Standard Operating Policies and Procedures

What's Included:

1. Policies and Procedures Manual 

2. Video Lesson on how to customize in minutes with your agency information

3. Lesson also includes how to make sure you are State compliant

4. Need a policy for your agency that isn't included? Just ask!

Additional policies will be emailed to you at our request and with NO charge! 

The standard operating policies and procedures manual is 300+ pages long and includes the following Policies and Procedures:

SECTION ONE: ORGANIZATION AND ADMINISTRATION

 Mission Vision and Values

Organizational Structure

Legal Structure and Governing Body

Service Areas

Hours of Operation

Staffing and Staff Structure

Services Provided

SECTION TWO: CLIENT SERVICES & CARE COORDINATION

 Service Agreement

Agency’s Admission of Client to Agency Policy

Initial Assessment Policy

Plan of Care

Informed Consent to Plan of Care

Service Delivery Process

Confirmation of Service Delivery

Ongoing Assessments Policy

Monitoring & Follow-up

Client Records: Protocols

Client Records: In Client Home

Client Records: Safeguarding

Client Records: Retention & Destruction

 Discharge/Termination or Reduction of Client Services

Discharge Planning

 Discharge Summary

 Transfer/Referral of Agency Clients

 Coordination of Client Transfer

 Transfer Summary

 Re-Admission of Former Clients Policy

SECTION THREE: HUMAN RESOURCES

 Recruiting, Hiring & Rostering

Pre-Employment Background Checks

Criminal Background Checks & Sexual Offender Investigations

Licensure, Certification & Registration

 Job Descriptions

 Classification of Workers

SECTION FOUR: PERSONNEL POLICIES

 Drugs, Alcohol & Marijuana Usage

 Personal Care Provider Training

 Training and Development

 Orientation

 Care Aides & Support Workers:  Client Orientation and Communication

 Homemaker Training

 Companion/Sitter Training

 Annual Training

 Competency Evaluation of Home Care Workers

 Orientation of Care Aides/Support Worker

 Performance Appraisals

 Civil Rights/Non-Discrimination

 Equal Opportunity

 Standards of Conduct & Work Ethics

 Employee, Contractor & Volunteer Personnel Records:  Management

SECTION FIVE: COMPLIANCE RULES

 Compliance

 Compliance with Federal Deficit Reduction & False Claims Acts

 Compliance with Agency Policies and Procedures

 HIPAA Compliance

 HIPAA Privacy Rule

 Security Rule & its Procedural Subsections

 Breach Notification Rule

 Sanction Rule

 Business Associate Agreement

SECTION SIX: HEALTH AND SAFETY

Emergency Preparedness

 General Health & Safety

 Home Environment Safety

 Employee Personal Safety

 Universal Precautions

 Incident Reporting

 Infection Control

 Tuberculosis Control

SECTION SEVEN: PERFORMANCE IMPROVEMENT PROGRAMS (PI)

 PI program: Plan development

PI Program: Plan ImplementationPI Program: Monitoring and Evaluation

PI Program - Client Records Review

PI Program - Client Satisfaction Review

Client Complaints

PI Program - Employee Satisfaction Survey

PI Program - Quarterly Activity Reports

Employee Complaints & Grievances

PI Plan - Annual PI Report

PI Plan - Adverse Occurrences Review

SECTION EIGHT: FINANCIAL MANAGEMENT

 Financial Management System

Annual Budget

Service Rates and Fees

Informing Clients of Financial Responsibility

Billing and Receivables

Payroll

Bank Reconciliations

 SECTION NINE: AGENCY CLOSURE POLICY

 Agency Closure & Voluntary Suspension of Services

 Also included:

83 corresponding and completely customizable forms will be included as well. 
PLEASE NOTE:
These forms only coincide with Policies and procedures but do not encompass all the documentation and systems that  you would need to start/run your agency.

For all documentation and guidance/coaching/mentorship please see THE COURSE

 3 BONUSES!!

#1 PDF download of 9 Long-term Care Companies and how to get started with them so you can accept their clients.

#2 New Client Checklist

#3 New Employee Checklist