Client Intake: Document how you assess new clients — needs, preferences, medical history, emergency contacts. We suggest doing intake before services begin.
Service Agreement: A written contract between client (or representative) and agency specifying services, schedule, fees, cancellation policy, and client rights.
Care Plan: An individualized plan for each client that describes the care to be provided, who will provide it, frequency, and how goals will be monitored.
Not part of the CDSS application. HCS 281 Section B lists only B1 to B6. These are good business practice.
What the Law Says
- Who home care is for (§ 1796.12(n)). It is for people who can't do these tasks because of age or disability. Your intake form can note why the client needs help.
- What "client" means (§ 1796.12(c)). A client gets home care from a registered home care aide. Your aides must be on the CDSS registry.
