New Mexico Personal Care Agency Complete Startup Package

An organization providing only non-medically directed services is excluded from the Home Health Agency definition in 8.370.22 NMAC. It therefore does not obtain an HHA license solely for that private-pay nonmedical scope. Other business, local, employment, insurance, consumer, and program-specific requirements still apply.

If the agency adds a medically directed therapeutic or supportive home health service, it enters the HHA framework and must obtain the applicable New Mexico HCA license before providing that service.

Typical services include assistance with activities of daily living, grooming, bathing, dressing, mobility, toileting, meal preparation, light homemaking, errands, and companionship. The written scope should exclude skilled nursing, therapy, and other services requiring licensed professionals unless the agency obtains the appropriate authority.

No. A personal care agency supports daily living through a non-medically directed scope. A Home Health Agency provides one or more medically directed services and is licensed under 8.370.22 NMAC.

The New Mexico Health Care Authority and its Medicaid program administer enrollment and program requirements, often with managed-care organizations or waiver administrators. Approval for one program does not automatically authorize every service or payer.

Prepare the legal entity and tax registrations, applicable local business approvals, insurance, employment systems, caregiver screening and training, service agreements, client assessments and service plans, incident and complaint procedures, privacy and record safeguards, emergency procedures, and a clearly limited nonmedical scope.

No. New Mexico Medicaid participation is a separate pathway with provider enrollment, program approval or certification, a provider agreement, screening, service authorization, documentation, billing, and other requirements.

The business should designate a responsible administrator or manager with written authority, duties, and backup coverage. Medicaid and waiver programs may impose additional provider-agency and supervisory qualifications.

Not merely because the agency provides only non-medically directed private-pay services. An RN or other licensed professional may be required by a particular Medicaid benefit, waiver, payer contract, delegated task, or expanded service scope.

Program-specific screening rules apply, particularly for Medicaid and waiver services. Supports Waiver provider agencies must ensure required nationwide caregiver criminal-history screening and abuse-registry checks. Private-pay agencies should verify all applicable state, federal, payer, contract, and client-safety screening obligations before assignment.

Orientation should cover client rights, confidentiality, scope limits, infection control, emergency response, incident and abuse reporting, documentation, service plans, safe transfers, task competency, complaints, and agency policies. Add all payer- or waiver-specific modules before assignment.

Training must match assigned duties and any applicable Medicaid, waiver, managed-care, or payer standard. Agencies should document initial competency and continuing education and prohibit tasks outside the worker's training and lawful scope.

Yes. A documented intake and needs assessment supports a safe service plan, appropriate staffing, risk controls, emergency contacts, task limits, scheduling, and periodic reassessment. Medicaid programs use their own eligibility, assessment, and authorization processes.

Document authorized tasks, frequency and schedule, client preferences, risks, precautions, emergency contacts, responsible parties, caregiver instructions, documentation expectations, review dates, and prohibited or clinically inappropriate tasks.

Use a written supervision schedule based on client risk, worker competency, complaints, incidents, payer contracts, and program rules. Medicaid or waiver participation may establish specific monitoring or supervisory duties.

A documented quality program is a strong operating control and may be required by Medicaid, waiver, managed-care, or contract standards. Track complaints, incidents, missed visits, caregiver performance, service-plan compliance, corrective actions, and client satisfaction.

EVV is required for covered Medicaid personal care and home health services delivered in the home. The agency must follow the current HCA and managed-care requirements for visit capture, exceptions, corrections, documentation, and claims.

Waiver providers must satisfy the specific waiver rule and service standards. Depending on the program, this can include HCA or designee approval or certification, a provider agreement, business and solvency documentation, training, records, quality assurance, caregiver screening, and EVV.

No. Enrollment does not guarantee clients, service authorization, clean claims, or payment. Each service must satisfy eligibility, assessment, authorization, plan, staffing, documentation, EVV, billing, and payer requirements.

Not simply because they work for a personal care agency. Skilled or delegated tasks require lawful authority, appropriate professional oversight, client-specific authorization, training and competency, and any required license or program approval.

No. Licensure and Medicaid enrollment do not guarantee clients, referrals, authorization, claim payment, or revenue. Each service must satisfy the client assessment, service plan, authorization, documentation, EVV, billing, and payer requirements.

• Logo creation and a customized WordPress website.
• One year of website hosting and domain registration.
• 500 business cards and 500 tri-fold brochures.
• New Mexico Personal Care Agency policies, human-resources documents, client-service documents, and operational forms.
• Private-pay operational readiness plus optional New Mexico Medicaid, waiver, caregiver-screening, documentation, quality, and EVV preparation as identified in the selected package.
• Members' area access, customization, ongoing guidance, and applicable updates.

No. Licensing, business, and Medicaid fees; required notices; background checks; insurance; zoning and local approvals; rent; utilities; personnel and payroll; training; EVV or software expenses; mailing; and other government or third-party costs are separate unless expressly included in writing.

Home Health Forms provides customized documents, guidance, and preparation assistance. HCA, Medicaid program administrators, managed-care organizations, and other authorities and payers make their own decisions. Home Health Foms provides guidance and documents that meet regulatory requirements to ensure your success.

Customized policy manuals, forms, and related digital documents are generally emailed within five business days after all customization information is received. Website, printing, shipping, and other components may have separate timelines.

Eligibility depends on work completed, customized materials produced, digital products delivered, third-party expenses paid, printing ordered, and other services already performed.