Policies and procedures for home care agency

The policies-and-procedures builder sizes a home care agency's manual from the agency itself: the services you offer, the carers on the roster and the procedures each policy carries, and it returns the manual's shape: how many policies, how many pages, how long the roster needs to read it and how often it comes up for review. Free, on the page, no account.

Policies from services, not from a borrowed binder

A manual copied from another agency describes another agency, and surveyors read it against what yours actually does. The worksheet counts the core set every surveyor expects (intake, care planning, medication, incidents, complaints, infection control, records, supervision) and adds one policy per service you actually offer, so the manual's scope is your agency's scope.

The manual's real size, in pages and procedures

Each policy carries its procedures, and the pile grows quietly: eight core policies and four services at three procedures each is thirty-six procedures before anyone writes a word. The worksheet returns the total procedures and a rough page count, which is the difference between planning a weekend of writing and planning a quarter of it.

The reading load is the hidden cost

A manual nobody has read is a finding waiting to be written. Multiply the policies by the minutes one takes to read and by the carers on the roster, and the worksheet returns the training hours a rollout or a review actually costs: the figure that decides whether the review happens annually or silently stops happening.

Reviews against the survey clock

A standard survey arrives no later than 36 months after the last one (42 CFR 488.730). The worksheet turns your review cycle in months into the number of manual reviews that will happen before the next survey, so 'we review it regularly' becomes a number a surveyor can be shown.