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Guide

How often should policies and procedures be reviewed and updated?

By the Cura Core team · Last reviewed November 8, 2026 · General information, not legal advice

Most agencies review every policy at least once a year, and update a policy sooner when a rule changes, after an incident or survey finding, or when their services change. No single federal rule sets one review cycle for every home health or hospice policy, but federal rules set cycles for some subjects, and several states require a yearly review of key policies. Check your state's rules, then use the shortest cycle that applies to you.

What federal rules set

  • Emergency preparedness: home health agencies and hospices review and update the emergency plan, its policies and procedures, the communication plan and the training and testing program at least every 2 years (42 CFR §484.102 and §418.113).
  • Plans of care, which are not the same as policies: a home health plan of care is reviewed at least every 60 days (42 CFR §484.60(c)(1)), and a hospice plan of care at least every 15 calendar days (42 CFR §418.56(d)).

What state rules set

StateWhat is reviewedHow oftenRule
California, home healthPatient care policies, by a group that includes a physician and a registered nurseEvery yearCal. Health & Safety Code §1727.5(d)
Pennsylvania, home healthCore policies, by the group of professional personnelEvery year28 Pa. Code §601.22
Georgia, home healthKey policies, by the group of professional personnelEach yearRule 111-8-31-.07(3)
Georgia, hospiceThe disaster planEvery yearRule 111-8-37-.11
Michigan, hospiceAll policies, with the review dates on recordAt least every 3 yearsR 325.45123(2)
Michigan, hospiceBereavement, social work, counseling and volunteer policies, by the administratorAt least every 24 monthsR 325.45347(2)
Michigan, hospiceThe emergency preparedness planEvery yearR 325.45151(3)
Missouri, hospiceEmergency preparedness policiesAt least once a year19 CSR 30-35.010(1)(J)2
Texas, where Chapter 331 appliesThe workplace violence prevention planEvery yearTex. Health & Safety Code §331.004

Texas's HCSSA rules set no general cycle for reviewing every policy. The Texas PAS manual sets a yearly review as the agency's own standard, which you can change. Each state's manual page lists the review rules that apply to that license: see the policy manuals by state.

When to update a policy between reviews

  • A rule changes. For example, HHSC proposed a rewrite of Texas Chapter 558 in September 2026: once it is adopted, the policies it touches need review.
  • A surveyor cites a deficiency, and your plan of correction changes how you work.
  • An incident or complaint shows that a policy is not working, or is not being followed.
  • You add a service, a location or a new kind of staff.
  • Your administrator or governing body changes how something is done.

Keep a record of each review

Keep evidence that each review happened: the date, who reviewed the policy, what changed and who approved it. When a policy changes, have the staff it applies to read and sign the new version. In a Cura Core manual, each policy's Terms of Reference box shows its review cycle, which your agency sets, and its revision history records each change. Staff who signed an older version are asked to sign the new one. See how staff sign-off works.

Next step

Pick your state and license on the policy manuals by state page to see its manual and read three of its policies free.

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