Ohio Home Care Agency Start Up Kit, Ohio Home Care Policies and Procedures Manual, State Licensing Checklist, Forms, Editable

The complete Home Care Agency Start-Up Kit plus an Ohio State Supplement written against Ohio's own rules: Nonmedical home health services license, Ohio Revised Code Chapter 3740 and Ohio Adm. Code 3701-60 (Ohio Department of Health), ODA PASSPORT provider certification (OAC 173-39).

Each spreadsheet includes an app-style Home dashboard with a menu that jumps to every tab.

OHIO STATE SUPPLEMENT
• Which Ohio license or registration fits non-medical services, and where the line is with skilled care
• Agency, application steps, fees (with verify-current notes), surveys and renewal
• Regulatory crosswalk: each Ohio requirement, its citation, and where the kit's manual handles it
• Ohio-specific policies written in full, in the same format as the manual
• Licensing application checklist and key contacts (agency, APS hotline, registry)
• Sources list with official links; last reviewed October 2026

WHAT'S INCLUDED
• Start Here launch roadmap: 12 steps from entity to first client, 30-60-90 day plan, glossary
• Policy & Procedure Manual (81 pages): 70 policies across administration, client rights, client services, health & safety, HR, privacy and quality
• Client Intake, Assessment & Care Plan Forms (20 forms, 59 pages)
• Caregiver Hiring & Onboarding Packet (25 forms, 52 pages)
• Incident, Complaint & Quality Forms (15 forms, 37 pages)
• Caregiver Employee Handbook (36 pages) with acknowledgment
• HIPAA Privacy & Security Policy Pack (48 pages): Notice of Privacy Practices, BAA, risk analysis, breach notification
• Home Care Business Plan template (24 pages)
• Home Care Agency Manager spreadsheet: clients, caregivers, visits, payroll hours, invoices, credential alerts, dashboard
• Home Care Financial Model spreadsheet: start-up costs, break-even hours, 36-month P&L, rate scenarios

WHY AGENCIES CHOOSE THIS KIT
• Real procedures: who does what, when, and which form documents it (not one-line policies)
• Every policy cross-references the matching form by name
• Written for non-medical home care: companionship, homemaker and personal care
• Current federal references cited inline (FLSA home care rule, HIPAA, OSHA, FCRA, EVV)
• Placeholders for your state's rules so you can adapt it to your licensing agency
• Editable Word files, not Canva images: change anything, add your logo

FORMATS
• Word .docx + PDF for every document
• Excel .xlsx (SAMPLE + BLANK) for both spreadsheets, Google Sheets compatible

IMPORTANT
These are editable templates for informational purposes. They are not legal advice and are not approved by any government agency. Licensing rules differ by state and change over time. Review everything against your state's current requirements, and with a qualified attorney or consultant, before you use it.

LICENSE
One agency license: use and edit the files for your own business. Please do not resell or share them.

DIGITAL DOWNLOAD
No physical item will be shipped. Files: Word (.docx), PDF and Excel (.xlsx). Works with Microsoft Word, Google Docs, Excel, Google Sheets, LibreOffice and Apple Pages.