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Senior Care Business Templates-Professional Forms-1 NEW Form Added


25 Senior Care Business Templates

Prepare to impress your clients with these professional senior care business forms, questionnaires, checklists, and agreement templates.

📁 25 Essential Senior Care Business Templates

✔️ Senior client intake form
✔️ Senior care information / Assessment form

✔️ Senior fall risk assessment form
✔️ Home care quote
✔️ Caregiver job description form
✔️ Home care service agreement
✔️ Caregiver visit report form
✔️ Senior housekeeping chart
✔️ Senior hygiene care chart
✔️ Senior care invoice
✔️ Hire a caregiver checklist
✔️ Caregiver application form
✔️ Pre-interview caregiver questionnaire
✔️ Caregiver interview questionnaire
✔️ Caregiver reference check questionnaire
✔️ Caregiver employment agreement- Long format
✔️ Caregiver employment contract-Short format
✔️ Caregiver job posting-sample-
✔️Home Care Tax receipt for senior care services
✔️ COVID-19 Senior visit health care form
✔️ Senior Transport  Agreement
✔️ Home Care Competitor Questionnaire
✔️Home Care  Bookkeeping Checklist
✔️ Senior Home Safety Checklist
🆕 Food & Hydration Chart (Weekly)

How can these templates help?

Client selection
⭐ Employee selection
⭐ Improves communication
⭐ Accountability
⭐ Quick access to client information
⭐ Administrative uniformity
⭐ Ask the important questions
⭐ Repetitive form filling saves time
⭐ Assessment of liabilities
⭐ Clarification of caregiver tasks
⭐ Setting boundaries
⭐ Simplified accounting
⭐ Demonstrate professionalism
⭐ Save money
⭐ Avoid liabilities🔒

Main Features:

✔️ Master Files – WORD & EXCEL
✔️ Easy to edit forms
✔️ Simple to change any excel formula
✔️ Form fill digitally/manually
✔️ Print to PDF
✔️ Send electronically!

✔️ Print 🖨️
🌎 Use anywhere in the world!

Great ROI – return on investment !

You can customize these tailored templates to your own senior care business. Show your clients, family members of clients, curators, and trustees that you are a business owner that is organized, dedicated and accountable for all areas of your senior care business.

See more product details below…


Ready to Use or Customize these Senior Care Business Templates 

caregiver services-wise caregiving-slider

Senior care forms that you can customize to each senior client. Have the confidence, professionalism and protection required to operate a successful senior care business.

You can customize your own senior care business templates. Show your clients, family members of clients, curators, and trustees that you are a business owner that is organized, dedicated and accountable for all areas of your business.

Do you operate a senior care business and want to improve the administrative side of your business?

senior care business templates preview.docx - Word

Preview some of the templates you will receive in the download!

Senior client intake form template:

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 / room in residence checklist:

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: (Terms of 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.

Home Care Service Agreement Template-wise caregiving

Home Care Service Agreement Template-full preview-wise caregiving

Senior care invoice (EXCEL):

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

senior care invoice

Home car tax receipt for senior care services (Year end statement):
Provides a simple and organized way for clients and your accountant to see the total amount of senior care services rendered, as well as reimbursements throughout the year, by each month. 

Home Care Tax Receipt Template-wise caregiving

Caregiver visit report: (Caregiver Journal Template)

A perfect way to communicate each visit to clients families

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 Caregiver Checklist Template-wise caregiving

Caregiver employment application form template:

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 Application-Senior Care-full preview of template-wise caregiving

PRE- Interview questionnaire template:

Screen potential applicants by sending them this form before you decide to set up an interview-huge time saver!

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

Full caregiver interview questionnaire template:

Ask the most important questions during a full interview with the help of this 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 (Full detailed version): 

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 template (simplified version):

Caregiver contract preview-wisecaregiving

COVID-19 Senior visit health form:

Have your employees fill out this form before they go on duty.

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

Senior transport agreement:

Secure your business and the well being of your senior clients with this agreement-a must have if you or your employees are taking senior clients out of their place of residence and transporting them in a vehicle.

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

Senior care competitor questionnaire:

Know who your competitors are and what they offer so that you can find your competitive edge!! Investors will want to see this report.

Senior Care Competitor Questionnaire-preview of template-wise caregiving

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

Home care bookkeeping checklist:

Get ready and organized for tax filing and never miss a credit or deduction that is owed to your business!

Home Care Bookkeeping Checklist Template-wise caregiving

Senior Care Template benefits and

Are you just starting a senior care business? Check out this package! It includes a guide for only $5 more- Get all the niche secrets and direct links to vendors for your branding and marketing! Click here to go to the product 

How to start a senior care (1)

Review-Caregiver Employment Application Form-PDF Fillable HYBRID-Fill _ Etsy

wise caregiving review of guidebook and templates

wise caregiving review

Just what I needed!

“It was such a relief to find these tailored templates that I can use right away in my care agency! I 100% recommend her Senior Care Business Templates!” 

Anne Marie, Texas, U.S.

“Thank you. Everything I need to complete my paperwork for my staff and clients. Professional and simple customize. I will definitely order again!!!”

Senior Care Business Templates

Felicia Hunter -Kolasi, CPC Approved Instructor

Senior Care Invoice Template

“Danielle’s billing/invoicing is very comprehensive and she is always available for any questions you may have.”

F. Lussier, Montreal, Canada.⭐⭐⭐⭐⭐


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