How to start a caregiving business for seniors

private caregiver business

Introducing a digital guide to starting and operating your very own senior care business!

Start a caregiving business with these industry forms and documents that are 100% customizable to each senior client. You will have the confidence, professionalism and protection required to have a successful senior care business for seniors.

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

Table of Contents

  how to start a senior care business guide table of contents-preview

Templates included with purchase

senior care business templates-feature image-wise caregiving

Templates Included: ✔️Templates have just been updated November 2020

  • Senior information form
  • Fall risk assessment tool 🆕
  • Senior care quote 
  • Caregiver job description 
  • Terms of senior care service agreement
  • Daily care journal
  • Housekeeping checklist
  • Personal hygiene chart
  • Senior care invoice 
  • Tax receipt for senior care services template
  • Hiring caregiver checklist
  • Caregiver employment application form
  • Pre-interview questionnaire
  • Caregiver interview questionnaire
  • Reference check questionnaire
  • Caregiver employment agreement (long form)
  • Caregiver employment contract (short form)
  • Caregiver job post sample
  • 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 and forms can be form filled digitally, and printed.

Preview of a few of the professional caregiving templates…

Senior Care Information Form:
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 and saved giving you access to this information from your phone, tablet or computer.

Senior Care Information Form Template-preview-zoom


Full preview of senior care information form template

Senior Care Information Form Template-preview


Fall risk assessment tool: 🆕

fall risk assessment tool for senior care


fall risk assessment tool-zoom preview-wisecaregiving


Senior care quotation template:
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 Form:
You’ve obtained the job and can now safely ask for the information needed in order to make your first few senior visits. The senior will be so content to not have to tell you every few minutes what to do. This step should be a must before your first visit.

Caregiver Job Description Form Template-preview-zoom

Full preview of caregiver job description form template

Caregiver Job Description Form Template


Caregiving Yearly Service Tax Receipt:
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


Terms of Caregiving Service Agreement:
Protect yourself the same way care agencies do and have your new potential employer know how serious you are about entering into this new relationship with their senior loved one(s). A to Z details to clarify expectations in regards to the caregiving services that you will be providing. All fees, expenses, reimbursements for outings, transporting senior, cancellation policy,  payment terms, and grounds for terminating service.

Terms of Senior Care Service Agreement Template-preview-zoom

Full preview of terms of senior care service agreement template

Terms of Senior Care Service Agreement Template-preview


Caregiving Invoice Template:
Simply fill in or customize this invoice template and send and get paid! This invoice is tailored specifically for private caregivers. Detailed fields with calculations included. All fields can be added, edited,or removed. Technical assistance is provided by the IT director 24/7 by email. Tax rates can also be applied (custom to your location). This invoice is what clients expect to receive when paying private rates for premium caregiving services.


senior care invoice


See more templates on download page…


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