Agency Risk Preview
Show prospects where revenue, A/R, and operating gaps may be affecting growth before asking for a full engagement.
View Preview
Boswell Consulting Agency
Home Health Launch Compliance Tool
CMS-backed audit and growth command center
Score agencies, detect operational risk, generate client-ready audit reports, and run outbound follow-up from one focused platform.
Each module turns raw CMS and operating signals into a specific action: qualify targets, identify leakage, produce the audit, and move the prospect forward.
Show prospects where revenue, A/R, and operating gaps may be affecting growth before asking for a full engagement.
View PreviewRun targeting, enrichment, outreach, and follow-up actions from an authenticated operations console.
Open ConsoleTrack state-specific startup tasks, compliance categories, readiness progress, and common launch risk flags.
Open Launch DashboardGive customers a branded dashboard for CMS refreshes, account access, and subscription checkout.
Open PortalThe workflow is structured around repeatable revenue operations rather than one-off documents.
Normalize CMS home health records for scoring.
Rank agencies by risk, revenue, and market signals.
Build a premium prospect list for outreach.
Create audit text and PDF reports for delivery.
Queue outreach and follow-up campaigns.