Home Care Business-Complete Bundle


ONE STOP SHOP to get the tools you need to apply for and start a home care business! This is a much easier and quicker way to get set up and open your doors.

The digital guide will take you through the startup process and includes all the essential information I wish I had when I started my care corporation.

My name is Danielle Foley and I am a trusted and experienced senior care business owner for the last 12+ years. I created ´wisecaregiving.com’ outside of my full-time senior care corporation to expand my reach to help seniors beyond my own local business. My goal is to help people like you who are serious about having a your own business in senior care.

Prepare to impress your new clients with these professional forms, charts, questionnaires, and document templates. You can easily customize these forms to your very own senior home care business.


📁 Home Care Policy & Procedure Guide for Home Care Employees:

Features: 47 pages of all fully detailed information that is needed for your application to open and operate your senior care business! This editable handbook is perfect for a growing home care business.

Simply enter your company name and specific laws in your State or Province in the designated areas that are shown where to enter the information and you are ready to print for your employees!

If you should need to add anything extra you can do that too! This manual took a lot of research and careful thought, as well as over 10 years experience to put together. It covers everything that is needed to protect your business, yet simply outlines to anyone reading it what is expected of the employee as well as the company. It is a perfect reference guide and provides structure, and regulations for your business.

This template is perfect for a:

⭐ Home Care Company / Home Health Care Agency/ Senior care Business / Elder care Business
⭐ Private / Independent Caregivers planning to grow their business

📁How to Start a Senior Care Business Guide:

Learn how to obtain a meaningful career and financially rewarding adventure as a senior care business owner!

Start a new career as an independent caregiver or hire a care team under your home health care company (LCC) with the help of this guide! This digital guide will take you through the startup process and includes all the essential information such as a good overview, website creation, logo design, marketing, where to find new customers, liability insurance, dealing with family members, and where you can work as a non-medical caregiver. I wish I had this when I started my home care business!

Take advantage of this amazing opportunity to start a home health care company and be ready for the influx of business! This is a service that will always be considered essential

📁 50+ Essential Senior Care Business Templates (55 WORD DOCS & 3 EXCEL DOCS)

✔️ Home Care Service Plan Sheet
✔️ Home Care Service Plan Review Form
✔️ Residence Information Sheet
✔️ 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
✔️ Incident Report Form
✔️ 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
✔️ Toileting Charts
✔️ 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 Job Offer Letter
✔️ Home Care Job Acceptance Letter
✔️ Caregiver Employment Agreement- Long format
✔️ Caregiver Employment Contract-Short Format- Good for Temp Workers
✔️ Employee Letter of Recommendation
✔️ 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
✔️ Proof of Income and Employment Letter for Employees
✔️ Final Employment Warning Letter
✔️ Termination of Employment Notice
✔️ Home Care Service Price Increase Letter
✔️ Care Directives-End of Life Wishes Form
✔️ Medical File Log- (2 Sizes-Letter + A4)
✔️ Medication List-(Letter + A5)
✔️ Weekly Medication Tracker
✔️ Monthly Medication Tracker
✔️ Medical Contacts List
✔️ Vitamin Supplement List


📁Home Care Training Forms- Needed for both the application process and daily operations in your business

9 Additional Essential forms needed when you are starting your business. This bundle also simplifies the training section of your government application in any State/Province! The general forms have just the right amount of information required. All the templates are editable! Also included is a fully editable certificate of completion to give to your employees.

✔️ Training Covid-19 Guidelines
✔️ Training Sign-in Sheet
✔️ Home Health Aid Training Program
✔️ Home Care Employee Training Log
✔️ Competency Evaluation
✔️ Employee Training Record
✔️ Home Care Aid Performance Review
✔️ Home Care Orientation Checklist
✔️ Training Certificate -Editable!


📁 Home Care Scheduling (For Employee and Senior Client + Person in Charge of Care)

✔️ Home Care Schedule for Client (WORD + PDF FILLABLE)
✔️ Caregiver Shift Schedule for caregiver employee (WORD + PDF FILLABLE)
✔️ Caregiver Time Sheet (WORD + PDF FILLABLE)

*Instructions how to open and use PDF Fillable Forms included*


⭐ Step by Step Directions on how to download files
⭐ Electronic Signature Video Instruction
⭐ Importance and Function of a Care Plan
⭐ CEO/Home Care Director Job Description Guide *needed for application*

How can these templates help?

⭐ Better observations in daily health
⭐ Client selection
⭐ Employee selection
⭐ Improve communication within care team
⭐ Accountability
⭐ Quick access to client information
⭐ Administrative uniformity
⭐ Ask most important questions
⭐ Repetitive form filling saves time
⭐ Clarification of caregiver tasks
⭐ Set boundaries
⭐ Simplify accounting
⭐ Demonstrate professionalism
⭐ Save money
⭐ Avoid liabilities🔒

Main Features of the product:

✔️ Master Files – Unlimited Use!
✔️ Templates are Editable
✔️ Easy to change layout size (i.e. Letter to A4)
✔️ Simple to change any excel formula
✔️ Form fill digitally/manually
✔️ Ready to convert to fillable forms in Adobe
✔️ Print to PDF
✔️ Send electronically!
✔️ Printable 🖨️


Step 1# On a desktop computer-download the provided .zip file
Step 2# Go to your download folder in your computer files
Step 3# Next you need to “click EXTRACT ALL” the files
Step 4# Select your destination to place the files and click select folder
Step 5# Click EXTRACT

You are all set!


Home Care Start Up Bundle-wise caregiving (9)


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