Built for home health agencies

Stop reinventing compliance documents every time.

Professional templates, SOPs, EVV tools, and onboarding packets ready to customize and use. Built specifically for home health agencies — so you can focus on care instead of paperwork.

Get AgenciesKit — $497 See everything included

Instant download • One-time payment • Texas-ready templates

The problem every agency faces

→ Spending hours creating or updating policies and SOPs from scratch
→ Inconsistent documents that create audit risk
→ EVV exceptions and missed-visit documentation that eats into your day
→ New hire and patient onboarding packets that feel thrown together

The AgenciesKit solution

A complete, professionally structured toolkit of templates and simple generators. Customize once with your agency details and start using immediately. Built by someone who understands both the compliance requirements and the operational reality of running an agency.

Everything included in the Starter Pack

Six organized sections covering the documents and tools agencies need most.

Core Compliance & Policy Templates

✓ HIPAA Privacy & Security Policy (Texas-ready)
✓ Notice of Privacy Practices
✓ Breach Notification Policy + sample letters
✓ Employee Confidentiality & HIPAA Acknowledgment
✓ Patient Rights & Responsibilities
✓ Record Retention & Destruction Policy

EVV & Visit Documentation Pack

✓ EVV Exception / Manual Entry Request form + process
✓ Missed Visit / Late Clock-In documentation
✓ Visit Note templates (SN, HHA, Therapy)
✓ Patient Signature / Verification log
✓ EVV Audit Readiness checklist

Patient Onboarding Kit

✓ New Patient Intake Packet (fillable)
✓ Physician Order / Plan of Care template
✓ Emergency Contact & Advance Directive form
✓ Home Safety Assessment checklist
✓ Orientation Acknowledgment (patient/family)

Staff & HR Essentials

✓ New Hire Onboarding checklist
✓ Competency Evaluation forms
✓ Annual Skills Checklist
✓ In-service / Training Attendance log
✓ Employee Handbook outline (core sections)

Operations & Quality Templates

✓ Incident / Occurrence Report
✓ Complaint & Grievance log + response template
✓ Simple QAPI tracker
✓ Infection Control basic policy + checklist
✓ Emergency Preparedness quick-reference

Simple Web Generators

✓ Agency Info auto-fill → branded policy set
✓ Patient Onboarding Packet generator
✓ EVV Exception letter generator
✓ QAPI tracker export

These generators will be added in the first update after launch.

All documents provided in both editable (Word/Google Docs) and PDF formats, organized in clean folders with a simple how-to guide.

How it works

Simple, fast, and ready to use the same day.

Purchase

Secure one-time payment through Square. No subscription required.

Download

Instant access to the full organized toolkit right after payment.

Customize & Use

Add your agency name and details once, then start using the documents immediately.

Simple pricing

One payment. Lifetime access to Version 1 + future free updates to this pack.

AgenciesKit Starter Pack

$497 one-time

Full toolkit • Instant download • No recurring fees

✓ All 6 sections listed above
✓ Editable + PDF versions
✓ Organized folder structure + guides
✓ Future free updates to this pack
✓ Email support for download issues

Buy AgenciesKit — $497

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Frequently asked questions

Is this Texas-specific?

The templates are built with Texas home health requirements in mind and are ready to use. Most documents are also adaptable for other states with minor edits.

Do I get updates?

Yes. Any improvements or additions made to this Starter Pack version are free for existing customers.

How do I receive the files?

After payment you’ll receive instant access to download the complete organized toolkit.

Can I customize the documents?

Yes. All key templates are provided in editable formats (Word / Google Docs compatible) so you can add your agency name, logo, and specific details.

Is there a refund policy?

Because this is a digital product delivered instantly, all sales are final. If you have a technical issue accessing your download, contact us and we’ll resolve it quickly.

Who is this for?

Owners, administrators, and compliance leads at small to mid-size home health agencies who want professional documents without building everything from scratch.