The Home Care Forms and Tools discussed in the book “Home Care How To – The Guide To Starting Your In Home Care Business” are here!  Each of the home care forms and tools individually available below are sold in editable digital format and can be downloaded immediately after purchase. Customize them as needed to fit your business.

These home care forms and tools are designed to help create business systems and run your home care agency efficiently.

Organization and systems are essential to successful operations of any home care agency and many of those systems are possible in part with the use of standardized forms.

If ALL the home care forms and tools covered in the book are needed, consider becoming a Silver or Gold Member, the Membership levels provide access to all available forms at significant savings.

What’s Your Time Worth?

How long have you been looking for free home care forms and tools? Hours, days, weeks? Why spend days and weeks trying to create them from scratch just to save a few bucks?  Download them now, put the business logo on them and swap out the company name to have them ready in minutes, not days!

Home Care Secret:  Home care businesses owners who put their time and focus towards marketing and obtaining clients NOW (rather than creating or searching for home care forms) are the agencies that are growing quickly!

Please Note: The home care forms and tools are offered in Microsoft Office formats and require the respective Microsoft Office Application (Word.DOCX, Excel.XLSX and PowerPoint.PPTX) for full functionality.  Viewer apps and alternative apps like Google Docs/Sheets are not guaranteed to be compatible and are not supported.

Find each Home Care Forms and Tools needed below, click ADD TO CART to each then proceed to check out on the right side of the page:

Agency Finance Planning Tools

Wage Calculation Table (Editable Excel XLS)

Figuring out your financials is crucial to your success. Determine what Caregivers should and can be paid using the Wage Calculation Table. Available in Microsoft Excel. Enter certain figures and the table calculates the rest for you.

4 Year Financial Projections [EXCEL]

The 4 Year Financial Projection worksheet is a key component to your business plan and will assist you in laying out the road map for your business' financial future. Fill in the projections and the worksheet automatically calculates proper totals. It doesn't get any simpler than that.

Break Even Projections Worksheet

The Break Even Projections Worksheet will help you determine how long before profitability. You have a limited amount of financial resources to invest and if it isn't budgeted properly, you'll find yourself out of cash quicker than you thought. This worksheet helps you plan appropriately and keep from that happening. Available in Microsoft Excel 2010 format.

Home Care Business Plan Template (Editable Word DOCX)

What kind of business plan do you have? It doesn't have to be a complicated plan, but it should include some important, detailed elements. Use this template to help guide you in putting your plan together.

Staff / Caregiver / Employment Forms

Caregiver Employment Application (Editable WORD DOCX)

Standard Employment Applications lack the specific questions necessary to properly screen potential new hires. The Caregiver Employment Application asks those specific questions, 5 pages in length. This form is in Microsoft WORD .DOCX format.

Interview Assessment Form (Editable WORD .DOC)

Upon completing each interview, use this form to evaluate the applicant's interview session, providing a numeric rating to help with hire/no-hire decisions and maintain consistency.

Caregiver Employment Contract (Editable WORD DOCX)

When hiring each caregiver, they must have a very clear understanding of their role, duties, standards and expectations of the employer. This employment contract lists these in clear, concise language that the caregiver must agree to in order to be employed. 4 Pages.

Caregiver Policies & Procedures Manual

Written policies increase understanding, reduce the need for individual decisions already mandated as Company policy and help ensure uniformity throughout the organization’s systems of operations. In short, it establishes systems so the company can run without having to check with the owners on every decision. The Caregiver Policies & Procedures Manual provides the uniformity and systems for your care staff to follow. 54 pages in length covers employment, conduct & behavior expectations, timekeeping, payroll, benefits, working conditions, email and internet usage, as well as descriptions for providing care. This manual will save you 30-50+ hours of time just putting it together. At this price, that's just a couple bucks an hour for the time saved -- and by implementing it to your organization is invaluable!

Confidentiality & Non-Disclosure Agreement

Employees are provided a tremendous amount of proprietary information about your business. Protect your company from having private business secrets and methods divulged by your staff by having them all sign this Confidentiality & Non Disclosure Agreement.

Employee Performance Evaluation Form (Editable WORD DOCX)

No less than every half a year, an employee needs to be thoroughly evaluated. The Employee Performance Evaluation Form walks you through each area of proficiency that your staff should be measured on.

New Hire Checklist

There's alot of details to remember when hiring a new staff member. Consistently keep track of those details using the New Hire Checklist and keep it in each Staff member's personnel file.

Marketing / Sales

Presentation 01 - Senior Care Options

Seize the opportunity and accept that speaking engagement invitation! Using this PowerPoint (.PPT)presentation you're able to discuss with your audience the different options available to them for Senior Care, which includes (of course) your Home Care Services!

Presentation 02 - The Sandwich Generation of Care

Show your Baby Boomer Audience that they aren't alone with this PowerPoint (.PPT) presentation that focuses on adult children who are increasingly squeezed between meeting the needs of their aging parents and demands of their own children, spouses, work and/or career.

Home Care Agency Brochure Example

You'll need a brochure to leave behind as people inquire about your services. Here's a simple Tri-Fold Brochure that can get you started. Word DOCX is appx 9MB in size.

Marketing Letter for the Prospect Info Pack (PIP)

The Welcome Letter is your opportunity to introduce each prospect to your care services of their loved one by outlining the services you offer that would benefit the client. It is typically placed in the PIP (Prospect Info Pack)

Services & Pricing List

Explanation / Description of your company's Services & Pricing.

Client Care

Client Assessment Form (Editable WORD DOCX)

The Client Assessment is the most important meeting in the process of obtaining clients. Asking the right questions, learning about the client's needs and overall situation happens in this meeting. The Client Assessment Form is a comprehensive, detailed form to follow and complete during the meeting. 5 Pages in Word DOCX Format.

Client Plan of Care Form (Editable Word DOCX)

Detail the services and activities the caregiver is to provide for the client using the Client Plan of Care Form. Editable WORD DOCX

Client Handbook / Manual (Editable WORD DOC)

Client Handbook - The client handbook is the communication tool left with your clients upon engaging your services. Like a User Manual that comes with a new appliance, this manual describes your services, answers questions and sets the expectations of your client right from the beginning.

Home Care Services Contract (Editable Word DOC)

Once you've completed the Assessment in the client's home, "close the sale" simply and seamlessly by using the Home Care Services Contract. The Contractual Agreement can be used for medical or non-medical services and is available only in WORD .DOC format as it does require customizing to your company name, branding, etc.

Client Visit Evaluation Form

The “spot check” evaluation is to ensure services being performed by caregivers are being done in the proper manner and measure up to high quality service standards. The Evaluation is done on a drop-in basis so the “normal” conditions our caregiver is maintaining in the client’s home can be evaluated.

Client Service Survey

This Survey provides an opportunity for clients to communicate how well your company is meeting their home care needs. Use the client's responses to improve your services in every way!

Documentation Log Form

Every visit each caregiver makes to a client's home should be documented in the Care Plan Book. The Documentation Log Form makes the regular visits and documentation painless, easy to follow and detailed in explanation of services performed. Offered in Excel (editable) and PDF (static).

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Home Care forms and tools
Home care policy and procedure manual