Home Health & CPR SOP Building: The Basics

ProTrainings Home Health & CPR SOP Building: The Basics

If your home health team isn’t operating as efficiently as they should, you might need to establish some standard operating procedures (SOPs). From a simple CPR SOP that lists the steps to take to save a life to a complex onboarding SOP that details the process of bringing in new team members, SOPs help your workers do their jobs better and faster. 

ProTrainings Home Health & CPR SOP Building: The Basics


Creating effective SOPs for your agency’s day-to-day operations prevents important tasks from being overlooked and helps organize information in one easily accessible location. Rather than introducing entirely new processes, effective SOPs streamline your existing processes, making everyone’s job a little — sometimes a lot — easier.  

Read on to learn how to create an effective home health or CPR SOP and how SOPs can help your team operate more efficiently and effectively. 

What Is a Standard Operating Procedure?

An SOP is a standardized step-by-step process for completing a task or handling a given scenario. It tells your staff exactly what steps they need to take at each stage of the process, eliminating guesswork and helping everyone stay organized. Some examples of SOPs include:

  • Processes for onboarding new employees
  • Checklists for completing regularly recurring tasks
  • Procedures for addressing common workplace challenges or responsibilities

While it’s best to communicate SOPs as clearly and concisely as possible, some will necessarily be more complex than others. 

For example, a simple checklist, like a CPR SOP that reminds employees how to properly administer aid, could be posted on the wall or circulated digitally as an infographic. A more complex onboarding process, on the other hand, might include multiple documents and files.

What Difference Does a Home Health or CPR SOP Make?

In general, regardless of the business type or industry, SOPs are useful for achieving greater efficiency and consistency. They keep all the relevant information in one easily accessible place, reducing time spent hunting down that information, answering questions, or going back to fix mistakes. 

For a home health agency, SOPs help ensure that all patients receive consistent, quality care and all staff receive sufficient training. Because home health workers typically operate in dispersed teams instead of reporting to a central location, it can be difficult to keep everyone on the same page without implementing standardized procedures. 

Consider any tasks or procedures your team performs on a regular basis. How many processes seem disorganized or leave your team feeling frustrated or confused? If your team members repeatedly encounter the same challenges, there’s a good chance a few SOPs could reduce or even eliminate much of that frustration.

ProTrainings Home Health & CPR SOP Building: The Basics


Do you have difficulty tracking team members’ progress in completing first aid and CPR training? Create a “Training Procedure for First Aid and CPR” SOP that walks each team member through the training process and includes steps for reporting their progress.

Each effective home health or CPR SOP you implement helps ensure the care your workers provide adheres to safety and compliance standards. When everyone completes a given task using the same SOP, there’s little risk of skipping essential steps or failing to meet requirements. 

How Do You Create an Effective SOP?

When creating a new home health or CPR SOP for your team, start by evaluating the procedure you already have in place for that task, even if it’s not written down anywhere. Break the whole process down into small, sequential steps, keeping each step as simple as possible. 

For example, if you’re creating a “Training Procedure for First Aid and CPR” SOP, start by writing down all the steps your team members usually take to complete their training. Then, evaluate your list. Are any of those steps:

  • Overly complex? Break them down into even smaller steps, or replace them with simpler actions that accomplish the same purpose in less time. 
  • Out of order? Reorder them into a more logical, efficient sequence.
  • Unnecessary? Remove them, but make sure the remaining steps connect logically without them. 
  • Missing? Add any additional steps that would make the process easier or produce better results. 

Once you’ve finished creating your new home health or CPR SOP, you’ll need to communicate it to your team and make it easy for them to access and reference as needed. It may take some time to fully implement the new procedure, but before long, you should notice a significant increase in efficiency for that task. 

What Other Processes Can You Simplify?

An effective home health or CPR SOP is clear, accessible, and tailored to your team’s specific needs and operations. When you create and implement SOPs effectively, you ensure everyone stays on the same page and gets things done the right way and with greater efficiency. 

Contact us today to learn more about how ProTrainings can help you create easier and more efficient processes — including CPR certification and training — for your home health agency staff.