Senior Care Business Templates


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To all home care agencies and private caregivers no matter where you are located prepare to impress with these professional senior care business templates. Alter them the way you like to suit each of your senior clients. Easy to use digitally, or print and put pen to paper.


19 Essential senior care business templates

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Senior care industry forms and documents that can be 100% customized to each 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.

If you are currently operating a senior care business and want to move to the next level, then this a perfect solution for you.

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19 Senior Care Templates:

Updated November 1st, 2020

If you plan to hire caregivers to work under your company, you will need all of the following templates:

  • Senior information form
  • Fall risk assessment tool 
  • Senior care quote template
  • Caregiver job description form
  • Terms of senior care service agreement
  • Daily care journal
  • Housekeeping Checklist
  • Personal hygiene chart
  • Senior care invoice 
  • Hiring a caregiver checklist 
  • Caregiver application form
  • Pre-interview questionnaire form
  • Caregiver interview questionnaire form
  • Reference check questionnaire form
  • Caregiver employment agreement (long form)
  • Caregiver employment contract (short form)
  • Caregiver job posting sample-looking to hire caregivers
  • Tax receipt for senior care services 
  • COVID-19 Screening caregiver form🆕

Both the word documents as well as the Excel spreadsheets can be altered, added too or parts removed. Please do not hesitate to reach out if you need assistance with any of our forms or excel formulas. 

*All documents are reusable templates that can be form filled digitally electronically, or printed and filled out manually.

Templates in Pack:

Senior care information/assessment form template:

Senior Care Information Form Template-preview-zoom

Senior Care Information Form Template-preview

Fall risk assessment tool: 🆕

Fall Risk Assessment Tool Template

fall risk assessment tool for senior care

Senior care quote template:

After your first meeting with a potential client this is the perfect and professional way to follow up. Demonstrate your note taking and listening skills.

Senior Care Service Quote

Caregiver job description:

Fill out this caregiver job description before you start with new senior client(s). Obtain job expectations in writing. Once you sign your terms of service agreement you can safely ask for more information required for the care position.

This simple yet detailed form can provide a stress free transition for a senior. Your first few visits with senior client(s) will be much more impressive and productive. Have key information on hand and deliver results in order to best serve.Caregiver Job Description Form Template-preview-zoom

Caregiver Job Description Form Template

Terms of senior care service agreement:

Protect the senior care that you provide. Show your new employer or client a new level of professionalism with this senior care industry specific template. This document clarifies all expectations while on duty as a caregiver for seniors or care agency provider.

Agreement includes hourly or set rate fees, expenses, reimbursements for outings, transporting senior, cancellation policy,  payment terms, and grounds for termination of service.

Terms of Senior Care Service Agreement Template-preview-zoom

Daily senior care journal template:

Daily Care Journal Template

Housekeeping checklist template:

Housekeeping Checklist List Template

Personal hygiene chart template:

Personal Hygiene Chart Template-preview

Senior care invoice (EXCEL):
Simply fill in or customize this invoice template, send and get paid! This invoice is tailored specifically for private caregivers and people starting home care businesses. Detailed fields with calculations included. All fields can be added, edited, or removed. Technical assistance is provided by the IT technical assistant 24/7 via email. Tax rates can also be applied (custom to your location). This invoice is what clients expect to receive when paying for premium fees for quality caregiver services.

⭐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

Hiring a caregiver checklist template:

Hire a Caregiver Checklist-preview

Caregiver employment application form template:

Caregiver Employment Application Form

Caregiver Employment Application Form Template

Pre-interview questionnaire template:

Pre-Interview Questionnaire Form Template-preview

Caregiver interview questionnaire template:
Perfect for reviewing questions before entering an interview or for when you decide to hire employees and need a format to follow.

Caregiver Interview Questionnaire-preview-zoom

Caregiver Interview Questionnaire-preview-zoom

Reference check questionnaire form template:

Reference Check Questionnaire Form Template

Caregiver employment agreement template (long form):

Caregiver Employment Agreement

Caregiver Employment Agreement

Caregiver employment contract template (short form):

Caregiver Employment Contract Template-preview

Caregiver job post sample template (hiring caregivers):

Sample Caregiver Job Post-start a senior care business

Tax receipt for senior care services:
Provides a simple and organized way for your employer and accountant to see the total amount for senior care services rendered, as well as reimbursements throughout the year, by each month. 

Tax Receipt for Senior Care Template-preview

COVID-19 Screening caregiver form template: 🆕

COVID-19 Screening caregiver form

senior care business templates-feature image-wise caregiving

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