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State Approval 2026

Personal Services Agency - Policies and Procedures - Indiana State Licensure

Personal Services Agency - Policies and Procedures - Indiana State Licensure

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Introducing our Personal Services Agency Policies and Procedures package designed specifically for Indiana State Licensure. We understand the critical importance of adhering to state regulations and maintaining the highest standards of care in the home health industry. Our meticulously crafted set of policies and procedures is your key to achieving and sustaining compliance while delivering exceptional healthcare services.

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Table of Contents

Introduction    
Vision    
Mission
Core Values    
Document Control    
Statement of Policy    
Unstable Health Conditions Policy    
Personal Services Agency Manager Responsibilities and Availability Policy    
Service Plan Policy    
Client Satisfaction Review Policy    
Client Rights Statement    
Complaint Investigation Policy    
Telephone Contact and 24-Hour Availability Policy    
Tuberculosis test Policy    
Evaluation and Training Policy    
Compliance documentation Policy    
Evaluation and Training Competency Requirements    
Observation Skills Assessment Policy    
PSA Attendant Care Written Competency Test Policy    
Hours of Operation and Emergency Contact Access Policy    
Admission and Intake Process Policy    
Service Termination and Discharge Policy    
Documentation of Services Provided Policy    
Emergency Preparedness and Response Policy    
Incident Reporting and Follow-Up Policy    
Confidentiality and Client Privacy    
Employee Code of Conduct and Professional Standards    
Hiring and Background Checks Policy    
Staff Supervision and Field Visits Policy    
Ongoing Training and In-Service Requirements    
Client Grievance and Appeals Policy    
Workplace Safety and Injury Prevention Policy    
Transportation and Escort Services Policy

Forms


Client Intake and Enrollment Form    
Client Service Plan Form
Client Rights Acknowledgment Form    
Client Satisfaction Review Form
Client Complaint and Grievance Investigation Form    
Client Discharge/Service Termination Form
Client Incident Report Form
Emergency Contact and Medical Information Sheet
Employment Application Form
Background Check Authorization Form
Tuberculosis Test Verification Form    
Employee Confidentiality Agreement    
Employee Code of Conduct Acknowledgment Form    
Employee Competency Evaluation Form
PSA Attendant Care Written Competency Test Form    
Observation Skills Assessment Form    
Employee Incident/Injury Report Form
Training and In-Service Attendance Log    
Daily Visit Record Form / Documentation of Services Provided Form    
Field Supervision Visit Form    
Service Plan Form    
Service Plan Revision Request Form    

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