Senior Care Business Owner Templates

Professional senior care business owner templates

senior care business documents

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. 

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Templates Included: 

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 
  • Caregiver job description template
  • Terms of senior care service agreement
  • Daily senior care journal
  • Housekeeping checklist
  • Personal hygiene chart
  • Senior care invoice template
  • Tax receipt for senior care services
  • 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 post sample
  • COVID-19 Screening caregiver form for visitors  🆕

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 and forms can be form filled digitally, and printed.

**If you are new to caregiving, or thinking about becoming a caregiver then it would be a good idea to read ‘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.

How to Start a senior care business guide and templates-wisecaregiving

Senior care business templates are included with guide

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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 Information Form Template-preview-zoom

Senior Care Information Form Template-preview

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.

Senior Care Service Quote-preview

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

Terms of Senior Care Service Agreement 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.

senior care invoice

Yearly Service 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.

Tax Receipt for Senior Care Template-preview

Impress your clients with professional looking documents and forms and download them today 

Download All Templates Now…

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