• Mission, Vision & Values

• Organizational Structure

• Staffing & Staff Structure

• Operating/Service Hours

• Management Roles & Responsibilities

• Job Descriptions

         - Administrator

         -  Alternate Admin

         -  Care Supervisor

         -  Visiting Nurse

         -  Financial Manager

         -  Homemaker

         -  Personal Attendant (HHA, CNA)

• Emergency Preparedness Plan

• Client Assessment

• Admission Forms

• Client Care Notes

• Client Complaint Form

• Client Complaint Registry Form 

• Client Daily Activity Log

• Client Emergency Calling List

• Client Gift Form

• Client Home Safety Checklist

• Client Manual Time Log

• Client Medication Log

• Client Medications Record From

• Client Satisfactory Survey From

• Client Services Agreement

• Client Task Log 

• Incident Report Form

• Notice of Privacy Practices

• Pricing for Services Form

• Release of Medical Information Form

​Checklist for Sole Proprietor or Solely Owned Organizations (eg. LLC, PC)Below is a checklist of information that will be needed to complete enrollments via Internet-based PECOS:

An active National Provider Identifier (NPI).

-Sole Proprietors only need a type 1  NPI

-Solely Owned Organizations need both a type 1 NPI & type 2 NPI

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National Plan and Provider Enumeration System (NPPES) User ID and password. Internet-based PECOS can be accessed with the same User ID and password that a physician or non-physician practitioner uses for NPPES.

For help in establishing an NPPES User ID and password or assistance in changing an NPPES password, contact the NPI Enumerator at 1-800-465-3203 or send an e-mail to

customerservice@npienumerator.com.

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Personal identifying information. This includes:

• Legal name on file with the Social Security Administration

• Date of birth

• Social Security Number

Schooling information. This includes:

• Name of School

• Graduation year

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See our Enrollment Page for more information

• Administrative Policy and Procedures

• Annual Quality Improvement Policy

• Business Continuity Policy

• Caring for Culturally Diverse Clients Policy

• Client Admission and Discharge Policy

• Client Billing Policy and Procedures

• Client Complaint Policy

• Client Complaint Policy - Administrative

• Client Record System Policy and Procedures

• Client Refunds Policy

• Client Rights Policy

• Client Termination and Referral Policy

• Office of Inspector General Exclusion Policy

• HIPAA Compliance Policy

• Contract Services Policy

• Correction and Prevention of Billing Errors Policy

• COVID-19 Policy and Procedures

• Employee Hiring Policy. Employment Practices  

• Emergency Preparedness Plan:

     - Client Emergency Preparedness Plan

     - Family Emergency Preparedness Plan

     - Emergency Preparedness Plan

     - Staff Emergency Preparedness Plan

• Employee Performance Review Policy

• Exposure Control Plan Bloodborne Pathogens

• Financial Control Policy

• Infection Control Policy

• Infection Prevention Guidelines

• Maintaining a Drug-Free Workplace Policy

• Memorandum of Understanding Policy

• New Employee Orientate Policy

• On-Call Procedures Policy

• Orientation to Individual Care Assignments

• Personnel Policy 

• Records, Access, Storage, and Retention Policy

• Abuse, Neglect, and Explorations Policy

• Responsibilities and Work Assignments Policy

• Scope of Services Policy

• In-Service Training Policy

• Staff Supervising Policy

• Standard of Conduct Policy

• Tuberculosis Exposure Control Policy

• Work Attendance Policy

• Comprehensive Emergency Management Plan

• Applicant Interview Form

• Auto Insurance From

• Consent/Drug and Alcohol Screening Test

• Criminal Disclosure Form

• Direct Deposit Form

• Disciplinary Action Report Form

• Disclosure/Release/Authorization Form

• Driver Safety Program

• Employee Emergency Contact Form

• Employee Orientation Handbook Manual

• Employer and Employee Agreement

• Employment Authorization Form

• Federal and State Tax Forms

• HIPAA Compliance Agreement

• Home Care Employment Application

• New Employee Acknowledgement Form

• New Employee Orientation Form

• Non-Compete Agreement

• Performance Appraisal Form

• Responsibilities and Work Assignments

• Work Attendance Form