Skip to content
CareRulebook
MenuClose

Where are you starting?

United StatesTexas, North Carolina, Georgia, Virginia, Indiana, Ohio, New York, Illinois, Washington, Colorado, Tennessee, Maryland, Kansas, South Carolina, Nevada
TexasManual
North CarolinaManual
GeorgiaManual
VirginiaManual
IndianaManual
OhioGuideNew YorkGuide
IllinoisManual
WashingtonManual
ColoradoManual
TennesseeManual
MarylandManual
KansasManual
South CarolinaManual
NevadaManual
All US states →
United KingdomEngland
Free toolsChecklists, calculators and templates

United States · 15 states compared

Home care policy requirements by state

Every state we cover expects a home care agency to run on written policies and procedures. They differ on how the rules list them, when the regulator first reads them, the format it asks for and how often you must review them. This table puts them side by side, with each answer cited to the official rule or regulator page.

Built from our rule-verified state datasets. Rules last checked between September 30, 2026 and October 3, 2026; each row shows its own date. How we verify rules. For licenses, fees and surveys, see home care licensing requirements by state.

Quick answer

All 15 states in this table expect written policies, but the rules frame them differently: Illinois, Maryland, Nevada, North Carolina, Tennessee and Virginia list named policy items or topics in the rules; South Carolina asks for a policy for each section of the rule; in Indiana, the regulator’s form lists the policies; the license rules in Ohio name one written policy; Colorado, Georgia, Kansas, New York, Texas and Washington set a general duty, with specific policies named through the rules or listed by the regulator.

On timing, Illinois, Indiana and Maryland ask for policies with the application; Kansas, New York, North Carolina, Tennessee and Washington review them as documents before licensing, sent or uploaded after the application form; Colorado and Nevada check them at a survey before licensing; Texas checks them at the initial survey after the license is issued; Georgia asks for a notarized affidavit that they are in place and checks them at inspections; Ohio and South Carolina ask for one named policy with the application; for Virginia, our sources do not say when the regulator first reviews them. A yearly review that covers the policies is required in Colorado, Maryland, North Carolina, Texas and Virginia; a review at least every two years in South Carolina; Nevada, New York and Washington set a fixed cycle only for certain policies or plans; Illinois and Kansas have policies revised as needed, with no fixed cycle named; for Georgia, Indiana, Ohio and Tennessee, our sources name no review cycle. The table below shows each state’s rule, with a link to the source.

How to read the table

  • Rule or guidance. Where an answer comes from a regulator’s web page, form, checklist or letter rather than the law or rule, the cell says who says it (for example “KDHE’s guide asks”), and a Regulator guidance label marks cells that rest on guidance alone. Format asks are often guidance, not rule text.
  • “Our reading” marks an answer that is our interpretation, because the rule does not say it in so many words. Confirm those with the regulator.
  • “Not covered in our sources” means the official texts we saved do not answer the question. We leave it blank rather than guess.
  • The last column is about CareRulebook, not the state. It says what our manual for that state includes, such as an index or upload set matched to the regulator’s process. It is not a rule.
  • Every answer links its source. The small links under each cell go to the rule section or regulator page we quote. Each state’s policies guide has the full list.
  • Non-medical home care only. Medicaid programs and skilled home health licenses can add their own policies; we mention them only where our sources cover them.

The 15 states compared

Download as CSV

Colorado

Colorado Department of Public Health and Environment, Health Facilities and Emergency Medical Services Division (CDPHE)

Written policies the rules require
Policies for running the agencyChapter 26 has the agency develop and adopt policies and procedures for its operation and administration, and names specific ones throughout, such as infection prevention and control. All staff must have access to them and know them.6 CCR 1011-1 Ch. 26, 7.1(C)(3)6 CCR 1011-1 Ch. 26, 5.13(B)6 CCR 1011-1 Ch. 26, 5.9(A)(2)
When the regulator sees them
At the initial surveyCDPHE’s guidance says all required policies must be ready for review at the initial survey, before the license is issued. The fitness review before it can also look at policies.Step 66 CCR 1011-1 Ch. 2, 2.7.1(D)
Format and approval asks
Not covered in our sources
How often to review them
Every yearPolicies are reviewed annually and revised as needed. Infection prevention and control policies are evaluated at least annually, with changes documented.6 CCR 1011-1 Ch. 26, 7.1(C)(3)6 CCR 1011-1 Ch. 26, 5.13(B)
Worth knowing
Licensed after a zero-deficiency surveyRegulator guidanceCDPHE’s guidance says it issues the license after the initial survey is completed with zero deficiencies. CDPHE links example application documents but says not to use them as templates.Step 7, License IssuedInitial Application - General Information
CareRulebook manual (our product)
Full manual, Word and PDFCovers every written policy Chapter 26 and Chapter 2 require, ready for CDPHE’s initial survey.

Rules checked October 2, 2026

Georgia

Georgia Department of Community Health, Healthcare Facility Regulation Division (DCH)

Written policies the rules require
Every policy the rules mandateThe governing body determines all policies and procedures. The duties to write specific policies sit in the sections of Chapter 111-8-65, such as client records.111-8-65-.09(4)(b)111-8-65-.04
When the regulator sees them
Ready before you applyDCH’s checklist says all policies must be in place before you apply and available on request. They are open to review at the initial survey you request during the three-month provisional license, which confirms compliance with the rules, and at unannounced inspections after that.Application Checklist, p. 1Application Checklist, p. 2111-8-65-.03(k)Application Checklist, Affidavit of Compliance
Format and approval asks
A notarized affidavit of complianceRegulator guidanceThe application includes a notarized Affidavit of Compliance in which the owner attests that the policies the rules require have been developed.Application Checklist, Initial, item 3Application Checklist, Affidavit of Compliance
How often to review them
Not covered in our sources
Worth knowing
Deficient policies can bring sanctionsRegulator guidanceDCH’s affidavit says the policies are put into practice as soon as the license is approved, and that deficient policies may lead to sanctions.Application Checklist, Affidavit of Compliance
CareRulebook manual (our product)
Full manual, Word and PDFCovers every written policy Chapter 111-8-65 requires, for personal care, companion and sitter, and nursing services.

Rules checked September 30, 2026

Illinois

Illinois Department of Public Health, Division of Health Care Facilities and Programs (IDPH)

Written policies the rules require
Seven policy areas, plus moreThe rule names seven policy areas, plus client acceptance criteria, to file with the application, from complaint resolution to employee training, and the governing body adopts all operating and administrative policies. IDPH’s form asks initial applicants for nine policies.77 Ill. Adm. Code 245.90(a)(3)(I)77 Ill. Adm. Code 245.90(a)(5), (7), (8)Form 445104, page 877 Ill. Adm. Code 245.30(a)(3)
When the regulator sees them
Filed with the applicationCopies go with the initial application. IDPH’s FAQ says it reviews a new application within 30 days and emails for revisions; the survey comes in the last 30 days of the provisional license.77 Ill. Adm. Code 245.90(a)(3)(I)FAQ, process to obtain a license77 Ill. Adm. Code 245.100(a)(3)
Format and approval asks
On paper, by mailRegulator guidanceIDPH’s form says it does not accept electronic submissions: the application and its attachments go by mail. The agency manager signs its affidavit with an original signature.Form 445104, page 1Form 445104, page 8
How often to review them
As needed; program yearlyThe governing body revises policies as needed; no fixed cycle is named. The quality improvement program, which has written policies, evaluates the whole program at least once a year.77 Ill. Adm. Code 245.30(a)(3)77 Ill. Adm. Code 245.240(a)
Worth knowing
Manuals on hand at surveysIDPH’s survey checklist lists policy and procedure manuals among the materials to have ready. Refusing to make policies and records available at an inspection is grounds for revocation.Surveillance Nurse Visit Checklist (Home Services)77 Ill. Adm. Code 245.110(c)
CareRulebook manual (our product)
Full manual, Word and PDFCovers the policies IDPH asks for with the license application and the rest of Part 245 for home services agencies, with task competency checklists.

Rules checked October 1, 2026

Indiana

Indiana Department of Health, Division of Home and Community-Based Care (IDOH)

Written policies the rules require
Nine on IDOH’s formOur readingIDOH’s application form lists nine policies and procedures, each tied to a section of IC 16-27-4, from unstable health conditions to the client rights statement. By our search, the statute itself uses the word policy for only one: telling clients about cost increases.State Form 53391, Section VIII, items 1-9IC 16-27-4-12(7)
When the regulator sees them
Uploaded with the applicationRegulator guidanceApplications and documents go through the IDOH Gateway. IDOH’s form says all documentation, including the policies, must be received and approved before it issues a license.PSA Licensing Program page, GatewayState Form 53391, Section VIII
Format and approval asks
IDOH’s order, one per sheetRegulator guidanceIDOH’s 2022 letter asks for each policy named by its statute heading, on a separate sheet, in the application’s order, under the Secretary of State name. Its form says not to send a handbook or cut and paste IC 16-27-4.Instruction letter, Policy and Procedure RequirementsState Form 53391, Section VIII
How often to review them
Not covered in our sources
Worth knowing
Not all checked at firstRegulator guidanceIDOH’s 2024 document says some required policies, such as TB and training, are not evaluated at initial licensure but must still be in place. IDOH asks applicants not to mix in Medicaid waiver (FSSA) policies.IDOH-HCBC/PSA-1, Procedures and ResponsibilitiesIDOH-HCBC/PSA-1, FAQs, Policy and ProceduresState Form 53391, Section VIII
CareRulebook manual (our product)
Manual plus IDOH upload setThe nine policies and forms IDOH asks for, in IDOH’s order, each on its own page, without the rule text, alongside the full manual.

Rules checked October 2, 2026

Kansas

Kansas Department of Health and Environment, Bureau of Facilities and Licensing (KDHE)

Written policies the rules require
Policies the rules requireThe rule makes the policies and procedures required by K.A.R. 28-51-103, -104, -117 and -118 part of the initial application. By our count, KDHE’s Instruction Guide has 70 numbered items, about 42 of which ask for a policy.K.A.R. 28-51-101(a)(1)(C)Instruction Guide, Important (our count of the numbered items)
When the regulator sees them
Uploaded for a desk reviewRegulator guidanceAfter the fee, you upload the policies to KDHE’s file transfer system. KDHE reviews the packet and issues the license when every required document meets the requirements.Instructions, Initial Applications 2Instructions, Initial Applications 4
Format and approval asks
Letterhead, board approval, foldersRegulator guidanceKDHE’s guide asks for policies on the agency’s letterhead, clearly approved by the governing board and specific to Kansas, uploaded into its numbered folders and repeated in every section they answer.Instruction Guide, Additional HelpInstruction Guide, p. 1Instruction Guide, ImportantInstruction Guide, Instructions 3
How often to review them
As neededThe governing body adopts, revises and approves policies as needed; no fixed cycle is named. KDHE also asks for a policy on how policies are adopted and revised.K.A.R. 28-51-103(a)(3)KDHE Instruction Guide, Governing Body (2)
Worth knowing
No blanks or “Not Applicable”Regulator guidanceKDHE says no area may be left blank or say “See Attached” or “Not Applicable”. An uploaded file cannot be opened again, so KDHE recommends gathering every document first.Instruction Guide, Additional HelpInstruction Guide, Important
CareRulebook manual (our product)
Manual plus KDHE foldersA ZIP of your policies and forms arranged in the folders of KDHE’s file transfer system, with a read-me listing what you add.

Rules checked October 2, 2026

Maryland

Maryland Department of Health, Office of Health Care Quality (OHCQ)

Written policies the rules require
23 items in five groupsCOMAR 10.07.05.08B lists 23 policy items, as a minimum, in five groups: administration, personnel, patient care, informed consent, and environment and safety. Other sections add more, such as screening and complaints.COMAR 10.07.05.08B(1)COMAR 10.07.05.09A, .10A, .12G, .14C, .15D, .16A
When the regulator sees them
Filed with the applicationCopies of the .08B policies are part of the application, and OHCQ reviews every application before licensing.COMAR 10.07.05.04A(2)(i)COMAR 10.07.05.04C
Format and approval asks
Section B: document and pagesRegulator guidanceFor each of the 23 items, OHCQ’s application asks for the name of the attached document and its page numbers, or N/A where you ask for a waiver. The application must be typed.Application, Section B, Policies and ProceduresApplication, Instructions
How often to review them
Every yearThe governing authority meets management at least annually to review and advise on policies, and keeps minutes.COMAR 10.07.05.08A
Worth knowing
Waivers for items you do not needOHCQ may waive a .08B policy if you explain in writing why it is inappropriate or unnecessary for your agency, for example enteral and parenteral nutrition at an agency that offers none.COMAR 10.07.05.08B(2)Application, Section B, Waiver of a Specific Policy or Procedure
CareRulebook manual (our product)
Manual plus Section B indexFor each of the 23 items, the policy and its pages in your PDF manual, or N/A with the waiver request text if you chose one.

Rules checked October 2, 2026

Nevada

Nevada Health Authority, Health Care Purchasing and Compliance Division, Bureau of Health Care Quality and Compliance (HCQC)

Written policies the rules require
13 topics at a minimumNAC 449.3974 requires written policies on staff qualifications, duties and conditions of employment covering at least 13 topics, from attendant duties to special populations. HCQC’s workbook ends with a 55-tag checklist of the policies, forms and documents it expects.NAC 449.3974NAC 449.3974(1)-(13)Workbook (12.2024), final pages
When the regulator sees them
At the prelicensure surveyPolicies are not on HCQC’s upload list. Once the application is complete, the Division reviews policies and performs a prelicensure survey.Licensing Checklist for Personal Care Services (PCS)NAC 449.0112(1)
Format and approval asks
Not covered in our sources
How often to review them
As needed; infection plan yearlyPolicies are reviewed and revised as needed and given to staff whenever they change. The statute has the written infection control plan updated every year.NRS 449B.220(3)(c)NAC 449.3974
Worth knowing
Workbook predates R089-24Regulator guidanceHCQC’s 12.2024 workbook, still linked as the initial inspection workbook, prints the prohibited services list from before R089-24, including medication.Workbook (12.2024), tag P0164
CareRulebook manual (our product)
Manual plus HCQC checklist indexAll 55 tags of HCQC’s checklist in HCQC’s order, each with the policy and pages in your PDF manual that answer it, as an aid for the prelicensure survey.

Rules checked October 3, 2026

New York

New York State Department of Health, Division of Home and Community Based Services (with the Public Health and Health Planning Council) (DOH)

Written policies the rules require
Adopted by the governing authorityThe governing authority adopts written policies on management, operation and care. DOH’s review tool lists the minimum policies, and there must be a policy for each service requested.10 NYCRR 766.9(d)Review Tool Part A, pages 4 to 5Applicant Worksheet, page 1
When the regulator sees them
After PHHPC approval, before openingRegulator guidanceDOH says to send the manual only after PHHPC and DOH approve the application. The regional office reviews it, then schedules a pre-opening survey.LHCSA page, noteFAQ A, Q3
Format and approval asks
Binder, index and crosswalkRegulator guidanceDOH’s guidance asks for hard copy only, in a hard-covered binder with dividers; an index with each policy’s number, regulation and review dates; a crosswalk to the regulations; Word at 12 point or more; and its applicant worksheet with the manual.Guidance, Submission item 2Guidance, Submission item 4Guidance, All submissions shouldApplicant Worksheet, page 1
How often to review them
QI committee, four times a yearA quality improvement committee meets at least four times a year to review the policies on care delivery and recommend changes. The Health Commerce System coverage policy is reviewed at least yearly.10 NYCRR 766.9(l)(1)10 NYCRR 766.9(o); DAL DHCBS 25-10
Worth knowing
DOH directives go in tooRegulator guidanceDOH’s guidance says its directives, such as Dear Administrator Letters, must be built into the policies, and the regional office scores each policy against the text of the regulations.Guidance, BackgroundReview Tool Part B, instructions
CareRulebook manual (our product)
Free guide only

Rules checked October 3, 2026

North Carolina

North Carolina Division of Health Service Regulation, Acute and Home Care Licensure and Certification Section (DHSR)

Written policies the rules require
11 topics, plus moreThe governing body sets written policies on 11 topics, from scope of services to referral to other agencies; other rules add infection control, personnel, client acceptance and records. DHSR’s checklist lists 32 policy items.10A NCAC 13J .1001(a)10A NCAC 13J .1001(a)(1)-(11)10A NCAC 13J .1003(a)10A NCAC 13J .1003(d)10A NCAC 13J .110110A NCAC 13J .1401(a)Initial Survey Checklist, pp. 1-2
When the regulator sees them
Sent for the initial surveyRegulator guidanceAfter confirming receipt of your application and fee, DHSR emails you to request your policies, procedures and personnel documents. The initial survey is a review of what you send.Requirements for Establishing a Home Care Agency
Format and approval asks
Not covered in our sources
How often to review them
Every year, in the evaluationThe annual evaluation of the total operation includes a policy and administration review, used to revise policies as necessary. Sample client records are reviewed every 90 days.10A NCAC 13J .1004(b)-(c)10A NCAC 13J .1004(a), (d)
Worth knowing
A sample and an assuranceRegulator guidanceDHSR treats the policies you submit as a sample of those needed to run the agency, and as an assurance of compliance. A new site adopts the existing site’s policies by letter.FAQ 15FAQ 14-15Requirements for Adding an Additional Home Care Site
CareRulebook manual (our product)
Full manual, Word and PDFCovers DHSR’s initial survey checklist, mapped to 10A NCAC 13J.

Rules checked October 1, 2026

Ohio

Ohio Department of Health (ODH)

Written policies the rules require
One named policy for the licenseThe ODH license rules name one written policy, on criminal records checks, plus any policies related to your services, if applicable. If you seek ODA certification to serve Medicaid waiver clients (such as PASSPORT), ODA’s rules add more, such as an incident documentation policy and conduct standards for staff.OAC 3701-60-03(B)(3)(g)OAC 3701-60-03(B)(3)(d)OAC 173-39-02(A)(7)OAC 173-39-02(B)(8), (C)(1)(c)
When the regulator sees them
One policy with the applicationA copy of the criminal records check policy goes with the application, with any policies related to your services.OAC 3701-60-03(B)(3)(g)OAC 3701-60-03(B)(3)(d)
Format and approval asks
Not covered in our sources
How often to review them
Not covered in our sources
Worth knowing
Medicaid certification adds policiesODA-certified providers of personal care keep written policies on job descriptions and aide qualification records, and give reviewers access to policies for every unit billed.OAC 173-39-02.11(C)(5)OAC 173-39-02(B)(10)(c)
CareRulebook manual (our product)
Free guide only

Rules checked September 30, 2026

South Carolina

South Carolina Department of Public Health, Healthcare Quality, Bureau of Health Facilities Licensing (DPH)

Written policies the rules require
One for each section of the ruleWritten policies addressing each section of R.60-122 on client care and operations, followed in practice and accessible to staff at all times. The policy section is a Class II standard.R.60-122 §301R.60-122 §301.A
When the regulator sees them
Drug testing policy with the applicationThe random drug testing policies go with the initial application, and DPH’s form also asks for them with renewals. Our sources do not say how DPH checks the other policies before licensing.R.60-122 §103.FForm 1307, Additional DocumentsR.60-122 §103.B
Format and approval asks
Not covered in our sources
How often to review them
At least every two yearsThe provider sets a review period of no more than two years for all policies, and each review is documented and signed by the administrator.R.60-122 §301.B
Worth knowing
New since May 22, 2026The 2026 rewrite replaced the regulation in its entirety. The 2014 rule it replaced had no general written-policy duty.Document No. 5407, InstructionsS.C. Code of Regulations, Chapter 60, R.60-122 history (pre-2026 compilation)
CareRulebook manual (our product)
Manual plus DPH drug testing policyYour random drug testing policy on its own, with its logs and record forms, to attach to DPH’s application form 1307.

Rules checked October 2, 2026

Tennessee

Tennessee Department of Mental Health and Substance Abuse Services, Office of Licensure (TDMHSAS)

Written policies the rules require
17 items and 8 personnel topicsThe agency runs under written policies, including at least the 17 items in 0940-05-38-.06(1), and written personnel policies on at least 8 topics.0940-05-38-.05(2)0940-05-38-.06(1)0940-05-38-.07(2)
When the regulator sees them
Electronic desk auditTDMHSAS says the initial inspection is an electronic desk audit covering “certain policies and procedures”, which it does not list. Deficiencies must be corrected before a license is issued.Step 5What does an Initial Inspection cover?0940-05-02-.06(5)(b)
Format and approval asks
Not covered in our sources
How often to review them
Not covered in our sources
Worth knowing
Cited only on rule-based policiesRegulator guidanceTDMHSAS says an agency should only be cited for policy rules in its administrative rules. For caregivers who give medication after approved training, it asks for a Medication Safety Policy.Slide 38Slide 22
CareRulebook manual (our product)
Full manual, Word and PDFCovers the 17 policy items and 8 personnel topics in TDMHSAS’s rules, with a crosswalk of both lists for the electronic desk audit.

Rules checked October 2, 2026

Texas

Texas Health and Human Services Commission (HHSC)

Written policies the rules require
No single listHHSC does not keep a list of required policies. The duties are spread through Chapter 558, from operating hours to infection control.FAQ p. 426 TAC §558.210(a)26 TAC §558.285
When the regulator sees them
At the initial survey, after licensingAll policies the chapter requires must be ready when the surveyor arrives for the initial survey, which a PAS agency requests after serving its first client.26 TAC §558.521(d)26 TAC §558.521(a)26 TAC §558.521(b)(1)
Format and approval asks
Not covered in our sources
How often to review them
Every year, in the QAPI evaluationThe QAPI program’s annual evaluation of the total operation is used to correct problems and, if necessary, to revise policies. The emergency preparedness and response plan also gets an internal review at least annually and after each actual emergency.26 TAC §558.287(a)(1)(B)26 TAC §558.256(j)
Worth knowing
Follow what your policy saysRegulator guidanceHHSC’s FAQ says that if your policy promises more than the rule, such as a copy of each driver’s license in personnel files, you must do what it says.FAQ p. 13
CareRulebook manual (our product)
Full manual, Word and PDFMapped to 26 TAC Chapter 558.

Rules checked September 30, 2026

Virginia

Virginia Department of Health, Office of Licensure and Certification (OLC)

Written policies the rules require
Topics in four groupsPolicies approved by the governing body cover at least 18 administrative and operational topics, 6 financial, 7 personnel and 4 admission and discharge topics.12VAC5-381-180 A, C-F
When the regulator sees them
Not stated before licensingApplicants are subject to OLC inspection, and a license is issued on a finding of compliance. Our sources do not say whether OLC reviews policies before the first license.12VAC5-381-40 C12VAC5-381-20 B
Format and approval asks
Approved by the governing bodyThe rule requires written policies approved by the governing body, which reviews and approves them every year.12VAC5-381-180 A, C-F12VAC5-381-160 C-D
How often to review them
Every yearAll policies are reviewed at least annually, with recommended changes going to the governing body for approval.12VAC5-381-180 B12VAC5-381-160 C-D
Worth knowing
A withdrawn draft would have changed itA draft rewrite would have moved the policy review from every year to every two years. Town Hall shows that proposed stage was withdrawn on April 7, 2022, so the yearly review stands.Stage 9512 Agency Background Document, Substance, Section 180Town Hall, action 5352, stage 9512 (archived copy)12VAC5-381-180 B
CareRulebook manual (our product)
Full manual, Word and PDFCovers every policy topic in 12VAC5-381-180 and the rest of 12VAC5-381.

Rules checked October 1, 2026

Washington

Washington State Department of Health, in-home services program (DOH)

Written policies the rules require
A manual of the required policiesThe policies the rules require make up a manual that must clearly demonstrate compliance with the chapter. DOH’s surveyors use a 60-tag policy and procedure checklist (DOH 505-141).WAC 246-335-320(2)(g)DOH 505-109 (April 2026), Policies and ProceduresDOH 505-141
When the regulator sees them
Approved before licensingRegulator guidanceYou do not send the manual with the application; DOH’s survey office asks for it later. DOH reviews and approves it before the license, and the initial survey focuses on it.DOH 505-109 (April 2026), Policies and ProceduresSurvey Program page
Format and approval asks
No Medicare referencesThe rule bars references to federal Medicare requirements in home care policies. DOH’s checklist has a line for the date the policies were last reviewed and a signature line for the administrator.WAC 246-335-320(2)(g)(i)DOH 505-141, page 1
How often to review them
Kept current; infection control yearlyThe plan of operation is updated as practice, services and laws change. A documented yearly review of infection control guidance updates training and policies as necessary.WAC 246-335-415(12)WAC 246-335-425(12)(f)
Worth knowing
Not the WAC copied outRegulator guidanceDOH says policies may not be the WAC or RCW copied word for word. It says applicants may write the policies themselves, buy generic manuals or hire consultants, and asks that documents made with AI tools or templates be reviewed thoroughly before submission.Survey Program page, Policies and proceduresDOH 505-109 (April 2026), Policies and ProceduresDOH 505-109 (April 2026), Use of Artificial Intelligence
CareRulebook manual (our product)
Manual plus DOH review copyEvery policy and form with your agency’s details and choices, the rules cited but not quoted, to send when DOH asks for your policies.

Rules checked October 2, 2026

The last column describes CareRulebook’s manual for each state, not a state requirement.

Policy guides by state

Each policies guide lists one state’s required policies item by item, with every rule quoted and linked; where we have no policies guide, the state guide covers them.

Frequently asked questions

Which written policies does a home care agency need?

Every one of the 15 states in this table expects a licensed home care agency to have written policies and procedures, but the rules frame them differently. Illinois, Maryland, Nevada, North Carolina, Tennessee and Virginia list named policy items or topics in the rules; South Carolina asks for a policy for each section of the rule; in Indiana, the regulator’s form lists the policies; the license rules in Ohio name one written policy; Colorado, Georgia, Kansas, New York, Texas and Washington set a general duty, with specific policies named through the rules or listed by the regulator. State by state: Colorado: Policies for running the agency; Georgia: Every policy the rules mandate; Illinois: Seven policy areas, plus more; Indiana: Nine on IDOH’s form (our reading); Kansas: Policies the rules require; Maryland: 23 items in five groups; Nevada: 13 topics at a minimum; New York: Adopted by the governing authority; North Carolina: 11 topics, plus more; Ohio: One named policy for the license; South Carolina: One for each section of the rule; Tennessee: 17 items and 8 personnel topics; Texas: No single list; Virginia: Topics in four groups; Washington: A manual of the required policies. Each row links the state’s policies guide, which lists them item by item; where we have no policies guide, the row links the state guide.

When does the state review a new agency’s policies?

Illinois, Indiana and Maryland ask for policies with the application; Kansas, New York, North Carolina, Tennessee and Washington review them as documents before licensing, sent or uploaded after the application form; Colorado and Nevada check them at a survey before licensing; Texas checks them at the initial survey after the license is issued; Georgia asks for a notarized affidavit that they are in place and checks them at inspections; Ohio and South Carolina ask for one named policy with the application; for Virginia, our sources do not say when the regulator first reviews them. State by state: Colorado: At the initial survey; Georgia: Ready before you apply; Illinois: Filed with the application; Indiana: Uploaded with the application; Kansas: Uploaded for a desk review; Maryland: Filed with the application; Nevada: At the prelicensure survey; New York: After PHHPC approval, before opening; North Carolina: Sent for the initial survey; Ohio: One policy with the application; South Carolina: Drug testing policy with the application; Tennessee: Electronic desk audit; Texas: At the initial survey, after licensing; Virginia: Not stated before licensing; Washington: Approved before licensing.

How often do home care policies have to be reviewed?

A yearly review that covers the policies is required in Colorado, Maryland, North Carolina, Texas and Virginia; a review at least every two years in South Carolina; Nevada, New York and Washington set a fixed cycle only for certain policies or plans; Illinois and Kansas have policies revised as needed, with no fixed cycle named; for Georgia, Indiana, Ohio and Tennessee, our sources name no review cycle. The fixed cycles: Nevada: As needed; infection plan yearly; New York: QI committee, four times a year; Washington: Kept current; infection control yearly. Whatever the rule, a policy should change when the rules or your services change.

Do I need an index, crosswalk or binder for my policies?

Some regulators ask for a set format: Georgia: A notarized affidavit of compliance; Illinois: On paper, by mail; Indiana: IDOH’s order, one per sheet; Kansas: Letterhead, board approval, folders; Maryland: Section B: document and pages; New York: Binder, index and crosswalk; Virginia: Approved by the governing body; Washington: No Medicare references. In Georgia, Illinois, Indiana, Kansas, Maryland and New York, these asks come from the regulator’s guidance or forms, not the rule text. For Colorado, Nevada, North Carolina, Ohio, South Carolina, Tennessee and Texas, our sources set no particular format.

Can I copy the regulations into my policies, or use a template?

Some regulators in this table say policies must not simply copy the rules. In Washington, DOH says policies may not be the WAC or RCW copied word for word. It says applicants may write the policies themselves, buy generic manuals or hire consultants, and asks that documents made with AI tools or templates be reviewed thoroughly before submission. In Indiana, IDOH’s 2022 letter asks for each policy named by its statute heading, on a separate sheet, in the application’s order, under the Secretary of State name. Its form says not to send a handbook or cut and paste IC 16-27-4. CareRulebook’s manuals quote the rule under each policy so you can check it, and the policy itself is written as your agency’s procedure. For Washington and Indiana, the extra download (DOH review copy and IDOH upload set) leaves the rule quotes out.

Does the CareRulebook manual include the index or upload set my state asks for?

For Indiana, Kansas, Maryland, Nevada, South Carolina and Washington, the manual comes with an extra download matched to the regulator’s process (Indiana: IDOH upload set; Kansas: KDHE folders; Maryland: Section B index; Nevada: HCQC checklist index; South Carolina: DPH drug testing policy; Washington: DOH review copy). For Colorado, Georgia, Illinois, North Carolina, Tennessee, Texas and Virginia, the manual is the full policy set in Word and PDF. For New York and Ohio, we publish a free guide only. This column is about our product, not a state rule.

What do “Our reading”, “Regulator guidance” and “Not covered in our sources” mean?

“Our reading” marks an answer that is our interpretation, because the rule does not say it in so many words; confirm it with the regulator. “Regulator guidance” marks an answer that rests only on a regulator’s web page, form, checklist or letter, not on the law or rule text. “Not covered in our sources” means the official texts we saved and verified for that state do not answer the question; it does not mean the answer is no.

How current is this table?

Each row shows the date we last checked that state’s rules against the official text (between September 30, 2026 and October 3, 2026). The table is built from the same datasets as our state guides, so a correction in a state’s data updates its row here. We log every correction on our corrections page.

Sources

The official texts behind each row. The full list for each state, with every quote, is on its guide.

Colorado · checked October 2, 2026

Georgia · checked September 30, 2026

Illinois · checked October 1, 2026

Indiana · checked October 2, 2026

Kansas · checked October 2, 2026

Maryland · checked October 2, 2026

Nevada · checked October 3, 2026

New York · checked October 3, 2026

North Carolina · checked October 1, 2026

Ohio · checked September 30, 2026

South Carolina · checked October 2, 2026

Tennessee · checked October 2, 2026

Texas · checked September 30, 2026

Virginia · checked October 1, 2026

Washington · checked October 2, 2026

Keep reading