Questions agency owners ask us

If you keep Premium, nothing changes: your portal, your staff sign-ins and your records carry on. If you chose Premium when you bought your Policy Pack, it starts on day 91 by itself. If you don't keep Premium, your portal access ends on day 90, and the policy files you downloaded are still yours to keep and use. We remind you by email and in the portal 30, 14, 7 and 1 days before your access ends.

No, and we want to be clear about it. One-time means the policy files: you pay once and they are yours for good. The portal is a service: every Policy Pack includes 90 days in it, with Premium, and after that it stays open with Premium, monthly or yearly.

We only keep your data while you are with us. When your access ends, your logins and your staff can no longer sign in, and your account is paused for 7 days: subscribe in that time and everything is back as it was. After that, your account and all its data are permanently deleted, including your staff list, staff sign-off records, reworded sections, your own policies and uploaded files. Your agency is responsible for keeping its own records, such as staff sign-offs. Download them before your access ends.

Yes, in one click, any time while you have access, on every package. You get one zip file with your policies, the full manual, your forms, your own policies and your staff sign-off records. Find it under Your data in your portal. Downloading is never locked behind Premium.

Yes, with Premium, and it is included in your first 90 days. Change any section to match how your agency works and restore our original wording whenever you like. You can also add a policy you wrote yourself (Word, PDF or text) and it takes the same layout. Only your agency can see it. Your wording is part of your data, so download it if you leave.

Yes. The One-time Policy Pack is required: every agency buys it once for its state and service, and it includes 90 days in the portal with Premium. Premium is never sold on its own. After day 90 it is what keeps your portal open, monthly or yearly.

No. Your agency gets its own sign-in page. Each staff member has their own username and password, and signs in on any phone or computer to read their policies and acknowledge each one.

No. They are written to the published state and federal rules and name the rule each one follows, but they are not legal advice. Review them with your administrator before you adopt them, and ask your attorney about anything specific to your agency.

Yes, if you choose. On Premium you can create a read-only link for an inspector that stops working on its own, and download a survey binder in one click.

Home care, home health and hospice in Texas, Pennsylvania, Georgia, Florida, California, North Carolina, Ohio, Louisiana, Missouri, Michigan and Washington, DC. We add states one at a time, each written to that state's own rules. Tell us your state and we will let you know when it is ready.