How To Develop Your Home Care Agency Policies and Procedures

Policies and Procedures

Running a home care agency requires many things to consider, from the initial planning stages to the day-to-day operations. One of the most important aspects of managing a home care agency is developing and implementing effective policies and procedures. This article will provide entrepreneurs with tips on how to create policies and procedures for their home care agency, as well as a free template to get started.


Home Health Care Agency Needs

When it comes to developing policies and procedures for a home care agency, the first step is to identify the areas that need to be addressed. This will vary from business to business, but some common topics include client intake and assessment, care plan development, care delivery, staff training and supervision, and record keeping. Once the key areas have been identified, it is time to start drafting policies and procedures.

The following sections will provide an overview of some of the most important aspects of running a home care agency, as well as tips on how to develop policies and procedures that are compliant with Medicaid and Medicare regulations.


Existing Policy and Procedure Manuals

One of the best resources for entrepreneurs who are starting a home care agency is existing policy and procedure manuals. These can be found through services, such as Home Care Manuals (, which provides a helpful checklist for everything needed in the manual. While it is important to tailor policies and procedures to the specific needs of your business, existing manuals can serve as a helpful starting point.


Medicaid and Medicare Accreditation Process

All home care agencies that want to provide services to Medicaid or Medicare recipients must go through an accreditation process. This process is designed to ensure that home care agencies meet certain standards of quality and safety. The accreditation process can be completed by an outside organization, such as The Joint Commission (

Therefore, the home health care agency must prepare for the accreditation process and for renewals. Thus, your policies and procedures manual helps prepare and keep your agency in line with the expectations and regulations of Medicaid and Medicare.


Home Health Care Agency State Licensing Procedures

In addition to the Medicaid and Medicare accreditation process, home care agencies must also obtain a state license. The licensing process will vary from state to state, but it generally includes submitting an application, paying a fee, and completing a background check. You must also supply proof of certification in order to be licensed. Once the license has been obtained, it must be renewed on a regular basis.

Your policies and procedures manual should indicate state licensing procedures, as well as renewal dates, so that you remain prepared.


Client Safety

One of the most important aspects of running a home care agency is ensuring the safety of clients. This includes protecting clients from physical, emotional, and sexual abuse, as well as financial exploitation. Home care agencies must have policies and procedures in place to prevent abuse and to report any incidents that do occur. Most states require home care staff members to be mandated reporters, which requires a process for reporting abuse or neglect. Ensure your manual includes the process for your state in such notifications.


Employee Handbook Procedures

Another important element of running a home care agency is the employee handbook. This document should outline the expectations and responsibilities of employees, as well as the policies and procedures that they are expected to follow. The employee handbook should be reviewed and updated on a regular basis to ensure that it reflects the current needs of the business.

Your expectations of employees make up, in part, the policies and procedures for your agency.


Free Template:  Home Care Policies and Procedures 

Policies and procedures are an important part of any business, but they can be especially critical for home care agencies. These businesses are responsible for the safety and well-being of their clients, as well as the compliance of their employees.

A well-written set of policies and procedures can help to ensure that a home care agency is running smoothly and efficiently. However, drafting these documents can be a daunting task.

To help get you started, we have created a free home care policies and procedures template. This template covers all of the key areas that should be addressed by a home care agency, including client intake and assessment, care plan development, care delivery, staff training and supervision, record keeping, and more.



Policies and procedures are an essential part of any home care agency. These documents help to ensure that the business is running smoothly and efficiently, and that clients are safe and protected.

When drafting policies and procedures, it is important to keep in mind the specific needs of your business, as well as those that must conform to state and federal regulations. By doing so, you can create a set of policies and procedures that will help your home care agency run smoothly and effectively.