O-11-105 On-Site Supervisory Renewable Requirement

🎯 PURPOSE

Employees providing direct client care must be scheduled for on-site supervisory visits by a supervising Registered Nurse. Refer to HR-1-520 Supervisory Visits- On Site Evaluation for additional details regarding the policy. This process outlines how to enter the Renewable Requirement in HCHB to ensure appropriate tracking and compliance.


🔄 PROCESS

  1. Go to the Worker Console.

  2. Search for the worker.

  3. Double-click the worker name to open worker profile.

  4. Select the Renewable Requirements tab.

  5. Select Add.

  6. For Licensed/Professional Field Staff:
    1. Search/select Annual On-Site Supervisory Visit:

    2. Add Due Date (one year from date of hire or most recent completed on-site supervisory visit):

    3. Select Save & Close:


  1. For Unlicensed/Paraprofessional Field Staff (Aide/HMK):
  • NOTE

    Aide/HMK Staff require two on-site supervisory visits each year. Both renewable requirements must be added.

    1. Search/Select Aide/HMK Semi-Annual On-Site Supervisory Visit (1):

    2. Add Due Date (6/30/XXXX)

    3. Select Save & Close:

    4. Search/Select Aide/HMKR Semi-Annual On-Site Supervisory Visit (2):

    5. Add Due Date (12/31/XXXX)

    6. Select Save & Close:


8.  Once added to the list, the worker profile can be saved.

Example of completed Aide/HMK worker profile setup.
Example of Licensed/Professional worker profile setup


📅 Effective: 01.13.2026  | 🛠️ Revised: 10.19.2026 |  ✅ Approved: JS

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