Guides
Operator guides, written from operating.
These are the questions agency owners actually ask — answered directly first, and only then connected to how ClientCentric approaches the same problem. Every guide carries its review date.
The library
Short, honest, and specific to home and community-based care. No invented statistics, no padded word counts — a direct answer, the trade-offs, and a concrete next step.
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- MCFI Home Care closure: Milwaukee transition guideMCFI Home Care closes October 31, 2026. What Milwaukee agencies absorbing its clients and caregivers need in eight weeks: intake, onboarding, Sandata EVV, and payer continuity.
- HCBS and 245D glossary43 Minnesota HCBS and 245D terms in plain English, each with its statute citation or a link to a deeper guide.
- 245D staff training requirementsThe 60-day orientation and its topics, person-specific training before unsupervised contact, annual training, and the records a licensure review pulls.
- 245D service initiation and review timelinesEvery deadline in Minn. Stat. 245D.071 as one timeline: the 15-day preliminary support plan addendum, the 45/60-day planning window, and the annual review cycle.
- Emergency use of manual restraintsThe allow-or-prohibit policy decision every 245D license holder must make, the conditions for emergency use, and the reporting chain that ends at DHS.
- 245D basic vs intensive support servicesWhich services are basic support and which are intensive under Minn. Stat. 245D.03, and what the split changes for plans and oversight.
- 245D vs 245G vs 245A, explained245A is the licensing act, 245D sets HCBS program standards, 245G governs substance use disorder treatment. Which one your agency actually needs.
- Free: 245D review readiness checkFifteen questions, scored instantly on the page — nothing gated, no email asked.
- The 245D licensing moratoriumWhat DHS paused in January 2026, the exception path, and why the window favors license holders.
- 245D compliance checklistThe whole review-readiness list, on the page, nothing gated.
- 245D policies and proceduresThe required set by name — and DHS's free samples, before you pay $850 for a binder.
- Minnesota EVV requirementsThe 50%/80% thresholds, October enforcement, and the monthly report to watch.
- The CFSS transitionThe 2026 deadlines — including the extension most articles missed.
- What 245D software costsA straight answer on 245D software pricing: real numbers, the pricing models you will encounter, and the hidden fees to ask every vendor about.
- 245D licensure review prepWhat DHS licensors actually check during a 245D licensure review, how file sampling works, and a preparation sequence you can start this week.
- Starting a group home in MinnesotaThe two licenses people confuse, what the 245D moratorium blocks, and the paths that are still open in 2026.
- 245D incident report templateA free, on-page incident report structure for 245D agencies: every field to capture, when incidents must be reported externally, and the documentation mistakes reviewers flag most.
- Start a home care agency in MinnesotaWhat starting a Minnesota home care or HCBS agency looks like under the 2026 245D moratorium: the paths still open, and what to build while you wait.
- HHAeXchange for Minnesota providersWhat the state aggregator actually requires: enrollment, submitting all visit data, and how to stay above the compliance thresholds.
- 245D progress note templateA copy-ready progress note structure, a good-vs-weak example pair, and the writing habits that hold up when a licensor or auditor reads your notes.
- 245D software: features and pricingWhat actually makes software 245D-ready, what to verify in a demo, and transparent pricing with the billing boundary stated plainly.
- Designated coordinator & manager rolesWhat the 245D designated coordinator and designated manager roles are, how their qualifications differ, and how to hire and document both.
- What to look for in HCBS softwareThe eight questions that separate connected platforms from tool collections.
- How to switch care agency softwareA practical plan for changing systems without losing your history — or your staff's patience.
- Client workflow managementFrom assignment to audit: what a care agency's client workflow actually is, and how to make it reconcile.
The platform, feature by feature
When a guide leads to a “how does the software handle this?” question, these pages answer it — one workflow each, shown from the working product, ending at the interactive demo.
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- Staff assignmentsThe assignment is the access — make it and staff can reach the record; end it and they cannot.
- Case notesDraft, submitted, returned, approved, locked — corrections keep the original.
- EVV workflowsLocation at clock-in and clock-out only, honest exceptions.
- Data migrationThe move in is part of the product, not a services project.
- Audit historyAppend-only, exportable, written for the reviewer who arrives in three years.
- Payroll-ready hoursWhat each caregiver is owed for the period, exported into the payroll system you already run.
- Billing-ready visitsWhich completed visits are actually billable, with every hold named.
- All modulesThe complete platform overview.
- Interactive demoThe working product with fictional data — no signup.
For agencies deciding
The pages an owner reads when the question has moved from “how does this work?” to “is this the platform?”
Keep reading
- For HCBS providersThe platform mapped to HCBS operations.
- For IDD providersThe platform mapped to IDD services.
- For home care agenciesThe platform mapped to home care.
- Minnesota 245D softwareThe platform against 245D's actual requirements.
- ClientTrack alternativeAn honest comparison, trade-offs included.
- Switching systemsHow agencies move without losing their history.
- SecurityThe access model, plainly stated.
- September: free agency websiteFront-end web development at no extra cost with a portal this month.
Explore the interactive demoBook a walkthroughNo signup. Fictional data. Everything resets on refresh.
Written and maintained by the ClientCentric team from the working product. Last reviewed .