Compliance Review Services, Inc.
Consulting and Training Services

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Start-Up Product Lines

Starting an agency is an exciting and potentially overwhelming prospect. Compliance Review Services, Inc., has years of experience in getting startups off the ground and assisting both seasoned professionals and individuals new to home health care to navigate the complex process of getting an agency through a successful initial survey. Our approach is to mentor our clients through the process of starting a business, and we are committed to always be there for them. When the state arrives at our clients' offices, we provide on-site support.

We offer the following startup packages:

Contact us to arrange your startup needs assessment.


Licensed and Certified (Medicare) Home Health Agency

  • Mock survey included
  • Policies and procedures for type of licensing category
  • Admission package in sheet protectors and file folder for ready copying
  • Application package in sheet protectors and file folder for ready copying
  • Governing body policies and procedures, forms to start initial meeting
  • Professional advisory committee meeting, forms, sample meeting
  • Annual agency evaluation tool
  • QA forms for license categories and QAPI program
  • Complaint binder, forms, and log
  • Incident binder, forms, and log
  • 485 and 487 on diskette
  • On-call binder with nurse agreement and form
  • Three-hour in-service reviewing items on site with you or at our office
  • List of places to call for other required documents
  • Infection control binder and tracking system setup
  • Satisfaction survey binder, forms, system setup
  • Assistance with application package, CLIA waiver application
  • HIPAA policies, procedures, job descriptions, forms
  • Civil rights package
  • One free chart review

Items not in the startup listed below but can be arranged to be provided are medication profile forms; OASIS forms; labor law postings; billing information or setup; marketing package; follow-up visits; on site when surveyor there to do survey; monthly, quarterly, or bi-annual QA reports; and help auditing records. These services are charged at our hourly rate and are agreed upon in writing during contract negotiation or with subsequent documentation.

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Licensed and Certified Home Health Agency with JCAHO

  • Policies and procedures/forms as required by State, Medicare, or Joint Commission
  • Admission package in sheet protectors and in file folder for ready-copying
  • Application package and forms in sheet protectors and in file folder for ready-copying (Human Resources)
  • Governing body policies and procedures, forms to start initial meeting
  • QA forms for license categories and Quality Assurance Performance Improvement program
  • Complaint binder, forms, and log
  • Incident Binder, forms, and log
  • IDG, Initial POC, POCs, assessment documents
  • On-call binder with nurse agreement and form
  • Infection control binder and tracking system set up
  • Satisfaction survey binder, forms, and system set up
  • Assistance with application package and CLIA waiver application
  • HIPAA policies, procedures, and forms
  • Ethics binder, which includes policy, forms, and system
  • Physician verification of licensure, which includes policy, forms, and system
  • Performance improvement plan (policies and forms)
  • Safety binder, which includes systems, forms, policies and MSDS
  • Job description binder, which includes job descriptions for your specific agency
  • Clinical policies and procedures, civil rights package
  • MSDS Binder

Items not in the startup listed below but can be arranged to be provided are medication profile forms, billing information or set up, marketing package, follow up visits, on-site when surveyor there to do survey, monthly QA, quarterly reports or bi-annual QA reports. Additional help can be provided to audit records, be on site with surveyors, set up billing, etc. These services are charged at our hourly rate and are agreed upon in writing during contract negotiation or with subsequent documentation.

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Licensed Home Health Agency with PAS

  • Mock survey included
  • Policies and procedures for type of licensing category
  • Admission package in sheet protectors and file folder for ready copying
  • Application package in sheet protectors and file folder for ready copying
  • Governing body policies and procedures, forms to start initial meeting
  • Annual agency evaluation tool
  • QA forms for license categories and QAPI program
  • Complaint binder, forms, and log
  • Incident binder, forms, and log
  • 485 and 487 customized for LHH
  • On-call binder with nurse agreement and form
  • Three-hour in-service reviewing items on site with you or at our office
  • List of places to call for other required documents
  • Infection control binder and tracking system setup
  • Satisfaction survey binder, forms, system setup
  • Assistance with application package, CLIA waiver application
  • HIPAA policies, procedures, job descriptions, forms
  • One free chart review

Items not in the standard package but can be arranged to be provided are medication profile forms; OASIS assessment forms; billing information or setup; marketing package; follow-up visits; on site when surveyor there to do survey; monthly, quarterly, or bi-annual QA reports; and help auditing records. These services are charged at our hourly rate and are agreed upon in writing during contract negotiation or with subsequent documentation.

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Licensed and Certified Hospice

  • Mock survey included
  • Policies and procedures/forms
  • Admission package in sheet protectors and file folder for ready copying
  • Application package and forms in sheet protectors and file folder for ready copying (human resources)
  • Governing body policies and procedures, forms to start initial meeting
  • Annual agency evaluation tool
  • QA forms for license categories and QAPI program
  • Complaint binder and forms, log
  • Incident binder, forms, and log
  • IDG, initial POC, POCs, assessment documents
  • On-call binder with nurse agreement and form
  • Three-hour in-service reviewing items on site with you or at our office
  • List of places to call for other required documents
  • Infection control binder and tracking system setup
  • Satisfaction survey binder, forms, system setup
  • Assistance with application package, CLIA waiver application
  • HIPAA policies, procedures, forms
  • Volunteer binder that includes systems, forms
  • Bereavement binder that includes systems, forms
  • Civil rights package

Items not in the startup listed below but can be arranged to be provided are medication profile forms; billing information or setup; marketing package; follow-up visits; on site when surveyor there to do survey; monthly, quarterly, or bi-annual QA reports; and help auditing records. These services are charged at our hourly rate and are agreed upon in writing during contract negotiation or with subsequent documentation.

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Licensed and Certified Hospice with JCAHO

  • Mock survey included
  • Policies and procedures/forms as required by state, Medicare, or joint commission
  • Admission package in sheet protectors and file folder for ready copying
  • Application package and forms in sheet protectors and file folder for ready copying (human resources)
  • Governing body policies and procedures, forms to start initial meeting
  • QA forms for license categories and QAPI program
  • Complaint binder and forms, log
  • Incident binder, forms, and log
  • IDG, initial POC, POCs, assessment documents
  • On-call binder with nurse agreement and form
  • Infection control binder and tracking system setup
  • Satisfaction survey binder, forms, system setup
  • Assistance with application package, CLIA waiver application
  • HIPAA policies, procedures, forms
  • Volunteer binder which includes systems, forms
  • Bereavement binder which includes systems, forms
  • Ethics binder which includes policy, forms, system
  • Physician verification of licensure which includes policy, forms, system
  • Performance improvement plan (policies, forms)
  • Safety binder that includes systems, forms, policies and MSDS
  • Job description binder that includes job descriptions for your specific hospice
  • Clinical policies and procedures
  • Civil rights package

Items not in the startup listed below but can be arranged to be provided are medication profile forms; billing information or setup; marketing package; follow-up visits; on site when surveyor there to do survey; monthly, quarterly, or bi-annual QA reports; and help auditing records. These services are charged at our hourly rate and are agreed upon in writing during contract negotiation or with subsequent documentation.

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CBA Program Manual

  • Policies and procedures/forms
  • Client assessment, review, and evaluation (CARE)
  • CBA pre-enrollment home health assessment authorization form
  • Client needs assessment questionnaire & task/hour guide
  • Addendum to Form 2060 for personal assistance services
  • Individual service plan
  • Individual service plan – non-waiver services
  • Therapy service authorization form
  • Nursing service plan
  • Minor home modifications
  • Adaptive aids and medical supplies
  • Rationale for adaptive aids, medical supplies, and minor home modifications
  • Case information
  • CBA patient bill of rights
  • HIPAA forms
  • Comprehensive nursing admission assessment
  • Forms section
  • Job descriptions

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PHC Policy & Procedure Manual

  • Policies and procedures
  • Introduction to Texas Resource Guide for HIV/STD Education
  • Disease information
  • Model education programs and other training opportunities
  • School-age HIV/STD education resources
  • Legal resources
  • Special resources
  • HIV/STD resources
  • Other resources
  • Helpful telephone numbers
  • HIV/STD glossary
  • Integrating Hepatitis C into HIV/STD prevention counseling & partner elicitation
  • Instructor’s guide (Hepatitis overview)
  • Student handout (Hepatitis overview)

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CNA School

  • School policies and procedures as required for proprietary and Texas DADS schools
  • Forms to meet proprietary school and Texas DADS requirements
  • Miscellaneous forms
  • Job descriptions
  • Human resource policies and procedures
  • Curriculum for school
  • Assistance with completing proprietary school and Texas DADS application
  • School catalog as required for proprietary schools

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Civil Rights Package

  • Medicare certification civil rights information request form
  • Assurance of compliance
  • Notice of non-discrimination
  • Non-discrimination policy
  • Admission policy
  • Communications with persons of limited English policy
  • List of vital written materials
  • Procedures used to disseminate information
  • Self-evaluation checklist
  • Disability resource list
  • Section 504, Notice of Program Accessibility
  • Special needs intake/referral employee form
  • Bilingual staff roster
  • Grievance procedure
  • Special disability reasonable accommodations and training for staff

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PAS Startup Package

  • Policies and Procedures for type of licensing category
  • Admission package in sheet protectors and in file folder for ready-copying
  • Application package in sheet protectors and in file folder for ready-copying
  • Governing Body policies and procedures, forms to start initial meeting
  • QA forms for license categories and Quality Assurance Performance improvement program
  • Complaint binder and forms, log
  • Incident Binder, forms, and log
  • PAS Plan of Care and Attendant Note/Supervision Forms
  • On call binder with nurse agreement and form
  • 3 hour in-service reviewing items on site with you or at our office
  • List of places to call for other required documents, Infection Control Binder and Tracking System set up
  • Satisfaction Survey Binder, Forms, System set up
  • Assistance with Application Package, CLIA waiver application
  • HIPAA policies, procedures, forms, One Free Chart Review

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Pediatric Startup Package

  • Policies and Procedures Pediatric Admission package in sheet protectors and in file folder for ready-copying
  • Employee Application package in sheet protectors and in file folder for ready-copying
  • Satisfactory Survey Binder, Forms and Log
  • Complaint Binder, Forms and Log
  • Infection Control Binder, Forms
  • QA forms for license categories and Quality Assurance Performance improvement program
  • Incident Binder, Forms and Log
  • Governing Body Policies and Procedures, forms to start initial meeting
  • Annual Agency Evaluation Tool
  • In-Service Binder with On-Call Agreement
  • HIPAA Policy and Procedure Manual, forms and Job Descriptions
  • 485, 487 customized for LHH and Business Associate Agreement on CD
  • Assistance with Application Package, CLIA waiver application
  • 3 hour in-service reviewing items on site with you or at our office
  • One Free Chart Review

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Licensed & Certified Start Up with Hospice & Pediatric, Psychiatric and PAS

  • Policies and Procedures / Forms
  • Admission package in sheet protectors and in file folder for ready-copying
  • Application package and forms in sheet protectors and in file folder for ready-copying (Human Resources)
  • Governing Body policies and procedures, forms to start initial meeting
  • Annual agency evaluation tool
  • QA forms for license categories and Quality Assurance Performance improvement program
  • Complaint binder and forms, log
  • Incident Binder, forms, and log
  • IDG, Initial POC, POC's, assessment documents
  • On- call binder with nurse agreement and form
  • 3 hour in-service reviewing items on site with you or at our office
  • List of places to call for other required documents
  • Infection Control Binder and Tracking System set up
  • Satisfaction Survey Binder, Forms, System set up
  • Assistance with Application Package, CLIA waiver application
  • HIPAA policies, procedures, forms
  • Volunteer Binder which includes systems, forms
  • Bereavement Binder which includes systems, forms
  • Policies and Procedures relating to Pediatric Services
  • Pediatric Admission package in sheet protectors and in file folder for ready-copying
  • Employee Application package in sheet protectors and in file folder for ready-copying relating to Pediatrics
  • Depending upon how the licenses are set up a separate binder may be included for:
  • Satisfactory Survey Binder, Forms and Log
  • Complaint Binder, Forms and Log
  • Infection Control Binder, Forms
  • QA forms for license categories and Quality Assurance Performance improvement program
  • Incident Binder, Forms and Log
  • Governing Body Policies and Procedures, forms to start initial meeting
  • Annual Agency Evaluation Tool
  • In-Service Binder with On-Call Agreement
  • HIPAA Policy and Procedure Manual, forms and Job Descriptions
  • 485, 487 customized for LHH as applicable and Business Associate Agreement on CD
  • One Free Chart Review
  • Policies and Procedures specific to Psychiatric per State and Federal Guidelines
  • Pyschiatric Admission package in sheet protectors and in file folder for ready-copying
  • Employee Application package in sheet protectors and in file folder for ready-copying relating to Psychiatric Nursing and per the Federal requirements (CMS)

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Licensed & Certified Start Up with Pediatric

  • Policies and Procedures for type of licensing category
  • Admission package in sheet protectors and in file folder for ready-copying
  • Application package in sheet protectors and in file folder for ready-copying
  • Governing Body policies and procedures, forms to start initial meeting
  • Annual agency evaluation tool
  • QA forms for license categories and Quality Assurance Performance improvement program
  • Complaint binder and forms, log
  • Incident Binder, forms, and log
  • 485 and 487 customized for LHH
  • On call binder with nurse agreement and form
  • 3 hour in-service reviewing items on site with you or at our office
  • List of places to call for other required documents, Infection Control Binder and Tracking System set up
  • Satisfaction Survey Binder, Forms, System set up
  • Assistance with Application Package, CLIA waiver application
  • HIPAA policies, procedures, forms, One Free Chart Review
  • PEDIATRIC START UP PACKAGE
  • Policies and Procedures relating to Pediatric Services
  • Pediatric Admission package in sheet protectors and in file folder for ready-copying
  • Employee Application package in sheet protectors and in file folder for ready-copying relating to Pediatrics

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Licensed & Certified Start Up with Psychiatric

  • Policies and Procedures for type of licensing category
  • Admission package in sheet protectors and in file folder for ready-copying
  • Application package in sheet protectors and in file folder for ready-copying
  • Governing Body policies and procedures, forms to start initial meeting
  • Annual agency evaluation tool
  • QA forms for license categories and Quality Assurance Performance improvement program
  • Complaint binder and forms, log
  • Incident Binder, forms, and log
  • 485 and 487 customized for LHH
  • On call binder with nurse agreement and form
  • 3 hour in-service reviewing items on site with you or at our office
  • List of places to call for other required documents, Infection Control Binder and Tracking System set up
  • Satisfaction Survey Binder, Forms, System set up
  • Assistance with Application Package, CLIA waiver application
  • HIPAA policies, procedures, forms, One Free Chart Review
  • Policies and Procedures specific to Psychiatric per State and Federal Guidelines
  • Psychiatric Admission package in sheet protectors and in file folder for ready-copying
  • Employee Application package in sheet protectors and in file folder for ready-copying relating to Psychiatric Nursing and per the Federal requirements (CMS)

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Licensed Home Health Start Up with Pediatric

  • Policies and Procedures for type of licensing category
  • Admission package in sheet protectors and in file folder for ready-copying
  • Application package in sheet protectors and in file folder for ready-copying
  • Governing Body policies and procedures, forms to start initial meeting
  • Professional Advisory Committee Meeting, forms, sample meeting
  • Annual agency evaluation tool
  • QA forms for license categories and Quality Assurance Performance improvement program
  • Complaint binder and forms, log
  • Incident Binder, forms, and log
  • 485 and 487 on diskette
  • On call binder with nurse agreement and form
  • 3 hour inservice reviewing items on site with you or at our office
  • List of places to call for other required documents
  • Infection Control Binder and Tracking System set up
  • Satisfaction Survey Binder, Forms, System set up
  • Assistance with Application Package, CLIA waiver application
  • Installation of HAVEN software and test submission
  • HIPAA policies, procedures, job descriptions, forms
  • One Free Chart Review, Civil Rights package
  • Policies and Procedures relating to Pediatric Services
  • Pediatric Admission package in sheet protectors and in file folder for ready-copying
  • Employee Application package in sheet protectors and in file folder for ready-copying relating to Pediatrics
  • Depending upon how the licenses are set up a separate binder may be included for OR pediatric specific forms combined in the Medicare binders:
  • Satisfactory Survey Binder, Forms and Log
  • Complaint Binder, Forms and Log
  • Infection Control Binder, Forms
  • QA forms for license categories and Quality Assurance Performance improvement program
  • Incident Binder, Forms and Log
  • Governing Body Policies and Procedures, forms to start initial meeting
  • Annual Agency Evaluation Tool
  • In-Service Binder with On-Call Agreement
  • HIPAA Policy and Procedure Manual, forms and Job Descriptions
  • 485, 487 customized for LCHH as applicable and Business Associate Agreement on CD

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Licensed Home Health Start Up with Psychiatric Programming

  • Policies and Procedures for type of licensing category
  • Admission package in sheet protectors and in file folder for ready-copying
  • Application package in sheet protectors and in file folder for ready-copying
  • Governing Body policies and procedures, forms to start initial meeting
  • Annual agency evaluation tool
  • QA forms for license categories and Quality Assurance Performance improvement program
  • Complaint binder and forms, log
  • Incident Binder, forms, and log
  • 485 and 487 customized for LHH
  • On call binder with nurse agreement and form
  • 3 hour in-service reviewing items on site with you or at our office
  • List of places to call for other required documents, Infection Control Binder and Tracking System set up
  • Satisfaction Survey Binder, Forms, System set up
  • Assistance with Application Package, CLIA waiver application
  • HIPAA policies, procedures, forms, One Free Chart Review
  • Policies and Procedures specific to Psychiatric per State and Federal Guidelines
  • Psychiatric Admission package in sheet protectors and in file folder for ready-copying
  • Employee Application package in sheet protectors and in file folder for ready-copying relating to Psychiatric Nursing and per the Federal requirements (CMS)

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JCAHO with Pediatrics Start Up

  • Policies and Procedures / Forms as required by State, Medicare, or Joint Commission
  • Admission package in sheet protectors and in file folder for ready-copying
  • Application package and forms in sheet protectors and in file folder for ready-copying (Human Resources)
  • Governing Body policies and procedures, forms to start initial meeting
  • QA forms for license categories and Quality Assurance Performance improvement program
  • Complaint binder and forms, log
  • Incident Binder, forms, and log
  • 485, 487
  • On- call binder with nurse agreement and form
  • Infection Control Binder and Tracking System set up
  • Satisfaction Survey Binder, Forms, System set up
  • Assistance with Application Package, CLIA waiver application
  • HIPAA policies, procedures, forms
  • Ethics Binder which includes policy, forms, system
  • Physician Verification of Licensure which includes policy, forms, system
  • Performance Improvement Plan (policies, forms)
  • Safety Binder which includes systems, forms, policies and MSDS
  • Job Description Binder which includes job descriptions for your specific hospice
  • Clinical Policies and Procedures, Civil Rights package
  • MSDS Binder
  • Policies and Procedures relating to Pediatric Services
  • Pediatric Admission package in sheet protectors and in file folder for ready-copying
  • Employee Application package in sheet protectors and in file folder for ready-copying relating to Pediatrics
  • Depending upon how the licenses are set up a separate binder may be included for OR a combination of pediatric geared forms will be in the following binder combined with the Medicare binders:
  • Satisfactory Survey Binder, Forms and Log
  • Complaint Binder, Forms and Log
  • Infection Control Binder, Forms
  • QA forms for license categories and Quality Assurance Performance improvement program
  • Incident Binder, Forms and Log
  • Governing Body Policies and Procedures, forms to start initial meeting
  • Annual Agency Evaluation Tool
  • In-Service Binder with On-Call Agreement
  • HIPAA Policy and Procedure Manual, forms and Job Descriptions
  • 485, 487 customized for LHH as applicable and Business Associate Agreement on CD
  • One Free Chart Review

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Psychiatric Start Up

  • Policies and Procedures specific to Psychiatric per State and Federal Guidelines
  • Pyschiatric Admission package in sheet protectors and in file folder for ready-copying
  • Employee Application package in sheet protectors and in file folder for ready-copying relating to Psychiatric Nursing and per the Federal requirements (CMS)

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JCAHO Home Health Start up with Medicare

  • Policies and Procedures / Forms as required by State, Medicare, or Joint Commission
  • Admission package in sheet protectors and in file folder for ready-copying
  • Application package and forms in sheet protectors and in file folder for ready-copying (Human Resources)
  • Governing Body policies and procedures, forms to start initial meeting
  • QA forms for license categories and Quality Assurance Performance improvement program
  • Complaint binder and forms, log
  • Incident Binder, forms, and log
  • 485, 487
  • On- call binder with nurse agreement and form
  • Infection Control Binder and Tracking System set up
  • Satisfaction Survey Binder, Forms, System set up
  • Assistance with Application Package, CLIA waiver application
  • HIPAA policies, procedures, forms
  • Ethics Binder which includes policy, forms, system
  • Physician Verification of Licensure which includes policy, forms, system
  • Performance Improvement Plan (policies, forms)
  • Safety Binder which includes systems, forms, policies
  • Job Description Binder which includes job descriptions
  • Civil Rights package
  • MSDS Binder
  • First chart admitted we will review for FREE if you bring the chart to our office or fedex a copy of it to us (for out of the Houston area).

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CHAP Start up

  • CHAP Home Health Start up with Medicare
  • Policies and Procedures / Forms as required by State, Medicare, or CHAP
  • Admission package in sheet protectors and in file folder for ready-copying
  • Application package and forms in sheet protectors and in file folder for ready-copying (Human Resources)
  • Governing Body policies and procedures, forms to start initial meeting
  • QA forms for license categories and Quality Assurance Performance improvement program
  • Complaint binder and forms, log
  • Incident Binder, forms, and log
  • 485, 487
  • On- call binder with nurse agreement and form
  • Infection Control Binder and Tracking System set up
  • Satisfaction Survey Binder, Forms, System set up
  • Assistance with Application Package, CLIA waiver application
  • HIPAA policies, procedures, forms
  • Ethics Binder which includes policy, forms, system
  • Physician Verification of Licensure which includes policy, forms, system
  • Performance Improvement Plan (policies, forms)
  • Safety Binder which includes systems, forms, policies
  • Job Description Binder which includes job descriptions
  • Civil Rights package
  • MSDS Binder
  • First chart admitted we will review for FREE if you bring the chart to our office or fedex a copy of it to us (for out of the Houston area).
If you want us to do your 2 self studies as required by CHAP, we charge extra for this service.

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JCAHO/CHAP DME Startup Package

  • Policies and Procedures / Forms as required by State, Medicare, or Joint Commission/CHAP
  • Admission package in sheet protectors and in file folder for ready-copying
  • Application package and forms in sheet protectors and in file folder for ready-copying (Human Resources)
  • Governing Body policies and procedures, forms to start initial meeting
  • QA forms for license categories and Quality Assurance Performance improvement program (located in policy manual)
  • QA Data binder provided to store audits, reports, QA activities
  • Complaint binder and forms, log
  • Incident Binder, forms, and log
  • Infection Control Binder and Tracking System set up
  • Satisfaction Survey Binder, Forms, System set up
  • Assistance with Application Package
  • HIPAA policies, procedures, forms
  • Ethics Binder which includes policy, forms, system
  • Equipment/MSDS data binder
  • Safety Binder which includes systems, forms, policies
  • Job Description Binder which includes job descriptions
  • MSDS Binder
  • Medical Device Act binder

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