2022 UPDATED: Class B-Non-Medical Agency Policies & Procedures Package

Class B Only


2022 Updated Class B-Non-Medical Agency Policies & Procedures Package, for Class B 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. 

350+ pages of P&Ps, 150+ policies plus forms, documents, templates!

2022 has already gone down as the year of the most regulatory changes for Class B home care companies since regulations were introduced back in 2010. On top of a pandemic, agencies in Colorado are reeling from a release by CDPHE of updated regulations after a total rewrite of Chapter 26., as well as additions and revisions to Chapter 2. These updated regulations can be found here.  


Let’s do a quick recap of the evolution of regulations for home care agencies in Colorado. Back in 2009, when the iPhone 3 was released and the world was dealing a global pandemic called the “swine flu”, the Colorado Department of Public Health and Environment developed a set of rules for skilled home health and non-medical home care companies in Colorado. Prior to that time, there were no state level regulations. Home health regulations went into effect in 2009 and then non-medical home care regulations in 2010. 


As part of the rulemaking process CDPHE put a sunset provision so that every 10 years the regulations needed to be reviewed, revised with input from home care agencies and updated. Well, that was supposed to be accomplished back in 2020 and we all know what happened that year. Finally in 2021, the review process heated up and CDPHE hosted (virtually of course) meetings for months discussing all parts of Chapter 26. There were a lot of participating home care companies with A LOT of a feedback during the process. 


You may not have heard a lot about the Chapter 26 meetings and revisions as during this same time Chapter 2 was being heavily discussed. The topic on the table for Chapter 2 was regulations about mandatory COVID-19 vaccination for health care employees, as well as requiring reporting of staff vaccinations to CDPHE ongoing. 


Proposed changes for both Chapter 2 and 26 were presented to the Board of Health meeting on December 15, 2021. The Board of Health approved the changes at that meeting. After that meeting the regulations were finalized and then released online to all agencies on February 14, 2022. Happy Valentine’s Day!!


Ok, enough of the history lesson. The regulations changed we get it! So, what are the changes? There were significant changes in Chapter 26. Overall it increased from 57 to 60 pages, even after deleting a whole section that discussed how agencies were to transition to licensure back in 2009/2010.  


Top 5 regulatory in Chapter 26 for Class B agencies: 

  • Chapter 26 overall was shortened from 8 parts to 7 parts, deleting Part 2 which discussed what happened to new and existing agencies at the time of licensure back in 2009/2010.
  • Entire Part 7 (previously Part 8) for Non-Medical agencies was reorganized and updated, including: more flexibility for Governing Body/Administration/Agency Manager, PCW training requirements were restructured to create a stacked "homemaker" based qualification and then a "personal care worker" needing additional requirements, and telehealth visits for supervision being possible in certain circumstances.
  • Requirements around developing an Emergency Preparedness Plan in Part 5 were beefed up to include: adding a risk assessment component, modernizing outdated language, bolster existing requirements to ensure consumer and staff safety.
  • Duplicative references to Chapter 2 regulations were deleted or reduced. Regulations for home care agencies are more built in to Chapter 26 to stand independent of other chapters.
  • Part 7 for Skilled Home Health agencies was moved to Part 6 and this section had some large changes, including: deleting the requirement for a Professional Advisory Committee, written summary report for Plan of Care was reduced from every 60 days to only with a 'change in status', added telehealth visits are ok for nurse aide supervision in certain circumstances, and a new section about standards for clinical records. 


Also, the highlights for Chapter 2 updates include:

  • Part 12 was added for all health care entities requiring COVID-19 vaccination for all employees, direct contractors and support staff.
  • Exemption for COVID-19 vaccination was created for live-in caregivers, defined as an individual who is employed by a home care agency to provide care to one or more clients residing in the same household as the live-in caregiver. A live-in caregiver does not provide care to clients outside of the household.
  • Medical and religious exemptions to vaccination were developed and are to be defined and managed by the agency.
  • Policies must be developed for additional precautions to be taken by unvaccinated staff.
  • Agencies must reported COVID-19 staff vaccination data to CDPHE two times each month. 


So, what does a home care agency do now? The Business of Senior Care has got you covered! 



2022 Updated Class B P&Ps 


  • Organized into a simple, easy-to-use binder format 
  • Compliant with CDPHE regulations for Chapter 2 and 26
  • Updated with the latest 2022 regulation changes



I have developed a brand new home care agency system to provide all needed policies and procedures to dominate the updated regulations. This system is designed with home care agencies in Colorado in mind, because I used to be sitting in your chair trying to formulate policies and be organized all while trying to run a home care company. 

The Class B P&Ps system consists of 9 binders (8 if you don't need Medicaid policies). This 9 binder system is built to have policies, forms, templates grouped and organized into the various topics that are required from regulations. Once you have the binder system in place, you will have easy access to keep in compliance all year long!

I've been so fortunate to work with hundreds of home care agencies across the great state of Colorado. I've worked with brand new agencies needing a full set of P&Ps to get their doors open. I've also worked with home care companies of all sizes to help audit, organize and simplify to make them LEAN AND MEAN COMPLIANCE MACHINES!

I've learned so much working with our awesome home care companies over these last few years. I've picked up tips, tricks and resources on how to stay in compliance and away from DREADED deficiencies

This 9 binder system has been developed over these years and consists of these topics:

Binder 1 - Governing Body & HCA Manager

Binder 2 - Class B General P&Ps

Binder 3 - HCA Personnel

Binder 4 - Quality Management Program 

Binder 5 - Occurrence Reporting Program

Binder 6 - Infection Control Program

Binder 7 - Emergency Preparedness Program

Binder 8 - Consumer Complaint Program 

Binder 9 - Medicaid P&Ps  (sold separately from this package)

This full P&Ps package is available to downloand and get started ASAP. These downloadable documents contains instantly available Policies & Procedures needed for Class B home care agencies in Colorado to meet the Colorado Department of Public Health and Environment (CDPHE) requirements in Chapter 26 and Chapter 2. It has been completed revamped and updated to comply with 2022 home care regulations.

Here’s what you get when you purchase the 2022 Updated Class B-Non-Medical Agency Policies & Procedures Package now:

  • Instantly downloadable P&Ps, this Policies & Procedures package offers 350+ pages of customizable content that gives your agency the CDPHE required P&Ps in Chapter 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. 
  • 9 Binders of Content. The P&Ps package has policies, forms and templates for 9 disctinct binders that are built to stand alone programs that have everything you need to be in compliance each year. Each binder has downloable documents that have binder cover page and Table of Contents so it can be printed out and put right into the binder so you're ready to go!
  • Easy to Customize. Each policy is in compliance with regulations and ready to be customized by each agency. Areas highlighted need to be updated with agency name, address, phone number, etc. Each document and form can be modified so you can customize to your agency needs.
  • 150+ CDPHE Compliant Policies. When surveyors step foot in your agency they are looking to tag.  This comprehensive P&Ps package has all the policies needed to address the regulations faced by home care agencies in Colorado. There's a policy for that!
  • 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.


Now that the updated regulations were released on Valentine’s Day you might think, “Ok, at least it’s over, no more changes right?” You might think that, but unfortunately there are more changes on the horizon. 


CDPHE has been meeting with HCPF (Department of Health Care Policy and Financing) to discuss developing the foundational training for Homemakers and Personal Care Workers. It is rumored to be an online training platform hosted on a CDPHE website and required for all caregivers to complete. So, before investing significant time and money into a ‘stacked’ training program for Homemakers and Personal Care Workers, it is likely going to change.

Why is this P&Ps package different than others I have seen online? 

 Great question. Whether you are looking to start a brand new agency in Colorado or a tenured agency, you want to make sure what you are buying is worth the money. 

You may have seen national companies offering policies and procedures for home care agenices in various states. There are certainly some global types of policies that can be used like infection control, handling customer grievances and employee time off requests, etc. 

But, what I've learned after receiving calls from home care agenices who have received deficiencies after purchasing generic policies from a national company, Colorado is a whole different animal! 

Regulations that are specific to Colorado are numerous, here are just a few: 

  • "Stacked" training requirments for Homemaker and Personal Care Worker
  • Specific COVID-19 staff vaccination and reporting requirements
  • VERY specific occurrence reporting requirements for abuse, neglect, missapropration of property, etc.
  • Initial and ongoing training requirements for agency manager, now called HCA Manager
  • Process for Quality Management Program to review data and develop plans to address
  • Requirement to conduct an Annual Agency Evaluation for a comprehensive review of the agency 

I have never seen another policies package address these, let alone have developed policies that are in complaince with CDPHE regs.  

Why should I buy the P&Ps package? 

Another great question. I'll give you 3 reasons that I hope provides you value at your agency. 

# 1  - Save Yourself Time

Developing policies and procedures that are compliant with regulations is a lengthy and tedious process. I've put over 500+ hours into developing, revising, organizing, testing and thinking about policies and procedures. SAVE YOURSELF! 

This is what I LOVE to do. As you might imagine, discussing policy updates on a risk assessment in the Emergency Preparedness Program is about as exciting to discuss at dinner parties as talking about shades of black shoelaces. 

Having this P&Ps package, you can spend your time on building your business. 

#2 - Peace of Mind

When I was Agency Manager at Home Instead in Denver, when I needed policies to help me the most was during survey. Policies were of little help when it was crunch time during a survey and the surveyor says "this policy doesn't align with the regulation." AHHHH! 

This P&Ps package has been time tested through numerous surveys all across Colorado. Each policy is written based on a specific regulation and the regulation is on the policy so you can find it when you need it. 

These policies are designed to help you when you need them most.

“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 care 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. Even with the 2022 Updates, although they were numerous.

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 150+ 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 a HCA Manager 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 HCA Manager at an existing agency or an experienced Agency Manager, 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 HCA Manager 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.  2022 UPDATED Class B-Non-Medical Agency Policies & Procedures Package is being offered at $2997. 

The $2997 gives you instant and full access to all Class B P&Ps, as well as the bonus materials. The download is available as either Word or Excel documents 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 one of your 9 respective binders! 

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 an existing agency and get caught in a bad complaint or receritifcation survey, the time and stress in receiving deficiencies, revising policies, submitting a Plan of Correction, getting it accepted or rejected, etc. could take months!

You HAVE to act today. I am confident that you will have everything you need to dominate Colorado regulations and licensure. Plus, the ongoing support to reach out with questions anytime and receiving the latest and greatest for your agency!

This Policies & Procedures Package is only $2997! 

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

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2022 UPDATED Class B-Non-Medical Agency Policies & Procedures Package is here to help your agency 24/7. Get instant access.

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