Professional caregiving business templates
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.
If you plan to hire caregivers to work under your company, you will need all of the following templates:
Caregiving Business Templates
📁 50+ Essential Senior Care Business Templates (WORD-EXCEL-ADOBE PDF FILLABLE)
✔️ Home Care Service Plan
✔️ 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
✔️ 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 Employee Job Offer
✔️ Caregiver Employment Agreement- Long format
✔️ Caregiver Employment Contract-Short Format- Good for Temp Workers
✔️ 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
✔️ Final Employment Warning Letter
✔️ Termination of Employment Notice
✔️ Home Care Service Price Increase Letter
✔️ End of Life Wishes Form
✔️ Medical File Log- (2 Sizes-Letter + A4)
✔️ Medication List-(Letter + A5)
✔️ Weekly Medication Tracker
✔️ Monthly Medication Tracker
✔️ Medical Contacts
✔️ Vitamin Supplement List
PLUS+++ 5 PDF FILLABLE ADOBE FORMS (Download FREE VERSION of Adobe Reader on any device to use files)
✔️ Care Assessment Report-PDF Fillable
✔️ Caregiver Employment Application-PDF Fillable
✔️ Caregiver Time Sheet (weekly)- PDF Fillable
✔️ Caregiving Daily Checklist-PDF Fillable
✔️ Monthly Medication Tracker-PDF Fillable
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.
Home care quote template:
After you meet with a potential employer this is the perfect and professional way to follow up.
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.
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.
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.
*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!
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