The complete document system for a US non-medical home care agency: an 88-page Policy and Procedure Manual plus 81 editable Word templates — 82 Word files in all.

For home care agency owners, administrators and office managers who are starting an agency or replacing mismatched forms, and want one consistent set they can adapt to their own state.

What’s included (82 editable Word files + a Start Here guide)

1. Policy and Procedure Manual (flagship): 88 pages, 50 policies in 10 sections, with a table of contents, revision log, [State] placeholders and 47 state-varies notes to fill in, an Employee Policy Acknowledgment form, and 1 agency instructions page to remove. Sections: Governance and Organization (4 policies); Client Rights and Grievances (2); Intake, Assessment and Service Planning (4); Scope of Services (6); Scheduling and Visit Verification (3); Workforce: Hiring, Screening, Training and Supervision (7); Personnel Conduct and Timekeeping (7); Health, Safety and Emergencies (5); Incidents and Protection from Harm (4); Information, Records, Business and Quality (8)
2. 01 Hiring and HR (27 files): applications, interview templates, reference and background check requests, job descriptions, W-2 employment and independent contractor agreements, an employee non-compete agreement, onboarding, orientation, training log and completion certificates, knowledge exam, competency evaluation, performance review, timesheet, schedules, employee records, warning and termination letters, and more
3. 02 New Client and Intake (18 files): inquiry and call intake records, guided intake call script, client intake form, non-medical care assessments, home safety evaluation, fall risk form, client profile, rights documents, service agreement, quote, fee sheet, card authorization, transport waiver, and follow-up letters
4. 03 Daily Care and Caregiver Records (23 files): care plan assignment sheet, visit reports and schedules, task and personal care checklists, daily planner, observation and progress notes, medication reminder records, food and menu planners, incident report, supervisory visit report, and more
5. 04 Office, Billing and Admin (11 files): client tracker, master client list, invoice, payment receipt, rate sheets, rate increase notice, satisfaction survey, cash flow projection, market rate research call script, and an office kit (letterhead, fax cover, memo, welcome letter, packet receipt)
6. 05 Policy and Quality (2 files): scheduling policy and procedures, and quality assurance policy
7. Start Here guide (00-START-HERE-README) with a folder guide

How to customize

1. Open any file in Word and replace the logo placeholder (Your Logo Here or [AGENCY LOGO] in the templates, the Logo box on the manual cover) with your logo.
2. Use Find & Replace for Agency Name (some files use [Agency Name]) and replace the address and contact lines in each letterhead and in the manual’s page header.
3. In the manual, use Find & Replace for [State], then work through each state-varies note and blank line using your state’s rules.
4. Delete each agency instructions page, update the manual’s table of contents, then save, print, or use digitally.

Customizable template, not legal advice; have an attorney review for your state, especially the agreements, waivers, letters, policies and the manual. Not state-approved, not a license to operate, not HIPAA software, no medical claims, and no guarantee that your agency meets any law, license rule or payer contract. Non-compete agreements are banned or limited in many states; confirm with counsel before using one. Medication documents are reminder records only. Every file is an editable Word (.docx) document; this is a digital download and nothing is shipped.