Essential caregiving forms, documents, and agreements when you hire a private caregiver

hire private caregiver guide

When you hire a private caregiver, one of the best ways to protect your senior loved one and your caregiver is to have everything in writing

Wise Caregiving ‘hire a private caregiver’ forms and agreements reusable, and cover all the important details in writing when you hire a private caregiver

senior care templates

Templates included in download:

  • Hire a private caregiver checklist
  • Caregiver application form
  • Caregiver job description
  • Senior care information form
  • Caregiver employment agreement (long form)
  • Caregiver employment contract (short form)
  • Pre-interview questionnaire 
  • Caregiver interview questionnaire
  • Reference check questionnaire 
  • Caregiver job post sample (copy and paste)
  • Daily senior care journal
  • Housekeeping checklist
  • Personal hygiene chart
  • Senior care invoice 
  • Tax receipt for senior care services

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1. Hire a Private Caregiver Checklist – Free in care shop!

This checklist will help keep you organized and on task throughout the hiring process.

Hire a Caregiver Checklist

 

2. Caregiver job post sample template:

Post this on care sites along with your profile, and a few details about the senior care position.

Sample Caregiver Job Post-preview

 

3. Caregiver employment application form template:

  • Application form template that you can send to potential caregiver candidates found through caregiving sites, and those who responded to your caregiver ad post.
  • This is STEP 1 in the screening process to narrow your search for an excellent private caregiver.

Caregiver Employment Application Form

Full preview of caregiver application form:

Caregiver Employment Application Form Template

 

4. Pre-Interview caregiver interview template:

Send this template by email to potential caregiver candidates that you selected from the received application forms. Ask them to return it with a given deadline. You will get to see very quickly which candidates are serious, have nothing to hide, and are committed to earning a position as your senior care provider.

Pre-Interview Questionnaire Form Template-preview

5. Full caregiver interview template: (person or virtually)

  • Get to know your potential candidates in more detail with these prepared questions.
  • You can add, edit, or delete parts of this questionnaire
  • Electronic form-fill or print this form
  • Remember to follow up with references to cross check these responses.

Caregiver Interview Questionnaire

Full caregiver interview preview:

Caregiver Interview Questiones

6. Reference check questionnaire template:

Reference Check Questions

7. Caregiver job description form template:

This form is important to fill out and have on hand after you hire a private caregiver. You can auto-fill digitally or manually fill out the form.

  • The detail instructions in this form helps to ensure that the first few visits for both the senior client and caregiver provide an easier transition.
  • Job expectations are clear, and as a result avoid confusion.  By avoiding confusion, you can greatly reduce the level of stress.
  • When a caregiver enters a senior home and know what to do while visiting it helps the bonding process.
  • If certain tasks need to be completed in or around the residence, the senior will not have to describe the details of what to do.

*It is a good idea on the visit to take the caregiver around the residence and go over the job description form

Caregiver Job Description Form Template

Full preview of caregiver job form template:

Caregiver Job Description

 

8. Senior care information form template:

  • 10-page fillable form (all details needed for required care)
  • You can print out or digitally fill out send and save this form
  • This form is a valuable source of information for Doctors and Specialists when a caregiver takes a senior to an appointment
  • Important information to have access to in a medical emergency

*Should your caregiver need important information quickly, the digital format of this form can be accessed using a computer, phone, or tablet. 

Senior Care Information Form

Full preview of senior care information form:

Senior Care Assessment Form

 

9. Caregiver employment agreement template: (long format)

Protect yourself the same way home care agencies do when you hire a private caregiver. 

  • Clarifies job duties and a schedule to follow when private caregiver services are provided.
  • Everything this document covers in writing:
    • All fees
    • Expenses
    • Reimbursements
    • Transport of senior
    • Payment terms
    • Lateness
    • Sick days/personal days
    • Vacation
    • Grounds for terminating service
  • You can customize this form 100%
    • Add, delete, or Modify however you like 

Caregiver Employment Agreement

Six page caregiver employment agreement template:

 

Caregiver Employment Agreement

10.Caregiver employment contract template: (short format)

  • Form fill / print and fill out manually
  • Customize this form (Add or delete fields)

senior care employment contract

 

11. Senior care invoice template:

This invoice is specifically for the senior care service industry.

  • All digital fields can be added, edited, or removed.
  • Formula calculations already in template!
  • Our technical IT assistant can answer any of your questions by email and help you with any changes that need to be made with this invoice template.
  • Easily add local tax rates if applicable.
  • If you are going to hire a private caregiver, this senior invoice template keeps all the senior private caregiver costs in order and up to date.
  • Simply send this downloadable template to your caregiver to use for future billing.

non medical senior care invoice

12. Daily senior care journal template:

  • Stay informed with this daily form- send this template to your caregiver and he/she will be able to fill it out after each visit
  • Good way to keep track in the event any medical issues should arise

Daily senior care journal

 

13. Housekeeping checklist template:

  • helps keep house tasks organized (If they were done, and when they were completed)
  • Work efficiently (set days)
  • Safeguard seniors living area (safety is primary concern)
  • Save time from unnecessary communication 
  • Home remains a comfortable place to stay for senior(s)

housekeeping checklist

14. Personal hygiene chart template:

  • Both the care team and your private caregiver will have the clear information that they need in order to properly care for and meet all the daily needs of the senior.

Basic ADLs (Activities of Daily Living) consist of self-care tasks that include:

ADL's of senior living

  • Bathing and showering
  • Personal hygiene and grooming (including brushing/combing/styling hair)
  • Dressing
  • Toilet hygiene (getting to the toilet, cleaning oneself, and getting back up)
  • Functional mobility
  • Self-feeding

This chart is crucial when a care team of more than one person is in place who are responsible for the care of a senior. This chart is not only useful for seniors living at home, but also if your senior loved one who lives in a facility and the private caregiver provides additional personal care. 

personal hygiene chart for seniors

15. Tax receipt for senior care service template:

  • Simple and organized way for your accountant to see the yearly caregiver service cost
  • Keeps accountant cost down by saving time, and efforts can be focused on applicable senior tax credits.
  • You can send this form to your caregiver to fill out or complete it yourself.
  • Fields will automatically calculate
  • Simply enter invoice amounts for each month

Tax Receipt for Senior Care Template

 

hire a private caregiver

 

Hire a private caregiver

How to hire a private caregiver step by step guide

Templates included in download:

  • Hire a private caregiver checklist
  • Caregiver employment application form
  • Caregiver job description form
  • Senior care information form
  • Caregiver employment agreement (long form)
  • Caregiver employment contract (short form)
  • Pre-interview questionnaire 
  • Caregiver interview questionnaire
  • Reference check questionnaire 
  • Caregiver job post sample (copy and paste)
  • Daily care journal
  • Housekeeping checklist
  • Personal hygiene chart
  • Senior care invoice 
  • Tax receipt for senior care

hire a private caregiver