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A complete policy and procedures manual that includes the forms you need to start or grow a non-medical private duty home health care business.

A complete policy and procedures manual that includes the forms you need to start or grow a non-medical private duty home health care business.

The complete Private Duty Business Manual provides you with everything you need to start or grow a non-medical home care business.  Available as a downloadable eDocument sent to you for your own printing.  The Private Duty Business Manual contains all eight modules, each full of expert advice and industry specific forms. Why reinvent the wheel? This proven manual is a must have for anyone who wishes to offer in-home supportive services to seniors.

Management Overview
A detailed overview of services, staffing and procedures.  This module also contains the forms needed for managing a non-medical private duty business.

View a list of forms included in this chapter.

  • Service Agreement for Non-Medical In-Home Care
  • Supervisory Documentation Form
  • Authorization to Release Medical Information
  • Caregiver Evaluation
  • Caregiver Visit Record
  • Employee Survey
  • Client Rights and Responsibilities
  • Transcription – Caregiver Payroll Deduction
  • Caregiver and Office Staff Mileage Record
  • Call Log for Tracking Inquiries
  • Employer/Employee Agreement
  • Rate of Increase Letter
  • Caregiver Timesheet with Client Signature
  • Caregiver Visit Record with Client Signature
  • Invoice Form

Marketing
A complete guide with insider information on how to develop a winning marketing strategy for a business that targets in-home care for those who can afford to pay for services.  This module also contains the forms needed to obtain and track inquiries from those seeking home care, information on how to turn prospective inquiries into clients and how to best get referrals for your home care agency.

View a list of forms included in this chapter.

  • Inquiry Tracking Sheet
  • Telephone Inquiry Form
  • Letters in Response to Inquiries – Basic
  • Letters in Response to Inquiries – Geriatric Care Management and Home Care
  • Letters in Response to Inquiries – Cleaning
  • Letters in Response to Inquiries – Live-in
  • Letters in Response to Inquiries – Care Management
  • Letters in Response to Inquiries – Follow-up when they did not start service
  • The 6 Step Communication Process for Home Care Businesses: Inquiry to Sales
  • Request for Service
  • Letters Starting Service – Welcome Letter to Client
  • Letters Starting Service – Welcome Letter to Payee/ Trustee
  • Letters Starting Service – Notification Letter to Physician
  • Client Survey
  • Exit Letters – Exit Letter to Client
  • Exit Letters – Exit Letter to Payee/ Trustee
  • Company Information Sheet
  • Sales Piece

Staff Recruitment and Retention Module
A concise outline of everything you need to recruit, hire and retain the best direct care workforce, the heart of any non-medical in-home care business.  This module also contains the all the forms and processes needed for employment including applications, pre-assessment testing and reference checks.

View a list of forms included in this chapter.

  • Pre-Application Agreement
  • Application for Employment
  • Measure and Evaluate
  • Employee Reference Check/Permission to Release Information
  • Supplement to Employee Reference Check Form
  • Application Questions – Personal Preferences and Abilities as Related to Job Assignments
  • Initial Applicant Knowledge Pre-Assessment Test
  • Initial Applicant Knowledge Pre-Assessment Test (With Answers Bolded)
  • Essential Information for Potential Employees
  • Criminal Records Check Request Form
  • Personnel Checklist
  • Applicant Rating Guide
  • Caregiver Education
  • Bonus for a Good Job
  • Complaint Letter – All Calls Through the Office
  • Complaint Letter – Late to Work
  • Complaint Letter – Less than 24-hour Notice
  • Termination – Voluntarily Quit
  • Employee to Client Ratio Tracking Sheet
  • Agency Satisfaction Questionnaire for Employees
  • Employee Referral Card

Scheduling
A comprehensive overview of how to work with difficult scheduling situations.  This module covers scheduling procedures, and tips and tricks to get the right caregiver to the right client on time.  It also includes many forms that help assign work in priority order and to log and report and scheduling incidents or problems to avoid staffing issues.

View a list of forms included in this chapter.

  • Priority Work Sheet
  • Caregiver Job Log
  • Scheduling Incident Report

Geriatric Care Management
Adding geriatric care management to you’re a non-medical in-home care business allows for client care that spans frailty till end of life.  This module provides information on the role of a Geriatric Care Manager and the benefits they can offer your clients to keep the elderly safe and secure at home.

View a list of forms included in this chapter.

  • Plan of Care
  • Activities of Daily Living Examples (ADL)
  • Instrumental Activities of Daily Living Examples (IADL)
  • Authorization to Release Medical Information
  • Home Safety Checklist
  • Geriatric Care Planning Time and Service/ Telephone Log
  • Transportation Release
  • Level of Care Chart
  • Daily Checklist

Care Plan Book of Forms
An on-site care plan resource, this module contains the forms needed to manage your frail elderly client’s care.  Designed to be printed, placed in a binder and left in the client’s home, these coordinated care materials help keep track of all care-related information, and offer a powerful safety net to the family.

View a list of forms included in this chapter.

  • Client Fact Sheet
  • Plan of Care
  • Caregiver Visit Record
  • Social Notes
  • Daily Food Record Sheet
  • Daily Food Record Sheet – By Shift
  • Medication Schedule
  • Client Notes
  • Expense Form
  • Expense Form for Shifts
  • Caregiver Driving Record

Administrative Employee Policies and Procedures Manual
An essential reference for administrative employees working in the office of a home health care industry.  This module provides an overview of company policies, procedures and rules and allows for editing as needed.

View a list of forms included in this chapter.

  • Standard Company Policies
  • Employee Benefit Descriptions
  • Emergency and Disaster Procedures
  • Forms include:
    • Agency Organizational Chart
    • Employee Review Sheet

Caregiver Employee Policies and Procedures Manual
A detailed employee manual for your caregiving employees.  This module provides employees with information about company policies and procedures.  Completely editable, the caregiver employee manual can be fine-tuned to meet your specific needs.

View a list of forms included in this chapter.

  • Office Information
  • Company Mission
  • History of Company
  • Job Descriptions/Caregiver Duties
  • Employment Procedures
  • Standard Company Rules
  • Training Requirements
  • Description of Benefits
  • Grievance Procedure
  • Emergency Plans
  • Employee Acknowledgment

NOTE:  Your complete Private Duty Business Manual consists of modules delivered in Microsoft Word.

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