New
Directions™ Policies and Procedures
Manual
for Private Duty Non-Medical Home Care Companies
Starting-up or Re-defining Your Business Procedures
Available
exclusively at Leading Home Care
Need a set of policies and procedures to start or grow your
non-medical private duty home care business? Need a template to update
your policies, procedures, employee handbook, client charts, intake
forms, employment application, and employee orientation? Everything you
need is here in one single manual. This jumbo binder contains all of the
information you need to start and grow your private duty home care
business. This is the same set of binders used in our
New Directions Business
Process™.
This manual contains over 100 private duty specific forms,
policies, and procedures including:
- Administration and Office Management (11 items)
- Documentation and Record Keeping (19 items)
- In-Service Education (3 items)
- Finance (6 items)
- Legal Issues (6 items)
- Human Resources (39 items)
- Marketing (7 items)
- Quality Assurance and Risk Management (8 items)
It's your entire non-medical and private pay home care business in
one binder. Whether you are just starting out, or re-defining your
procedures, you will see savings well in excess of the $1495.00 purchase
price in a very short time.
FREE BONUS #1, each manual includes a CD-ROM with every form
and file ready to customize for your business.
Read through the contents of this manual below and you will find
that the amount of time that you will save by having everything you
need all in one place, is well worth the purchase price of $1,495.00
Order your New Directions Policies and Procedures Manual today by
credit card, or Call 1-888-668-9333 if you have any questions or would
like to order over the phone.
New Directions™
Policies and Procedures Manual
Overview of Contents
This large manual includes all the information needed to
manage a private duty/private pay homecare and staffing agency in an
easy-to-use 3-ring format. The following overviews describe the contents
of each chapter.
Administration & Office Management
The information included in the Administration and Office Management
chapter is used to establish the foundation for operational control and
management of the agency. The administrator is responsible for the
planning process and the on-going management of the agency. The office
staff is responsible for the efficient control and continuous update of
the scheduling process, and monitoring the time and cost of providing
care for each client.
- Forms, Policies & Procedures included:
- Organizational Charts
- Sample Vision Statements
- Business Plan Outline
- Business Process Chart
- Business Process Outline
- Staff Meeting Agenda
- Task Sheet (Reminder of Things-To-Do)
- Office Staff Expense Record
- On-Call Report
- Client Monthly Calendar
- Employee Schedule Calendar
Documentation & Record Keeping
The forms in the Documentation and Record Keeping chapter are
designed to record and monitor a client's individualized care. The
record begins when care is requested and continues until the client is
discharged. The forms are used to establish, monitor, record and modify
the client's care as needed, throughout the time the client receives
care or service from the agency.
- Forms, Policies & Procedures included:
- Request for Service
- Client Assessment
- Client Care Plan - Nursing
- Client Care Plan - Home Health Aide
- Client Care Plan - Homemaker/Companion
- Changes to Care Plan
- Client Care Record - Nursing
- Client Care Record - Home Health Aide
- Client Care Record - Homemaker/Companion
- Client Care Record - Instructions
- Observation Guidelines for Home Care Employees
- Supervisory Clinical Nursing Note
- Communication Sheet
- Physician Plan of Treatment / Physician Notification
- Physician's Interim Orders
- Kardex for Physician's Orders
- Standing Order, Adult Routine
- Letter to Physician Requesting Standing Order
- Diabetic Flow Sheet
Education
The information included in the Education chapter is used to enhance
the educational programs that can be used to continually educate the
agency's employees:
Forms, Policies & Procedures included:
- In-Service Education Topics for Training Programs
- Program Evaluation
- Tips for Listening
Finance
The information in the Finance chapter is used to guide and control
the financial operations of the agency. The assorted data gives guidance
to business planning and management.
Forms, Policies & Procedures included:
- Billing Rates, Calculating
- Billing Rates, Establishing
- Collection Letters for Overdue Accounts
- Expense Record, Office Staff
- Start-up Expenses Worksheet
- Tax Filing Requirements - Federal
Legal Issues
The agreements included in the Legal Issues chapter are designed
define the services and responsibilities of the agency and the
responsibilities of those who are a party to the agreements. The
documents also establish and protect the clients' rights during the time
that they receive care or service.
- Forms, Policies & Procedure included:
- Advance Directive for Health Care
- Abuse and/or Neglect Evaluation
- Client Bill of Rights
- Service Agreement (Between agency and client)
- Agreement, Home Care Staffing (Supplemental staffing between
agencies)
- Agreement, Private Duty Services in Long Term Care Facilities
Human Resources
The forms included in the Human Resources chapter are used to assure
competent staff to meet the needs of the clients served by the agency.
Staff competence is evaluated at the time of hiring and maintained by
one-on-one instruction by qualified personnel for specific knowledge or
skills when necessary. The agency also provides staff self-development
and learning through in-service educational opportunities covered in the
Education chapter. The agency must have a sufficient number of qualified
staff to meet the needs of our clients.
- Forms, Policies & Procedures included:
- New Employee Application Outline
- Employment Application
- Interview Questions
- Reference Request, Confidential
- Assessment Skills/Competency Evaluation - HHA/NA
- Assessment Test - HHA
- Assessment Test Answer Sheet - HHA
- Assessment Test - HHA - Correct Answers
- Availability Form
- Orientation Outline, New Employee
- Orientation Checklist
- W-4 (sample)
- I-9 (sample)
- Criminal Record Check (sample)
- Child Abuse History Clearance
- Health Statement
- Hepatitis Vaccine Consent Form
- Advance Directive Choice Form
- Agreement to Standards
- Infection Control Guidelines - signed
- Appeal Process - Employee
- License Verification - Nursing
- Job Description - Account/Payroll Manager
- Job Description - Administrator
- Job Description - Client Service Representative
- Job Description - Director of Nursing
- Job Description - Human Resources Manager
- Job Description - Marketing Director
- Job Description - "On-Call" Coordinator
- Job Description - Operations Manager
- Job Description - RN (field staff)
- Job Description - LPN/LVN (field staff)
- Job Description - Certified HHA
- Job Description - Homemaker/Companion
- Performance Review Questionnaire
- Performance Evaluations - Corresponding to each position
- Performance Evaluations - Field Staff
- Mileage Report
- Time Slip
Marketing
The information in the Marketing chapter guides the marketing and
advertising of the agency's services.
Forms, Policies & Procedures included:
- Competitor's Profile
- Marketing / Advertising Tips
- Marketing Plan
- Marketing Sales Report
- New Service Introduction - Sample letter #1
- New Service Introduction - Sample letter #2
- Brochure - Sample
Quality Assurance & Risk Management
The forms included in the Quality Assurance & Risk Management chapter
assist the agency to evaluate and monitor its own performance and
control disease and injury risks. Using the survey results, the agency
can create new policies, design new programs and set performance
standards. The infection control guidelines are based on criteria
published by the Centers for Disease Control and Prevention, and are
designed to prevent disease and infection. However, if a client or an
employee develops an infection, the agency can monitor the condition.
Employee incidents can be monitored to investigate and correct
problems quickly and to improve employee performance.
- Forms, Policies & Procedures included:
- Client Satisfaction Survey
- Evaluation, Staff Relief Employee
- Incident / Counseling Report
- Infection Control Guidelines - Employee's Acknowledgement
- Infection Control Guidelines - Client's Chart
- Infection Control: Surveillance - Identification - Control
- Injury Report, Employee
- Tracking Report
Thanks again for your interest in the most complete
non-medical and private duty home care policies and procedures manual
available today. If you have any other questions, or would like to
order, call the Experts at Leading Home Care at 1-888-668-9333.
Follow the links below to more of our excellent management resources
in the bookstore.
If you have questions about purchasing any of our
bookstore materials please call our office at our toll free number
1-888-668-9333.
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