How does Touching Hearts at Home operate after opening?
What does the franchisee sell, and who buys it?
The contractual offering is Approved Services. Core Services include personal care, non-medical and in-home assistance, companionship care and care management for older adults, people with disabilities and others with care needs. Ancillary Services may include skilled or medical in-home care, but only with Touching Hearts, Inc. consent and applicable licenses. 2026 FDD, Items 1 and 16, pp. 1-3 and 20-21.
The official service overview shows Core Services in consumer terms: companionship, transportation, light housekeeping, meal preparation, and Alzheimer’s and dementia support. The consumer home page identifies seniors, adults with disabilities or medical conditions, people transitioning home from a hospital, and other adults needing professional Caregiver assistance.
Core Services
The Business must offer the Core Services that the franchisor periodically directs. The franchisee cannot substitute unauthorized services or depart from the Operations Manual standards for delivery.
Ancillary Services
Skilled or medical in-home services are not automatically part of every unit. They require written franchisor consent plus whatever state permits, professional licenses, supervision or other regulatory conditions apply.
The service menu is not a franchisee-created catalog. Touching Hearts, Inc. can direct which Approved Services are required, approve or reject Ancillary Services, change standards, and require a service to be discontinued. The franchisee remains responsible for legal compliance and for determining which services its state permits.
How does work move from inquiry to completed care?
The disclosed sequence is a lead-to-care workflow. The official home-care FAQ starts service with an in-home consultation, a designed program, then selection and introduction of a qualified Caregiver. The Operations Manual adds inquiry calls, family visit, care plan, scheduling, Caregiver matching, first day of care, client communication, quality assurance and franchise reporting.
Demand and referral
- Actor
- Franchisee marketing function and franchisor website.
- Action
- Generate local inquiries through approved marketing, referral relationships and the brand’s ZIP-based office finder.
- System/asset
- Approved materials, corporate website, referral tracking.
- Output
- Inquiry routed to the local Business.
Inquiry and family visit
- Actor
- Local office staff under the General Manager.
- Action
- Handle the inquiry, meet the prospective client or family, and identify requested support.
- System/asset
- Operations Manual sales-cycle and family-visit procedures.
- Output
- Defined service need and next-step decision.
Care plan and compliance check
- Actor
- Franchisee office; licensed personnel when law requires.
- Action
- Create the care plan and confirm the requested work fits Approved Services, franchisor consent and local licensing rules.
- System/asset
- Care-plan procedures, state licenses, client records.
- Output
- Authorized care plan ready for staffing.
Caregiver match and scheduling
- Actor
- Scheduler or equivalent office function.
- Action
- Match a trained, screened employee to the care plan and arrange visit times.
- System/asset
- WellSky Designated Software and approved background-check process.
- Output
- Assigned Caregiver and scheduled visits.
In-home service delivery
- Actor
- Franchisee employees, including Caregivers.
- Action
- Perform Approved Services in the client’s home or other permitted care setting according to the care plan and system standards.
- System/asset
- Care plan, required training, safety procedures.
- Output
- Completed visits and service documentation.
Quality, billing and reporting
- Actor
- Local office and General Manager; franchisor for system oversight.
- Action
- Manage schedule changes and quality follow-up, record billings, maintain accounting records, and submit required operational and Gross Revenues reporting.
- System/asset
- WellSky, QuickBooks Pro, required Records.
- Output
- Updated client record, billing record and franchisor reports.
Sources: 2026 Touching Hearts FDD, Item 11, pp. 12-15; Franchise Agreement §§ 6(C), 6(I), 10 and 11; Operations Manual TOC, Sections E, F, H and I. The FDD does not disclose one mandatory consumer payment method, so the workflow stops at billing and record/report requirements rather than assuming a payment channel.
Who runs the office and who performs the care?
Each unit must have an approved General Manager who completes required training and devotes full-time attention to day-to-day management. The General Manager may be a Principal Owner or a non-owner; if not a Principal Owner, a Principal Owner also must complete the Initial Training Program. The FDD permits manager-run daily operations but does not call the model absentee or semi-absentee. 2026 FDD, Item 15, p. 20.
The franchisee is the employer: it hires, schedules, disciplines and pays employees, uses an approved background-check vendor, implements required training and maintains enough trained staff for system standards. The Franchise Agreement says Approved Services are performed by the franchisee or its employees. The Operations Manual names Director/Franchisee, Marketer, Scheduler and Caregiver functions, but does not mandate a standard headcount.
A non-owner General Manager can carry the full-time operating role, but owner obligations do not disappear: a Principal Owner attends initial training when the General Manager is someone else, and each person with at least a 10% ownership interest is a Principal Owner subject to the Franchise Agreement’s guaranty and related obligations.
The official Caregiver careers page places Caregivers in clients’ homes, apartments or care facilities. The health and safety page describes home safety checks, emergency procedures and universal precautions; the FDD leaves legal, employment, privacy and licensing compliance with the franchisee.
Which technology, suppliers and controls are mandatory?
The required Computer System combines the franchisor’s Designated Software with compliant hardware and accounting software. Item 11 names WellSky as the current Designated Software and requires broadband computer access plus Intuit QuickBooks Pro. Touching Hearts, Inc. can replace the Designated Software, require upgrades, set security rules and access Customer Data; the franchisee remains responsible for privacy compliance, customer consents and breach response.
WellSky’s official Personal Care page describes platform functions including scheduling, client intake, billing and reporting. That vendor description explains the operating role of the platform; the 2026 FDD controls the franchise obligation and the franchisor’s access rights.
Franchisee responsibility
- Hire, train, schedule and supervise Business employees.
- Maintain permits, professional licenses, insurance and local compliance.
- Execute client intake, care planning, staffing, service delivery and billing.
- Maintain Records and provide required electronic financial and operational reporting.
Touching Hearts, Inc. control
- Define Approved Services and Operations Manual standards.
- Approve advertising, suppliers, equipment specifications and the Office.
- Designate the Computer System and retain broad access to Customer Data.
- Inspect the Business, interview employees or customers, and audit Records.
Third-party dependency
- WellSky supplies the current designated management platform.
- Approved suppliers provide specified software, signage, forms and other inputs.
- An approved vendor performs required employee background checks.
- State regulators determine licenses and professional staffing requirements.
Item 8 lets a franchisee propose an unapproved supplier, but Touching Hearts, Inc. has 30 days to approve or reject it and may inspect the supplier or products. The Franchise Agreement also permits a single source for the Computer System. Supplier choice is therefore approval-based, not open purchasing. 2026 FDD, Item 8, pp. 10-11; Franchise Agreement § 6(C).
How protected is the territory, and who controls online demand?
The Protected Territory blocks another Touching Hearts franchise from being established inside it while the agreement is in force, but it is expressly non-exclusive. A Protected Territory generally contains at least 20,000 people age 65 or older. Advertising, solicitation, orders and service outside it require franchisor consent. 2026 FDD, Item 12, pp. 16-18.
Touching Hearts, Inc. reserves Internet and alternative-distribution rights and may serve a customer inside a Protected Territory if the local franchisee is unwilling or unable. The franchisee participates in the corporate website but cannot independently create a brand domain or conduct Internet sales or advertising using the Marks without authorization. Branded Internet infrastructure remains centrally controlled.
Protected rights are performance-conditioned. Beginning after the first 12 months, the Franchise Agreement requires minimum monthly average Gross Revenues that rise over time, from $10,000 in months 13-24 to $70,000 from month 73 onward. Failure can permit retraining, territory reduction or termination. These figures explain territorial control; they are not an earnings forecast.
Demand generation remains local. The franchisee conducts approved marketing and reports that activity monthly; the Operations Manual covers referral sources, networking, direct mail, social media, digital marketing and referral tracking. Touching Hearts, Inc. supplies the Touching Hearts at Home website and may require system promotions. The official U.S. franchise page is the public franchise hub; the 2026 FDD and Franchise Agreement control operating obligations.
What does Item 20 show about the operating network?
Item 20 shows 69 franchised outlets and no company-owned outlets at the end of 2025. The system ended both 2023 and 2024 with 65 franchised outlets, then added a net four in 2025. Table 3 reports four 2025 openings and no terminations, nonrenewals, franchisor reacquisitions or other ceased operations.
Interpretation: the disclosed year-end network grew in 2025 while remaining 100% franchised, so operating execution was carried by franchisees rather than a parallel company-owned outlet base.
Which decisions remain with the franchisee?
Hiring, compensation, scheduling, discipline, compliance, client interactions and day-to-day delivery sit with the franchisee and General Manager; Touching Hearts, Inc. does not employ Touching Hearts at Home Caregivers. The franchisor controls Approved Services, Operations Manual changes, Office and advertising approval, supplier and technology specifications, Customer Data access, inspections and audits.
| Operating decision | Primary decision-maker | Constraint |
|---|---|---|
| Hiring and personnel terms | Franchisee | Background checks, training, licenses and system standards apply. |
| Client scheduling and Caregiver assignment | Franchisee / General Manager | Must use required systems and care procedures. |
| Services offered | Touching Hearts, Inc. | Core Services required; Ancillary Services need consent and legal authority. |
| Local advertising execution | Franchisee | Materials and geography are subject to franchisor approval and territory rules. |
| Technology platform | Touching Hearts, Inc. | Designated Software can be changed; upgrades may be required. |
| Supplier selection | Shared / approval-based | Items must meet specifications and come from approved sources. |
| State licensing and compliance | Franchisee | Must satisfy law before providing regulated services. |
- Confirm the exact current WellSky configuration, required modules, integrations and data-access settings for the proposed Business.
- Confirm which Core Services are mandatory in the proposed state and whether Touching Hearts, Inc. would approve any planned Ancillary Services.
- Map the exact Protected Territory boundaries, any adjacent unassigned areas, and the current process for permission to serve outside the territory.
- Request the current approved-supplier list and identify any categories that are designated, effectively sole-source, or open to an alternate-supplier approval request.
- Verify the local staffing design needed to cover the intended service mix; the FDD names roles and functions but does not mandate a standard Caregiver headcount or office staffing ratio.
What is the operating model in one view?
Touching Hearts at Home generates business by converting local and brand-routed inquiries into care plans, scheduled Caregiver visits and billable Approved Services. The franchisee’s central operating responsibility is building and supervising the employee workforce that can reliably fulfill those plans. The strongest franchisor dependencies are the Approved Services rules, Operations Manual, Protected Territory limits, designated technology and data access, supplier approvals, and inspection/audit rights. The largest point to verify is state-specific service scope: licensing can change which Core or Ancillary Services may be performed and which licensed personnel the Business must employ.
Related Blogs
- What Are Some Alternatives to the Touching Hearts at Home Franchise?
- How to Start a Touching Hearts at Home Franchise in 7 Steps: Checklist
- How Does the Touching Hearts at Home Franchise Work?
- What are the Pros and Cons of Owning a Touching Hearts at Home Franchise?
- How Much Does a Touching Hearts at Home Franchise Owner Make?