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New Senior Client

Meet a new senior client with confidence 

meeting your new senior client

Remember as excited as you are to meet a new senior client, that you are still a “stranger” to them. Like any relationship it takes time to gain trust.

At this point you have most likely gone through a caregiver interview (in person/virtually), phone calls, emails, and all the necessary protective measures i.e. proof of neg. covid-19 test. You now have the privilege of meeting the senior that you are hired to assist. You want your new senior client to know you are there to help, but not to intrude and take over. Do not ask personal questions for the first 3-5 visits (unless they request otherwise or offer personal information) and simply ask periodically how you can be of service.

Get to know their surroundings, routines, likes & dislikes, other people in the family, neighbors or friends who may come to visit. During this time try to really listen to the direction of the family members and what they would like to see improve in the care of their senior loved one(s). This will not only give peace of mind to the family member of the senior in your care, but also it will facilitate a new bond with you and the senior simply because you seem to know just what to do and when to do it.

Once the senior and the family begin to trust you as the new family private caregiver, you will be able to take on new tasks to improve upon the quality of the already existing care that is in place. Once you get to this stage the bonding really begins it is important to try to keep regular routines special by adding very small different additions each time.

How to provide excellent service your first few visits

Be respectful above all and remain as quiet as possible & do not wake your new senior client to ask questions-figure it out the best way you can! Some seniors do not appreciate you going through their household items such as touching, moving and cleaning, but the family will. You may have to try different methods along the way over time. Start small and make sure to be wearing protective personal equipment at all times.

List of things you can try to do that will help the senior and impress upon them that you are ready to help  

  • Laundry (clean and dry- hang/dryer)
  • Replenish toilet paper, paper towel, Tissues
  • Change masks and ensure supply of masks is plentiful
  • Check what food is required for next grocery purchase
  • Make note of toiletries that are required
  • Replenish hand soaps and hand towel in bathroom
  • Clean Hairbrushes/Combs
  • Dust surfaces
  • Polish wood furniture
  • Wipe top blades of fans
  • Clean windows & mirrors
  • Sweep floor
  • Mop floor (the cleaning liquids they typically use will be there have a look)
  • Clean / Tidy bathroom (toilet, tub, shower, sink) empty wastebasket
  • Fold clothes and put back in the dresser and closet
  • Iron and hang up clothes/linens
  • Re-fold linen pantry- but remember how everything was found initially before you remove it (senior may have vision / memory issues)
  • Clean Kitchen (Wipe counters, cupboards, stove, sink and do the dishes, then put ask where everything goes after the senior wakes up-they will appreciate the effort) **do not reorganize when first meeting a senior
  • Water plants if needed
  • Clean dentures
  • Replenish water glasses / bottle
  • Check on dehumidifiers- empty water
  • Check on humidifiers- fill or top up water tank
  • Replenish and clean pet food areas including any litter that needs changing
  • Take out garbage, recycling, compost
  • Wipe down dense traffic areas that are touched by everyone (i.e. door handles, wall near light switches, railings, fridge, cane, walker, wheelchair) with sanitary wipes or a damp, warm cloth 3/4 water to 1/4 bleach
  • Start preparing for the next meal
  • Set the dining table for the next meal
  • Close the shades/blinds if in the evening
  • Beat small rugs outdoors
  • sweep outdoor steps if in a home
  • Rotate the food in the fridge (expiry dates)
  • Check expiry dates on food items in the pantry
  • Polish articles (silverware, plates, vases)
  • Vacuum floor surfaces
  • Wipe down kitchen appliances

Always keep in mind the safety of the senior when making additions or changes and, if you feel either one of them is significant enough then inform the family member in charge before anything takes place.

Sometimes you may find you are stuck in a situation where the information regarding the senior is limited, or non existent while providing care and you may not be able to reach the family member in charge each time you need them. Our templates will help in a situation like this, you will have all the necessary info at your fingertips in the senior care profile form on your phone, tablet or computer.

These caregiving situations are what inspired the creation of the senior care business templates in the first place. When meeting a new senior client, having a reference at your fingertips to all the family members names, where they live and knowing something about them is crucial. Your new senior client needs to know that you know ‘who’ all the family members are.

Senior Profile Form:

Senior Profile Sheet-preview-Master Template.docx

Fall risk assessment form:

senior fall risk assessment form template

The senior care information form contains all the information you will need in order to care for your senior client(s). This document can be edited, printed out and filled out manually or filled out digitally.

Take initiative with your new senior client and keep safety measures in place

Description of non-medical caregiver services

Companionship services:

  • Stimulating conversation
  • Monitor diet and eating
  • Cook together
  • Pet care
  • Check food expiration and rotate the oldest date to the front each visit, throw out expired items
  • Assist with clothing selection
  • Assist with walking
  • Aid with reading
  • Arrange appointments (medical, beauty and leisure)
  • Help with the morning routine and wake up
  • Help with evening routine and tuck in for bed
  • Write letters and correspondence
  • Stimulate mental awareness
  • Assist with entertaining
  • Answering the door
  • Pick up papers and books
  • Monitor TV usage
  • Demonstrate how the technology works
  • Plan visits outings and trips
  • Participate in crafts and activities
  • Care of houseplants
  • Play games and cards
  • Record and arrange recipes
  • Oversee home deliveries
  • Supervise home maintenance
  • Prepare grocery lists
  • Visit friends
  • Read religious materials
  • Record family history

Personal care services:

  • Bathing
  • Grooming (Brush hair, cleaning teeth/dentures), flossing, removing and applying make-up, cleaning ears, trimming facial hair, applying hydrating lotion, keep nails clean and cut short, styling hair, shaving for men and women, applying perfume,
  • Dressing (assists with jewelry, clean prescription glasses, make sure watch is clean and working)
  • Incontinence

Home helper & homemaking services:

  • Housekeeping
  • Laundry (folding and ironing)
  • Take out garbage and recycling
  • Change linens and make the bed
  • Meal planning and preparation
  • Freezing nutritious meals for future easy use
  • Assist with pet care (changing litter or pads)
  • Organize and clean closets
  • Drop off / Pick up dry cleaning
  • Make beds
  • Change linens
  • Dust all surfaces

Transportation services: *May require commercial liability insurance*

  • Religious services
  • Appointments (medical, beauty, leisure)
  • Sporting events
  • Shopping and errands
  • Pick up prescriptions or store items

Alzheimer’s & Dementia care services:

  • Memory exercise programs
  • Ensure proper routines
  • Redirection
  • Nutrition and hydration

These are all things you can do that will really help the senior and impress upon them that you really present because you care and take pride in your work as a senior care provider.

More information on ‘How to Start a Home Care Business’

Home Care Business Bundle-Non Medical-Wise Caregiving (1)

⭐COMPLETE NON-MEDICAL HOME CARE BUSINESS BUNDLE⭐  All forms needed for application process and daily operations! ***BEST SELLER***

Home Care Templates

Home Care Business Templates-Wise Caregiving

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