Non-Medical Home Care Agency – Policies and Procedures – CHAP Verified

Introducing our CHAP Verified Non-Medical Home Care Agency Policies and Procedures Manual, designed to support licensure and regulatory compliance across any U.S. state. We understand the importance of meeting state requirements while maintaining high standards of care in the home care industry. This carefully developed manual aligns with CHAP accreditation standards, helping agencies achieve and sustain compliance, remain audit-ready, and operate with confidence while delivering consistent, high-quality non-medical home care services. 

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Table of Contents

Introduction 
Mission Statement 
Vision Statement 
Our Values 
Statement Of Purpose 
Statement Of Policy 
Document Control & Approvals 

Service Policies [Non-Medical/ Non-Skilled]
Introduction And Compliance
Scope Of Non-Medical Home Care Services
Detailed Service Descriptions
Home Care Attendant Services
Personal Care Services
Homemaking Services
Companion Care
Respite Care
Cultural Awareness And Sensitivity
Health And Safety Compliance
Administrative Policies And Procedures
Billing Practices And Financial Resources
Start Of Care Agreement 
Start Of Care Timeline
Data Collection And Verification Of Services Delivered 
Methods Of Billing For Services 
Client Notification Of Changes In Fees And Charges 
Correction Of Billing Errors And Refund Policy 
Refund Policy 
Collection Of Delinquent Client Accounts
Infection Control
Annual Quality Improvement
Administrative Records
Correction of Documentation
Records
Filing of Records
Security of Records
Informed Consent 
Advance Directives, Including Durable Do Not Resuscitate Orders
Client Care Policies And Procedures
Scope of Service
Client Rights
Client Complaints Policy
Admission And Discharge Policy
Admission Policy
Eligibility Criteria:
Admission Process
Inquiry And Initial Assessment:
Care Planning:
Financial Arrangements:
Client And Caregiver Orientation:
Criteria For Discharge:
Discharge Process:
Coordination Of Care
Supervision Of Care And Services
Qualifications Of Supervisors: 
Responsibilities Of Supervisors: 
Frequency Of Supervision: 
Supervisor Availability: 
Documentation Of Supervision:
Plan For The Provision Of Client Care
Client Assessment 
Strategic Planning Of Home Care 
Coordinating Home Care 
Access To And Review Of Home Care Plans 
Delivering Home Care 
Delivering Person-Centered Home Care 
Emergency And On-Call Services Policy
Client Records, Including Confidentiality
Record Retention, Including Termination Of Services 
Mandated Reporting Of Abuse, Neglect And Exploitation
Communicable And Reportable Diseases
Electronic Monitoring
Respite Care
Individualized Services Plan (Isp)
Medication Management
Behavior Interventions And Support
Approved Variances
Community Participation
Monitoring And Evaluating Quality
Personnel Policies And Procedures
Employment Application And Hiring Policy 
Pre-Recruitment
Job Advertisements 
Short Listing 
Interview 
Questions To Candidates 
Making The Decision 
Informing The Candidates 
Standard Of Conduct 
Employee And Contractor Orientation Policy 
Emergency Preparedness Plan 
Emergency Management Procedures
Human Resources Oversight And Performance Evaluation Policy 
Human Resources Oversight And Review
Physician / Medical Practitioner Involvement Policy 
Rn Supervisor Roles, Authority, And Accountability Policy 
Clinical Communication And Documentation Standards Policy 
Screening Employees For Tb, Alcohol Abuse And Drug Usage  
Verifying Personnel Qualifications 
Criminal Background Check And Drug-Free Workplace 
Background Check 
Tuberculosis (Tb) Screening
Authority, Responsibility, And Qualifications
Duties And Responsibilities
Accurate, Complete And Current Personnel Record
Personnel Files
Contents Of An Employee Personnel File
Personnel Files Maintenance Policies
Retention Of Record
Verification Of Professional Licensing Or Certification And Training Of Employees 
Employee Guidelines 
Human Resources Procedures 
Conditions Of Employment 
Training & Development 
Staff Competency Assessment Process And Frequency
Staff Performance Evaluation (In Compliance With State And Federal Law)
Health Reports, Background Checks, And Other Information
Retention And Confidentiality Of Personnel And Health Records
In-Service Training Policy And Records Of Curriculum
Medication Administration
Behavioral Management
Emergency Preparedness
Employee Performance And Competency Evaluation
Record Keeping In Employee Personnel Records
Job Descriptions
Chief Executive Officer
Client-Care Administrator
Caregiver
Psychologist
Health And Care Deliver
Criteria For Accepting Clients For Services Offered
Obtaining A Plan Of Care Or Service
Compliance Program Policy (Cp)
Compliance Program Structure:
Key Areas Of Performance:
Staff Awareness And Training:

List Of Annexures

Annexure 01: Record Keeping Log
Annexure 02: Record Retrieval Form
Annexure 03: Authorization To Release Information Form
Annexure 04: Employee Checklist
Annexure 05: Acknowledgment
Annexure 06: Staff Training And Development Form
Annexure 07: Active Client Form
Annexure 08: Client Unauthorized Leave Debrief Form
Annexure 09: Continuous Unauthorized Leave
Annexure 10: Annual Summary Log
Annexure 11: Information Breach Form
Annexure 12: Monthly Records Management Review
Annexure 13: Training Form
Annexure 14: Daily Medication Form
Annexure 15: Disruptive Behavior Form
Annexure 16: Staff Fire Safety Drill Form
Annexure 17: Emergency Preparedness Numbers
Annexure 18: Safety Drill Form
Annexure 19: Caretaker Acknowledgement Form
Annexure 20: Parental Consent Form
Annexure 21: Criminal Disclosure Form
Annexure 22: Client Maltreatment Form
Annexure 23: Investigative Form
Annexure 24: Intake Form
Annexure 25: Medication Form
Annexure 26: Inventory Form
Annexure 27: Client Acknowledgment
Annexure 28: Medical And Dental Consent Form
Annexure 29: Medical Refusal Form
Annexure 30: Sign In And Sign Out Log
Annexure 31: Transfer/ Discharge Form
Annexure 32: Start Of Care Agreement