Vendor Short List

We often get requests from Hospices for names of experts in areas outside the scope of MVI, including patient-management vendors, service organizations, consultants, utility software, and other Hospice-focused entities. Here is our “short list" of experts that we recommend to our clients. An individual or organization does not get on the Short List unless they have demonstrated excellence in customer service and quality of services. Here is our list of our most trusted individuals and companies that truly can help a Hospice in their respective areas of expertise:

Wise Hospice Options - Grant Faubion

A pharmacy benefit manager (PBM Network) designed specifically for Hospice to improve drug utilization and reduce costs. Grant is a "boutique" pharmacy vendor and does not desire to serve every Hospice. In addition Grant is an expert in DME and Medical Supplies and will review a Hospice's DME and Medical Supply costs for no charge.
Phone: 800.856.9757 or 405.285.1902

Blackmor, CPA works with the executive teams of hospice and home health agencies as a remote accounting department. The Blackmor average client saves 0.5% of Revenue on their finance labor compared to the industry and is more than twice as profitable from hospice operations. Blackmor makes the CEO/CFO the hero by bringing clarity and consistency to the month-end and year-end closing process. Armed with timeliness and insight, hospice and home health agencies have the tools they need to lead and communicate financial performance to the board or shareholders and internally to their leadership team.
Phone: 828-233-1180

Donor Express – Bob Holder

Donor Tracking Software. These folks have been doing this for a LONG time and provide excellent customer support. Donor Express has replaced Raiser's Edge in many Hospice organizations. This system is also great for tracking Cash Receipts and integrates with CYMA out of the box!
Phone: 828.264.2577

Optimum Hospice Solutions - Rita Burch & Heidi Owen

Rita and Heidi are the "go-to" experts in the Volunteer area. Rita's Hospice is also a consistent benchmark setting organization in terms of financial performance. Also, they also do a great job with feasibility studies.
Phone: 828.247.0979


The Watershed Group - Patti Moore

Patti is a highly trustworthy person and one of the most likable people you will ever meet! Clinical Review, Documentation, CONs, feasibility studies are all in her arena.
Phone: 352.495.2800


ZipScan – Alan Jones

When people attend our tough training events, they often ask about our grading scanner. The ZipScan is tough as a tank, easy to use and incredibly accurate. We can grade 80 CLP attendees, each with 4 answer forms, in less than an hour! If education is a big deal at your hospice, this is the system.
Phone: 801.947.0490


Hospice Fundamentals

This is the company that Susan Balfour formed with Roseanne Berry and Charlene Ross. Comprehensive regulatory monitoring, analysis and expert support in a unique monthly subscription product affordable to hospices of all sizes… approached with common sense and years of practical experience.
Phone: 919.491.0699


Weatherbee Resources, Inc.

These folks have done a great job in the compliance and documentation areas. They are great people, high integrity and have never disappointed in our book.
Phone: 866.969.7124


Hamilton Insurance Agency

Since 1982, under the leadership of President & CEO Alan J. Zuccari, Hamilton Insurance Agency (HIA) has become one of the nation’s leading authorities in providing comprehensive insurance and risk management services with a focus on the long-term care industry.
Phone: 800.275.6087


Asheville Color & Imaging

If you want Workbooks printed (as no true People Development is done without manuals!) or Model Cards (tri-fold) these are the folks we TRUST! They have never failed on an order and we expect perfect! They are a comprehensive printing company! We use these guys all over the country whether in California or Maine! All of our training materials are produced here. And they have MVI templates! Whoa! Slam Dunk! Contact: Jeff Jones or Maria Petersen 
Phone: 828.774.5040
Email: or



Program: People Development & the Model
“I have no words to express my gratitude that our paths crossed. I am inspired and so energized to bring the Model Back to my agency and to develop Hospice Stars!”
Aimee Orr, Willamette Valley Hospice