How to Hire a Private Caregiver & 40+ Templates


Hire a Private Caregiver Guide and 40+Templates

All the tools you need to hire a private caregiver in this digital guide book, including senior care templates that you can download and use immediately

When you hire a private caregiver, your loves one(s) will obtain a personalized care experience, and at the same time greatly reduce COVID-19 entering their residence. This guide book will lead you quickly through each necessary step to find, screen, and employ a quality private caregiver. 

The senior care templates will help get you organized and protected. The ‘hire a private caregiver guide & template pack’ is especially helpful if you are new to this type of service.

I can help you find a quality caregiver that is kind, patient, committed, and professional. Over the years working in senior care I have seen and felt the frustrations of families needing reliable care support, and I want to help as many of you as I can so that you can enjoy spending time with your senior loved one(s) in their final years. 

40+ Professional Senior Care Forms Included with ‘How to Hire a Private Caregiver’ guide 

Instant Digital Download

📂 Home Care Templates(non-medical)

40+ Senior Care Templates

✔️ Hire a Private Caregiver Checklist
✔️ Home Safety Checklist
✔️ Residence Information Sheet
✔️ Senior Care Requirements Checklist
✔️ Caregiver Time Sheets
✔️ Caregiver Job Description
✔️ Care Plan
✔️ Care Plan Review
✔️ Dietary Profile Sheet
✔️ Caregiving Daily Checklist
✔️ Senior Care Information Form
✔️ ‘Need a Caregiver’ Sample Post
✔️ Caregiver Employment Application
✔️ Pre-Interview Caregiver Questionnaire
✔️ Full Caregiver Interview Questionnaire
✔️ Caregiver Reference Check-Call Script
✔️ Caregiver Employment Agreement
✔️ Caregiver Employment Contract
✔️ Caregiver Job Offer Letter
✔️ Termination of Employment Letter
✔️ Covid-19 Visitor Health Form
✔️ Senior Housekeeping Chart
✔️ Senior Personal Care-Hygiene Chart
✔️ Daily Food Log
✔️ Incident/Accident Report
✔️ Recovery Progress Notes
✔️ Care Directives Information Sheet
✔️ Senior Community Services Contact List
✔️ Medical Contacts Sheet
✔️ Medical File Log
✔️ Medication List
✔️ Weekly Medication Trackers
✔️ Monthly Medication Tracker
✔️ Vitamin Supplement List
✔️ Emergency Medical Information
✔️ Letter of Recommendation
✔️ Visitor Sign in and out Sheet
✔️ Employee Letter of Recommendation
✔️ Toileting Charts
✔️ Visitor Sign in and out Sheet
*✔️ Caregiver Tax Receipt (yearly care costs -to have you or your caregiver fill out)
*✔️ Senior Care Invoice (To give to your hired caregiver to use to keep care costs in order)

How can these templates help?

⭐ Guide you through a process
Caregiver selection process
⭐ Clarify expectations
⭐ Better communication
⭐ Increased a
⭐ Better care response

Easy to use and modify
Quick access to medical info(emergency)
Organization- uniformity in forms
⭐ Have potential back up caregivers on file
⭐ Avoids liability issues 🔒
⭐ Simplify accounting

Main Features:

✔️ Reusable (MASTER files)
✔️ Easy to edit forms
✔️ Simple to change any excel formula
✔️ Form fill digitally/manually
✔️ Print to PDF
✔️ Send electronically!

✔️ Printable forms 🖨️

➡️ How to use senior care invoice instructions included
➡️ How to download and access forms

📥 Download and you will have access immediately!

More product details below… 

How to find and hire a quality private caregiver!

caregiver services-wise caregiving-slider

Get the help your family needs with this ‘Hire a Private Caregiver Guide’ and 40+ essential forms

hire a caregiver step-by-step guide


The ‘Hire a private caregiver guide’ also includes 40+ senior care templates to keep your loved one safe and protected from possible liabilities

hire a caregiver-senior care forms-wise caregiving (2)


Take the right steps in the hiring process to avoid countless complications, heartache and conflict.  

⭐ Obtain background information on previous experience (reference check questionnaire)
Go through a simple screening process
Meet caregiver in person / Virtual chat
Obtain background information on previous experience (reference check questionnaire)
Arrange a short meeting for senior and caregiver to meet each other


Hire a private caregiver checklist 

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


Hire Caregiver Checklist Template-wise caregiving

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-full preview Hire Private-wise caregiving

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 Caregiver Questionnaire Form Template-wise caregiving

Full caregiver interview template: (in 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-full preview of template-wise caregiving

Caregiver reference check questionnaire template:


Caregiver Reference Check Form Template-wise caregiving

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 preview-wise caregiving

Caregiver Job Description Form-full preview of template-wise caregiving

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 any member of the care team need important information quickly, the information is able to be accessed quickly. 


senior care information form

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-full preview of template-wise caregiving

Caregiver employment contract template: (short format)

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


Caregiver contract preview-wisecaregiving

Senior housekeeping chart:

  • 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)


senior housekeeping chart-sample

Senior hygiene care chart template:

The care team in place will have clear information to 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. 


senior personal care-hygiene chart-sample

Caregiver 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 (using the senior care invoice combined with this makes it easy!).
  • Fields will automatically calculate
  • Simply enter invoice amounts for each month


Caregiver Tax Receipt Template-Hire Private-wise caregiving

COVID-19 Senior visitor health form:

Your private caregiver(s) should fill this it before each visit. Also useful if you have local community health support workers who will be entering your loved one(s) home.


Covid-19 senior visitor health form-wise caregiving

Senior home safety checklist:


Senior Home Safety Checklist Template-Hire Private-wise caregiving.docx - Word

‘Need a Caregiver’ POST

If you are just starting out and need help to start the process in knowing what to write on caregiver job sites then this should help you.

Need caregiver post-wise caregiving.docx

Weekly Food and Hydration Chart:

food log-sample

+ Many MORE 


Are you ready to take the help?

I can personally promise that when you purchase and use this PDF guide along with the templates here on Wise Caregiving, you will feel assured and confident that you have done everything you can to find and hire the best care possible for your senior loved one(s). If you are not completely satisfied with your purchase simply contact me through the website and I will refund the amount paid in full no questions asked. You have nothing to lose and everything to gain!