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 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. 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-download-wise caregiving

✔️Templates have just been updated

Templates Included: 

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

  • Senior information form
  • Fall risk assessment tool 🆕
  • Senior care quote template
  • Caregiver job description template
  • Terms of senior care service agreement
  • Daily care journal
  • Housekeeping Checklist
  • Personal hygiene chart
  • Senior care invoice template
  • Yearly tax receipt for senior care services template
  • Hiring caregiver checklist
  • Application form
  • Pre-interview questionnaire
  • Caregiver interview questionnaire
  • Reference check questionnaire
  • Caregiver employment agreement (long form)
  • Caregiver employment contract (short form)

Both the word documents as well as the Excel spreadsheets can be altered, added too or parts removed. 

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-preview

Preview of senior care information form

Senior Care Information Form Template-preview-zoom

 

Fall risk assessment tool: 🆕

fall risk assessment tool for senior care

 

Senior care quote template:
After you meet with a potential employer this is the perfect and professional way to follow up. 

Senior Care Service Quote-preview

 

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 of caregiver job description form

Caregiver Job Description Form Template-preview-zoom

 

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.

Terms of Senior Care Service Agreement Template-preview-zoom

Full preview of terms of senior care service agreement template

Terms of Senior Care Service Agreement Template-preview

 

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*

 

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.

Tax Receipt for Senior Care Template

 

caregiving business templates

✔️Templates have just been updated Sept 2020

caregiving business templates

 

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-OR-

If you are thinking about starting your own private care business for seniors then you may benefit more from the complete beginners guide, which also includes all the same templates

How to start a senior care business

Templates included with purchase

senior care business templates

Templates Included:

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

  • Senior information form
  • Fall risk assessment tool 🆕
  • Senior care quote 
  • Caregiver job description form
  • Terms of senior care service agreement
  • Daily care journal
  • Housekeeping checklist
  • Personal hygiene chart
  • Senior care invoice template
  • Yearly tax receipt for senior care services template
  • Hire a caregiver checklist
  • Caregiver employment application form
  • Pre-interview questionnaire
  • Caregiver interview questionnaire
  • Reference check questionnaire
  • Caregiver employment agreement (long form)
  • Caregiver employment contract (short form)

Both the word documents as well as the Excel spreadsheets can be altered, added too or parts removed. 

Please do not hesitate to reach out if you need assistance with any of our forms or excel formulas. 

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

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