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Ontario home care intake & PSW hiring document checklist

Every document a typical Ontario client admission and PSW onboarding file needs — for operational use. Verify requirements with Ontario Health atHome contract terms (if applicable), your liability insurer, and current legislation.

What documents do Ontario home care agencies need for PSW hiring?

PSW hiring checklists commonly include education verification, CPIC, annual offence declaration, vulnerable sector screening when the role requires it, references, CPR/First Aid, immunization per agency policy, and training sign-offs — plus the client admission items in section A below. Verify HSCPOA registration requirements and employment obligations with employment counsel — not legal or employment advice.

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A. New client admission (family intake)

  1. Client demographics and OHIP health card
  2. Emergency contacts and SDM/POA documentation
  3. Primary physician and specialist contact information
  4. ADL/mobility and care needs assessment
  5. Current medication list (with pharmacy contact)
  6. Home safety assessment notes
  7. PHIPA consent and information-sharing authorization
  8. Signed service agreement / care plan acknowledgment
  9. Hospital discharge summary (if applicable)
  10. LTCI or funding authorization (if applicable)

B. PSW hiring & screening

  1. Education / PSW certificate verification
  2. Criminal record check (CPIC)
  3. Annual offence declaration (signed)
  4. Vulnerable sector screening (if role requires)
  5. Professional references (minimum 2)
  6. CPR / First Aid certification
  7. Immunization record (agency policy)
  8. Agency training sign-off log
  9. HSCPOA voluntary registration proof (if applicable)
  10. Signed employment / contractor agreement

Operational checklist for Ontario home care agencies. Verify requirements with Ontario Health atHome contract terms (if applicable), your liability insurer, employment counsel, and current legislation. Not legal or employment advice.

FAQ

Client admission commonly includes OHIP card, emergency contacts, physician info, ADL assessment, medications, PHIPA consent, and service agreement. PSW hiring commonly includes education verification, CPIC, annual offence declaration, vulnerable sector screening when required, references, CPR/First Aid, and training sign-offs. Verify against Ontario Health atHome contract terms (if applicable), your insurer, and employment counsel — not legal or employment advice.

Yes. Hivi-X turns this into a reusable template: share it with families and PSWs on the my-id.ca portal, track what is still missing, approve each upload, and export a compliance PDF package.

Want this as a reusable live checklist?

Hivi-X turns this into a trackable checklist you share with families and PSWs on my-id.ca — upload per item, approve each submission, and export a compliance package.

General information for Ontario home care agencies — not legal, privacy, employment, or compliance advice. Last updated 2026-07-09.

Free Ontario Home Care Intake & PSW Hiring Document Checklist (PDF)