FOR HOME CARE agency owners & leaders

Incident-Proof, Audit-Ready Home Care in 60 Days

I help home care agencies fix incident operations so they’re always audit‑ready without building policies from scratch, chasing staff for paperwork, or sacrificing nights and weekends.

Powered by the InvestiClear™ 9‑Step Incident Operations System, built from 1,800+ real incidents across home care and home health.

Get first access to the free workshop and founding‑member pricing for the InvestiClear™ Incident Operations Course when it opens.

16+ years in home care & home health

1,800+ incidents & complaints handled

Proven 9-step system to be audit-ready

Who we work with (and what we fix)

Is This Your Home Care Agency?

You're exactly who I help if:

  • You’re a home care or HCBS agency owner, administrator, or compliance / operations leader

  • You worry that one bad incident or surprise audit could expose gaps in your documentation, reporting, or follow‑up

  • You feel like incidents, complaints, and investigations are “handled,” but not consistently or confidently

  • You’re tired of chasing staff for statements, signatures, and follow‑up, especially after hours

  • You’ve survived past audits or site visits but know you couldn’t clearly show your entire incident process on demand

  • You want simple, practical systems your team can follow… not another 200‑page policy manual no one reads

If that’s you, my job is to turn your incident and documentation chaos into a clean, repeatable system that keeps you audit‑ready without being a compliance expert or building policies from scratch so you never have to scramble when oversight shows up.

Your Partner in Success

Meet Jess

I’m Jess Arnold, founder of Summit Dynamics Advisory and creator of the InvestiClear™ 9‑Step Incident Operations System.

When I started in home care, I had no playbook. I spent years chasing documentation, fixing reports at 9pm, and holding my breath every time an auditor showed up because I knew how much of it was held together by effort, not systems.

It wasn’t because people didn’t care. It was because no one had taken the time to turn “what we try to do” into a clear, repeatable process. So I did.

Over 16 years and 1,800+ incidents and complaints, I documented what worked, what failed, what auditors focused on, and what made reviews go smoothly. That became InvestiClear™: a practical way to handle incidents, complaints, and documentation so that when oversight shows up, you’re ready.

I’ve sat in reviews where auditors and surveyors have thanked us for how organized, transparent, and complete everything was. That’s not an accident. It’s the system.

Now, I work with home care owners and leaders to bring that same level of structure and calm into their agencies, so they can protect their licenses, their teams, and their sleep.

How We Work Together

1. Join the Early Access List

Add your email to get first access to my free Incident‑Proof Agency Workshop and the InvestiClear™ Incident Operations Course when they open.

2. Attend the Free Workshop

I’ll walk you through why incidents and audits feel so chaotic today, and show you the 9‑step framework I’ve used across 1,800+ incidents and dozens of reviews.

3. Implement the Full InvestiClear™ System

When the course opens, you’ll be able to enroll at founding‑member pricing and get the complete playbook, forms, and templates to put the system into practice in your agency.

Who is this for?

This is for home care and HCBS agencies that want to tighten up how they handle incidents, complaints, and documentation so they’re not scrambling when oversight shows up. It’s designed for owners, administrators, compliance / QA leaders, and operations managers who are responsible for incident follow‑up and audit readiness.

How long does it take to see results?

You will start seeing value as soon as you map your current process and begin using the core forms and checklists – usually within the first few weeks. The InvestiClear™ 9‑Step Incident Operations System is built so a typical agency can have a complete, repeatable incident workflow in place in about 60 days, then keep refining from there.

Do you work with agencies outside my state?

Yes. The system is built around universal incident‑management best practices. You’ll customize certain details (like specific timelines or notification requirements) to match your state and payer rules, and I show you how to do that. Agencies in different states and programs are already dealing with the same core problems this is built to solve.

Do we need to rewrite all our policies?

No. You don’t have to start over. Most agencies already have policies in place – they’re just vague, scattered, or not reflected in day‑to‑day practice. The InvestiClear™ system focuses first on how incidents actually move through your agency (the workflow, forms, and responsibilities). Once that’s clear, you can update policies to match what you’re doing in practice instead of writing theory from scratch.

What does working together require from my team?

You’ll need one point person (usually an owner, administrator, or compliance / QA lead) and a small group of leaders who touch incidents now. They’ll watch the core modules, help map your current process, and pilot the new workflow. Front‑line staff don’t need to learn everything – they just need simple, clear instructions on how to report and document incidents, which the system includes. This can be implemented alongside normal operations in small, focused working sessions each week.

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