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DIY Home Care Agency Policies & Procedures Kit

Developing comprehensive policies and procedures is crucial for the effective organization and administration of an in-home care agency. It ensures that all aspects of service delivery, client care, personnel management, health and safety, financial management, and quality and risk management are clearly defined and followed.


At HOME CARE RESOURCE, we offer customizable policies and procedures on our website at, covering all aspects of in-home care operations. Here is an overview of key areas to consider when developing policies and procedures:

1. Organization and Administration:

  • Policies on the agency's mission, values, and organizational structure.
  • Procedures for governance, decision-making, and organizational communication.

2. Scope of Services:

  • Policies defining the types of services offered by the agency.
  • Procedures for assessing client needs, developing care plans, and determining service eligibility.

3. Service Delivery and Client Care:

  • Policies outlining the agency's approach to providing high-quality care and meeting client needs.
  • Procedures for client assessment, care planning, coordination of services, and monitoring client progress.

4. Personnel:

  • Policies related to the recruitment, selection, and hiring of qualified staff.
  • Procedures for staff orientation, training, supervision, and performance evaluation.

5. Health and Safety:

  • Policies promoting a safe and healthy environment for both clients and staff.
  • Procedures for infection control, medication management, emergency preparedness, and risk assessment.

6. Financial Management:

  • Policies on billing procedures, fee schedules, and financial record-keeping.
  • Procedures for managing client accounts, handling financial transactions, and budgeting.

7. Quality and Risk Management:

  • Policies focusing on quality assurance, continuous improvement, and client satisfaction.
  • Procedures for monitoring and evaluating the quality of care, addressing complaints, and managing risks.


Developing policies and procedures tailored to the specific needs and regulations of your in-home care agency is essential. At HOME CARE RESOURCE, our customizable policies and procedures can serve as a valuable resource to help you establish a solid foundation for your operations. 

DIY Home Care Agency Policies & Procedures Kit

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