Service No. 02 — Policies & Procedures

Three-hundred-fifty files. One ‘inspection-ready binder.’

Surveyors don't cite agencies for missing the spirit of a regulation. They cite for missing the document that proves it. We build the document set — state-specific, agency-branded, and delivered to your door in a physical binder, ready for survey day.

See Pricing How it works →

What it delivers

Built to pass , not to fill pages.

Every file is written against your state's current regulatory standard — the same standard the surveyor will hold the agency to on inspection day. Operational, clinical, HR, and compliance, all in one binder.

What's Included

Every piece. In your hands.

— 01 —

Operational Policies

Organizational structure, governance, business operations, and the procedural backbone that lets your agency function predictably under regulatory scrutiny.

— 02 —

Clinical Policies

Care delivery protocols, infection control, medication management, plan-of-care procedures, and clinical documentation requirements specific to your license type.

— 03 —

Human Resources Policies

Employee handbook, hiring procedures, caregiver onboarding, training requirements, disciplinary protocols, and termination procedures.

— 04 —

Compliance Policies

HIPAA, OSHA, state licensure compliance, audit response procedures, and incident reporting — the policies that protect the agency when something goes wrong.

— 05 —

Quality Assurance

QAPI program documentation, internal audit schedules, complaint handling, and continuous improvement protocols.

— 06 —

Forms & Templates

Every internal form referenced inside a policy is included — staff acknowledgments, training logs, audit checklists, incident reports, and care documentation.

The Process

Four steps. One outcome.

Intake

We capture your state, agency name, services, and any specialty certifications you carry or plan to carry.

Day 1–3

ii.

Customize

Each file is custom-branded with your agency name, logo, and your state's specific regulatory language.

Day 4–10

iii.

Review

You receive digital copies for review. We adjust anything that doesn't match your operational reality.

Day 11–14

iv.

Deliver

The complete binder ships via Priority Mail. Digital copies are transferred to your team for ongoing reference.

Day 15–18

Common Questions

Asked, answered.

Are these P&P files state-specific?

Yes. Every file is customized to your state's licensure standard. Our library contains state-specific language across all 51 states, and your binder is assembled from the version that matches your jurisdiction.

Will these pass survey?

They are built to. Surveyors evaluate against your state's specific regulatory code — which is what every file is written against. If a surveyor cites a deficiency on a CareFinity-built P&P file, we rebuild it at no additional charge until it passes.

How are the files delivered?

Digital copies of every file are transferred to your team for ongoing reference and editing. For an additional $150 delivery fee, we will print, tab, and binder your complete P&P set and ship it to your door via USPS Priority Mail — organized and survey-ready.

Can I edit the files later?

Yes. You receive editable digital copies of every document. Your agency, your files — edit them as your operations evolve.

What if my state's regulations change?

You can update the affected files yourself using the editable copies, contract us for a paid refresh, or use any compliance consultant of your choosing. There is no requirement to come back to us for updates.

Begin a Launch

A binder that opens the door — not one that closes it.

Tell us about your agency, your state, and your timeline. We'll come back within one business day with a launch map specific to you.

See Pricing info@carefinity.ai →

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