Last Visit First

Live from the Phoenician in Scottsdale, Tom Maxwell sits down with the woman who makes it all happen: Jeanette Lynn, President and Managing Director of Home Care 100.

Jeanette pulls back the curtain on what makes Home Care 100 the premier perch for healthcare operators. She breaks down the three pillars of the Lincoln Healthcare Leadership mission: Visionary Intelligence, Purposeful Connections, and an Exceptional Experience. From the legendary "Cocktail Book" to the highly-regarded Spouse Program, Jeanette explains how they set the table for the intimacy and trust required to move the industry forward.

Chapters:

• 01:10 – Beyond the Day-to-Day: Why executives need a "minute to stop and think" about the future.
• 02:05 – Strategic Matchmaking: Moving away from transactional networking to purposeful partnerships.
• 04:15 – The Power of the Spouse Program: Building trust beyond the business meeting.
• 06:00 – Bench Strength: How Lincoln has built an internal "intelligence group" to predict industry hurdles.
• 08:50 – Requesting an Invitation: The specific criteria for joining the top 100 innovators.
• 11:45 – AI & The Cocktail Book: Using tech to navigate 400 pages of strategic insights.

Connect with Home Care 100, Lincoln, and Jeanette:

• Home Care 100 Website: https://homecare100.com/
• Home Care 100 LinkedIn: linkedin.com/company/home-care-100/
• Lincoln Healthcare Leadership Website: https://www.lincolnhc.com/
• Lincoln Healthcare Leadership LinkedIn: linkedin.com/company/lincoln-healthcare-events/
• Jeanette LinkedIn: linkedin.com/in/jeanette-lynn-3105104

Special thanks to our sponsors:

• Premier Sponsor: Trella Health
• Premier Sponsor: Homecare Homebase
• Premier Sponsor: Maxwell TEC
• Premier Sponsor: Lincoln Healthcare Leadership

#HomeHealth #Hospice #HomeCare100 #HC100 #HealthcareLeadership #LincolnHealthcare #LastVisitFirst

What if you never had to "chase" a referral again? In this episode of Last Visit First, live from HC100 in Scottsdale, Tom Maxwell sits down with Brian Lobley, President and CEO of tango.

Brian breaks down tango’s pivot from PHCN to a value-based MSO that acts as an "enablement platform" for home health providers. He shares a staggering success story from Pennsylvania where 100% of qualified referrals were successfully placed because the administrative burden—eligibility, orders, and patient contact—was handled before the agency even received the ping.

Key Highlights:

• 01:10 – Moving the market to value-based care: Why all stakeholders are finally aligned.
• 02:05 – Scaling to 900,000+ new lives in Michigan, Tennessee, and Oregon.
• 03:45 – "Land and Expand": How tango levels the playing field between small agencies and national payers.
• 04:55 – The 100% Placement Metric: Eliminating the "Jump Ball" at discharge.
• 06:20 – Why Home Health spend is only 2% of the dollar, but controls 100% of the outcome.

Connect with tango:

• Website: https://tangocare.com
• LinkedIn: https://www.linkedin.com/company/tangocare/

Special thanks to our sponsors:

• Premier Sponsor: ⁠⁠Trella Health⁠⁠
• Premier Sponsor: ⁠⁠Homecare Homebase⁠⁠
• Premier Sponsor: ⁠⁠Maxwell TEC⁠⁠
• Premier Sponsor: ⁠⁠Lincoln Healthcare Leadership

#ValueBasedCare #HC100 #tango #PostAcuteCare #LastVisitFirst #Podcast #LeadershipConference

Live from Home Care 100 in Scottsdale, host Tom Maxwell sits down with Jennifer Maxwell, CEO and Co-Founder of Maxwell TEC.

As a tech-enabled strategic consulting leader and prolific investor in the space (Mosai, Element 5, Levo), Jennifer shares why she believes "tchotchkes and booths" don't move the needle—meaningful, intimate networking does. She breaks down the "three-legged stool" of successful agency management and reveals how simple, text-based communication via the nanaCONNECT platform is solving the communication breakdowns that lead to poor star ratings and patient frustration.

Chapters:

• 01:05 – Why HC100 is the catalyst for Maxwell TEC’s yearly innovation.
• 01:50 – Staying focused: Why Jennifer only invests in the post-acute care "catcher's mitt."
• 02:30 – The Three-Legged Stool: Why technology fails without people and process.
• 03:20 – nanaCONNECT: Why text-based outreach wins over clunky apps and logins.
• 05:05 – The REACH Product: How to stay "top of mind" for the 20% of patients who naturally return to home health.

Connect with the Maxwell TEC team:

• Website
• LinkedIn
• Jennifer Maxwell LinkedIn

Special thanks to our sponsors:

• Premier Sponsor: ⁠⁠⁠Trella Health⁠⁠⁠
• Premier Sponsor: ⁠⁠⁠Homecare Homebase⁠⁠⁠
• Premier Sponsor: ⁠⁠⁠Maxwell TEC⁠⁠⁠
• Premier Sponsor: ⁠⁠⁠Lincoln Healthcare Leadership

#Hospice #MaxwellTEC #nanaCONNECT #HC100 #PostAcuteCare #LastVisitFirst

Live from Home Care 100 in Scottsdale, Tom Maxwell sits down with Tarrah Lowry, Chief Operating Officer of Empath Health.

Tarrah oversees one of the largest non-profit hospice and home health mergers in the country—the recent affiliation between Empath and Trustbridge. In this conversation, she reveals the "One Hospice Model," a strategy designed to unify different electronic health records and cultures without losing the personal community touch. She also shares a fascinating "hurricane-proof" benefit of their scale: how having teams on both Florida coasts allows for seamless care even when disaster strikes.

Chapters:

• 01:10 – The "Full Life Care" model: PACE, Physician Practices, and I-SNPs.
• 01:45 – Scale matters: Managing a daily census of 5,500 hospice patients.
• 02:20 – The Empath & Trustbridge Merger: Lessons from a "merger of equals."
• 03:05 – The Hurricane Plan: Why standardized software is a safety net for Florida patients.
• 04:30 – Whoop & Wearables: Why even the busiest COOs are tracking their sleep (and the "HC100 sleep deficit").

Connect with Empath Health:

• Website
• LinkedIn
• Tarrah Lowry

Special thanks to our sponsors:

• Premier Sponsor: ⁠⁠⁠⁠Trella Health⁠⁠⁠⁠
• Premier Sponsor: ⁠⁠⁠⁠Homecare Homebase⁠⁠⁠⁠
• Premier Sponsor: ⁠⁠⁠⁠Maxwell TEC⁠⁠⁠⁠
• Premier Sponsor: ⁠⁠⁠⁠Lincoln Healthcare Leadership

#HomeHealth #EmpathHealth #Trustbridge #HC100 #DisasterRecovery #OneHospice #LastVisitFirst

Live from Home Care 100 in Scottsdale, host Tom Maxwell sits down with Amee Devani, CEO and Co-Founder of WellBeam.

Born out of physician frustration with the "black box" of post-acute care, WellBeam has built the infrastructure to replace faxes and phone tag with true EMR interoperability. Amee breaks down how they serve as the "epic pipe" (or universal adapter) that allows clinicians to share wound images, medication adjustments, and orders directly within their existing EMRs—without ever having to log out or pick up a fax.

Chapters:

• 01:15 – Why AI is useless if you can't move data: The interoperability reality check.
• 02:15 – Southern California to the East Coast: WellBeam's expansion with Stanford, Cedars-Sinai, and Advocate Atrium.
• 03:05 – The 21-Day Problem: How WellBeam cut the time to signature down to 13 hours.
• 03:45 – Revenue Recapture: Why health systems are missing out on billing codes by using analog faxes.
• 05:10 – The "Hardest Name to Spell" Award: A funny story about branding and character limits.

Connect with WellBeam and Amee:

• Website: https://https://well-beam.com/
• LinkedIn: linkedin.com/company/wellbeam-inc/
• Amee Devani: linkedin.com/in/amee-devani-a2418812

Special thanks to our sponsors:

• Premier Sponsor: Trella Health
• Premier Sponsor: Homecare Homebase
• Premier Sponsor: Maxwell TEC
• Premier Sponsor: Lincoln Healthcare Leadership

#HomeHealth #Hospice #WellBeam #Interoperability #HC100 #HealthTech #Epic #LastVisitFirst

Live from Home Care 100 in Scottsdale, host Tom Maxwell is joined by Si Luo, CEO of CareXM.

As agencies face increasing "growth constraints" and clinical capacity issues, Si breaks down CareXM's unique "overlay stack" approach—a bidirectional integration with major EMRs like Homecare Homebase and MatrixCare. This allows a centralized nursing workforce to manage after-hours triage without the need for multiple, disparate logins, preserving both security and clinician sanity.

Key Highlights:

• 01:05 – Turning agencies 24/7: The clinical triage impact on the HOPE assessment.
• 01:45 – Why Si L. Luo’s team built an "Overlay Stack" to bypass the EMR login nightmare.
• 02:20 – The "No More EMR" airplane stunt: A debate on the lifeblood of revenue cycle.
• 03:40 – Growth Constraints vs. Demand: Strategies for the "AI Curious" era of 2026.
• 04:30 – Interoperability: Capturing "tribal clinician knowledge" to scale without compromise.

Connect with Si Luo & CareXM:

• Website: https://CareXM.com
• LinkedIn: https://linkedin.com/in/siluo

Special thanks to our sponsors:

• Premier Sponsor: ⁠⁠⁠⁠⁠Trella Health⁠⁠⁠⁠⁠
• Premier Sponsor: ⁠⁠⁠⁠⁠Homecare Homebase⁠⁠⁠⁠⁠
• Premier Sponsor: ⁠⁠⁠⁠⁠Maxwell TEC⁠⁠⁠⁠⁠
• Premier Sponsor: ⁠⁠⁠⁠⁠Lincoln Healthcare Leadership

#Hospice #CareXM #Interoperability #HC100 #Triage #HealthcareTech #LastVisitFirst

Live from Home Care 100 in Scottsdale, Tom Maxwell sits down with Roman Fry, Chief Growth Officer at AnewHealth.

As the leader in complex pharmacy management, AnewHealth (formerly Tabula Rasa and ExactCare) is tackling one of the biggest drivers of hospital readmissions: polypharmacy. Roman breaks down how their "secret sauce"—proactive pharmacist outreach and compliance packaging—is achieving 95% medication adherence for the most complex patients.

Chapters:

• 01:50 – The merger story: How AnewHealth became the leader in complex pharmacy.
• 02:40 – The 31,000-patient "Secret Sauce": Proactive monthly pharmacist touches.
• 03:50 – Why 27% of hospital readmissions are completely addressable.
• 04:40 – The ROI for Agencies: Zero cost, zero extra buttons, and direct integration with HCHB and Maxwell TEC.
• 06:20 – Closing the loop: What happens when a patient is discharged from home health?

Connect with the AnewHealth Team:

• Roman Fry (CGO): linkedin.com/in/romanfry1
• AnewHealth: https://anewhealthrx.com/

Special thanks to our sponsors:

• Premier Sponsor: ⁠Trella Health⁠
• Premier Sponsor: ⁠Homecare Homebase⁠
• Premier Sponsor: ⁠Maxwell TEC⁠
• Premier Sponsor: ⁠Lincoln Healthcare Leadership

#Hospice #HomeHealth #PostAcuteCare #HC100 #LastVisitFirst

We are kicking off our "Live from HC100 Scottsdale" series with a very special guest: Hannah Pearson, Chief Revenue Officer at Homecare Homebase.In this short, candid conversation with Tom Maxwell, she breaks down the shift from the "negative" industry outlooks to the power of meaningful, in-person connections at the Phoenician.

Key Highlights:

• 00:55 – Why the "Failure Panel" doesn't tell the whole story of home health.
• 01:40 – The intensity of HC100: Why meetings start at 7:00 AM.
• 02:50 – Hot off the presses: The return of Martha Stewart Williams to the HCHB team.
• 04:10 – How to connect with the Homecare Homebase team.

Special thanks to our sponsors:

• Premier Sponsor: Trella Health
• Premier Sponsor: Homecare Homebase
• Premier Sponsor: Maxwell TEC
• Premier Sponsor: Lincoln Healthcare Leadership

#HomeHealth #Hospice #PostAcuteCare #HC100 #LastVisitFirst

From clinical rotations in Maine to guiding strategy at a national scale, Dr. Jason Kimbrel has defined his career by "living in the gray." As the COO of Yellow Leaf Consulting and a former NHPCO section leader, Jason bridges the gap between rigid medical rules and the compassionate, complex reality of end-of-life care.

In this episode, Jason joins Tom to dismantle the industry's biggest medication myths—from the fear that "morphine kills" to the regulatory nightmares of Medicare Part D leakage. They dive deep into the origins of the hospice pharmacy movement, the history of liquid morphine (Roxanol), and the heartbreaking "Vitamin Story" that exposed a massive gap in how clinicians handle de-prescribing.

Plus, Jason breaks down the "BUILD Model" for difficult conversations and advises CEOs on when it makes financial sense to bring a pharmacist in-house.

In this episode, we cover:

• The "Gray Area" of Hospice Pharmacy: Why success in end-of-life care requires moving beyond black-and-white hospital protocols to focus on comfort.
• The Art of De-prescribing: How to stop unnecessary medications without making families feel abandoned—preventing the "cereal bowl" effect of too many pills.
• Debunking the "Morphine Myth": Addressing the deep-seated fear that hospice opioids are meant to hasten death rather than manage pain.
• The Crisis of Experience: How the decline in nurse tenure (from 10 years to 2) is creating a knowledge gap in pharmacology that leaders must address.
• Pharmacy Access Danger: The growing risk of "pharmacy deserts" as 24-hour community pharmacies disappear, threatening 3 AM crisis management.
• The Pharmacist in the IDG: The critical need to integrate pharmacy expertise into the Interdisciplinary Group to improve HOPE scores and outcomes.

Timestamps:

• 00:09 Introduction to Dr. Jason Kimbrel
• 01:20 The Superpower of "Living in the Gray"
• 05:00 The History: Phyllis Grauer & Roxane Labs
• 08:52 The M&A Journey: From PCCG to Optum
• 10:37 The Meaning Behind "Yellow Leaf"
• 12:54 What Makes Hospice Pharmacy Unique?
• 16:47 Addressing the "Morphine Kills" Myth
• 21:16 The Vitamin Story: A Failure in De-prescribing
• 28:00 The BUILD Model Explained
• 34:06 Misunderstood Meds: Haloperidol & Methadone
• 43:30 Medicare Part D Leakage & "Call Letters"
• 44:00 Regulatory History: CR 8358 & 10573
• 51:47 CEO Advice: Managing Formularies & PBMs
• 59:06 Drug Shortages & Sub-Q Administration
• 01:02:18 The HOPE Assessment & Symptom Management
• 01:07:26 The Pharmacist's Role in the IDG
• 01:17:29 When to Hire an In-House Pharmacist (1,000 ADC)
• 01:24:40 The Crisis of Community Pharmacy Access
• 01:33:00 The "Billy" Story: Ewing's Sarcoma & Legacy

Resources Mentioned:

• Book: Palliative Care Consultant: Guidelines for Effective Management of Symptoms (The "PCC")
• Model: The BUILD Model (Build, Understand, Inform, Listen, Develop)
• Regulation: CR 8358 (NDC Reporting Requirement)
• Regulation: CR 10573 (Two-Tier Payment System)
• Person: Phyllis Grauer (Industry Pioneer)

Special thank you to our sponsors:

• Premier Sponsor: Trella Health
• Premier Sponsor: Homecare Homebase
• Maxwell TEC
• StenoHealth
• IntellaTriage

Check out Last Visit First on other platforms:

• Apple Podcasts
• Spotify
• YouTube
• Website
• LinkedIn

About Last Visit First:

In home health and hospice, the start of care usually begins with the final visit in mind—because every decision becomes a memory.

'Last Visit First' challenges the industry to prioritize quality, connection, outcomes, and dignity right from the start. Hosted by industry veteran Tom Maxwell, we sit down with the CEOs, innovators, and clinical leaders shaping the future of Care at Home. We bring you the conversations that drive change, from leadership strategies to the innovations redefining patient care.

Join the Conversation: If you enjoyed this episode, please Subscribe and leave a comment below. It helps us bring more incredible guests to the show.

From working front desk tasks in high school to leading as CEO, Beau Sorensen has built First Choice Home Health & Hospice into a powerhouse of culture and operational discipline.

In this episode, Beau joins Tom to discuss how he is navigating the industry's biggest headwinds—from Medicare Advantage rate pressures to the "ProPublica hangover." They dive deep into the future of technology, debating why today’s EMRs aren’t enough, the shift from "Ambient Listening" to "Ambient Watching," and how First Choice uses individual scorecards to gamify clinical outcomes.

Plus, Beau shares the unique challenges of scaling a Pediatric Home Health division and his "Leadership by Wandering Around" philosophy.

In this episode, we cover:

• The "Dream EMR": Why Beau would pay a premium for a single "pane of glass" platform.
• Ambient Intelligence: Moving beyond voice dictation to cameras that detect tremors and gait changes.
• Gamifying Quality: How individual clinician scorecards drastically improved patient outcomes.
• Centralization Strategy: Why First Choice centralizes functions, not just people.
• Pediatric Home Health: The business case for 24/7 care vs. intermittent visits.

Timestamps:

• 00:00 Introduction to Home Health and Hospice Leadership
• 01:06 Bo Sorensen's Journey in Home Health
• 04:47 Core Leadership Principles at First Choice
• 09:36 Embracing Technology and AI in Home Health
• 17:05 Addressing Challenges in Home Health Care
• 24:42 Vision for the Future of EMR and AI Integration
• 28:08 The Bi-Directional Relationship in EMRs
• 29:51 The Rise of Ambient Listening in Healthcare
• 32:37 The Future of Ambient Watching
• 34:53 Rapid Changes in Healthcare Technology
• 36:36 Improving Outcomes through Individual Scorecards
• 40:56 Preparing for Value-Based Care
• 42:44 Post-Discharge Patient Management
• 45:02 Expanding into Pediatric Care
• 49:48 Challenges in Hospice Care
• 58:28 Empowering Athletes with Disabilities
• 58:52 Challenges of Medicare Advantage
• 01:00:40 Negotiating with Payers
• 01:03:41 Quality of Care in Medicare Advantage
• 01:05:46 Holistic Healthcare Solutions
• 01:07:37 Legacy and Industry Advancement
• 01:09:43 Leadership and Trust
• 01:11:49 Influences and Mentorship
• 01:16:43 Grounding Practices for CEOs
• 01:19:39 Closing Thoughts and Future Engagements

Resources Mentioned:

• Book: The Speed of Trust by Stephen M.R. Covey
• Podcast: The Lawfare Podcast
• Mentalist: Oz Pearlman (Oz the Mentalist)
• Study: Specialization of Home Health Agencies to Deliver Care for Medicare Advantage Patients (JAMA Network Open, Dec 2025)

Special thank you to our sponsors:

• Premier Sponsor: Trella Health
• Premier Sponsor: Homecare Homebase
• Maxwell TEC
• StenoHealth

Check out Last Visit First on other platforms:

• Apple Podcasts
• Spotify
• YouTube
• Website
• LinkedIn

About Last Visit First:

In home health and hospice, the start of care usually begins with the final visit in mind—because every decision becomes a memory.

'Last Visit First' challenges the industry to prioritize quality, connection, outcomes, and dignity right from the start. Hosted by industry veteran Tom Maxwell, we sit down with the CEOs, innovators, and clinical leaders shaping the future of Care at Home. We bring you the conversations that drive change, from leadership strategies to the innovations redefining patient care.

Join the Conversation: If you enjoyed this episode, please Subscribe and leave a comment below. It helps us bring more incredible guests to the show.