Emergency Preparedness Toolkit for Adult Family Homes – State of Wisconsin

Home Health Infusion Therapy Add-On Toolkit

This comprehensive toolkit is designed for Home Health Agencies seeking to expand their clinical services by adding infusion therapy as an additional service line. It provides the essential clinical protocols, policies, procedures, and documentation templates required to safely and compliantly implement home infusion services in alignment with federal regulations, professional standards of practice, and accreditation requirements.

This toolkit is particularly well-suited for agencies that are already operational with established systems in place and are looking to integrate infusion therapy into their existing scope of services. The materials are structured to support seamless implementation without disrupting current workflows, while maintaining compliance and survey readiness.

The toolkit ensures your agency remains operationally prepared, clinically compliant, and survey-ready when introducing and maintaining infusion services in the home setting.

Included in This Toolkit

The toolkit includes fully customizable policies, procedures, clinical protocols, and operational tools covering the following core areas:

Clinical Infusion Protocols

• Standardized protocols for IV medication administration (e.g., antibiotics, hydration therapy, biologics)

• Central line and peripheral IV management (PICC, midline, peripheral access)

• Infusion rate calculations and monitoring guidelines

• Pre-infusion assessment and patient eligibility criteria

• Post-infusion monitoring and adverse reaction management

• Anaphylaxis and emergency response protocols

Medication Management & Pharmacy Coordination

• Medication procurement and delivery workflows

• Coordination with specialty and compounding pharmacies

• Medication storage, handling, and stability requirements

• High-risk medication handling procedures

• Verification and reconciliation processes

Infection Control & Aseptic Technique

• Sterile technique and line access protocols

• CLABSI prevention measures

• PPE requirements specific to infusion care

• Disposal of biohazardous waste and sharps

• Patient and caregiver infection prevention education

Staffing, Competency, and Training

• RN competency requirements for infusion therapy

• Skills validation checklists (IV insertion, central line care, pump usage)

• Orientation and ongoing in-service education tools

• Emergency response competency validation

• Scope of practice alignment for licensed staff

Equipment & Supplies Management

• Infusion pump usage protocols (including elastomeric and electronic pumps)

• Supply inventory lists specific to infusion services

• Equipment maintenance and calibration tracking

• Emergency supply kits for infusion-related complications

Documentation & Clinical Records

• Infusion visit note templates aligned with regulatory documentation requirements

• Plan of Care integration for infusion services

• Medication administration records (MAR)

• Adverse event and incident reporting forms

• Patient consent and education documentation

Emergency Preparedness for Infusion Patients

• Infusion-specific emergency planning (e.g., pump failure, line dislodgement)

• Patient risk stratification during emergencies

• Backup medication and supply planning

• Coordination with emergency services for high-acuity patients

Quality Assurance & Performance Improvement (QAPI)

• Infusion-specific quality indicators (infection rates, complication tracking)

• Audit tools for documentation and clinical compliance

• Performance monitoring tools and tracking logs

• Root cause analysis templates for infusion-related incidents

Regulatory & Compliance Framework

• Alignment with applicable federal and state home health requirements

• Accreditation standards (ACHC, CHAP, Joint Commission) for infusion services

• Scope of service expansion documentation guidance

• Policy integration into existing agency manuals