For home care & home health agencies
The employee handbook state surveyors pull from your personnel files
In states like Texas, home care rules literally require a signed statement that each employee read and understood your policies — in the personnel file, produced on request. Generate the handbook and acknowledgments that satisfy it, with the caregiver policies template handbooks never include.
Free to create and preview — $199/year to download and share, 2 updates included.
Why a generic handbook fails a home care survey
Your caregivers work alone, inside clients' homes, around money, medications, and vulnerable adults. The policies that protect your agency — adult-protective reporting with your state's hotline, financial-exploitation boundaries, EVV and visit-note integrity, background-registry disclosure duties, the never-perform-an-unapproved-task rule — simply don't exist in generic templates. Surveyors know it, and so do plaintiffs' lawyers.
Nine home-care-specific policy modules, generated alongside your complete multi-state handbook:
Client Rights, and Reporting Abuse, Neglect & Exploitation
Client-rights duties plus adult-protective reporting — personal criminal liability in most states, and the top APS category (financial exploitation) named explicitly.
Background Checks, Registry Checks & Duty to Disclose
Clearance before client contact, misconduct-registry screening, conditional-work rules while pending, and immediate arrest/registry self-disclosure.
Required Training & Staying Qualified
Pre-assignment orientation, annual in-service hours, and the never-perform-a-failed-task rule — the single best liability sentence in home care.
Health Screening & Tuberculosis (TB) Testing
Health screening and TB testing on the state's cadence — four different regimes across CA/TX/FL/NY, so the body defers to the state supplement.
Visit Notes, Time Records & Electronic Visit Verification (EVV)
Same-day documentation and EVV integrity — a false visit record is program fraud with personal criminal exposure, stated plainly.
Client Privacy & Confidentiality
In-home privacy duties the generic confidentiality policy never covers — and the social-media rule that prevents the industry's #1 breach.
Professional Boundaries, Gifts & Client Money
The financial-exploitation prevention module — misappropriation findings put caregivers on misconduct registries permanently.
Transporting Clients
Client transport rules — a top incident and claims source that most small agencies have no written rule for.
Infection Control & Standard Precautions
Standard precautions in the home setting, hepatitis B vaccination offer, and exposure response under OSHA's bloodborne standard.
Plus the full multi-state employment handbook: 51 jurisdictions of sick leave, final pay, breaks, leave, and required policies — statute-cited.
Common questions
Does it cover EVV and Medicaid documentation rules?
Yes — the documentation module covers same-day visit notes, EVV clock-in/out integrity, and states plainly what a falsified record means: program fraud with personal criminal exposure, not a paperwork mistake. It's the strongest fraud-prevention page an agency can put in front of every caregiver.
Are caregivers mandated abuse reporters?
In most states, yes — personally, with hotlines and deadlines that vary. Your handbook's state supplement states the exact duty for each state you operate in (including the states where the duty is the agency's rather than the individual's, which template handbooks routinely get wrong).
Does it work for both private-pay home care and Medicare-certified home health?
Yes — the modules are written for both segments, with the Medicare Conditions of Participation and HIPAA obligations reflected where they apply.
HandbookHQ
$199/year
Complete handbook + industry modules + state supplements + acknowledgments + 2 updates a year. Free to create and preview.
Start with the free checkHandbookHQ is not a law firm and does not provide legal advice. Industry modules are drafted against published licensing rules and statutes (citations included) and are pending attorney review; consult a licensed attorney about your specific situation.