Home Care Agency Business Plan Template

Introducing our comprehensive Personal Home Homes Policies and Procedures package designed specifically for Georgia State Licensure under HFRD and DCH. We understand the critical importance of adhering to state regulations and maintaining the highest standards of care in the home health industry. 

Navigating the rules and regulations for private home care providers in Georgia can be complex. Our package ensures you meet all the requirements for a non-medical home care license in Georgia. Whether you are applying for or maintaining a private home care license in Georgia, our detailed policies and procedures will guide you through every step, ensuring your agency operates legally and efficiently.

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Table of Contents

Introduction 
Statement of Purpose 
Statement of Policy 
Document Control & Approvals 
State Compliances 
1253.1 Personal Care Services 
1253.2: Family-Model Subcontracting Policy and Procedures 
1253.3 Subcontractors that Increase Bed Capacity and Become Permitted as Group Homes 
1253.4 Physical Environment 
1253.5 Hours of Operation 
1253.6 Supervision of Member Care (Family Model) 
1253.7 Clinical Records 
1253.8 Disaster Preparedness and Emergency Procedure 
1253.9 Medications-Monitoring, Assistance, and Storage 
1253.10 Food and Nutritional Requirements 
1253.11 Member Funds
1253.12 Trial Visits, Temporary Absences, Private Rooms, and Facility Closings 
1253.13 Notification of Member Rights 
1253.14: Program Evaluation and Customer Satisfaction 
1254.2 Education and Training of Staff 
1255. Reimbursement Methodology 
Administration and Organization 
Care Provider Services 
Service Plans 
Client Rights, Responsibilities, and Complaints 
Enforcement and Penalties 
Waivers and Variances 
Severability 

Service Criteria 
Policy: 
Admission Criteria 
Discharged/ Termination Criteria 

Pre-Scanning and Discharge Planning 
Policy: 
Procedures: 

Fiscal Accountability (Internal Controls) 
Policy: 
Procedures: 
Framework for Internal Control 
Internal Controls 
Petty Cash/Funds Control 
Purchasing Controls 
Purchasing Review 

Policy on Funds of Individuals Receiving Services 
Policy: 
Procedures: 

Physical Plant Health and Safety Standards 
Policy: 
Procedures: 

Criminal Background Check and Drug-Free Workplace 
Policy: 
Procedures: 
Drug-Free and Non-Smoking Policies 
Employee Verification 
Background Check 
Recruitment 

Job Descriptions
Chief Executive Officer 
Care Manager 
Caregiver 
Resident Assistant 
Therapist 
Psychologist 

Employee Training and Development 
Policy: 
Procedures: 
Medication Administration 
Behavioral Management 
Emergency Preparedness 
Record Keeping in Employee Personnel Records 

Employee Notification of Policy Changes 
Policy: 
Procedures: 

Employee or Contractor Performance Evaluation 
Policy: 
Procedures: 
What is good performance? 
Periodical reviews 
Rewards 
Training 
Frequent communication 
Managers’ responsibilities 

Grievance Policy 
Policy: 
Procedures: 
Grievance Handling 
Filing Complaints 

Risk Management 
Policy: 
Procedures: 
Designated Risk Management Specialist 
Intervention for The Agitated or Dangerous Resident 
Personal Injury and Illness Prevention Plan 
Preventing Missing residents Incidents 
Raising the Alarm 
Risk of Property Damage 
Procedure for Searching Missing/Loss Residents 
Records and Documentation 

Emergency Preparedness and Response Plan 
Policy: 
Procedures: 
Emergency Preparedness Plan 
Emergency Plan 
Emergency Preparedness 
Responsibilities of the Management 
Risk Management 
Emergency Management Procedures 
Obtains Written Authorization to seek Emergency Treatment 
Record Keeping in Employee Personnel Records 
Emergency Communications 

Access to Telephone in Emergencies 
Policy: 
Procedures: 

Staffing Plan 
Policy: 
Procedures: 
Types of Services Provided and Service Descriptions 
Daily Staffing 
Adjustments in Staffing 
Floating 

Nutrition Policy 
Policy: 
Procedures: 
Nutrition Plan 
Practical advice on maintaining a healthy diet 
    Fruit and vegetables 
    Fats 
    Salt, sodium and potassium 
    Sugars 

Monitoring and Evaluating Quality 
Policy: 
Procedures: 

Screening Admission and Referrals 
Policy: 
Procedures: 

Individualized Services Plan (ISP) 
Policy: 
Procedures: 

Orientation 
Policy: 
Procedures: 

Transition of Individuals among Services 
Policy: 
Procedures: 

Crisis or Emergency Interventions
Policy:
Definitions and Procedures:
Crisis intervention
Designated Person
Crisis Receiving and Stabilization Services
Minimum Expectations to Operate a Crisis Receiving and Stabilization Service
Documenting Crisis Intervention and Clinical Emergency Services

Healthcare Policy 
Policy: 
Procedures: 
Medical Necessity 
Individual Services Plan 
Medical Care and Identification for Treatment 
Patient Identification Policy 

Physical Examination 
Policy: 
Procedures: 

Medical Equipment 
Policy: 
Procedures: 

Medication Management 
Policy: 
Procedures: 

Behavior Interventions and Support 
Policy 
Procedures: 
Procedural Requirements for Behavior Interventions 
Positive Behavior Support Strategies Include 
Manipulation of Rewards
Consent 
Planning for Behavior Supports 
Functional Assessment
Monitoring On-going Progress 

Record Management Policy 
Policy: 
Procedures: 
Storage, processing, and handling of active and closed records 
Storage, processing and handling of electronic record
Strategies for service continuity and record recovery 
Designation of person responsible for records management 
Disposition of records 
Record management policy will comply with state and federal regulations including: 

Documentation Policy 
Policy: 
Procedure: 
Legibility 
Patient Identification 
Time Documentation 
Record Procedures 
Correction of documentation 
Physician Orders 
Documentation 
Filing of Records 
Security of Records/Documents 

Review Process for Records 
Policy: 
Procedure: 

Case Management Choice 
Policy: 
Procedure: 
Process of Changing a Case Manager 

List of Forms/Annexures: 
Annexure 01: Financial Information Form – Expenditure and Disbursement of Client Funds 
Annexure 02: Staff Orientation Form for Employees, Contractors, Volunteers and Students 
Annexure 03: Staff Training and Development Form 
Annexure 04: Performance Evaluation Form 
Annexure 05: Grievance Procedure Form 
Annexure 06: Facility Inspection Checklist Form 
Annexure 07: Fire Safety Drill Form 
Annexure 08: Emergency Preparedness Numbers
Annexure 09: Daily Schedule of Services 
Annexure 10: Daily Nutrition Monitoring Form 
Annexure 11: Client Screening Form 
Annexure 12: Initial Assessment Form 
Annexure 13: Comprehensive Assessment Form 
Annexure 14: ISP Requirements Form 
Annexure 15: Reassessments and ISP Quarterly Review Form 
Annexure 16: Sample Daily Progress Notes 
Annexure 17: Client Orientation Form 
Annexure 18: Transfer Form 
Annexure 19: Discharge Form 
Annexure 20: Crisis Intervention and Emergency Services 
Annexure 21: Fall Assessment Form 
Annexure 22: Client Physical Examination Form 
Annexure 23: Emergency (ER) Medical Information Form 
Annexure 24: Monitoring, Behavior Intervention & Supports Form 
Annexure 25: Abuse/ Neglect Reporting Form 
Annexure 26: Seclusion and/ or Restraint Documentation Form 
Annexure 27: Client Face Sheet Form 
Annexure 28: Individual’s Service Record Form 
Annexure 29: Therapies – Individual/ Group Form 
Annexure 30: Release of Information Form 
Annexure 31: Record Review Form