Non-medical home care agency kits

Open your home care agency with the paperwork done

Editable policies, forms, handbook, HIPAA pack, business plan and the spreadsheets to run your agency. State editions for 11 states. Instant download in Word, PDF, Excel and Google Sheets.

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Home Care Agency Start-Up Kit
Pages from the Free Home Care Agency Start-Up Checklist
Free download

Free Home Care Agency Start-Up Checklist

Every step from idea to first client, the 10 questions to ask your state licensing agency, and a start-up cost worksheet.

  • 10 questions to ask your state licensing agency
  • 12-step launch checklist from LLC to first client
  • Insurance, hiring and payer checklists
  • Start-up cost worksheet
  • Editable Word file + PDF

The complete start-up kit

Everything below in one download, about 330 pages plus two spreadsheets.

BundleHome Care Agency Start-Up Kit

Home Care Agency Start-Up Kit

Open your non-medical home care agency with a complete, editable set of policies, forms, a handbook and the spreadsheets to run it. About 330 pages of documents plus 2 working spreadsheets.

State start-up kits

The complete kit plus a supplement written against your state's own licensing rules.

Texas Home Care Agency Start-Up Kit

Texas Home Care Agency Start-Up Kit

The complete Home Care Agency Start-Up Kit plus a Texas State Supplement written against Texas's own rules: HCSSA license, Personal Assistance Services category, 26 TAC Chapter 558 (HHSC).

California Home Care Agency Start-Up Kit

California Home Care Agency Start-Up Kit

The complete Home Care Agency Start-Up Kit plus a California State Supplement written against California's own rules: Home Care Organization license under the Home Care Services Consumer Protection Act, Health & Safety Code 1796.10 and following (CDSS), Home Care Aide Registry.

Florida Home Care Agency Start-Up Kit

Florida Home Care Agency Start-Up Kit

The complete Home Care Agency Start-Up Kit plus a Florida State Supplement written against Florida's own rules: AHCA homemaker & companion registration (s. 400.509, F.S.) vs home health agency and nurse registry licenses, Level 2 screening.

Georgia Home Care Agency Start-Up Kit

Georgia Home Care Agency Start-Up Kit

The complete Home Care Agency Start-Up Kit plus a Georgia State Supplement written against Georgia's own rules: Private Home Care Provider license, Rules 111-8-65 (DCH Healthcare Facility Regulation).

North Carolina Home Care Agency Start-Up Kit

North Carolina Home Care Agency Start-Up Kit

The complete Home Care Agency Start-Up Kit plus a North Carolina State Supplement written against North Carolina's own rules: Home care agency license including in-home aide services, 10A NCAC 13J (DHSR).

Pennsylvania Home Care Agency Start-Up Kit

Pennsylvania Home Care Agency Start-Up Kit

The complete Home Care Agency Start-Up Kit plus a Pennsylvania State Supplement written against Pennsylvania's own rules: Home care agency and home care registry license, 28 Pa. Code Chapter 611 (Department of Health).

Illinois Home Care Agency Start-Up Kit

Illinois Home Care Agency Start-Up Kit

The complete Home Care Agency Start-Up Kit plus a Illinois State Supplement written against Illinois's own rules: Home Services Agency license, 77 Ill. Adm. Code Part 245 (IDPH), Health Care Worker Registry.

Virginia Home Care Agency Start-Up Kit

Virginia Home Care Agency Start-Up Kit

The complete Home Care Agency Start-Up Kit plus a Virginia State Supplement written against Virginia's own rules: Home care organization license, 12VAC5-381 (VDH Office of Licensure and Certification).

New Jersey Home Care Agency Start-Up Kit

New Jersey Home Care Agency Start-Up Kit

The complete Home Care Agency Start-Up Kit plus a New Jersey State Supplement written against New Jersey's own rules: Health Care Service Firm registration (Division of Consumer Affairs, N.J.A.C. 13:45B), certified homemaker-home health aides.

Washington Home Care Agency Start-Up Kit

Washington Home Care Agency Start-Up Kit

The complete Home Care Agency Start-Up Kit plus a Washington State Supplement written against Washington's own rules: In-home services agency license, home care services category, chapter 246-335 WAC (DOH), home care aide certification.

Ohio Home Care Agency Start-Up Kit

Ohio Home Care Agency Start-Up Kit

The complete Home Care Agency Start-Up Kit plus an Ohio State Supplement written against Ohio's own rules: Nonmedical home health services license, Ohio Revised Code Chapter 3740 and Ohio Adm. Code 3701-60 (Ohio Department of Health), ODA PASSPORT provider certification (OAC 173-39).

Individual documents & spreadsheets

Need just one piece? Every document is editable in Word or Google Docs.

Policy & Procedure Manual

Policy & Procedure Manual

A complete, editable policy and procedure manual for non-medical home care agencies: 70 policies in 81 pages, each with a policy statement, purpose, step-by-step procedure, documentation and related forms.

Client Intake, Assessment & Care Plan Forms

Client Intake, Assessment & Care Plan Forms

20 editable client forms for non-medical home care agencies, from the first phone call to discharge (59 pages, Word + PDF).

Caregiver Hiring & Onboarding Packet

Caregiver Hiring & Onboarding Packet

25 editable HR forms to recruit, screen, hire and train caregivers for a home care agency (52 pages, Word + PDF).

Incident, Complaint & Quality Forms

Incident, Complaint & Quality Forms

15 editable incident, complaint and quality forms for home care agencies (37 pages, Word + PDF).

Caregiver Employee Handbook

Caregiver Employee Handbook

An editable employee handbook written for caregivers at non-medical home care agencies (36 pages, Word + PDF).

HIPAA Privacy & Security Policy Pack

HIPAA Privacy & Security Policy Pack

HIPAA privacy and security policies, forms and templates for home care and small health businesses (48 pages, Word + PDF).

Business Plan & Financial Model

Business Plan & Financial Model

Plan and fund your home care agency: a fill-in business plan with guidance (24 pages, Word + PDF) and a financial model spreadsheet (Excel + Google Sheets).

Agency Manager Spreadsheet

Agency Manager Spreadsheet

Run your home care agency in one spreadsheet: clients, caregivers, visits, payroll hours, invoices and compliance alerts (Excel + Google Sheets, SAMPLE + BLANK).

Free Home Care Agency Start-Up Checklist

Every step from idea to first client, the 10 questions to ask your state licensing agency, and a start-up cost worksheet.