Two-Track Intake: Building Parallel Private‑Pay and Medicaid Intake Systems That Convert and Comply
Founders routinely lose momentum between licensing and first payroll because intake was built as one-size-fits-all. This 25‑minute, strategy‑heavy monologue uses Scott McKenzie’s experience across HCAB’s 531+ agency launches to show a practical, repeatable design for two intake pathways: a conversion-focused private‑pay funnel and a compliance‑first Medicaid funnel. Daniel Cross frames the financial and positional case; Claire Bennett maps the regulatory gates (including how New York’s fingerprint background checks and state Medicaid enrollment timelines commonly derail onboarding); Sophia…
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