What Every Home Care Agency Needs in Its Policies & Procedures Manual!

Your home care agency policies and procedures manual should do way more than sit on a shelf for licensing. It should tell your team exactly how your agency operates- from onboarding caregivers and accepting clients to handling complaints, incidents, records, billing, and discharge. In this video, we break down what should go in a home care policies and procedures manual, why generic templates can get agencies into trouble, and how to make sure your manual actually matches the requirements that apply to your state and service model. You’ll learn: • The difference between a policy and a procedure • What your manual should cover for client intake and caregiver onboarding • How to build procedures for EVV, incidents, complaints, records, billing, and discharge • What to ask before buying a policies and procedures manual • How to create your own manual using the Policy → Procedure → Proof method • Why your manual needs to match how your agency actually operates Requirements can vary by state, payer, service type, Medicaid participation, Medicare certification, and accreditation, so always verify the rules that apply specifically to your agency. 👉 Want to make your agency’s day-to-day operations easier? See how GEOH brings caregiver management, smart scheduling, EVV, compliance, documentation, and billing together in one system: https://support.geoh.app/meet