FORMS AND BOOKLET CUSTOMIZATION PROCESS

The process for customizing your admission packet will start with the collection of various information and several key documents, which include the following:

• Complete business information:

  • Agency basics

  • Legal business name

  • Facility name

  • Address

  • Business hours, as registered with CDPH

• Contact information:

  • Internal contacts for the project (name, email, phone)

  • Public contacts for the forms/s/booklets (email, phone)

  • Names of Administrator and DPCS/DON

• Your logo in high-resolution

• Documents needed:

  • Your agency's written Mission Statement

  • Welcome letter, preferably written from your own perspective

  • List of specific/detailed services offered

  • Your Policy & Procedures manual in Word or PDF format *

  • Your agency brochure

  • Your Geographic Service Area as registered with CDPH and CMS (list of California counties)

* Policies: Regulations require that seven specific policies be provided to patients. These policies are extracted from each agency's own Policies & Procedures manual, included in the agency's customized Patient handbook, making each Handbook design specific to each agency. Written permission is also required from the publisher of your P&P manual: for Corridor/WellSky manuals this is a simple email process we will walk you through, however please note that at this time we do not support Med-Pass P&P manuals. The required policies are:

• Admission Policy

• Discharge & Transfer Policies

• Advance Directives Policy

• Infection Control & Policy

• Patient Right/Responsibilities

• Complaint/Grievance Process

• Notice of Privacy Practices

Process start: Once you are ready to start this process and have all of the required information and documents at hand, please complete our new client onboarding questionnaire here. After completion of the customization process, we will submit "review draft" PDF versions for your review and approval.

Folders: for custom-printed folders, we typically use the design/color scheme of the agency's existing brochure to design a custom folder. For this process, we need a PDF of the brochure's design that is an original, not a scan or photo.

New agencies in their start-up period

For agencies that are still in their start-up period (waiting for their licensure and/or accreditation surveys), the review draft versions of forms and booklet are generally sufficient for the purposes of both surveys, even though they have a "review draft" watermark. The agency can print a copy of these drafts and present for both surveys. ACHC accepts watermarked draft copies during both of their surveys. Store-bought folders can also be used during this period, if the agency will be ordering customized folders.

Once the agency passes both surveys, receive their CDPH Readiness Letter, and is ready to admit their first 10 patients, two options are available for packets of the first 10 admissions:

• Print a minimal quantity of forms and booklets (10 to 12)

• Print a production quantity of forms and booklets (100+)

• Folders can again be store-bought (custom-printed is 250 minimum)

We work directly with each agency as well as their HHA Consultant during these periods.