What everyone carries
- The completed application and the independent contractor agreement signed by both parties — no blank fields.
- Level 2 background screening (FS 408.809), verifiable against AHCA’s Clearinghouse — and renewed on time.
- Current CPR.
- W-9 and the contractor’s tax documentation.
What changes by role
Check current RN and LPN licenses and CNA certification against the official source. For HHAs, retain the training and competency evidence required for their role.
The typical mistake is the one-size template: asking the HHA for the nurse’s paper (or the reverse) fills the file with false "missing" flags and hides the real ones. In a real agency’s physical folder, each role’s file has its own tabs — and that is how it should be watched.
Contractor terminology in your documents
Use consistent terminology in contractor agreements and documents. Review the templates your agency uses so they describe the relationship and each party’s responsibilities accurately.
How Leymax Records handles it
Records organizes requirements by role so your office can find applicable documents and follow up on outstanding items. Retain evidence of credential checks performed against official sources as well.
Official sources
This content is informational and does not constitute legal advice. Confirm your agency’s exact deadlines and requirements with your attorney or compliance consultant.