Senior Care Business Templates-Professional Forms


60+ Senior Care Business Templates

📁 60+ Essential Home Care Business Templates (57 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
✔️ Visitor Sign In and Out Sheet
✔️ Dietary Profile Sheet

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
✔️ WORD files ready to convert in ADOBE pdf fillable form

✔️ Simple to change any excel formula
✔️ Form fill digitally/manually
✔️ Print to PDF
✔️ Send electronically!

✔️ 🖨️ Printable!
🌎 Use anywhere in the world!


  • Why a home care service plan is important
  • How to download and extract files Step by Step

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 and Editable 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.

Do you currently operate a senior care business and want to focus on branding your office material?

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.

senior client intake form

Senior care information 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-client profile-full preview

Senior fall risk assessment form: 

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

Senior Fall Risk Assessment

Senior care assessment-Detailed:

Professional assessment to know what your company should charge for the proposed senior care services that are wanted and needed.

senior care assessment-full preview-sample

Senior home safety / room in residence checklist:

senior home safety checklist-sample

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-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-sample

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

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 application form-full preview sample

PRE- Interview questionnaire template:

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

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-full preview-sample

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 form-sample

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-full preview of template-wise caregiving

Senior care competitor questionnaire(Call script):

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-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

Food Log:

food log-sample

+Plus many more templates!

Are you ready to start a home care business from the bottom up? We have a bundle for that too!

Home Care Start Up Bundle-wise caregiving (8)


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