Policies & Procedures Manual Template
Start from a complete, editable manual instead of a blank page. It's written for a Connecticut homemaker-companion agency and cites the statutes behind each policy, so you can fill in your details and adapt it to how you operate.
Preview of the product.
What's included
- Editable Word (.docx) plus a 21-page PDF
- 43 policies in 9 sections, each with a policy statement, step-by-step procedure, statute or regulation references, and an effective-date and approval line
- Built around Connecticut DCP requirements: required notices, the 7-day written contract, background checks, ID badges, gifts and power-of-attorney limits, non-compete and no-hire rules
- Personnel, training, supervision, confidentiality, infection control, emergency preparedness, incidents, and abuse/neglect reporting
- 7 fill-in appendix forms: adoption page, annual review log, employee acknowledgment, applicant disclosure, nonmedical-care notice, employee name disclosure, background-check policy notice
- Highlighted [placeholders] for your agency name, people, and choices
Who it's for
New homemaker-companion agencies preparing for registration, and existing agencies that need to formalize their policies. Agencies in other states should compare it against their own rules.
Start from a structured manual, not a blank page
Writing a policy and procedure manual from scratch is one of the slowest parts of opening a home care agency. This template gives you 43 policies in 9 sections, covering areas such as client rights, service delivery, hiring, supervision, incidents and records, plus 7 fill-in appendix forms. Statute references and highlighted [placeholders] show where Connecticut rules apply and where your agency's details go.
It's written for Connecticut homemaker-companion agencies, and agencies in other states can use it as a starting structure. Every agency operates differently, so adapt each policy to how you actually work, and have an attorney review the finished manual before you rely on it.
Table of contents
| Section | Page |
|---|---|
| About This Manual (how to customize it) | 3 |
| Section 1: Administration and Governance | 4 |
| Section 2: Client Rights and Complaints | 7 |
| Section 3: Intake, Service Agreements, and Service Plans | 8 |
| Section 4: Personnel | 10 |
| Section 5: Service Delivery and Documentation | 13 |
| Section 6: Confidentiality and Ethics | 15 |
| Section 7: Safety, Incidents, and Reporting | 16 |
| Section 8: Records and Inspections | 18 |
| Section 9: Quality Improvement | 19 |
| Appendices A–G: adoption page, annual review log, employee acknowledgment, applicant disclosure, nonmedical-care notice, employee name disclosure, background-check policy notice | 20 |
Related resources
- Connecticut Home Care Agency Startup Guide ($29)
- Care Documentation Template Pack ($19)
- Complete Agency Bundle: all three for $79
- Sample previews of the templates and the CT roadmap
- Connecticut caregiver training law (PA 26-50)
- Frequently asked questions