; and
  • expand the notice of liability registries must give consumers.
HCAOA Connecticut has recently successfully advocated for legislation, which was approved, that:
  • requires registries to give consumers a written notice of legal liability before referring an individual homemaker or companion to a consumer; and
  • sets at $10,000 the minimum required amount for home care provider surety bonds, and clarifies that the bond includes coverage of theft by employees.
HCAOA has recently helped defeat legislation that would have:
  • prohibited non-compete agreements in the home care industry; and
  • given the Commissioner of Revenue Services broad authority to require a bond from employers to ensure their compliance with withholding tax requirements.
HCAOA Connecticut has recently co-sponsored, along with the Association of Connecticut Homecare Agencies:
  • educational program for members and the home care industry featuring public officials discussing home care policies, administration and enforcement in Connecticut annual Care at Home Day at the Capitol.

HCAOA Illinois

Special Networking Event
You can also click here to register for this networking event!

HCAOA California

AB 2455 Approved by State Assembly, Moves on to State Senate
On May 31, the California State Assembly approved AB 2455 (Kalra) by a vote of 47-29. AB 2455, if signed into law, would require the Department of Social Services to disclose to SEIU the names and personal telephone numbers of home care aides for purposes of labor organizing. AB 2455 is substantially similar to AB 1513 (Kalra), which Governor Brown vetoed last year. 6 Democrats either voted no or did not vote for the bill, including the Chair of the Assembly Human Services Committee, Blanca Rubio.
HCAOA leads a broad coalition of advocacy organizations in strong opposition to AB 2455. The bill now goes to the Senate, where we will make every effort to defeat it. HCAOA will reach out to our members over the next week to coordinate an opposition campaign that will target key members of the State Senate. AB 2455 will be heard in the Senate Human Services Committee, whose Chair is Senator Scott Wiener (Dem, San Francisco), at the end of June, before the Legislature goes into summer recess in July.
Listed below are the Democrat members of this committee that we need to reach out to immediately. Please contact these legislators and urge them to vote "no" on AB 2455.

Senator Steve Glazer (Concord)
Capitol Office
State Capitol, Room 4072
Sacramento, CA 95814
Phone: (916) 651-4007
Fax: (916) 651-4907
Orinda Office
51 Moraga Way, Suite 2
Orinda, CA 94563
Phone: (925) 258-1176
Fax: (925) 258-9982
Senator Mike McGuire (Healdsburg)
State Capitol
1303 10th Street, Room 5061
Sacramento, CA 95814
Phone: 916-651-4002
Fax: 916-651-4902
Santa Rosa Office:
50 D St., Suite #120A
Santa Rosa, CA 95404
Phone: 707-576-2771
Fax: 707-576-2773
San Rafael Office:
3501 Civic Center Drive Suite 425
San Rafael, CA 94903
Phone: 415-479-6612
Fax: 415-479-1146
Senator Anthony J. Portantino (Pasadena)
Capitol Office
State Capitol, Room 3086
Sacramento, CA 95814
Phone: (916) 651-4025
Fax: (916) 651-4925
Glendale District Office
116 E. Broadway, Suite 204
Glendale, CA 91205
Phone: (818) 409-0400
Fax: (818) 409-1256

HCAOA Georgia

Membership Meeting Next Week
Please join us for the next HCAOA Georgia Membership Meeting. Learn what the Georgia Department of Community Health (DCH) is proposing that will impact private care. You won’t want to miss this critical regulatory information!

Chapter lobbyist, Rusty Paul will be on hand to discuss this year’s session, report on important legislation and answer questions about what can be expected in the upcoming legislative session. 
Rep. Jesse Petrea will also be available to report on committee issues, the state of Medicaid and more.

When: Thursday, June 14 at 10:00am
Where: The Georgian Terrace Hotel | 659 Peachtree Street NE, Atlanta, GA 
  • 10:00am - 10:15am: Welcome
  • 10:15am - 11:00am: Special Guest Speaker, Risa Baker
  • 11:00am - 11:30am: Legislative Update
  • 11:30am - 12:00pm: Discuss Legislative Agenda for Next Session
Click here to register!

HCAOA Arizona

Meeting Next Week

Please join us for the next HCAOA Arizona meeting. The agenda will continue with the lobby day momentum, focusing on legislative outreach and planning. 
When: Tuesday, June 12 at 11:30am
Where: Home Assist Health | 3737 North 7th Street, Ste. 203, Phoenix, AZ
Cost: $10 for members, $20 for nonmembers
Speaker: Rep. Heather Carter, a member of the Arizona House of Representatives serving the constituents of Arizona and Legislative District 15. Carter is the House of Representatives Health Committee Chairwoman and in her private life is a full-time, clinical associate professor and assistant dean at Arizona State University.
Topic: Rep. Carter will be speaking on the Department of Health and Human Services and the importance of home care.

Click here to register!

HCAOA Florida

Save the Date!
The chapter will be meeting on August 16, 2018 in Orlando. Final location is TBD.
More information to follow shortly, so keep an eye on your inbox!
Congressional Update

State of Indiana Required to Provide Home Care Related Services

Indiana’s Medicaid agency must take action to ensure an eligible beneficiary is moved from institutionalized care into a home-based care setting as expeditiously as possible. On June 1, the U.S. District Court for the Southern District of Indiana said the Indiana Family and Social Services Administration violated three federal laws – the Americans With Disabilities Act, the Rehabilitation Act, and the Medicaid Act – by imposing caregiver restrictions that prevented plaintiff Karen Vaughn from moving into a community-based care setting.

The case presents the issue of how states can ensure Medicaid beneficiaries receive the level of care they need without unduly imposing on their autonomy. It also may prompt states that have home- and community-based care waiver programs to re-evaluate whether the programs provide the sort of patient choice they were designed to present.

Vaughn has quadriplegia and requires assistance with most daily living activities. From 1981 until 2016, Vaughn lived in her own apartment and received services from home health-care providers. She received the services under a combination of programs funded by Indiana’s Medicaid program. In January 2016, Vaughn was hospitalized with pneumonia. Her treatment was successful, and her physician authorized Vaughn to be discharged and returned home, provided she had the proper support.

Attempts to find a home health-care provider made by various parties, including the Indiana Family and Social Services Administration, proved unsuccessful. Potential providers cited two factors for refusing to provide care – the low reimbursement rate and the Medicaid Policy Manual requirements that certain tasks be performed by skilled medical professionals. No skilled medical provider, they said, would provide home care at the rate authorized by the state.

Vaughn was placed in an institutional setting about 60 miles away from her home. She sued the state Medicaid agency, asking it to modify its skill level requirements to accommodate her wish to return home.

The court concluded that the restrictions couldn’t stand because they caused Vaughn’s “continued and indefinite institutionalization.” It ordered the parties to meet and craft a remedy acceptable to all before a July 20 remedy hearing. The court said the state should take into account Vaughn’s requested reasonable accommodations and other avenues that might result in her ability to obtain the level of home care she requires.

The case is Vaughn v. Wernert, 2018 BL 194393, S.D. Ind., No. 1:16-cv-3257, 6/1/18.

NLRB Likely to Move on Joint Employer Issue Before End of Summer

The National Labor Relations Board (NLRB) chairman, John Ring, indicated this week that the NLRB plans to propose a rule updating its position on joint employer liability for affiliated businesses by the end of the summer.
How the NLRB answers the joint employment question will affect how companies in franchise, staffing, and other contractual arrangements do business. The NLRB held in a decision in December that one business has to exert direct control over another's workers to be considered their joint employer for unionization purposes. The board scrapped that decision after the agency's inspector general said Member William Emanuel (R) shouldn't have participated because his former law firm was connected to the case.
That left in place a board decision issued when the NLRB was controlled by Democrats. That decision allows businesses in staffing, franchise, or other contractual relationships to be tagged as joint employers if they exert indirect control over another company's workers.
Ring announced in April, weeks after he was sworn in, that the board would address the controversial issue again via regulation. That would be the third time the standard has changed during the Trump administration.
Congressional Corner

Joe Kennedy

Joe Kennedy is well known due to the prominence of his politically active family, being the grandson of Robert Kennedy and the grand-nephew of the 35th U.S. president John F. Kennedy. Not relying only on his family name, Kennedy is well-educated, receiving his undergraduate degree from Stanford and his J.D. from Harvard. Between completion of these degrees, Kennedy went on to serve from 2004 to 2006 in the Peace Corps, which his great-uncle President Kennedy had founded. Until Patrick Kennedy, the son of Edward Kennedy, retired in 2011, the family had an uninterrupted presence in Congress, dating back to 1947. Now, with Joe Kennedy in office this lineage is reenacted. Joe’s priorities since the moment he took office have been health-care related, especially mental health of people of all ages. He sits currently on the Energy and Commerce Committee which is the oldest standing legislative committee and additionally has the broadest scope.
Kennedy defeated Republican Sean Bielat with 61 percent of the vote in 2012. He ran uncontested in 2014 in the solidly Democratic 4th District. In 2016, he easily defeated his GOP opponent with 70 percent of the vote. Overall, there is no doubt Joe Kennedy is a member to keep an eye on.

Home Care Association of America
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Phone: 800-22-HCAOA Email:  Website:

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