Professional 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.

Home Care Start Up Bundle-wise caregiving (8)

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

📁 60+ Essential Senior Care Business Templates (WORD & EXCEL DOCS)

✔️ Home Care Service Plan Sheet
✔️ Home Care Service Plan Review Form
✔️ Residence Information Sheet
✔️ Senior Client Intake Form
✔️ Care Assessment Report -One Sheet Quick Overview
✔️ Care Assessment Report -Complete Assessment-Long Format
✔️ Senior Care Information Form-Client Profile w/ Photo
✔️ Senior Fall Risk Assessment Form-Detailed Format
✔️ Incident Report Form
✔️ Caregiving Service and Fees Information-One Sheet to Present Potential Customers w/ Photo
✔️ Proposal Letter-Home Care Service-For New Clients
✔️ Proposal Letter-Home Care Service-Organizations and Health Facilities
✔️ Home Care Service Quote-Formal
✔️ Caregiver Job Description Form
✔️ Caregiver Time Sheet Weekly
✔️ Home Care Service Agreement
✔️ Senior Housekeeping Chart
✔️ Senior Personal Care-Hygiene Chart
✔️ Senior care invoice-Professional and Detailed
✔️ Hire a Caregiver Checklist-Quick Guide
✔️ Caregiver Application Form
✔️ Pre-Interview Caregiver Questionnaire-Pre-Screening
✔️ Caregiver Interview Questionnaire
✔️ Caregiver Reference Check Questionnaire-What to ask Previous Employers
✔️ Home Care Job Offer Letter
✔️ Home Care Job Acceptance Letter
✔️ Caregiver Employment Agreement- Long format
✔️ Caregiver Employment Contract-Short Format- Good for Temp Workers
✔️ Employee Letter of Recommendation
✔️ Caregiver Job Posting-Ad Sample-Copy and Paste
✔️ Home Care Tax Receipt for Senior Care Services-Send to Clients
✔️ COVID-19 Senior Visit Health Care Form-Includes Vaccination Information
✔️ Senior Non-Medical Transport  Agreement-Caregiver and Senior Client Outings
✔️ Home Care Competitor Call Script-Know How to Stand Out
✔️ Home Care  Bookkeeping Checklist- Stay Organized and Pay Less Taxes
✔️ Senior Home Safety Checklist-Client Home Overview
✔️ Daily Food Log-Meal Tracker
✔️ Senior Community Services Contact List-Professionals who are a part of the Care Team
✔️ Emergency Medical Information Sheet
✔️ Client Progress Notes
✔️ Caregiving Daily Checklist (Caregiver Journal/Log of visit)
✔️ Employee Non-Compete Agreement
✔️ Proof of Income and Employment Letter for Employees
✔️ Final Employment Warning Letter
✔️ Termination of Employment Notice
✔️ Home Care Service Price Increase Letter
✔️ Care Directives-End of Life Wishes Form
✔️ Medical File Log- (2 Sizes-Letter + A4)
✔️ Medication List-(Letter + A5)
✔️ Weekly Medication Tracker
✔️ Monthly Medication Tracker
✔️ Medical Contacts List
✔️ Vitamin Supplement List

  • Policy and Procedure Manual for Employees
  • Home Care Scheduling (For employees and to give to clients)
  • Home Care Training bundle

Senior care information 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-wise caregiving

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 Template-full preview-Hire Private-wise caregiving

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 receipt for senior care (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.


caregiving business templates

Just the Template Bundle

senior care templates-business bundle



Are you may need the ‘Complete Bundle’

Home Care Start Up Bundle-wise caregiving (8)