Select Page

Home Care Services Providers Need Health Care Policies and Procedures

Home care services assist individuals in need of help with personal care or health care needs. The elderly and chronically ill are the most common users of home care. In order to ensure home care providers fulfill their duties, a home care agency must have comprehensive written home care policies and procedures. Professional care providers may assist with daily activities like dressing and bathing, managing tasks around the house, rehabilitative activities, and nursing care for an illness, disease, or disability. Although home care providers must be well-prepared when assisting the client in the home with limited medical equipment, documented policies and procedures can help greatly with their tasks. 

For instance, if a non-medical home care provider needs to get emergency medical attention for a client, there must be procedures in place for the provider to follow to ensure the safety of their workers and client. Home care policies and procedures provide guidelines for situations where a care provider may need to call a doctor or ambulance. This includes occupational safety, vaccination policies, and remaining compliant with state and federal laws. Making sure that care providers are adequately aware of and have access to written policies and procedures is fundamental to creating a safe environment for the patient and care provider. 

Home care policies and procedures can be extensive, especially for home health care providers. Therefore, it is crucial that this type of documentation is comprehensive and well documented so that care providers are able to understand all the steps and procedures needed to maintain the safety of their clients. Technical writers are a valuable asset in this undertaking. They have the expertise and skills needed to produce this kind of documentation.

Home care policies and procedures give instructions to help home health care providers care for their clients.

Establishing Home Care Policies and Procedures 

For agencies that provide home care services, it is fundamental that they clearly outline the policies and procedures regarding home care in order to set guidelines for care providers. This includes policies and procedures about: 

  • Establishing service agreements with a client
  • Maintenance and security of client records
  • Reporting complaints
  • Reporting client progress
  • Handling emergencies  
  • Discharge criteria

Importance of Home Care Policies and Procedures

Developing home care policies and procedures is essential in clearly defining each care provider’s responsibilities, especially in regard to caring for the client and creating a safe environment for themselves and said client. This documentation helps home care providers understand their requirements for rendering home care services, while also making sure they are compliant with federal regulations. Ensuring that your agency’s policies and procedures are thorough, understandable, and compliant with regulations is of utmost importance to the success of the agency. Hiring a technical writer to develop this documentation can help immensely in creating well-written and researched documentation, especially regarding federal and state regulations.

Free Men having Conversation Stock Photo

Compliance and Home Health Agencies 

Establishing well-documented home care policies and procedures, as previously mentioned, is meant to provide for the safety of the patient while also assuring that a home care provider is compliant with their state’s laws.

One example of this can be found in California, where the Home Care Services Bureau, under the Department of Social Services, oversees home care organizations via processing applications, responding to complaints, and conducting unannounced visits to ensure compliance. In addition, in 2016, California passed the Home Care Services Consumer Protection Act, which requires home care organizations to be licensed, and creates a public online registry for home care aides who have been background checked to ensure the protection and safety of the elderly and disabled.  Established laws also protect against negligence when hiring private home care aides.

Additionally, every state that requires a home health license application also requires an inspection, and in some cases, the performance of an assessment before issuing a license. Depending on the state, inspections will occur on a one-year, two-year, or three-year basis. During inspections, state surveyors review a home health agency’s plan of care and check for areas in which an agency is not in compliance with federal regulations. If they find deficiencies, the agency must provide a plan of correction. For this reason, an agency must have comprehensive written home care policies and procedures to comply with federal regulations. 

How EDC Can Help

Adequately developed home care policies and procedures must include the type of service expected. This documentation also helps an agency follow state and federal regulations to avoid issues with license applications. However, given the constantly changing landscape of federal home health care regulations, it can be challenging to maintain policy and procedure documentation.

Free stock photo of adult, anxiety, banking Stock Photo

EDC’s technical writers can help develop and maintain excellent documentation of home care policies and procedures. This includes assisting an agency in creating a knowledgeable and compliant workforce. Our technical writers have produced technical documentation for various industries, including software companies and biomedical firms, and have a great deal of knowledge of the healthcare industry. They have the technical expertise and writing skills necessary to create the kind of technical documentation needed in the home health industry. 

Essential Data’s Engagement Manager will lead the project from start to finish, whether you need a team of consultants to produce a complete line of documentation or a single technical writer for a brief project. Essential Data Corporation guarantees the quality of our work. Contact us today to get started at (800) 221-0093 or

Written by Diana Guerra