How to Start Senior Care Business Guide + 24 Professional Templates


Learn How to Start a Senior Care Business in 2021

Make a good living providing an essential service in your own community! Now more than ever is the right time to create your own job and financial stability

Watch out 2021! Wise Caregiving is ready to teach, and direct you on how to start a senior care business. This starter kit is everything you need for all basic senior care information, and marketing tools in order to have the most successful venture possible. This guide is practical, straight forward, and the information can be applied worldwide 🌎

senior care services-hire a private caregiver

Now is the perfect time to start a senior care business!

The pandemic has given all of us a chance to stop, take stalk, and move forward in a new direction!

It has taken years, and first hand experience to put together this ‘How to Start a Senior Care Business’ guide and templates that are fully customizable. This easy to read step-by-step and well laid out guide will take you through the complete startup process-including what vendors to go with to save time and money! 

Right now, it is the best time in history to start your own senior care business with the “Baby Boomers” who will need more support at home in just 2-3 years!! Get in now and be ready for your business to soar to new heights!  

My name is Danielle Foley and I am a trusted and experienced senior care business owner for the last 12 + years. I created ´’ outside of my full-time senior care corporation to reach beyond my own business globally!. My goal is to help people like you who are serious and want to learn how to start a senior care business. 

How to Start a Senior Care Business Guide

How to Start a senior care business

how to start a senior care business guide and templates-TOC

📂24 Essential Senior Care Business Templates 

✔️ Client intake form
✔️ Senior information / Assessment form

✔️ Fall risk assessment form
✔️ Senior care service quote
✔️ Caregiver job description form
✔️ Terms of senior care service agreement
✔️ Daily senior care journal
✔️ Housekeeping Checklist
✔️ Personal hygiene chart
✔️ Senior care invoice
✔️ Hire a caregiver checklist
✔️ Caregiver employment application form
✔️ Pre-interview questionnaire
✔️ Caregiver interview questionnaire
✔️ Reference check questionnaire
✔️ Caregiver employment agreement
✔️ Caregiver employment contract
✔️ Caregiver job posting sample
✔️Tax receipt for senior care services
✔️ COVID-19 Screening caregiver form
✔️ Senior Transport Service Agreement
✔️ Competitor Questionnaire
✔️ Bookkeeping Checklist
✔️ Home Safety Checklist  

How will these senior care business templates help?

Demonstrate professionalism
⭐ Efficient communication
⭐ Accountability among team
⭐ Fast access to client information
⭐ Administrative uniformity 
⭐ Make informed decisions
⭐ Repetition form filling saves time
⭐ Clarify expectations
⭐ Collect important information
⭐ Avoid liability issues🔒

⭐ Simplify accounting
⭐ Save time and money!

Main Features:

✔️ Master Files – WORD & EXCEL
✔️ Easy to edit forms
✔️ Simple to change excel formulas
✔️ Fill out form digitally or manually
✔️ Print to PDF
✔️ Send electronically

✔️ Printable 🖨️
🌎 Use anywhere in the world

📥 Download and use immediately!

Great ROI – return on investment !

wise caregiving review of guidebook and templates

Show new clients, family members of seniors, curators, and trustees that you are a business owner that is organized, dependable, accountable ready to serve!

Let’s get started!

I can promise you that will never regret the decision to help seniors. It was by far one of the best decisions that I have made in my life! It is your turn to change your life and watch the results unfold!

“I wish I had this guide and templates when I started my business, and that is the reason why I created it! I want you to experience a less expensive start-up than I did.  My goal is to help as many seniors in the world, and the best way to do that is to share my experience & knowledge. I look forward to helping you get started in your own business!!”

Danielle Foley, Wise Caregiving

Are you with me? Are you ready to start your new senior care business?



Learn How to Start a Senior Care Business from a Professional

How to start a senior care

how to start a senior care business guide and templates-TOC

Included with ‘How to Start a Senior Care Business’ guide are 24 essential business templates

senior care business templates preview

Get your business it up and running in no time, and stay organized and protected while in operation🔒

senior care business guide and templates-professional forms-wisecaregiving (1)


Senior Client Intake Form:

Time is precious when you are overseeing all operations of your senior care business. Spend your valuable time laser focused on vetting and qualifying prospects to determine if they align with your ideal client profile.

Client Intake Form-preview of template-wise caregiving

Client Intake Form-Senior Care-full preview of template-wise caregiving

Senior care information/Assessment form template: 

After your first meeting family meeting to discuss your new senior client this is a professional way to collect personal information.

Senior Care Information Form-preview of template-wise caregiving

Senior Care Information Form-full preview of template-wise caregiving

Senior fall risk assessment form: 

Assess potential client(s) and the degree of liability if you decide to take on the senior care mandate.

Fall Risk Assessment Form-preview of Template-wise caregiving

Fall Risk Assessment Form-full preview of template-wise caregiving

Senior care service quote template:

Professional and clear follow-up to what your company will be charging for your senior care services.

Senior care service quote preview

Senior home safety checklist: (private home/residence)

Home safety checklist-wise caregiving

Caregiver job description form:

A detailed caregiver job description is one of the most important documents to have on hand as a reference to what the expectations are between the senior care business owner, and the new care worker employee. The family member in charge of the senior’s care will be able to take part in filling out what the caregiver’s on the job duties will be. It is certain that care needs will change over time, and so to will the expectations of the family. Make a point to review the job description every 3-6 months. 

Caregiver Job Description Form preview-wise caregiving

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

Home care service agreement:

Have your new client, or family member in charge of senior care sign this agreement before the care mandate begins!  

Agreement includes hourly or set rate fees, expenses, reimbursements for outings, transporting senior, cancellation policy,  payment terms, and grounds for termination of service. You can customize this document to your own business. This signed document is a protection and clarity for the service your company provides.

Terms of Senior Care Service Agreement-preview of Template-wise caregiving Terms of Senior Care Service Agreement-full preview of Template-wise caregiving

Senior care invoice template: 

Senior care invoice-bi-weekly

Tailored and detailed invoice for a senior care business (home health care agencies). 

This senior care specific invoice covers all the details of each caregiver visit. The spreadsheet formulas are ready to use and can be changed very easily by plugging in your custom numbers on the side panel of the excel sheet-the formula’s are all done. No fuss and way less stress when it comes time to invoicing!

⭐Instructions provided to the side of the document. You can enter tax rates and mileage/km’s amounts for outings in side column, and they will automatically adjust on the invoice.

Home care tax receipt for senior care services:

Home Care Tax Receipt Template-wise caregiving

Caregiver visit report:

Log each visit and keep in your records

Caregiver Visit Report Form Template-wise caregiving

Senior hygiene care chart template:

Senior Hygiene Care Chart Template-wise caregiving

Senior housekeeping chart template:

Senior Housekeeping Chart Template-wise caregiving

Hire caregiver checklist template:

Hire a Caregiver Checklist-preview of template-wise caregiving

Caregiver employment application form:

This form can be printed or filled out digitally. Your can also place this form into your contact form on your website for interested caregiver candidates to fill out, UPLOAD, and click SEND! Great screening tool before you invest time in a full caregiver interview.

Caregiver Employment Application-preview of template-wise caregiving

Caregiver Employment Agreement-full preview of template-wise caregiving

Pre-interview caregiver questionnaire template:

Pre-Interview Questionnaire Form-preview of template-wise caregiving

Caregiver interview questionnaire template:

Ask the most important questions during a full interview with the help from this questionnaire form.

Caregiver Interview-full preview of template-wise caregiving

Caregiver reference check questionnaire form template:

Make sure to know the background of all your care worker employees! This form is both important to your company’s security, your senior clients, and the families of the senior clients. Your care workers are the heart and soul of your business, make sure you know them enough before you hire them.

Caregiver employment agreement template:

The important agreement form is between your senior care company and your new caregiver employee. A clear and detailed agreement tailored to senior care.

caregiver employment agreement template

Caregiver Employment Agreement-full preview of template-wise caregiving

Caregiver employment contract (Simplified version):

Caregiver contract preview-wisecaregiving

COVID-19 Senior visit health form for care workers: 

Covid-19 Senior Visit Health Care Form Template-wise caregiving

Senior transport agreement template: 

Senior Transport Agreement-front preview of template-wise caregiving Senior Transport Agreement preview end of template-wise caregiving Senior Transport Agreement-full preview of template-wise caregiving

Home care competitor questionnaire: 

Find out what the local competitors offer so you know what to offer! Have your scenario in mind and use the same one for each call so that you can make direct comparison between them all. This step is often over looked, or not even thought of but the bank, and private investors in your company will expect this as a part of your market research.

Senior Care Competitor Questionnaire-preview of template-wise caregiving

Senior Care Competitor Questionnaire-full preview of template-wise caregiving

Home Care bookkeeping checklist for senior care business (registered / incorporated): 

+🎁 Sample job post template

Need caregiver post-wise caregiving.docx

wise caregiving review

Those were just a few of the senior care templates! 

Top 5 Reasons to Start a Business-wise caregiving-fb ad

Are you ready to start a senior care business today? We are ready to help you!


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