43-Document System
$197 one time
Eight connected sections that document the client, staff, service delivery, safety, quality, and business controls as one operating record.
Learn about operational documentation →What We Offer
Your manual tells you what to do. Your documents show what actually happened.
HCTP connects state- and provider-specific policies with the operational records your staff use every day. You can see the connection before you buy it.
Policies & Procedures
$1,299 one time
Written around your state, provider pathway, and services so the manual explains the policy, the procedure, who is responsible, and what record should prove the work.
See how the manual is built →Complete Package
$1,496 one time
The manual governs the operation. The 43-document system records the operation. Together they create one connected implementation and proof system.
Build My PackageOne connected operating story
REQUIREMENT
POLICY
PROCEDURE
RESPONSIBLE ROLE
DOCUMENT
PROOF
AUDIT
A manual should not sit on a shelf after licensing or accreditation. It should tell your agency how to operate, and your records should show that the procedure was actually carried out.
Real state-specific production examples
See how the same HCTP system is written for different provider pathways.
These are real excerpts from the HCTP materials you are buying—not AI mockups. The state language changes. The implementation standard stays connected to the work and the records that prove it.
See the real system
8 sections. 43 documents. One documented journey.
Every document below has a job inside the operating system. The image for each section uses a real HCTP policy excerpt beside a real HCTP operational document—no stock forms and no AI-generated examples.
Section 1 · 5 documents
Admission & Intake
SCREEN → INTAKE → AGREEMENT → INITIAL EVALUATION → FILE READINESS
Opens the client file correctly: confirms service fit, captures the facts, formalizes the relationship, and checks that the file is ready before routine care begins.
Where it connects to the manual
Connects to scope-of-service, inquiry/referral, admission, service-agreement and start-of-care procedures.
Visual example: HCTP-001 Scope-of-Service Screening
All documents in Section 1
HCTP-001
Scope-of-Service Screening
Manual connection: Scope / admission screening.
HCTP-002
Client Inquiry and Intake Form
Manual connection: Inquiry / referral / intake.
HCTP-003
Client-Agency Service Agreement
Manual connection: Service agreement / charges / responsibilities.
HCTP-004
Initial Home Visit and Evaluation
Manual connection: Initial evaluation / home readiness.
HCTP-005
Start-of-Care File Completion Checklist
Manual connection: Admission file completion / start-of-care control.
Section 2 · 6 documents
Assessments & Care Planning
REASSESS → PLAN → ASSIGN → DOCUMENT → REVIEW → MATCH
Turns assessed needs into a working service plan and keeps the plan, caregiver assignment, visit documentation, and later changes aligned.
Where it connects to the manual
Connects to assessment, service planning, reassessment, change-in-condition, task assignment and record-consistency procedures.
Visual example: HCTP-007 Individual Service Plan
All documents in Section 2
HCTP-006
Supervisory Follow-Up Home Visit Reassessment
Manual connection: Supervision / reassessment.
HCTP-007
Individual Service Plan
Manual connection: Service planning / client-specific instructions.
HCTP-008
Change in Condition Referral Log
Manual connection: Change in condition / escalation / referral.
HCTP-009
Service Plan Review Revision
Manual connection: Plan review / revision.
HCTP-010
Task Assignment Scope Checklist
Manual connection: Caregiver assignment / scope control.
HCTP-012
Plan of Care / Assignment / Visit Documentation Consistency Audit
Manual connection: Plan-to-assignment-to-visit matching / quality review.
Section 3 · 4 documents
Care Delivery & Visits
VISIT → OBSERVE → EXCEPTION → NOTIFY → FOLLOW-UP → CLOSE
Creates the day-to-day record of what actually happened during service—including completed work, missed or late visits, refusals, exceptions, and discharge.
Where it connects to the manual
Connects to service delivery, visit documentation, missed-visit, refusal, notification, follow-up and discharge procedures.
Visual example: HCTP-015 Direct Care Worker Activity Log
All documents in Section 3
HCTP-014
Missed / Late Visit Review
Manual connection: Scheduling / missed or late visit response.
HCTP-015
Direct Care Worker Activity Log
Manual connection: Visit documentation / services actually delivered.
HCTP-018
Client Refusal of Care Documentation Record
Manual connection: Refusal / exception / follow-up.
HCTP-019
Complete Client Discharge Summary
Manual connection: Discharge / case closure.
Section 4 · 4 documents
Client Rights & Consents
DISCLOSE → ACKNOWLEDGE → AUTHORIZE → RECEIVE COMPLAINT → LOG → RESPOND
Documents rights, acknowledgments, permitted information release, complaints, and the agency response so client communication is controlled and traceable.
Where it connects to the manual
Connects to client rights, confidentiality, release-of-information, complaint/grievance and non-retaliation procedures.
Visual example: HCTP-023 Client Rights & Responsibilities Notice / Acknowledgment
All documents in Section 4
HCTP-021
Authorization for Release of Information
Manual connection: Confidentiality / authorized disclosure.
HCTP-023
Client Rights & Responsibilities Notice / Acknowledgment
Manual connection: Client rights / acknowledgment.
HCTP-024
Complaint / Grievance Form
Manual connection: Complaint intake / investigation.
HCTP-026
Complaint / Grievance Log
Manual connection: Complaint tracking / resolution oversight.
Section 5 · 5 documents
Personnel & HR Forms
RECRUIT → SCREEN → DEFINE ROLE → FILE → REVIEW → EVALUATE
Builds the employee file from hiring through screening, role definition, file review, and performance evaluation.
Where it connects to the manual
Connects to recruitment, background screening, qualifications, job descriptions, personnel-file control and performance-review procedures.
Visual example: HCTP-033 Pre-Hire / Background Screening Checklist
All documents in Section 5
HCTP-033
Pre-Hire / Background Screening Checklist
Manual connection: Recruitment / screening / assignment clearance.
HCTP-036
Personnel File Audit Checklist
Manual connection: Personnel-file completeness / audit.
HCTP-037
Annual Performance Evaluation
Manual connection: Performance evaluation / supervision.
HCTP-038
Employment Application
Manual connection: Recruitment / employment history.
HCTP-039
Master Job Description / Employee Acknowledgment
Manual connection: Role definition / employee acknowledgment.
Section 6 · 4 documents
Clinical & Safety
EVENT → PROTECT → NOTIFY → TRACK → PREPARE → FOLLOW-UP
Documents safety events, emergency priorities, communication readiness, and infection exposures so urgent situations have a controlled response and follow-up.
Where it connects to the manual
Connects to incident response, medical emergency, emergency preparedness, notification and infection-control procedures.
Visual example: HCTP-043 Incident / Accident / Medical Emergency Report
All documents in Section 6
HCTP-043
Incident / Accident / Medical Emergency Report
Manual connection: Incident / emergency response / follow-up.
HCTP-046
Emergency Client Priority Roster
Manual connection: Emergency preparedness / client prioritization.
HCTP-047
Emergency Contact / Communication Roster
Manual connection: Emergency communication / continuity.
HCTP-048
Infection Exposure / Response Record
Manual connection: Infection exposure / response / work restriction.
Section 7 · 10 documents
Compliance & Quality
LICENSE → POLICY → CHANGE → TRAIN/ACKNOWLEDGE → AUDIT → CORRECT → MONITOR → REVIEW
Gives leadership the controls to review policies, monitor regulatory changes, audit files, correct problems, and test whether the operating system is working.
Where it connects to the manual
Connects to licensure control, policy review, regulatory change, survey readiness, record audits, corrective action and quality-management procedures.
Visual example: HCTP-063 Client Record Audit Checklist
All documents in Section 7
HCTP-051
License & Renewal Tracker
Manual connection: Licensure / renewal control.
HCTP-058
Policy Review & Revision Log
Manual connection: Policy review / revision control.
HCTP-059
Regulatory Change Log
Manual connection: Regulatory change monitoring.
HCTP-060
Staff Policy Change Acknowledgment
Manual connection: Policy implementation / staff acknowledgment.
HCTP-061
Survey / Inspection Readiness Log
Manual connection: Survey / inspection preparation.
HCTP-063
Client Record Audit Checklist
Manual connection: Client-record audit / completeness.
HCTP-064
Record Retention / Destruction Log
Manual connection: Retention / archival / destruction.
HCTP-066
Program Review / Quality Evaluation
Manual connection: Quality management / program review.
HCTP-068
Corrective Action / Monitoring Tracker
Manual connection: Corrective action / monitoring / closure.
HCTP-069
Annual Compliance Audit
Manual connection: Annual compliance / management review.
Section 8 · 5 documents
Administration & Finance
VERIFY COVERAGE → BILL → TRACK TRAVEL → CONTROL EXPENSES → RECORD TIME
Closes the operating loop with the business records behind service delivery: coverage, billing, mileage, expenses, and employee time.
Where it connects to the manual
Connects to insurance/bonding, billing, travel, expense, payroll and administrative-control procedures.
Visual example: HCTP-080 Client Billing Log
All documents in Section 8
HCTP-079
Insurance / Coverage Verification
Manual connection: Insurance / bonding / coverage control.
HCTP-080
Client Billing Log
Manual connection: Billing / service-to-charge reconciliation.
HCTP-081
Employee Mileage / Travel Log
Manual connection: Travel / mileage documentation.
HCTP-082
Business Expense Report
Manual connection: Expense control / approval.
HCTP-083
Payroll / Employee Timesheet Record
Manual connection: Timekeeping / payroll control.
The Complete-System Advantage
What should happen → Who should do it → What happened → Did it match?
That is the difference between owning paperwork and operating a documentation system. HCTP connects the manual to the records your staff use so management can follow the work from policy to proof.
PLAN → ASSIGN → DOCUMENT → COMPARE → PROVE
Start With Your State