Florida Non-Medical Home Care Agency Policy & Procedure Manual with 52 Forms

Establish the policies, procedures, and documentation your Florida non-medical home care agency needs to operate professionally, consistently, and within its authorized scope of service.

This comprehensive manual provides written operational standards for managing the agency after formation. It is not a step-by-step guide for opening the business. It is the agency’s working policy and procedure system, supported by 52 editable forms used to document daily operations and regulatory responsibilities. 

What the Manual Covers

The manual addresses essential areas of non-medical home care operations, including:

• Agency administration, organizational structure, and management responsibilities
• Florida AHCA registration tracking and regulatory correspondence
• Non-medical services, authorized tasks, and prohibited activities
• Client inquiries, referrals, consultations, intake, assessment, and acceptance
• Service agreements, service planning, scheduling, and caregiver assignments
• Client rights, complaints, privacy, confidentiality, and records management
• Client safety, home-safety reviews, emergency contacts, and risk mitigation
• Transportation services, driver requirements, vehicle documentation, and mileage
• Employee recruitment, applications, employment history, and reference checks
• Background screening, credential verification, and insurance verification
• New-hire orientation, caregiver competency, training, and policy acknowledgment
• Attendance, caregiver callouts, replacement coverage, and service changes
• Daily visit documentation and client expense tracking
• Incident reporting, falls, missing clients, vehicle accidents, and employee injuries
• Abuse, neglect, exploitation, and mandatory-reporting documentation
• Communicable illness reporting and privacy-breach documentation
• Complaint investigations, corrective actions, and quality assurance
• Emergency preparedness, emergency rosters, call trees, drills, and after-action reviews
• Client discharge, service termination, and personnel separation

52 Editable Forms Included

1. Agency Information Sheet
2. Organizational Chart
3. AHCA Registration Tracking Form
4. Regulatory Correspondence Log
5. Client Referral Form
6. Client Intake Form
7. Client Home-Safety Checklist
8. Client Acceptance Decision Form
9. Service Agreement
10. Client Service Plan
11. Authorized-Task Checklist
12. Prohibited-Task Acknowledgment
13. Client Rights Acknowledgment
14. Emergency-Contact Form
15. Transportation Authorization Form
16. Client Discharge Form
17. Employee Application
18. Employment-History Form
19. Reference-Check Form
20. Background-Screening Checklist
21. Credential-Verification Checklist
22. Driver Authorization Form
23. Motor-Vehicle-Record Checklist
24. Insurance-Verification Form
25. New-Hire Orientation Checklist
26. Caregiver Competency Checklist
27. Training Attendance Form
28. Daily Visit Note
29. Caregiver Callout Form
30. Replacement-Coverage Log
31. Change-in-Service Form
32. Incident Report
33. Fall-Response Form
34. Missing-Client Report
35. Vehicle-Accident Report
36. Abuse-Reporting Documentation Form
37. Complaint Form
38. Complaint-Investigation Form
39. Corrective-Action Form
40. Client Property Log
41. Client Expense and Receipt Log
42. Mileage Log
43. Privacy-Breach Report
44. Communicable-Illness Report
45. Employee Injury Report
46. Emergency Call Tree
47. Emergency Client Roster
48. Emergency Drill Record
49. After-Action Review Form
50. Client Discharge/Termination Notice
51. Personnel Separation Checklist
52. Policy Acknowledgment Form

The forms include practical checkboxes, tables, information fields, documentation areas, dates, initials, notes, and signature sections. They are provided in editable, fillable, and printable formats so agencies can add their business information, customize internal requirements, complete forms electronically, or print them for use in client and personnel files.

This package gives Florida non-medical home care agencies one organized system for documenting client services, caregiver management, safety, incidents, complaints, emergencies, transportation, privacy, and routine agency operations.