AgencyTrust Partner Program

Earn Additional Revenue by Helping Your Home Health Clients Prepare for Survey

AgencyTrust provides policy and forms reviews for state-licensed and/or Medicare-certified home health and hospice agencies. We work one agency, one state at a time to help them see what surveyors will see—before the survey.

The AgencyTrust Partner Program lets you introduce this service to your clients and earn a referral fee for each completed review. You do not have to deliver the compliance work yourself.

Who This Is For

The program is a good fit if you already work with home health or hospice agencies as:

  • An EMR / EHR vendor or customer success manager
  • A startup/licensing consultant or operational consultant
  • A healthcare attorney or firm with home health/hospice clients
  • A billing/RCM firm serving home health or hospice
  • A home health marketer, nurse, or administrator who knows local agencies and wants to offer a useful add-on service without doing compliance work

If your clients routinely worry about state, Medicare or Accreditation survey, but you don't want to be "on the hook" for policy compliance, AgencyTrust can fill that gap.

What AgencyTrust Does (For Your Clients)

AgencyTrust provides a Home Health Policy & Forms Diagnostic designed for:

  • State-licensed home health agencies
  • Medicare-certified home health and hospice agencies
  • With or without CHAP or ACHC accreditation

For each agency, we:

  1. Review the policies, procedures, and key forms they already have (Word or text-based PDFs preferred).
  2. Compare them against their state's home health regulations, Medicare Conditions of Participation, and, where applicable, CHAP/ACHC standards.
  3. Use AI-assisted analysis plus a senior consultant with at least 10-20+ years' experience in that specific state (we have consultants for all 50 states) to highlight real gaps and risks.
  4. Deliver a written diagnostic report with:
    • Overall risk level (Low / Moderate / High)
    • Key gaps and weaknesses
    • A prioritized list of recommendations

We do not replace you, their vendor or consultant. We focus on policy and documentation risk; you remain their core EMR/consulting/legal/billing partner.

How the Partner Program Works

The goal is to make this simple for you:

1. You introduce us

You identify agencies that might benefit from an independent review of their existing policies and forms.

You either:

  • Share your unique referral code and our intake link, or
  • Send a short email introduction to us and the agency.

2. We handle intake, review, and billing

We take it from there:

  • Intake form, secure document upload, scope confirmation, and invoicing/payment.

We perform the review and send the report directly to the agency.

3. You receive a referral fee

For each agency that completes and pays for a standard Home Health Policy & Forms Diagnostic, you receive a referral fee.

Example: If the standard review price is $1,500, your referral fee might be $300 per completed review (exact amount confirmed upfront).

You do not have to sign long-term contracts or hit quotas. If your clients don't see value, nothing happens. If they do, everyone wins.

How Referrals Are Tracked

We keep tracking straightforward and transparent:

  • Each partner receives a unique referral code (e.g., VENDOR-ABC or your name/company).
  • Your clients can:
    • Enter this code on our intake form, and/or
    • Use a specific coupon code you share with them (if we agree to offer your clients a small discount).

When a client uses your code:

  • The referral is recorded with their intake and, where applicable, with their payment.
  • We maintain an internal ledger of all completed reviews and associated referral codes.
  • We can provide a simple summary on request (date, agency name, amount, your code).

Referral fees are typically paid monthly (e.g., via Bank transfer, PayPal or another agreed method) for all completed and paid reviews from the prior month.

Optional: Client Discount With Your Coupon Code

If you'd like your clients to feel they are receiving a special offer through you, we can:

  • Set up a coupon code tied to your partner account
  • Offer your clients a modest discount off our standard pricing (for example, a fixed dollar amount or small percentage)
  • Still track the full value of the sale for your referral fee

This lets you say, truthfully:

"We've arranged a special rate with AgencyTrust for our clients. Use code [YOUR CODE] when you request a review."

Coupons are optional. If you prefer not to discount the service, we simply use a referral code without a client-facing coupon.

Examples of Good-Fit Partners

EMR/EHR Vendor or CSM

Your customers often ask about survey prep or policies, but you don't want to be legally responsible for their manuals. You can point them to AgencyTrust and still provide value, while earning a referral fee.

Startup / Licensing Consultant

You help agencies get licensed and off the ground. Several years later, they need a deeper compliance review. You can refer them to AgencyTrust as a next-step service and share in the revenue.

Healthcare Lawyer

You handle regulatory or enforcement issues. If policies and forms are part of the problem, a structured diagnostic review from AgencyTrust can support your work and your client while keeping you focused on legal strategy.

Experienced Nurse, Marketer, or Administrator

You know local agencies and decision-makers and are often asked for recommendations. You can become a "local partner" who introduces AgencyTrust's review service while we do the compliance work in the background.

Sample Blurb for Your Newsletter or Email

You can copy and adapt this for your own use (website, newsletter, or direct email to a client):

Home Health Policy Review (in Partnership with AgencyTrust)

Many home health and hospice agencies rely on older consultant manuals, generic templates, or AI tools to maintain their policies. These can leave gaps when it comes to current state regulations and Medicare Conditions of Participation.

We have partnered with AgencyTrust.org, a service that reviews the existing policies, procedures, and key forms of state-licensed and/or Medicare-certified home health and hospice agencies—one state at a time. Agencies receive a written diagnostic report with an overall risk level and prioritized recommendations before their next survey.

If you'd like to learn more or schedule a review, visit AgencyTrust.org and mention code [YOUR CODE] when you inquire.

Interested in Becoming a Partner?

If you work with home health or hospice agencies and would like to explore becoming an AgencyTrust partner, complete the form below. We'll follow up to answer any questions, confirm referral fee details, and provide your unique referral code (and optional coupon code) if we're a good fit.