Professional Caregiving Business Templatescaregiving business 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 main 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.

Demonstrate to 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.

How to start a senior care business guide includes templates: 

  • Templates
    • Senior care quote template
    • Caregiver job description template
    • Terms of senior care service agreement
    • Senior client information form
    • Daily care journal
    • Housekeeping Checklist
    • Personal hygiene chart
    • Senior care invoice template
    • Yearly tax receipt for senior care services template

    If you plan to hire caregivers to work under your company, you will need the following:

    • Hiring caregiver checklist
    • Application form
    • Pre-interview questionnaire
    • Caregiver Interview questions
    • Reference questionnaire
    • Caregiver employment agreement

    Both the word documents as well as the Excel spreadsheets can be altered, added too or parts removed. Customize all these documents and forms to fit your exact business model.

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 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.

Terms of senior 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:
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

Yearly 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.

Yearly tax receipt template

caregiving business templates15 senior care business templates-wise caregiving30% discount in cart-wisecaregiving.png


If you are just starting your Senior Care Business check out the complete how to guide

(Senior Caregiving Business Templates are included in download)

How to Start a senior care business-guide book cover-wise caregiving      how to start a senior care business guide table of contents-previewsenior care business documents-free download with guide-wise caregiving