Professional senior care business templates
Tailored for private caregivers and small senior care agencies. Save your business time, keep paperwork organized, and protect you the owner as well as your care workers
Senior care forms and document templates that can be 100% customized to each of your senior clients.
These senior care business documents will provide a new level of confidence, professionalism and security in your business. Details matter and when you have them writing, you can focus on what is important in your business.
📁 30 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
✔️ 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
✔️ Daily Food Log
✔️ Care Assessment Report
✔️ Emergency Medical Information Sheet
✔️ Business Proposal Letters (2)
✔️ Client Progress Notes
✔️ Senior Community Services Contact List
✔️ Caregiving Daily Checklist (Caregiver Journal/Log of visit)
Both the word documents as well as the Excel spreadsheets can be altered, added too or parts removed.
*All documents and forms can be form filled digitally, and printed.
**If you are new to caregiving, or thinking about starting a business check out ‘How to Start a Senior Care Business’. This is a good overview of the business to make sure this is the right direction for you to take.
Senior care business templates are included with guide
Preview some of the templates that you will receive in your senior care business template pack
Senior care information form:
10 page document with all the auto-fill information fields you will need to care for your senior client. This document can be printed out or filled out digitally and saved. This document gives you access to the information from your phone, tablet or computer and is a great tool in a medical emergency or appointment where more information is required.
Senior care service quote:
After your first meeting with a potential employer this is the perfect and professional way to follow up. Demonstrate your note taking and listening skills.
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.
Home 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.
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.
Home Care Tax receipt for senior care:
Provides a simple and organized way for your employer and accountant to see the caregiving service expenses incurred throughout the year month by month.
Those are just a few of the templates that you will receive in the download: