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What if you could take the stress out it and find a solution RIGHT NOW to ensure your agency is in compliance?

Introducing Colorado Compliance Mastery, a totally new way to stay connected with Colorado home care and ensure agency compliance: 

  • Even just started your agency
  • Even been in business for a decade
  • Even haven't been following regulation changes

And yes, especially if you have been following regulations, surveys and trends for years. 

Avoid a year of frustration, confusion and uncertainy wondering if the policies and forms you created are in compliance. 

New & only found in Colorado Compliance Mastery

  • Compresensive Class B Policies & Procedures. 350+ pages of Colorado compliant polices, tools and documents. Organized into an exclusive 9-binder program system 
  • 12 CEU Hours. Receive CDPHE approved 12 CEU hours that count towards the annual requirement for HCA Managers. 
  • Video and Email tutorials. Regulation and survey tear downs showing you step-by-step how to implement any policy or program. Including content on what exact regulations have changed and what you need to do to be in compliance. These come right to your inbox.
  • Ongoing Insider Access. Stay in the loop on what happens with surveys as the new regulations are enforced. Feedback, proactive tips to avoid tags and updated policies and tools are just some of the information you have access to ongoing throughout the year.


"Lucas definitely offers the experience of someone who has run a homecare agency with the expertise of knowing Chapter 26 and the recent changes in great detail. We would recommend The Business of Senior Care!"

- David, Right at Home

 "Can’t say enough good things about the Business of Senior Care!  The policies and procedures were the exact quality I was hoping for. We are very grateful for all the support that the Business of Senior Care has provided to our business. Thank you so much for helping us to pass our survey with zero deficiencies and for your assistance with a seamless launch."

- Courtney, Roaring Fork Home Care

"I can't thank The Business of Senior Care enough for creating these policies and procedures. We passed our survey with flying colors. The surveyor said we were well prepared and had everything that he had asked for.  Thank you very much for all your support during this process.  It is greatly appreciated." 

- Alex, True Care LLC

Years ago, when you decided  you wanted to own your own home care company, or work in home care, did you dream of getting up early, rushing to the office, firing up your computer to hammer out 100+ policies for your agency? 

Live shot of me as agency manager when I received news of regulations changing.

I sure didn't want to write policies. I remember 'scheduling' myself for an overnight shift instead of having to finalize an occurrence reporting policy. 

But, guess what, I ended up having to finish the policy myself. Know why? I couldn't find anyone who offered Colorado specific policies and had acutally been in my seat before in a home care company. 

And that was life: struggling to write policies not sure if they were compliant, anxiously awaiting survey to show up and give me tags and not knowing what's going on with CDPHE and other agenicies throughout the year

What if there was a trusted solution to this?

Imagine a different kind of compliance experience. You wake up bright and early on Monday morning and take a breath of fresh Colorado air.

You have a refreshing cup of coffee and skip to the car because you are ready to focus on growing your business.  You're not worried about having a compliant set of policies, tools and documents to run your agency. 

You downloaded and customized a 9-binder system of policies and programs. You are able to access a library of videos and documents showing exactly how to implement and stay in compliance. 

Last, you know you'll be receiving emails with any reguatlory changes, survey trends or home care updates in Colorado. 

Then, you receive this text from your office: 

Your responses in the past may have looked something like mine: 

*@!#$%&$@. Be there in 20.

You can have an agency in compliance with Colorado regulations. I'll give you all the tools, guide your implementation and send updates directly to your inbox. 

I've seen it myself. Home care agencies who blow the socks off surveyors. Have organized policies, up to date training and everything needed at their fingertips. 

I've been a part of hundreds of surveys with hundreds of home care agencies. Surveys and compliance have trends. When COVID first started, having policies and documents to prove compliance was the most asked for and most cited deficiency.

That's changing. Risks assessments for emergency preparedness and caregiver training are having increased focused this year. 

I'll show you how to get started, revamp current policies, implement each of the 9 programs and stay current with compliance. 

Colorado Compliance Mastery is the ONLY online compliance program proven over 10+ years, 1000+ Colorado surveys and 100+ paying home care customers.

Colorado Compliance Mastery covers the ENTIRE process of Colorado home care compliance: 

  • Compresensive Class B Policies & Procedures. 350+ pages of Colorado compliant polices, tools and documents. Organized into an exclusive 9-binder program system 
  • 12 CEU Hours. Receive CDPHE approved 12 CEU hours that count towards the annual requirement for HCA Managers. 
  • Video and Email tutorials. Regulation and survey tear downs showing you step-by-step how to implement any policy or program. Including content on what exact regulations have changed and what you need to do to be in compliance. These come right to your inbox.
  • Ongoing Insider Access. Stay in the loop on what happens with surveys as the new regulations are enforced. Feedback, proactive tips to avoid tags and updated policies and tools are just some of the information you have access to ongoing throughout the year.

Colorado Compliance Mastery is a deliberate and proven process for dominating home care compliance in Colorado. 

Colorado Compliance Mastery is designed with a regulation compliance focus. I'm not interested in long winded policies that don't directly relate to a corresponding deficiency. I've tested it countless times with different agencies, as well as my own agency. 

Best of all, Colorado Compliance Mastery gives you full access to the strategies, systems and tools that put home care agencies across Colorado in stress-free compliance. 

Let me tell you a bit about the 9-binder P&P system designed for Colorado home care agencies. 

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 (Medicaid P&Ps SOLD SEPARATELY). 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 download 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 with the 2022 Class B Policies & Procedures 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.

#3 - Updates Included

This is the most exciting part for me about this revamped and updated P&Ps package. It is a living and breathing package. This package has an ongoing subscription in order to stay current. Clients will be notified of changes and have access to all ongoing changes, updates and revisions. 

Previously, I have sold a P&Ps package and once it is downloaded by an agency, it could be outdated. Regulations change at times. Surveyors interpret regulations differently over time. New and better forms and templates are developed. 

So many things change over time and I want home care agencies to have the latest and greatest at their fingertips. This P&Ps package will be continully updated as things change in Colorado, which they will undoutedly do. 


Ok great, so you can get a bunch of documents downloaded to your computer. Now what do I do with all these documents?

So glad you asked. 

This is the most valuable part of the P&Ps package. You will always have the latest and greatest compliance information. 

This is specific ongoing subscription benefit for Colorado home care agencies. There is not another P&Ps package or company that provides this type of insight and access to what is going on with home are in our state. 

Benefits of the ongoing subscription:

  • Ongoing access to all updated policies, templates, forms and documents 
  • Receive notifications of any regulation change or policy that is updated
  • Receive step-by-step instructions on which policy needs to be replaced and why
  • Monthly updates on home care regulations, surveys, trends in deficiencies

As part of Colorado Compliance Mastery, I've put together video tutorials and emails that give you step-by-step instruction on implementation. 

Below are the first 12 weeks of videos that will be emailed out to your inbox. Additionally, these videos and tutorials will be accessible 24/7 ongoing as part of your subscription.


As an approved trainer from CDPHE, I know what is important for home care companies in Colorado. 

I am the ONLY CDPHE approved company who has actually been an Agency Manager for a home care company.

With this CDPHE approved designation, the courses I offer are eligible for ongoing CEU training hours. For Class A & B agencies, Administrators and HCA Managers are required to have ongoing training hours each year. 

By enrolling in this course and completing the course work, you will receive 4 CEUs Ongoing Training Hours per quarter. ALL INCLUDED!

After your first 3 months of enrollment in the course, you will be notified of your personalized CEU certificate available for download.  

Each student enrolled in the course will continue to receive 4 CEU Hours every 3 months as part of the program. 

When I ran one of the largest home care companies in the country here in Denver, I would have done anything to get this exact roadmap to follow. 

I'm so confident in the value it will bring your agency, this course comes with a money-back guarantee. 

An UNBEATABLE guarantee: Try Colorado Compliance Mastery for a full 60-days, risk free. 

Try the Colorado Compliance Mastery program. If you don't LOVE it, I insist that you get 100% of your money back.

It's simple: Take the course and see for yourself. If it doesn't work, I want you to email me, prove you did the work, and I'll refund you 100%.