Meet a new senior client with confidence 

meeting your new senior client-wise caregiving

Remember as excited as you are to meet a new senior client, that you are still a “stranger” to them. Like any relationship it takes time to gain trust.

At this point you have most likely gone through a caregiver interview (in person/virtually), phone calls, emails, and all the necessary protective measures i.e. proof of neg. covid-19 test. You now have the privilege of meeting the senior that you are hired to assist. You want your new senior client to know you are there to help, but not to intrude and take over. Do not ask personal questions for the first 3-5 visits (unless they request otherwise or offer personal information) and simply ask periodically how you can be of service.

Get to know their surroundings, routines, likes & dislikes, other people in the family, neighbors or friends who may come to visit. During this time try to really listen to the direction of the family members and what they would like to see improve in the care of their senior loved one(s). This will not only give peace of mind to the family member of the senior in your care, but also it will facilitate a new bond with you and the senior simply because you seem to know just what to do and when to do it.

Once the senior and the family begin to trust you as the new family private caregiver, you will be able to take on new tasks to improve upon the quality of the already existing care that is in place. Once you get to this stage the bonding really begins it is important to try to keep regular routines special by adding very small different additions each time.

How to provide excellent service your first few visits

Be respectful above all and remain as quiet as possible & do not wake your new senior client to ask questions-figure it out the best way you can! Some seniors do not appreciate you going through their household items such as touching, moving and cleaning, but the family will. You may have to try different methods along the way over time. Start small and make sure to be wearing protective personal equipment at all times.

Here is a list of things you can try to do that will help the senior and impress upon them that you are ready to help.  

  • Laundry (clean and dry- hang/dryer)
  • Dust Surfaces
  • Polish wood furniture
  • Wipe top blades of fans
  • Clean windows & mirrors
  • Sweep and mop (the cleaning liquids they typically use will be there have a look)
  • Clean bathroom (toilet, tub, shower, sink) empty wastebasket
  • Fold clothes
  • Hang up/ put clean clothes back in the dresser and closet.
  • Re-fold linen pantry- but remember how everything was found initially before you remove it.
  • Clean Kitchen (Wipe counters, cupboards, stove, sink and do the dishes, then put ask where everything goes after the senior wakes up-they will appreciate the effort) **do not reorganize, the senior knows where everything is!
  • Water plants
  • Shine shoes
  • Clean dentures
  • Replenish water glass next to the bed
  • Check on dehumidifiers-empty water and humidifiers-fill containers)
  • Replenish and clean pet food areas including any litter that needs changing
  • Take out garbage and recycling
  • Wipe down dense traffic areas that are touched by everyone (i.e. door handles, wall near light switches, railings, fridge, cane, walker, wheelchair) with sanitary wipes or a damp, warm cloth 3/4 water to 1/4 bleach
  • Start preparing for the next meal
  • Set the dining table
  • Close the shades/blinds if in the evening
  • Beat small rugs outdoors
  • sweep outdoor steps if in a home
  • Rotate the food in the fridge
  • Polish articles (silverware, plates, vases)
  • Vacuum
  • All floor surfaces
  • Mattress and all furniture
  • Lamp Shades

Always keep in mind the safety of the senior when making additions or changes and, if you feel either one of them is significant enough then inform the family member in charge before anything takes place.

Sometimes you may find you are stuck in a situation where the information regarding the senior is limited, or non existent while providing care and you may not be able to reach the family member in charge each time you need them. Our templates will help in a situation like this, you will have all the necessary info at your fingertips in the senior care information form on your phone, tablet or computer.

These caregiving situations are what inspired the creation of the senior care business templates in the first place. When meeting a new senior client, having a reference at your fingertips to all the family members names, where they live and knowing something about them is crucial. Your new senior client needs to know that you know ‘who’ all the family members are.

Senior Care Information Form:

Senior Care Information Form-full preview of template-wise caregiving

Fall risk assessment form:

senior fall risk assessment

senior fall risk assessment form template

The senior care information form is a 10 page document on all the information you will need in order to care for your senior client. This document can be printed out and filled out manually or filled out digitally.

Take initiative with your new senior client and keep safety measures in place

NOTE: Be as quiet as possible & do not wake senior to ask questions-figure it out! Some seniors do not appreciate you going through their household items such as touching, moving and cleaning but the family will. You may have to try different approaches for a while.

“Care for your senior client the way you hope to be cared for one day”.

Description of non-medical caregiver services

Quality caregivers are ready to help your senior loved ones with everyday needs

Companionship services:

  • Stimulating conversation
  • Monitor diet and eating
  • Cook together
  • Pet care
  • Check food expiration and rotate the oldest date to the front each visit, throw out expired items
  • Assist with clothing selection
  • Assist with walking
  • Aid with reading
  • Arrange appointments (medical, beauty and leisure)
  • Help with the morning routine and wake up
  • Help with evening routine and tuck in for bed
  • Write letters and correspondence
  • Stimulate mental awareness
  • Assist with entertaining
  • Answering the door
  • Pick up papers and books
  • Monitor TV usage
  • Demonstrate how the technology works
  • Plan visits outings and trips
  • Participate in crafts and activities
  • Care of houseplants
  • Play games and cards
  • Record and arrange recipes
  • Oversee home deliveries
  • Supervise home maintenance
  • Prepare grocery lists
  • Visit friends
  • Read religious materials
  • Record family history

Personal care services:

  • Bathing
  • Grooming (Brush hair, cleaning teeth/dentures), flossing, removing and applying make-up, cleaning ears, trimming facial hair, applying hydrating lotion, keep nails clean and cut short, styling hair, shaving for men and women, applying perfume,
  • Dressing (assists with jewelry, clean prescription glasses, make sure watch is clean and working)
  • Incontinence

Home helper & homemaking services:

  • Housekeeping
  • Laundry (folding and ironing)
  • Take out garbage and recycling
  • Change linens and make the bed
  • Meal planning and preparation
  • Freezing nutritious meals for future easy use
  • Assist with pet care (changing litter or pads)
  • Organize and clean closets
  • Drop off / Pick up dry cleaning
  • Make beds
  • Change linens
  • Dust all surfaces

Transportation services: *May require commercial liability insurance*

  • Religious services
  • Appointments (medical, beauty, leisure)
  • Sporting events
  • Shopping and errands
  • Pick up prescriptions or store items

Alzheimer’s & dementia care services:

  • Memory exercise programs
  • Ensure proper routines
  • Redirection
  • Nutrition and hydration

These are all things you can do that will really help the senior and impress upon them that you really present because you care and take pride in your work as a senior care provider.

More information on ‘How to start a senior care business’

how to start a senior care business guide book and templates-wise caregiving

Templates Include:

📁 50+ Essential Senior Care Business Templates (WORD-EXCEL-ADOBE PDF FILLABLE)

✔️ Home Care Service Plan
✔️ 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
✔️ 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
✔️ 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 Employee Job Offer
✔️ Caregiver Employment Agreement- Long format
✔️ Caregiver Employment Contract-Short Format- Good for Temp Workers
✔️ 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
✔️ Final Employment Warning Letter
✔️ Termination of Employment Notice
✔️ Home Care Service Price Increase Letter
✔️ End of Life Wishes Form
✔️ Medical File Log- (2 Sizes-Letter + A4)
✔️ Medication List-(Letter + A5)
✔️ Weekly Medication Tracker
✔️ Monthly Medication Tracker
✔️ Medical Contacts
✔️ Vitamin Supplement List

PLUS+++ 5 PDF FILLABLE ADOBE FORMS (Download FREE VERSION of Adobe Reader on any device to use files)

✔️ Care Assessment Report-PDF Fillable
✔️ Caregiver Employment Application-PDF Fillable
✔️ Caregiver Time Sheet (weekly)- PDF Fillable
✔️ Caregiving Daily Checklist-PDF Fillable
✔️ Monthly Medication Tracker-PDF Fillable

Senior Care Templates-Instruction-wise caregiving

You can edit all these documents and forms to fit your senior care business.