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Martis Legacy
The Document
Package
Package
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44 seconds. Voiceover and captions throughout.
Sooner or later,
someone asks.
someone asks.
A surveyor. A referral partner. A family.
Sooner or later, somebody asks to see it in writing.
Then they ask
“Show me your termination process.”
You already have it
SOP_TerminationWorkflow.docx · nine steps, three pages
All nine steps, exactly as they are named in the file
Show me your termination process. It's already written.
Then they ask
“Where's your separation form?”
You already have it
Form_EmployeeSeparation.docx · four pages, every field
Every field it asks for, exactly as it ships
Where's your separation form? That one's written too.
Then they ask
“How long do you keep your records?”
You already have it
Matrix_RecordsRetentionSchedule.docx · every category
Six rows of the retention schedule, exactly as they ship
How long do you keep your records? Every category, with the retention period beside it.
If your state is not Florida
The lines that depend on your state are already marked.
Look for this
[FL-specific - confirm your state's equivalent]
Step seven of the same workflow, exactly as it is named in the file
It comes from Florida practice, so the lines that change from state to state are marked for you.
0
documents, across seven libraries
28 standard operating procedures
22 step by step guides
50 forms and templates
22 step by step guides
50 forms and templates
In all, more than a hundred documents. Twenty-eight procedures, twenty-two guides, and fifty forms and templates.
Your first week
Step 01
Save your own copy
Step 02
Put your name in
Step 03
Adapt the marked lines
In your first week, you save your own copy, put your name in, and adapt the marked lines.
$900
One time
Editable Word files
Yours to keep
It's nine hundred dollars, once, and it's yours to keep.
See it
before you buy it.
before you buy it.
Open the package
MartisLegacy.com
$900, one time. Licensed for use by one agency.
Business operations templates only. Not financial, tax, legal, HR, or clinical advice.
Starting templates written from Florida practice; Florida is shown as an operating example and the
state specific lines are marked. Confirm every requirement for your own state before use. Non-medical
home care. Nothing here implies insurance or Medicaid coverage of any service.
Licensed for use by one agency. Not for resale or redistribution.
So see it before you buy it. Open the package at Martis Legacy dot com.