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Senior Care Business Owner Templates

Professional senior care business templates

senior care business documents

Tailored for private caregivers and small senior care agencies. Save your business time, keep paperwork organized, and protect you the owner as well as your care workers

Senior care forms and document templates that can be 100% edited and personalized to each of your senior clients.

These senior care business documents will provide a new level of confidence, professionalism and security in your business. Details matter and when you have them writing, you can focus on what is important in your business. 

home care templates

Senior Care Business Templates Included: 

Home Care Business Templates (EDITABLE)

✔️ 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-Each Visit Detailed

✔️ Visitor Sign In & Out Sheet

✔️ Senior Information Form-Client Profile 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 Checklist

✔️ Personal Care Checklist

✔️ 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)

**If you are new to caregiving, or thinking about starting a business check out ‘How to Start a Senior Care Business’. This is a good overview of the business to make sure this is the right direction for you to take.

open non-medical home care business (1)

Senior care business templates are included with guide

Home Care Templates

Preview some of the templates that you will receive in your senior care business template pack

Senior Care Information Form Template:
This document can be printed out or filled out digitally and saved. This document gives you access to the information from your phone, tablet or computer and is a great tool in a medical emergency or appointment where more information is required.

senior information form

Home care service quote:
After your first meeting with a potential employer this is the perfect and professional way to follow up. Demonstrate your note taking and listening skills.

home care quote template-wise caregiving (4)

Caregiver job description:
Fill out this caregiver job description before you start with new senior client(s). Obtain job expectations in writing. Once you sign your terms of service agreement you can safely ask for more information required for the care position.

This simple yet detailed form can provide a stress free transition for a senior. Your first few visits with senior client(s) will be much more impressive and productive. Have key information on hand and deliver results in order to best serve.

caregiver job description

Home care service agreement (non-medical):

Protect the senior care that you provide. Show your new employer or client a new level of professionalism with this senior care industry specific template. This document clarifies all expectations while on duty as a caregiver for seniors or care agency provider.

Agreement includes hourly or set rate fees, expenses, reimbursements for outings, transporting senior, cancellation policy,  payment terms, and grounds for termination of service.

home care service agreement template-wise caregiving

Senior care invoice (EXCEL):
Simply fill in or customize this invoice template, send and get paid! This invoice is tailored specifically for private caregivers and people starting home care businesses. Detailed fields with calculations included. All fields can be added, edited, or removed. Technical assistance is provided by the IT technical assistant 24/7 via email. Tax rates can also be applied (custom to your location). This invoice is what clients expect to receive when paying for premium fees for quality caregiver services.

home care invoice template-wise caregiving (1)

Home Care Tax Statement:
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 

Those are just a few of the templates that you will receive in the download:

home care templates

Home Care Templates

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