📁 01_COMPLIANCE\ ├── 📁 License_And_Registration\ │ ├── HCSSA PAS License (current)HHSC Required │ ├── License Renewal Dates tracker │ ├── EIN LetterIRS Required │ ├── LLC Certificate of Formation │ └── Business Address Proof ├── 📁 QAPI\ (Quality Assurance & Performance Improvement) │ ├── QAPI Program DescriptionHHSC Required │ ├── Annual QAPI Report │ ├── Incident Log │ └── Corrective Action Plans ├── 📁 Survey_Readiness\ │ ├── HHSC Survey Checklist │ └── Deficiency Correction Log └── 📁 Abuse_Neglect_Exploitation\ ├── ANE Reporting PolicyHHSC Required ├── ANE Incident Reports └── CIMS Reporting Log

📁 02_HR\ ├── 📁 Caregiver_Files\ (one subfolder per caregiver) │ └── 📁 [LastName_FirstName]\ │ ├── Application + Emergency ContactsRequired │ ├── Resume │ ├── Govt-Issued ID copyRequired │ ├── Social Security Card copy │ ├── HS Diploma / GEDRequired │ ├── CPR Certification (renew every 2 yrs)Required │ ├── Driver License + Auto Insurance │ ├── Caregiver License (if CNA/HHA) │ ├── 2 Professional References (documented)Required │ ├── Background Check Consent + DPS ResultsRequired │ ├── Sex Offender Registry CheckRequired │ ├── Nurse Aide Registry (NAR) CheckRequired │ ├── Employee Misconduct Registry CheckRequired │ ├── OIG + SAM Exclusion CheckRequired │ ├── Drug Test Results │ ├── TB Test / TB Assessment MemoRequired │ ├── Hep B Consent or DeclinationOSHA │ ├── W-4 + I-9Federal │ ├── Direct Deposit Form │ ├── Availability Sheet │ ├── Offer Letter │ ├── Job Description (signed)Required │ ├── Employee Handbook (signed)Required │ ├── Non-Compete Agreement │ ├── HIPAA Confidentiality (signed)Required │ ├── Patient Rights AcknowledgementRequired │ ├── Company Policies AcknowledgementRequired │ ├── Workers Comp Acknowledgement │ ├── ANE AcknowledgementRequired │ ├── Orientation Checklist (signed + dated)Required │ ├── Skills Validation ChecklistRequired │ ├── Competency Test — Workplace ViolenceRequired │ ├── Competency Test — Infection ControlRequired │ ├── Competency Test — Bloodborne PathogenRequired │ ├── Competency Test — HIPAARequired │ ├── Emergency Preparedness AcknowledgementRequired │ └── Annual Performance EvaluationsRequired ├── 📁 Applicants\ (pre-hire) │ └── 📁 [LastName_FirstName]\ — Application, Interview Notes, Status ├── 📁 Former_Employees\ (retain 5 years per TX law) ├── 📁 HR_Templates\ │ ├── Blank Application Form │ ├── Offer Letter Template │ ├── Job Description — Caregiver/PCA │ └── Performance Evaluation Form └── 📁 Payroll\ ├── SurePayroll Records └── Pay Rate Log

📁 03_CLIENTS\ ├── 📁 Active_Clients\ │ └── 📁 [LastName_FirstName]\ │ ├── Client Intake FormRequired │ ├── Home Care Needs AssessmentRequired │ ├── Home Safety ChecklistRequired │ ├── Individual Service Plan (ISP)Required │ ├── Service Agreement (Private Pay)Required │ ├── Client Rights + Responsibilities (signed)Required │ ├── Grievance Policy (signed)Required │ ├── HIPAA AuthorizationRequired │ ├── Authorization for Emergency Medical CareRequired │ ├── Advance Directives DiscussionRequired │ ├── Infection Control + Emergency Prep PlanRequired │ └── Care Notes / Visit Logs (EVV) ├── 📁 Discharged_Clients\ └── 📁 Client_Templates\ ├── Blank Intake Form ├── Blank Needs Assessment ├── Blank ISP Template └── Welcome Packet Template

📁 04_OPERATIONS\ ├── 📁 Policies_And_Procedures\HHSC Survey │ ├── Scope of Services Policy │ ├── Admission + Discharge Policy │ ├── Client Rights Policy │ ├── HIPAA + Confidentiality Policy │ ├── Infection Control PolicyOSHA │ ├── Emergency Preparedness Policy │ ├── Workplace Violence PolicySB463 2025 │ ├── Weapons + Firearms Policy │ ├── ANE Reporting Policy │ └── Record Retention Policy ├── 📁 SOPs\ │ ├── Caregiver Onboarding SOP │ ├── Client Intake SOP │ ├── Scheduling + Shift Coverage SOP │ └── Incident Reporting SOP └── 📁 Training\ ├── Orientation CurriculumRequired └── Annual In-Service Training Log 📁 05_FINANCE\ ├── Operations Manager Agreement ($800/mo) ├── Client Invoices + Payment Records ├── General Liability InsuranceRequired ├── Workers Comp InsuranceRequired └── Tax Records 📁 06_MARKETING\ ├── Phase 1–5 Materials (123 Consulting) ├── Provider Lists — HHA (237), Hospice (71), SNF (56) └── Brand Assets (logo, colors, templates) 📁 07_TECHNOLOGY\ ├── GHL — Location ID, API keys, pipeline IDs ├── SignNow — Template links, webhook URLs ├── WellSky — Caregiver logins, EVV config └── Scrum + Portal — Deploy configs, README 📁 08_ADMIN\ ├── Business License + LLC Docs ├── EIN + IRS Documents ├── Insurance Certificates └── Meeting Notes + Decisions Log