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Non-medical home care policies and procedures template

Non-medical home care policies and procedures template

Create a comprehensive framework for non-medical home care with this policies and procedures template. It covers essential guidelines, including client care protocols and staff training.

Use this template
or download pdf
Non-medical home care policies and procedures template

Create a comprehensive framework for non-medical home care with this policies and procedures template. It covers essential guidelines, including client care protocols and staff training.

Use this template
or download pdf

About the Non-medical home care policies and procedures template

When it comes to delivering consistent, compassionate care, having clear policies in place is your best support. This non-medical home care policies and procedures template will help you create a strong foundation of operational guidelines that meet both client needs and regulations. From client intake to emergency planning, it covers essential areas so you can focus on quality care rather than administrative tasks.

Key elements of the non-medical home care procedures and policies template

These are the template’s main components:

  1. Administrative structure and guidelines: An organizational structure with well-defined roles and lines of authority keeps communication straightforward, with employees aware of their responsibilities.
  2. Personnel and hiring standards: This section outlines your hiring criteria, background checks, and training processes. It also emphasizes the supervision and continued development of your team.
  3. Client intake and rights: By capturing initial client information, preferences, and care needs properly, you can make every plan tailored and responsive. You’ll also need to inform clients of their rights and responsibilities, setting a transparent and professional tone from the start.
  4. Care delivery protocols: From medication management to infection control, this part ensures caregivers follow consistent, safe practices. Detailing such procedures is essential for both the health of the client and caregiver protection.
  5. Quality assurance and documentation: Finally, you’ll define policies around performance measurement, client feedback, and incident reporting so you can monitor the effectiveness of your services and make ongoing improvements.

When to use the non-medical home care procedures and policies template

This template is essential whenever you need to unify standards for consistent, reliable care. In busy home care environments, this template supports your team in managing everything from client assessments to daily caregiving tasks, all while following documented guidelines. For new agencies setting up foundational practices or established ones refining current methods, this template lays out a clear path to safe, client-centered care.

You can also implement it during periods of growth, such as when you’re expanding your client base or increasing staff. It’s also great to show when onboarding new employees, allowing them to understand how you handle care delivery.

Download your non-medical home care procedures and policies template today

Make the most of your team’s time and focus by adopting this policies and procedures template. With this streamlined resource, you can easily create clear guidelines for care, setting high standards across every part of your operation. Take advantage of Lumiform’s easy-to-use tools like role assignments, action tasks, and organized sections that walk you through every step.

Related categories

  • Health and safety management templates
  • Risk management and compliance templates
  • Health care templates
  • Quality assurance templates
  • Templates for business processes
Preview of the template
Page 1
Introduction
Purpose of this Policies and Procedures Manual
Scope of Services Provided
Commitment to Quality Care
Administrative Policies
Organizational Structure and Lines of Authority
Personnel Policies (hiring, training, supervision, etc.)
Client Intake and Assessment Procedures
Client Rights and Responsibilities
Incident Reporting and Investigation
Confidentiality and Privacy Practices
Grievance and Complaint Resolution
Care Delivery Policies
Caregiver Scheduling and Assignment
Client Service Plan Development and Implementation
Medication Management and Administration
Infection Control and Universal Precautions
Emergency and Disaster Preparedness
Client Discharge and Transition Planning
Quality Assurance
Performance Measurement and Monitoring
Client Satisfaction Surveys
Continuous Quality Improvement Initiatives
Regulatory Compliance
Adherence to Applicable Laws and Regulations
Insurance and Liability Coverage
Documentation and Record Keeping

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Related resources

Access a complete set of resources aimed at maximizing safety, quality, and operational excellence, including detailed guides, related templates, and real-world use cases.

Topic guides

Read in-depth guides covering key topics related to this article.

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Template collections

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Use cases

Check out how the Lumiform software can be utilized for related use cases.

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Frequently asked questions

What’s the difference between medical and non-medical home care policies?

Medical home care policies cover healthcare services like administering medications or wound care, usually provided by licensed nurses. Non-medical home care policies focus on daily assistance and supportive care, including personal care and housekeeping. Both types of policies aim to support clients, but non-medical policies emphasize enhancing quality of life through practical support rather than clinical care.

Why is documentation so important in non-medical home care?

Documentation in non-medical home care creates a clear record of services, client interactions, and incidents, which promotes accountability and tracks each client’s care journey. This is especially valuable for quality control, helping teams address specific client needs over time. Well-kept records also support compliance with regulations.

What should I include in a non-medical home care emergency response plan?

An effective emergency response plan covers immediate actions for various emergencies, such as falls, fires, or natural disasters. Include steps for assessing client safety, contacting emergency services, notifying family members, and documenting the event.

What are best practices for training staff on non-medical home care procedures?

Training for non-medical home care staff should be both comprehensive and continuous. Begin with onboarding that covers basic care practices, client rights, and safety protocols. You can also strengthen skills through hands-on sessions, shadowing experienced caregivers, and ongoing workshops for updates on best practices.


This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.
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