Martis Legacy Holdings, Inc.
Document Package · $900 once

The back office of a home care agency, already written.

One hundred documents in editable Word files. Licensed to one agency, yours to keep, no subscription.

What you get

TypeHow many
Standard operating proceduresThe step-by-step of how something is done.28
GuidesLonger walkthroughs for the things people get wrong.22
Forms and templatesThe paper a surveyor, a family or a referral partner asks to see.50
100Documents
7Libraries
40+State-marked lines
1Agency license
Employee Termination Workflow, a standard operating procedure
Employee Termination Workflow · SOP
Employee Separation and Final Pay Form
Separation and Final Pay · Form
Records Retention Schedule matrix
Records Retention · Matrix
Watch the film — 44 seconds

Every page in the film is a render of a file that ships in the package. Nothing is redrawn and nothing is a mockup. Play it with the voiceover, or silently with captions.

The seven libraries
  1. Company Governance
  2. Compliance & Licensing
  3. Operations
  4. Finance
  5. Sales & Marketing
  6. HR General, no personal data
  7. Clinical, no protected health information

Plus a Read Me First folder that tells you where to start.

If your state is not Florida

It is written from Florida practice, and Florida appears as an operating example. Every line that depends on your state carries a marker, so you can see what to check before you use it rather than after. More than forty marked lines sit across the package.

It is a starting point that shows its working, not a compliance guarantee, and it never claims to be one.

How you receive it
  1. Pay by card through Stripe. Your receipt arrives immediately.
  2. A download link follows by email within one business day, sent by a person.
  3. Editable Word files with the fonts embedded. Nothing is locked.

Full refund before your link is sent; fourteen days after it if the files are not as described. See Refunds.

Document Package
$900

One time. No subscription. Licensed for use by one agency. Editable Word files, delivered to you and yours to keep.