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Request a Custom Home Care or Home Health Document

Use the request form above when you need a home care or home health document that you cannot locate in the SquareBiz Docs catalog. Requests may include agency forms, policy and procedure materials, onboarding documents, clinical or administrative tools, and other operational resources. Providing complete information helps SquareBiz Docs understand the document you are seeking and determine the appropriate next step.

Information to include with your request

  • Your agency type and services
  • The state where the agency operates
  • The exact document or policy name
  • The intended use or workflow
  • Your preferred document format
  • Any agency-specific customization details

Before submitting a custom request

Check the Smart Form Finder and review available Home Health Forms first. If you need a broader operational resource, review the Home Health Policies Package. An existing product may already address your document need and provide helpful scope or format details.

What happens after submission

  1. SquareBiz Docs reviews the information provided in the request.
  2. If clarification is needed, you may be contacted for additional agency or document details.
  3. Available options, scope, or next steps can then be discussed based on the request.

Important document-use notice

Submitting a request does not guarantee that a document can be produced, that it satisfies every agency or jurisdictional requirement, or that it will result in certification, accreditation, regulatory approval, or a particular survey outcome. Your agency remains responsible for reviewing documents against current requirements and professional guidance.

For general purchasing or product questions, review the frequently asked questions or contact SquareBiz Docs.