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The Policies & Procedures tab (under Documents in the sidebar) is your facility’s policy vault. It tracks the six written policies required by HHSC 26 TAC §553 — the ones an HHSC surveyor will ask to see during an inspection.
Only Managers and Administrators can add, edit, or mark policies as reviewed. The tab is read-only for Staff if they have Documents access.

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Required policies

The header badge shows how many of the six are on file (n/6 on file). All six must be uploaded before generating a complete HHSC Digital Binder.

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Add a policy

1

Go to Documents → Policies & Procedures

Select the Policies & Procedures tab from the Documents page.
2

Click Add on the policy card

Each required policy has a card. Click Add on any policy that shows Not uploaded.
3

Fill in the form

  • Policy title — the formal name of your written policy
  • Document URL — a shareable link to the PDF (upload to Supabase Storage, Google Drive, or similar, then paste the URL)
  • Notes — optional internal notes
4

Save

Click Save. The card updates to show the document link and an On file status.

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Update a policy

Click Edit on any existing policy card to update the title, document URL, or notes. Save to confirm.

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Mark a policy as reviewed

After your periodic policy review (required annually):
  1. Click Mark Reviewed Today on the policy card
  2. The card records today’s date and your user as the reviewer
The last reviewed date and reviewer appear on each card and are included in the HHSC Digital Binder PDF export.
Set a calendar reminder to review all six policies at least once a year — or whenever a change in HHSC rules requires a policy update.

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HHSC Digital Binder

Policy data flows directly into Tab 2 — Policies & Procedures of the HHSC Digital Binder PDF. The export shows each policy’s title, document link, last reviewed date, and reviewer. Missing policies are flagged. See HHSC Digital Binder for the full binder guide.