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Caregiving Business Templates

Professional non medical caregiving business templatescaregiving business

Start and operate a successful caregiving business for seniors

Here you can find professional tailored senior caregiving business templates to make your day to day operations in your senior care business more efficient.

Your focus should be caring for your senior clients, not worried about paperwork. Let us help you to get organized and give you the tools to save you time. Show your clients, family members, curators, or trustees that you are a business owner that initiates and is responsible for the logistics of your caregiving services.

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Senior Care Templates Included: 

If you plan to hire caregivers to work under your company, you will need all of the following templates:

Caregiving Business Templates

Home Care Business Templates

80+ Home Care Business Templates for Daily Operations

Bundle 80 WORD & EXCEL DOCUMENTS

✔️ Home Care Phone Script
✔️ Home Care Follow up Letter
✔️ Home Care Call Record
✔️ Criminal Background Check
✔️ New Home Care Client Letter
✔️ Independent Contractor Agreement
✔️ Master Client List-Auto Calculates Total Clients
✔️ Client Intake Form-Non-Medical Home Care Business
✔️ Independent Caregiver Service and Fees Information Sheet
✔️ Home Care Agency Service and Fees Information Sheet
✔️ Home Care Rates-All Services Offered (2 Options)
✔️ Caregiver Job Description Form
✔️ Home Care Service Quote
✔️ Home Care Service Agreement (Terms of Service)
✔️ Transportation Agreement-Client Outings (Non-Medical)
✔️ Employee Non-Compete Agreement
✔️ Home Care Service Plan/Plan of Care
✔️ Care Plan Review Template
✔️ Home Care Invoice-*2 FORMATS, TAX RATES, TUTORIAL
✔️ Visitor Sign In & Out Sheet
✔️ Senior Profile Template w/Photo
✔️ Diet Profile Template
✔️ Personal Inventory Checklist (Home/Room in Care Facility)
✔️ Acute Care Assessment Report-One Sheet Quick Overview
✔️ Care Assessment Template (Detailed Care Requirements)
✔️ Home Safety Checklist-Home Overview
✔️ Fall Risk Assessment Form-Detailed Format
✔️ Residence Information Sheet (Quick Reference)
✔️ Proposal Letter-Home Care-For New Clients
✔️ Proposal Letter-Home Care-Organizations and Health Facilities
✔️ Competitor Call Script-Home Care Business
✔️ Caregiver Job Posting-Ad Template
✔️ Hire a Caregiver Checklist-Quick Guide
✔️ Caregiver Application Form Template
✔️ Pre-Interview Caregiver Questionnaire
✔️ Caregiver Interview Questionnaire
✔️ Caregiver Reference Check Questionnaire
✔️ Job Offer Letter-Home Care Employee
✔️ Job Acceptance Letter-Home Care Employee
✔️ Caregiver Employment Agreement-Long format
✔️ Caregiver Employment Contract-Short Format
✔️ Caregiver Profile Sheet (Quick Reference)
✔️ Time Sheet Weekly-Caregiver Employees
✔️ Caregiving Daily Checklist (Journal-Visit Log)
✔️ Housekeeping Chart/Checklist-Home Care
✔️ Personal Care Checklist-Home care
✔️ Toileting Chart (2 Layout Options)
✔️ Client Progress/Recovery Notes Template
✔️ Weekly Food Log-Meal & Hydration Tracker
✔️ Letter of Recommendation-Home Care Employee
✔️ COVID-19 Screening Form for Visitors
✔️ Proof of Income and Employment Letter
✔️ Final Employment Warning Letter-Caregiver
✔️ Termination of Employment Notice-Caregiver
✔️ Incident/Accident Report Form Template
✔️ Emergency Medical Information Template
✔️ Community Services Contact List (Routine Visits)
✔️ Care Directives-End of Life Wishes Form
✔️ Medical File Log-(2 Sizes-Letter + A4)
✔️ Medication List-(2 Sizes-Letter+ A5)
✔️ Weekly Medication Tracker
✔️ Monthly Medication Tracker
✔️ Medical Contacts List
✔️ Vitamin Supplement List
✔️ Service Price Increase Letter-Business Template
✔️ Home Care Tax Statement Template
✔️ Bookkeeping Checklist-Home Care Business
✔️ Activity Sheet Template-Monthly (3 Sizes)
✔️ Menu Template-Weekly (3 Sizes)
✔️ Home Care-Closure of Account
✔️ Personal Information Protection & Electronic Document Act
✔️ Termination of Home Care Services-Master Template
___________________________

This template is great for:

⭐ Home Care Company/Agency
⭐ Senior Care Business
⭐ Personal Care Service/Attendant (PCA)
⭐ Elder Care Business
⭐ Private/Independent Caregivers
⭐ Private/Public Care Facility
⭐ Volunteer Group
⭐ Non-Profit Organization
____________________________

How can these senior care templates help?

⭐ Document changes in physical and mental health
⭐ Assistance with client selection
⭐ Guidance with employee selection
⭐ Improve communication within care team
⭐ Accountability among staff
⭐ Quick access to company and client information
⭐ Administrative uniformity
⭐ Client intake assistance and guidance
⭐ Clarification of caregiver tasks
⭐ Set staff job expectations in writing
⭐ Simplify home care accounting
⭐ Cohesive branded look and feel
⭐ Avoid liabilities
____________________________

Main Features of the product:

✔️ MICROSOFT WORD DOCUMENTS
✔️ EDITABLE
✔️ INSERT COMPANY LOGO/ANY IMAGE (Instructions Included)
✔️ Easy to change page size
✔️ Simple to change any excel formula
✔️ Fill form digitally/manually
✔️ Ready to convert to fillable forms in Adobe
✔️ Send electronically!
✔️ Printable

Senior Care Profile Form:
Caregiving template containing a 10 page document. Information you need in order to care for your senior client. Print this document or fill out digitally and save it which gives you access to this information from your phone, tablet or computer.

Senior Care Information Form Template-full preview-Hire Private-wise caregiving

Fall Risk Assessment Form: 

Home Care Quote Template:
After you meet with a potential employer this is the perfect and professional way to follow up. 

Home Care Quote Template

Caregiver Job Description:
You’ve obtained the job and can now safely ask for the information you need in order to make your first few visits seamless. The senior will be so content to not have to tell you every few minutes what to do.

Caregiver Job Description Form-preview

Home care service agreement:
Protect yourself the same way care agencies do. Clarify expectations in regards to the caregiving services that you provide. All fees, expenses, reimbursements for outings, transporting senior, cancellation policy, payment terms, and grounds to terminate services.

Home Care Service Agreement Template-full preview-wise caregiving

Home Care Tax Statement (Auto Calculation):
Provides a simple and organized way for your employer and accountant to see the caregiving service expenses incurred throughout the year month by month.

Home Care Tax Statement

+ MUCH MORE!

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Home Care Templates

Ready to start a home care agency and hire a care team?

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