Class A-Medical Agency Policies & Procedures Package

Class A (Home Health) Only

Class A-Medical Agency Policies & Procedures Package, for Class A home health agencies in Colorado, is the only instantly available digital download package of Policies & Procedures by an approved CDPHE trainer with Colorado home care agency regulations and operations experience. 

As the Director for a home care company in Denver, I used to tell the staff running a home care company was like hurling down a water slide backwards with your eyes closed. It is overwhelming, exciting, exhausting, rewarding and stressful all at the same time. Whether you are starting a brand new agency or been doing it for a decade there are days when the phone never stops ringing, clients are complaining, staff are calling in, computer systems are freezing….and then a snowstorm starts to move in. And here I thought it was sunshine all the time in Colorado!!

One of the those ‘water slide’ moments for an Administrator in Colorado in creating the Policies & Procedures required by CDPHE.  Class A home health agencies in Colorado are required to have a laundry list of P&Ps that help to provide direction for the overall operation of the agency. As the leader of a home care agency, with staffing issues, making sure claims are billed, ensuring payroll happens, hiring new staff, meeting new clients, marketing your business, etc., the last thing you want to do is sit down and type out 120+ pages of policies. I love writing P&Ps said no one ever!

So, you want to make sure you have Policies & Procedures for your agency that are compliant with CDPHE, but yet your valuable time is pulling you in numerous directions.  The struggle is real and I’ve been there myself. I get it. I’m here to help make your life easier so you can continue to focus on your business. 


I am offering to you this Class A-Medical Agency Policies & Procedures Package digital download. This digital download contains instantly available Policies & Procedures needed for Class A home health agencies in Colorado to meet the Colorado Department of Public Health and Environment (CDPHE) requirements as stated in Chapter 26, Sections 5,6 & 7.

Here’s what you get when you purchase the Class A-Medical Agency Policies & Procedures Package now:

  • Instantly downloadable P&Ps, this Policies & Procedures package offers 120+ pages of customizable content that gives your agency the CDPHE required P&Ps in Chapters 2 & 26. This is not available from anywhere else. You can customize to reflect the care and services provided by your agency and then just hit print and put the whole package directly into your Agency Licensure Binder. Now you're ready for survey to show up and feel confident about your P&Ps. Each Policy & Procedure included in the package is discussed below.
  • Includes General and Class A specific P&Ps. A Class A Agency in Colorado is required to have both general policies and procedures as well as Class A specific. General P&Ps are described in Chapter 26, Sections 5 & 6 and have 30+ included. Class A P&Ps are described in Chapter 26, Section 7 and have 35+ included.
  • Full list of CDPHE Home Care Tags. When surveyors step foot in your agency they are looking to tag.  Have you ever seen a list and description of all the home care specific tags possible?  Included in this package is a pdf of all 94 home care specific tags (L300 to L394) from Chapter 26, Section 7. This list provides the tag number, regulation description, Chapter 26 regulation reference and interpretive guidelines. You can use this list to make sure your agency is prepared before survey walks in, be able to better understand and have a conversation with a surveyor during a survey or writing a more accurate and descriptive plan of correction after survey.  
  • Full list of CDPHE General Tags. When surveyors step foot in your agency they are looking to tag.  Have you ever seen a list and description of all the general tags possible?  Included in this package is a pdf of all 165 general tags (L100 to L265) from Chapter 26, Sections 5 & 6. This list provides the tag number, regulation description, Chapter 26 regulation reference and interpretive guidelines. You can use this list to make sure your agency is prepared before survey walks in, be able to better understand and have a conversation with a surveyor during a survey or writing a more accurate and descriptive plan of correction after survey.in the plan of correction stage of a survey and write a more descriptive plan of correction.
  • Accompanying forms and documents. As part of the P&Ps there are needed forms that should accompany policies and need to be shown during survey.  An example is the Consumer Complaint Policy, where the agency needs to show investigation and resolution of complaints. Included in these additional documents is the Consumer Complaint Log to track complaints for your agency. Also included are Missed Visit Policy, Agency Organizational Chart Template, Personnel Record File Checklist and Consumer Record File Checklist.                              

(Class A-Medical P&Ps Package Title Page)

Class A-Medical Agency Policies & Procedures Package consists of 65+ policies/documents that address the requirements in Chapter 26, Sections 5,6 & 7. Below are the Table of Contents from the product package showing all included P&Ps for General and Class A requirements:


Table of Contents

General Policies & Procedures


State of Colorado License (provided by agency)

Agency Liability Insurance (provided by agency)

List of Contiguous Counties Served (Ch 26.-5.2(C))

Geographic Areas Served

Main Branch Location & Hours

Criminal History Check Policy (Ch. 26-6.3(A-D))

Employment of Individual With a Criminal Record Policy (Ch. 26-6.3(B)(D))

Written Notice of Home Care Consumer Rights (Ch. 26-6.4(B))

Advanced Directives Policy (Ch. 26-6.4(D)(2)(b))

Financial Obligations & Billing Policy (Ch. 26-6.4(E)(F))

Consumer Admission & Schedule Policy (Ch. 26-6.5)

Consumer Discharge Policy (Ch. 26-6.6)

Agency Occurrence Reporting & Emergency Discharge Policy (Ch. 26-6.10(B)(D)(1))

Agency Disclosure Notice (Ch. 26-6.7)

Consumer Complaint Policy (Ch. 26-6.9(A)(1))

Consumer Complaint Log

Consumer Complaint Form

Occurrence Reporting Policy (Ch. 26-6.10(E), Ch. 2-3.2)

Personnel Record Policy (Ch. 26-6.12)

Staff Department of Regulatory Agency Verification Policy (Ch. 26-6.11(C))

Emergency Preparedness Plan (Ch. 26-6.12)

Emergency Agency Contact Numbers

External Care Coordination Policy (Ch. 26-6.3)

Quality Management Program (Ch. 26-6.14, Ch. 26-3.1)

Infection Control Policy (Ch. 26-6.15)

Employee Health Policy (Ch. 26-6.16)

Missed Visit Policy (Ch. 26-6.17)

Outside Provider Employment Contract Policy (Ch. 26-6.18(A)(1-7))

Information Management System Policy (Ch. 26-6.19)

Consumer Record Availability & Confidentiality Policy (Ch. 26-5.5(C)(1), 6.2(G), 6.20(A)(1))


 

Class A Policies & Procedures


Governing Body (Ch. 26-7.1)

Agency Governing Body Members

Agency Evaluation Policy (Ch. 26-7.4)

Agency XYZ Agency Evaluation

Safe and Adequate Care of Consumers Policy

Written Notice of Home Care Consumer Rights

Agency Bylaws

Designation of Administrator & Alternate Administrator (Ch. 26-7.5)

Agency Annual Plan & Budget (Ch. 26-7.2(A))

Agency Budget Template

Agency Organizational Chart

CLIA Waiver

Agency Equipment Use & Maintenance Policy (Ch. 26-7.2(C))

Agency Contact Information, Availability & Afterhours Policy (Ch. 26-7.2(E))

Professional Advisory Committee (Ch. 26-7.3)

Administrator Initial & Ongoing Training Checklist

Supervisor Qualifications & Availability Policy (Ch. 26-7.7)

Staff Department of Regulatory Agency Regulated & Non-Regulated Staff Policy (Ch. 26-7.8(A-C))

Direct Care Staff Ongoing Training Policy (Ch. 26-7.8(D))

Agency Staff Ongoing Training Checklist

Agency Staff Ongoing Training Attendance Sheet

Initial & Comprehensive Assessments Policy (Ch. 26-7.9)

Consumer Plan of Care Policy (Ch. 26-7.10)

Medication Administration & Management Policy (Ch. 26-7.11)

Extended Care Coordination Policy (Ch. 26-7.13)

Nursing Responsibilities Policy (Ch. 26-7.14, 7.9(C)(1))

Nurse Aide Assignment Form

CNA/NA Qualifications & Supervision Policy (Ch. 26-7.15)

CNA Training & Competency Policy (Ch. 26-7.16)

Nurse Aide Competency Evaluation

Nurse Aide Direct Observation

Therapy Responsibilities & Supervision Policy (Ch. 26-7.17)

Social Worker Responsibilities Policy (Ch. 26-7.18(A-B))

Other Qualified Healthcare Professional Policy (Ch. 26-7.19)




One of the largest sections for Class A P&Ps is regarding the Governing Body of the agency. There are multiple requirements for Governing Body in the regulations. Below is a screenshot of the included Governing Body. For Class A agencies, the regulation requiring personal care worker orientation is Ch. 26-7.1. 

One of the most frequently cited deficiencies for agencies is not coordinating care and services for the same client with another health care provider. Below is a screenshot of the included External Care Coordination Policy. For Class A & B agencies, the regulation requiring coordination with external agencies is Ch. 26-6.3. 

“Ok, sounds great but HOW MUCH?”

My hope is that more detail about what to expect with this P&Ps package has peaked some interest.  But, as an operator of a home health agency I know you’re thinking that every dollar adds up. And to be up front and honest, all of these Policies & Procedures come directly from the state regulations. I have no doubt that if you took the time you could create P&Ps that work for your agency. 

What I’m offering you is a been there, done that time savings.  I’ve been in your shoes. I know what priorities are pulling you in every direction. I’ve been through stressful surveys where surveyors are asking for Policies and Procedures.  And I’ve been there thinking, “I hope this policy is what they are looking for.”  

Every one of these 65+ Policies & Procedures/Documents has been through either an initial or renewal agency survey in Colorado, and each one has passed.  Ya, so a CDPHE surveyor has given the ok on each one of these.  Does that mean that you will never ever have an issue with one of these P&Ps during survey? No. If you’ve had any experiences with survey, there is one thing for certain, all surveys and surveyors are different. They are human beings and read and interpret the rules independently. 

But, wouldn’t you rather have a time tested set of P&Ps to go into battle with that have already been through the survey process.  Wouldn’t you rather take the experiences of an Administrator who has had to learn the hard way at times on what surveyors are looking for? 

Whether you are starting a brand new agency, a new Administrator at an existing agency or an experienced Administrator, this package can give you the been there, done that time savings and value. 

Also, it is very important thing to know when purchasing this package, there is no risk to you. I’m offering a 100% MONEY BACK GUARANTEE. If you download these P&Ps and customize these for your agency and think this has not helped you be a better Administrator and run a better and more survey ready agency, then simply email me for a full refund. That’s how confident I am that this is the best package available and that it will bring value to your business. 

If you decide there is even a chance of saving yourself time, helping your agency, and decreasing the issues with CDPHE surveys, then this package is for you. I remember searching far and wide for someone who has been through it to take the time to help me get better. 

Ok, now the price.  Class A-Medical Agency Policies & Procedures Package is being offered at $997

The $997 gives you instant and full access to all Class A P&Ps, as well as the bonus materials. The download is available as a Word document that is then instantly customizable for your agency.  Each customizable field is highlighted to make it as quick and easy as possible. Once customized, just hit print and slide it into your Agency Licensure Binder! 

When looking at the price of the package for your business, please be sure to ask: 

How much will it cost you not to pass a CDPHE survey? 

If you are looking to open a home care agency, it could take 30 to 90 days to get another shot to pass your initial survey if you don’t have everything in place the first time.  If you are submitting documentation for a Plan of Correction and it is rejected due to a policy or procedure, you have to start the POC process all over again. 

You HAVE to act today.

Class A- Medical Agency Policies & Procedures Package is only $997! 

Still have questions? Email me at info@thebizofseniorcare.com or call me at 720.255.4150

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