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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.

senior care business templates-professional forms-wisecaregiving (4)

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

📂 Senior client intake form
📂 Senior care information form
📂 Senior Fall risk assessment form
📂 Home care quote
📂 Caregiver job description
📂 Home care service agreement
📂 Caregiver visit report
📂 Senior housekeeping chart
📂 Senior hygiene care chart
📂 Senior care invoice
📂 Hire caregiver checklist
📂 Caregiver employment application
📂 Pre-interview caregiver questionnaire
📂 Caregiver interview questionnaire
📂 Caregiver reference check questionnaire
📂 Caregiver employment agreement
📂 Caregiver employment contract
📂 Need caregiver post template
📂 Home care tax receipt
📂 COVID-19 Senior visit health form
📂 Senior transport agreement
📂 Home care competitor questionnaire
📂 Home care bookkeeping checklist
📂 Senior home Safety Checklist (private home/residence)
🆕 Weekly Food and Hydration Chart

PREVIEW OF SOME TEMPLATES

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-preview-Hire Private-wise caregiving

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-wise caregiving

Home Care Service Agreement Template-full preview-wise caregiving

Senior care invoice template (non-medical):
This is by far the most important document while operating your caregiving business. This invoice is tailored specifically for private caregivers. Detailed caregiving tailored fields with calculations that can be easily edited/changed.

All fields in the invoice template can be added, edited, or removed. This template is broken down into sections detailing your visit, hours worked and all expenses paid up front.

This invoice is what clients, family members, and trustees expect to receive when they pay for premium private caregiving services.

In order for seniors to obtain gov’t tax credits or refunds for your services a detailed invoice is required in the event that an audit should ever take place either on your end or your clients. 

senior care invoice

*Instructions included on how to use the invoice in download*

Home care tax receipt for senior care:
Provides a simple and organized way for your employer and accountant to see the caregiving service expenses incurred throughout the year month by month.

+ MUCH MORE!

caregiving business templates

senior care business templates-professional forms-wisecaregiving (4)

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-OR-

Are you thinking about starting your own home care business for seniors? Then you may benefit from the guide, which includes all the same 24 templates

Start a senior care business-wisecaregiving.com

how to start a senior care business guide and templates-TOC

download-wise caregiving

Templates Included:

📂 Senior client intake form
📂 Senior care information form
📂 Senior Fall risk assessment form
📂 Home care quote
📂 Caregiver job description
📂 Home care service agreement
📂 Caregiver visit report
📂 Senior housekeeping chart
📂 Senior hygiene care chart
📂 Senior care invoice
📂 Hire caregiver checklist
📂 Caregiver employment application
📂 Pre-interview caregiver questionnaire
📂 Caregiver interview questionnaire
📂 Caregiver reference check questionnaire
📂 Caregiver employment agreement
📂 Caregiver employment contract
📂 Need caregiver post template
📂 Home care tax receipt
📂 COVID-19 Senior visit health form
📂 Senior transport agreement
📂 Home care competitor questionnaire
📂 Home care bookkeeping checklist
📂 Senior home Safety Checklist (private home/residence)
🆕 Weekly Food and Hydration Chart

Both the word documents as well as the Excel spreadsheets are editable.

*All documents and forms are digital (form fill), and printable. 

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