2022 Home Health Care Agency Policies and Procedures Manual

150 + Policies and Procedures

Templates, Forms, etc.!

Don’t spend your time reinventing the wheel – ALL THE WORK HAS BEEN DONE FOR YOU!
All the policies you need on DAY ONE.
From Patient Rights to Job Offers to Patient Tracking Logs and everything in between.
Proven forms that are customized with your Agency information PLUS your logo – all included for FREE!
hha binder cover

Your home health care agency needs manual that is easy to read, understand and follow.

This home healthcare agency policy manual is designed to help you make quicker decisions while complying with all licensing guidelines, increasing productivity, reducing liability, improving employee retention and providing employees with a reference source.

The importance of a Policies and Procedures Manual

  • reflect your agency’s values, mission, and vision
  • help promote quality improvement and aid in risk management
  • may be required for legal, licensing, certification and/or accreditation purposes
  • act as a communication and teaching tool
  • provide consistent direction and guidance and to allow staff to perform their activities and tasks with consistency and efficiency
  • help to orient new staff, employees and contract workers about their purpose, job standards and expectations.
  • help avoid conflict and the potential for misunderstanding

All of these Policies and Procedures are pre-written/produced saving you lots of time, effort and money!

Easy to add additional policies and/or delete ones you don’t need. Each policy or procedure is a separate document.

Don’t be scrambling on day one.

Have the answers to key questions in order to focus on operating your agency and making money!

For example:

  • We need to hire a home health aide; do we have a job description?
    • We need to outline her responsibilities.
  • We just discharged a client; was there a procedure for that?
    • I think we just broke the law.
  • Field staff are dressing sloppy; what does the dress code say?
    • What? There is no dress code?
  • An aide was exposed to blood; should this be documented?
    • Can we be sued if she gets sick?
  • Can we change our plan of care from what the physician ordered?
    • How do we let the family know about this?

What’s Included?

We want to make this super easy and convenient for you – we know your time is very valuable.

Policies and Procedures

More than 100 forms, templates and job descriptions you can use running and building your agency – we’ve done all the heavy lifting.


Add your full color logo along with agency name, address and other key contact information – FREE. This is YOUR brand!

Download and print

Download and begin using your new Manual – we’ll even ship the electronic version to you on a thumbdrive – and that’s FREE, too!

Get Your Customized Manual!

Your new Policies and Procedures Manual is the map to your day-to-day operations, ensuring compliance.

It provides guidance for decision making while remaining flexible enough to make adjustments as needed.

The end result?

Your home health agency will provide better quality care, a safer and compliant workplace. This means you can grow your business without the danger of being shut down or fined for not meeting government standards!

See a Sample of the Policies

We have not opened our agency yet. Does it make sense to get this now?

Yes. This will be part of your overall planning of the operation of the agency.

Before you take your first patient you will need such forms as Admission Process, Patient Rights and Responsibilities, and many more. You may not be able to start your agency in without most of these forms and templates.

Our agency opened years ago, and we already have policies. How is this different?

All of our Policies and Procedures have been newly updated in 2021; there have been many changes in rules and regulation just in the past couple of years. Our included forms and templates can be “dropped” into your existing manual where necessary.

If you are just starting out and/or want to improve your existing operations Policies and Procedures Manual will prove to be a very valuable resource. It contains important policies and procedures which provide the framework that defines your agency’s operating principles and processes.

We are very big agency with many locations and offices? Is this right for us?

Our Policies and Procedures are designed for smaller agencies that are in the planning phase or are up and running a smaller operation. Many owner/operators just beginning will find these of greater benefit.

Can these Policies and Procedures be edited and changed?

Yes. Each document is in the format of either Microsoft Word or Microsoft Excel making it very easy to make any changes you’d like. The Manual can be easily edited by tweaking, deleting, or adding new policies to conform and comply with any state requirements.

Can our company information be placed in the Policies and Procedures?

Yes! Below are the most common areas of customization to help complete your documents.
• [Agency] Name and Address
• Phone and Fax Numbers
• Company email address

Can our agency logo be inserted?

Yes! Your logo is placed in full color on these highly visible documents that clients, physicians, and family are most likely to come in contact with.

We don’t have a logo for our agency. How will these forms be customized without it?

That’s our #1 question! Order your Policies and Procedure Manual now and then we can update later if/when you want to add your logo – all FREE of charge. Same concept applies to agency name, address, etc.

What are the steps to ordering my Manual?

After your order is placed, you will receive a confirmation within moments.

You will then be re-directed to a page allowing you to enter any custom agency information such as name, address, etc. You can also provide your logo – if you have one!

How long does it take to receive my order?

Considering the more than one hundred files and hundreds of pages, we fulfill 9 out of 10 orders within 4-5 business days of receiving all the necessary information (e.g. logo, agency name, address, etc.).

It sounds like lots of files! How will I receive them?

You will receive one (1) file that has all the files contained in it. One simple click opens this file and copies all the documents exactly where you want them. It’s super easy and simple instructions are included. Only the USB drive will be shipped.

hha procedure usb

New! We are now including all your customized documents on a USB drive at no additional charge!

We will ship this to you absolutely FREE via first class mail – all included in your order.

Is there a printed / hardcopy of the Manual available?

No, a downloadable version PLUS the USB drive is available which saves valuable time and money.

New for 2021! We are now including all your customized documents on a USB drive at no additional charge!

We will ship this to you absolutely FREE via first class mail – all included in your order.

hha procedure usb
Can I print the documents?

Yes. You can print as many copies as you need for your agency.

About Us

Kevin Ortega

We have partnered with Kevin who has helped dozens of home health agencies in with their written procedures. Not only an accomplished technical writer, Kevin has advised and supported agencies for almost 20 years.

“These Policies will save you hundreds of hours of work and aggravation. We’ve done the work so you don’t have to – FOCUS ON YOUR AGENCY!”



Are you tired of getting nickeled and dimed? Do you want to spend less time on paperwork, not more?
Get the best value when it comes to Home Health Agency Policies and Procedures. We offer a wide variety of forms that are personalized (FREE) for your unique needs! With 150+ templates in our online store, we have what any agency could need at one low price of $189.95 for everything!

It’s tough to keep track of all the paperwork that goes along with running a healthcare agency.
The last thing you need is another stack of forms and papers to fill out, but it seems like every day there are new requirements from your state or federal government.

Get an organized system in place so you can focus on what matters most – caring for your clients! With Forms & Templates for Home Health Agencies, you’ll get more than 150 customizable policies and procedures that have been proven by thousands of other home health agencies just like yours.

These are digital download/online products, no physical printed versions will be supplied upon purchase other than the USB drive. The HHA pin will be shipped first class priority mail. The use of books, manuals, and electronic media as images is solely used for the purposes of marketing the materials.

How To Become a Home Health Aide (HHA)