The document, built to your state’s rules
The home care policy & procedure manual, with the rule cited next to every policy.
Not a national template. Your manual is organized to your state’s licensing chapter, so you and your surveyor can trace every policy to the regulation that requires it. Editable Word + PDF, delivered within 2 business days.
- Full refund anytime before delivery
- Delivered in 2 business days
- Built from your state's own .gov citations
A business document, not legal advice.
What belongs in a home care P&P manual
Every license state builds its requirements from the same operational spine, then adds its own citations, clocks and checks. These are the six sections your manual covers, in your state’s language:
Administration & governance
Agency purpose and scope of services, organizational chart, delegation of authority, hours of operation, record retention.
Personnel & hiring
Hiring and reference checks, criminal background and registry checks on your state's required cadence, TB/health screening, competency verification, discipline.
Client rights & intake
The pre-service consumer disclosure packet, service agreement, client rights statement, complaint and grievance handling with your state's response clocks.
Service delivery & supervision
Care plans and needs assessments, supervision schedules and supervisory visits, documentation standards, coordination and referral.
Safety & emergencies
Emergency preparedness, incident reporting with your state's reporting deadlines, infection control, home-safety assessment.
Protections & prohibited practices
Mandated abuse, neglect and exploitation reporting, your state's prohibited-practices list (financial controls, POA restrictions), termination-of-service notice rules.
The exact required-policy list differs by state. See yours: Pennsylvania · California · Texas · New Jersey · Maryland · Georgia (other states built on request).
A free template vs a state-built manual
Generic template
- National boilerplate: no citations, so neither you nor the surveyor can verify coverage against your state’s chapter.
- Misses state-specific clocks: termination-notice days, background-check cadences, complaint-response deadlines.
- Often written for the wrong license entirely (Medicare home health vs private-pay home care).
- Stale: states amend these chapters; a template has no review date.
State-built, citation-backed
- Organized to your state’s rule chapter, with the citation printed next to every policy.
- Your state’s actual numbers: notice periods, check cadences, reporting deadlines.
- Built for the private-pay non-medical license, the one new agencies actually apply for.
- Dated review against the current rules, with an optional updates subscription when your state amends them.
A fraction of the start-up consultant’s price.
Start-up consultants charge $1,000–$4,000 to assemble these documents by hand, and instant template shops are instant because they sell everyone the same generic document. Every manual is made to order: built from your agency details, organized to your state's rules, and delivered within 2 business days, with a full refund anytime before delivery. Launch prices run through December 31; from January 1 the State P&P Manual is $399 and the Agency Launch Bundle is $549.
Delivered within 2 business days, with a full refund anytime before delivery. This is a self-prepared operational document you adopt for your own agency, not legal advice, and not a guarantee of license approval.
Policy & procedure manual FAQ
Informational content about documentation requirements, not legal advice. Requirements last reviewed 2026-06-30; confirm current rules with your state licensing agency.
Ready to submit a license-ready manual?
Order your state P&P manual now, built to your state and delivered within 2 business days, with a full refund anytime before delivery. Or see a sample section by email first.
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