Complete Home Care Business Bundle

Home Care Business Bundle

All the forms and documents needed for your license application to when your home care agency doors open!

Reach out in the chat to see if you are eligible to purchase the complete bundle

 📁 How to Start a Home Care Business Guide budget friendly marketing links
📁 Home Care Business Plan & Mandatory Financial Forecasting Sheets 
📁 50 WAYS to Market a Home Care Business
📁 80+ Daily Operations (Clients & Employees)
📁 Company Policy & Procedure Manual for State Submission
📁 STATE Compliance/Supplemental forms & POLICIES
📁 Emergency Preparedness + Emergency Checklist & Outing Form!
📁 Employee Handbook  
📁 New Client Packet
📁 Training Process Documentation Forms 
📁 Caregiver/Personal Care Worker Skills Evaluations + Performance Exams w/ Answer Sheets 
📁 Scheduling Sheets (Clients & Employees) Perfect before you need $$$ Software
📁 Infection Control Guide & Training Resources (videos) + Practical & Written Exams
📁 New Client Handbook Template
📁 Home Care Business Continuity/Back-Up Plan Policy
📁 Quality Assurance & Improvement Folder
📁 Employee Attendant Packet

📁 STATE SPECIFIC POLICY & PROCEDURE MANUAL AVAILABLE IN ADDITION TO THIS BUNDLE!!! *MUST BE REQUESTED TO MAKE AVAILABLE FOR PURCHASE* REQUIREMENT: BUSINESS OWNER VERIFICATION WITH PURPOSE OF OPERATING HOME CARE AGENCY & LOCATION OF BUSINESS.

**Medicaid information not included*

DELIVERY IS BASED ON WHEN YOU PURCHASE ALONG WITH YOUR VERIFICATION OF BUSINESS OWNERSHIP & LOCATION. 2-4 BUSINESS DAYS

BREAKDOWN OF EACH SECTION:

📁 How to Start a Home Care Business Guide (PDF)

Learn how to obtain a meaningful career and financially rewarding adventure as a non medical home care business owner!

It takes you through the start-up process covers all the fundamentals such as;

⭐ Overview of the business-is it right for you?
⭐ Website creation and best domain source
⭐ Logo design (best links)
⭐ Marketing Material(best vendor links)
⭐ Where to find new customers (outside the box)
⭐ Liability insurance 
⭐ Care setting opportunities

📁 Home Care Business Plan & Financials

✔️ Home Care Business Plan Template (Editable)
✔️ Company Financial Sheets
✔️ Client Rate V.S. Employee Wage Formula

** Required by most States to submit with application to open a Home Care Agency Business
** Use this template to apply for loans, and grants to start or expand your non-medical home care business! 🚀 

📁 50 WAYS to Promote your Home Care Business Locally!

WHAT IT COVERS:

1. Build relationships with healthcare professionals
2. Attend community events    
3. Leverage social media
4. Offer referral incentives
5. Partner with other businesses    
6. Utilize online directories    
7. Ask for testimonials
8. Host educational events:
9. Network with other professionals    
10. Provide exceptional service
11. Utilize paid advertising
12. Develop a referral program
13. Volunteer in the community    
14. Offer free consultations
15. Build a strong online presence
16. Create educational content
17. Attend networking events
18. Host open houses
19. Encourage online reviews
20. Partner with non-profit organizations
21. Offer a free trial
22. Use direct mail
23. Host a client appreciation event
24. Utilize video marketing
25. Attend trade shows
26. Offer educational workshops
27. Create a referral network
28. Participate in online forums
29. Develop partnerships with local businesses
30. Join local senior groups
31. Partner with hospice services
32. Offer a loyalty program
33. Provide excellent customer service
34. Create a newsletter
35. Participate in charity events
36. Host webinars
37. Utilize word of mouth
38. Use email marketing
39. Offer a satisfaction guarantee
40. Develop a social media strategy
41. Utilize online reviews
42. Offer specialized services
43. Hire a marketing professional
44. Create a blog
45. Host an open house for professionals
46. Develop a strong brand
47. Offer a referral bonus
48. Attend job fairs
49. Send a follow-up email or letter to current and past clients
50. Host a referral contest
BONUS: How to Ask for testimonials for a non-medical home care service business

📁 NON MEDICAL POLICY & PROCEDURE MANUAL (SELF-EDIT) INCLUDED IN BUNDLE.

** SELF-EDIT** ALL STATE GENERAL POLICY & PROCEDURE MANUAL WILL PROVIDE YOU WITH A SOLID BASE TO ADD YOUR OWN STATE AND CUSTOM BUSINESS INFORMATION. THIS MANUAL IS A FORMAL REGISTERED COPYRIGHT OF USCO IN CERTIFICATE FORMAT. SHARING OR RESELLING IS NOT PERMITTED AND COULD RESULT IN LEGAL ACTION.

**CONTACT DANIELLE TO ORDER ADDITIONAL STATE CUSTOMIZATION (ADDITIIONAL COST)

Home Care Policy and Procedure Company Manual Template - Non Medical (EDITABLE)

✔️ Guided placement for you to insert custom business information and your location
✔️ QUICK LOOK-UP OF EACH SECTION FEATURE
✔️ STEP BY STEP INSTRUCTIONS 'HOW TO UPDATE TABLE OF CONTENTS' INCLUDED
✔️ TRAINING SECTION-TO INDICATE DETAILS OF THE PROGRAMS THAT YOU DECIDE TO USE
✔️ INFECTION PREVENTION & CONTROL SECTION
✔️ EMERGENCY PREPAREDNESS & BUSINESS CONTINUITY & BACK-UP PLAN
✔️ QUALITY ASSURANCE AND IMPROVEMENT POLICY
✔️ FEDERAL LAWS AND REGULATIONS ALREADY INSERTED
✔️ ALL MANDATORY GENERAL SECTIONS FOR ALL STATES ARE INCLUDED
✔️STATE ADMINISTRATIVE CODES SUPPORT

SELF-EDIT GENERAL ALL STATES HOME CARE POLICY & PROCEDURE TABLE OF CONTENTS:

1.    COMPANY DESCRIPTION    
1.1    INTRODUCTORY STATEMENT
1.2    OUR VISION
1.3    OUR VALUES    
1.4.    COMPANY OBJECTIVES
1.5.    ORGANIZATIONAL STRUCTURE OF COMPANY
1.6.    REVISIONS OF THE POLICY & PROCEDURE MANUAL
1.7.    LOCATION OF COMPANY
1.8.    BUSINESS LIABILITY INSURANCE
1.9.    COMPANY HOURS OF OPERATION: NON-MEDICAL HOME CARE SERVICES OLDER ADULTS
1.10.    MAP OF SERVICE AREA(S)    
2.    TYPES OF NON-MEDICAL AGENCY SERVICES
3.    DESCRIPTION OF NON-MEDICAL AGENCY SERVICES:    
3.1.    CARE PLANNING AND COORDINATION
3.2.    RESPITE SERVICE FOR PRIMARY CAREGIVERS
3.3.    COMPANION CARE
3.4.    MOBILITY/ AMBULATION ASSISTANCE
3.5.    PERSONAL CARE SERVICES
3.6.    SOCIAL CARE & TECH ASSISTANCE    
3.7.    NON-MEDICAL TRANSPORTATION
3.8.    TRANSITIONAL CARE SERVICES
3.9.    FALL PREVENTION SERVICES
3.10.GENERAL HOME MANAGEMENT
3.11. HOUSEKEEPING
3.12.MEAL PLANNING & PREPARATION SERVICE
3.13.CLIENT SELF-ADMINISTRATION OF MEDICATION POLICY
4.    STATE & FEDERAL COMPLIANCE WITH LAWS AND REGULATIONS
4.1    LAWS AND REGULATIONS FOR NON-MEDICAL AGENCY PROVIDER IN THE STATE OF [ENTER STATE]
4.2    EMPLOYEE CRIMINAL BACKGROUND CHECK POLICY
4.3    FEDERAL LAWS; APPLICABLE AND REGULATIONS
1.     AMERICANS WITH DISABILITIES ACT (ADA)
2.     OCCUPATIONAL SAFETY AND HEALTH ACT (OSHA)
3.     HEALTH INSURANCE PORTABILITY AND ACCOUNTABILITY ACT (HIPAA)
4.     FAIR LABOR STANDARDS ACT (FLSA)
5.     SOCIAL SECURITY ACT (SSA)
5.    STAFFING/PERSONNEL
5.1.    EMPLOYMENT ELIGIBILITY FOR BENEFITS
5.2.    EMPLOYMENT APPLICATIONS
5.3.    ACCESS TO PERSONNEL FILES
5.4.    EMPLOYEE DOCUMENTS ON FILE
5.5.    SALARY ADMINISTRATION
5.6.    EMPLOYEE TRAINING
5.7.    COMPETENCY EVALUATION
5.8.    EMPLOYEE PERFORMANCE RE-EVALUATION
5.9.    STAFFING RATIOS
5.10.STAFFING SCHEDULE AND AVAILABILITY
5.11.    STAFFING DOCUMENTATION AND RECORDS
5.12.STAFFING EMERGENCY AND ON-CALL PROCEDURES
6.    EMPLOYEE BENEFIT PROGRAMS
6.1.    EMPLOYEE ELIGIBILITY FOR BENEFITS
6.2.    VACATION PAY
6.3.    RELIGIOUS OBSERVANCE
6.4.    RECOGNIZED HOLIDAYS
6.5.    WORKERS INSURANCE
6.7.    BEREAVEMENT LEAVE
6.8.    RELOCATION BENEFITS & CONDITIONS
6.9.    EDUCATIONAL ASSISTANCE PROGRAM(S)
6.10.CERTIFICATION DEVELOPMENT
6.11.    HEALTH INSURANCE
6.12.LIFE INSURANCE
6.13.LONG TERM DISABILITY
6.14.MATERNITY, PARENTAL LEAVE, MARRIAGE, AND DEATH
7.    EMPLOYEE TIMEKEEPING / PAYROLL
7.1.    TIMEKEEPING
7.2.    PAYDAY SCHEDULE
7.3.    TRAVEL REIMBURSEMENT POLICY
7.4.    ADMINISTRATIVE PAY CORRECTIONS
8.    WORK CONDITIONS AND HOURS
8.1.    WORK SCHEDULING
8.2.    OVERTIME COMPENSATION
8.3.    EMPLOYEE ABSENCE POLICY
8.4.    CLIENT NOT HOME TO RECEIVE SERVICE
8.5.    TELECOMMUTING/WORKING REMOTELY (ADMINISTRATIVE)
8.6.    EMERGENCY CLOSURES OF FACILITIE
8.7.    WORKPLACE MONITORING
8.8.    SECURITY INSPECTIONS
9.    WORKPLACE VIOLENCE PREVENTION
9.1.    SEXUAL & OTHER UNLAWFUL HARASSMENT POLICY
9.2.    DRUG & ALCOHOL USE
10.    EMPLOYEE-CLIENT BOUNDARIES
10.1. WARNING SIGNS OF EMPLOYEE-CLIENT BOUNDARIES BEING CROSSED
11.    WORKPLACE SAFETY
11.1.     OCCUPATIONAL HEALTH AND SAFETY
11.2. NEW EMPLOYEE JOB SAFETY ORIENTATION
11.3. SPECIALIZED TASK TRAINING
11.4. SCOPE OF PRACTICE POLICY
11.5. CLIENT AND STAFF EDUCATION
11.6. REPORTING AND DOCUMENTATION
11.7. PROTECTIVE PERSONAL EQUIPMENT (PPE)
11.8. CLIENT LIFTING PROTOCOL
12.     EMPLOYEE OUTSIDE WORKPLACE SAFETY
12.1.     TRANSPORTING CLIENTS IN VEHICLE
12.2. SAFETY RESPONSE (EMPLOYEES)
13.     EMPLOYMENT AT [ENTER COMPANY NAME]
13.1.     JOB POSITIONS IN AGENCY
13.2. NATURE OF EMPLOYMENT
13.3. EMPLOYER-EMPLOYEE RELATIONS
13.4. NON-DISCRIMINATION POLICY
13.5. MANAGEMENT PHILOSOPHY
13.6. EMPLOYEE IDENTIFICATION
13.7.     WORK UNIFORM
13.8. COMPANY PRIVACY / CONFIDENTIALITY AMONG EMPLOYEES
13.9. DIVERSITY
13.10.BUSINESS ETHICS AND CONDUCT
13.11.PERSONAL RELATIONSHIPS IN THE WORKPLACE
13.12.CONFLICTS OF INTEREST
13.13.OUTSIDE EMPLOYMENT
13.14.NON-DISCLOSURE OF EMPLOYER INFORMATION
13.15.INTERNAL JOB POSTING
13.16.WHISTLEBLOWER POLICY    
13.17.INFORMATION TECHNOLOGY
13.18.ETHICS AND STANDARDS OF CONDUCT
14.     EMERGENCY PREPAREDNESS PLANNING AND RESPONSE
14.1.     TYPES OF EMERGENCIES
14.1.1.MISSING CLIENT PROTOCOL:    
14.1.2.CLIENT WANDERING PROTOCOL:    
14.1.3.POWER FAILURE PROCEDURES:
14.1.4.TORNADO PROTOCOL:
14.1.5.HURRICANE PROTOCOL:
14.1.6.FLOODING PROTOCOL:
14.1.7.BLIZZARD WINTER CONDITIONS PROTOCOL:
14.1.8.FIRE PREVENTION & SAFETY:
14.1.9.EARTHQUAKE PROTOCOL:
14.1.10.MASS SHOOTING PROTOCOL:
14.1.11.HAZARDOUS MATERIALS AND CHEMICAL SPILL RESPONSE:
14.1.12.COMMUNICABLE DISEASES AND OUTBREAK RESPONSE:
14.1.13.VEHICLE ACCIDENT W/CLIENT:    
14.1.14.CLIENT FALLS AND INJURIES:
14.1.15.GENERAL EMERGENCY INCIDENT RESPONSE
14.1.16.REPORTING EMERGENCY INCIDENT
         REVIEW AND REVISION OF EMERGENCY PLAN
15.     INFECTION PREVENTION AND CONTROL
15.1.  AGING AND INFECTIONS
15.2. CARE TEAM PROTOCOL
15.3. HAND HYGIENE
15.4. DISINFECTION OF SURFACES
15.5. COMPANY CLEANING PROTOCOLS
15.6. PERSONAL PROTECTIVE EQUIPMENT [PPE] FOR EMPLOYEES
15.7.     ISOLATE THE SPREAD OF DISEASE
15.8. RESPIRATORY HYGIENE
15.9. SOILED LINEN
15.10.TRANSMISSION PRECAUTIONS
15.11.OUTBREAK MANAGEMENT
15.12.INFECTION CONTROL SURVEILLANCE AND REPORTING
15.13.CONTROLLING COMMUNICABLE DISEASE
15.14.IMMUNIZATION
16.    EMPLOYEE DISCIPLINE
16.1.    PROBLEM RESOLUTION
17.    EMPLOYMENT TERMINATION
17.1.     PROCEDURAL STEPS FOR EMPLOYMENT TERMINATION:
18.    VOLUNTARY EMPLOYMENT RESIGNATION
19.    HEALTH-INSURANCE PORTABILITY AND ACCOUNTABILITY ACT (HIPAA)    
20.    CLIENT RIGHTS AND RESPONSIBILITIES
21.    CLIENT RELATIONS
22.    QUALITY ASSURANCE AND PERFORMANCE IMPROVEMENT POLICY
23.    CLIENT ADMISSION AND DISCHARGE POLICY
24.    REPORTING OBSERVATIONS AND RECORDING DATA
25.    ELDER ABUSE - REPORTING SUSPICIOUS OBSERVATIONS
26.    COMPLAINT AND GRIEVANCE PROCEDURES    
27.    CLIENT SATISFACTION SURVEY/FEEDBACK
28.    BUSINESS CONTINUITY
29.    COMPANY RECORDS AND FILE STORAGE (PHYSICAL & DIGITAL)
30.    FINANCIAL BILLING PROCEDURES POLICY
31.    TERMINATION OF SERVICES
32.    CLOSING COMPANY STATEMENT
33.    ACKNOWLEDGEMENT OF RECEIPT
 
This manual template is perfect for a:

⭐ *Non-Medical* Home Care Company/Agency/Provider
⭐ Independent non medical based service providers planning to grow their business!

Main Features:

✔️ TABLE OF CONTENTS-INTERACTIVE 'QUICK LOOK UP' FEATURE
✔️ MICROSOFT WORD DOCUMENT
✔️ EDITABLE
✔️ Print to PDF
✔️ Send electronically
✔️ Printable

📁 Employee Handbook for Non-Medical Home Care (EDITABLE):

✔️ Fully editable information that is needed for your employee when you start hiring! 
✔️ Table of Contents-'Quick Look Up' of Section Headers

📁 Additional MANDATORY STATE COMPLIANT Documents

✔️ Administrative Job Descriptions 
-CEO/Director of Operations
-General Manager
-Supervisor/Care Manager
-Caregiver
✔️ NDA Agreement
✔️ Gift & Gratuity Policy
✔️ Customer Satisfaction Survey
✔️ Client Bill of Rights
✔️ Scheduling Policy
✔️Consumer Protection Act
✔️ Non-Discrimination Policy
✔️ DNR
✔️ Business Continuity & Back-Up Plan
✔️ PIPEDA (CAN)

📁 Emergency Preparedness Manual & FORMS

Preparation for Emergencies:

✔️Emergency Contact Information for Client’s
✔️Emergency Preparedness Training
✔️Emergency Supplies
✔️Emergency Communication
✔️Evacuation Procedures
✔️Post-Emergency Procedures

EMERGENCIES OUTLINED IN THIS MANUAL:

MISSING CLIENT PROTOCOL
CLIENT WANDERING PROTOCOL
POWER FAILURE PROCEDURES
TORNADO PROTOCOL
HURRICANE PROTOCOL
FLOODING PROTOCOL
BLIZZARD WINTER CONDITIONS PROTOCOL
FIRE PREVENTION & SAFETY
EARTHQUAKE PROTOCOL
MASS SHOOTING PROTOCOL
HAZARDOUS MATERIALS AND CHEMICAL SPILL RESPONSE
COMMUNICABLE DISEASES AND OUTBREAK RESPONSE
VEHICLE ACCIDENT W/CLIENT
CLIENT FALLS & INJURIES
GENERAL EMERGENCY INCIDENT RESPONSE
GENERAL REPORTING EMERGENCY INCIDENT
Review and Revision of Emergency Plan

📁 INFECTION CONTROL

✔️ Infection Prevention and Control Guide for Employees
✔️ Staff Information, Charts, Resources, and Video Tutorials (CURRENT)
✔️ Infection Control Practical & Written Evaluation Exam for Employees

➡️Tuberculosis Test
+ BLANK TEST BOXES 

📁 DAILY ADMINISTRATIVE FORMS

INCLUDES THESE FORMS:

✔️ Home Care Phone Script
✔️ Home Care Follow up Letter
✔️ Home Care Call Record
✔️ Caregiver Task List-Visiting new clients daily
✔️ Criminal Background Check
✔️ New Home Care Client Letter
✔️ Independent Contractor Agreement 
✔️ Master Client List-Auto Calculates Total Clients
✔️ Client Intake Form-Non-Medical Home Care Business
✔️ Independent Caregiver Service and Fees Information Sheet
✔️ Home Care Agency Service and Fees Information Sheet
✔️ Home Care Rates-All Services Offered (2 Options) 
✔️ Caregiver Job Description Form
✔️ Home Care Service Quote
✔️ Home Care Service Agreement (Terms of Service)
✔️ Transportation Agreement-Client Outings (Non-Medical)
✔️ Employee Non-Compete Agreement
✔️ Home Care Service Plan-Plan of Care
✔️ Care Plan Review Template
✔️ Home Care Invoice-*2 FORMATS, TAX RATES, TUTORIAL
✔️ Visitor Sign In & Out Sheet
✔️ Senior Information Form-Client Profile w/Photo
✔️ Diet Profile Template
✔️ Personal Inventory Checklist (Home/Room in Care Facility)
✔️ Acute Care Assessment Report-One Sheet Quick Overview
✔️ Care Assessment Template (Detailed Care Requirements)
✔️ Home Safety Checklist-Home Overview
✔️ Fall Risk Assessment Form-Detailed Format
✔️ Residence Information Sheet (Quick Reference)
✔️ Proposal Letter-Home Care-For New Clients
✔️ Proposal Letter-Home Care-Organizations and Health Facilities
✔️ Competitor Call Script-Home Care Business
✔️ Caregiver Job Posting-Ad Template
✔️ Hire a Caregiver Checklist-Quick Guide
✔️ Caregiver Application Form Template
✔️ Pre-Employment Physical Form
✔️ Pre-Interview Caregiver Questionnaire
✔️ Caregiver Interview Questionnaire
✔️ Caregiver Reference Check Questionnaire
✔️ Job Offer Letter-Home Care Employee
✔️ Job Acceptance Letter-Home Care Employee
✔️ Caregiver Employment Agreement-Long format
✔️ Caregiver Employment Contract-Short Format
✔️ Caregiver Profile Sheet (Quick Reference)
✔️ Time Sheet Weekly-Caregiver Employees
✔️ Caregiving Daily Checklist (Journal-Visit Log)
✔️ Housekeeping Chart/Checklist-Home Care
✔️ Personal Care Checklist-Home care
✔️ Toileting Chart (2 Layout Options)
✔️ Client Progress/Recovery Notes Template
✔️ Weekly Food Log-Meal & Hydration Tracker
✔️ Letter of Recommendation-Home Care Employee
✔️ COVID-19 Screening Form for Visitors
✔️ Proof of Income and Employment Letter
✔️ Final Employment Warning Letter-Caregiver
✔️ Termination of Employment Notice-Caregiver
✔️ Incident/Accident Report Form Template
✔️ Emergency Medical Information Template
✔️ Community Services Contact List (Routine Visits)
✔️ Care Directives-End of Life Wishes Form
✔️ Medical File Log-(2 Sizes-Letter + A4)
✔️ Medication List-(2 Sizes-Letter+ A5)
✔️ Weekly Medication Tracker
✔️ Monthly Medication Tracker
✔️ Medical Contacts List
✔️ Vitamin Supplement List
✔️ Service Price Increase Letter-Business Template
✔️ Home Care Tax Statement Template
✔️ Bookkeeping Checklist-Home Care Business
✔️ Activity Sheet Template-Monthly (3 Sizes)
✔️ Menu Template-Weekly (3 Sizes)
✔️ Home Care-Closure of Account
✔️ Personal Information Protection & Electronic Document Act
✔️ Termination of Home Care Services-Master Template
✔️ Credit Card Authorization Form
✔️ Client Survey Form 
✔️ Media Release Forms for Client & Employee
✔️ Medication Self-Administration Assessment
✔️ Business Insurance Verification Form

📁 Employee Training Record Sheets
Document employee intake process and store in agency files

*(DOES NOT INCLUDE ACTUAL STATE TRAINING-BUT RATHER ALL DOCUMENTATION TO TRACK THE TRAINING PROCESS INCLUDING EVALUATIONS)

✔️ Caregiver Competency Evaluation Exam (WRITTEN)
✔️ Home Care Worker Role Play Evaluation Exam:

Case Scenario Step-by-Step- it contains the answer sheets to fill out (6 sheets for complete evaluation)
A well guided outline based on your own case scenario and yes it contains the answer sheets to fill out and the final evaluation with comments and signature area

✔️ Training Covid-19 Guidelines
✔️ Training Sign-In & Out Sheet
✔️ Home Care Aid Training Program Outline
✔️ Home Care Employee Training Log
✔️ Practical Skills Competency Evaluation Checklist
✔️ Employee Training Record (2X Options)
✔️ Caregiver Performance Review
✔️ Home Care Orientation Checklist
✔️ Training Certificate of Completion
✔️ Non-Discrimination Policy for Employees
✔️ Home Care Supervisory Report
✔️ Health and Safety Policy for Employees

📁 SCHEDULING (Clients & Employees)

✔️ Company Weekly Schedule -(DAY/EVENING-NIGHT)
✔️ Weekly Schedule 24 HR Period-(Ability to change start time)
✔️ Home Care Scheduling Templates - SEND CLIENT
✔️ Caregiver Shift Schedule Templates - EMPLOYEES
✔️ Caregiver Timesheet - RECORD VISIT DETAILS

*Video Instructions how to use MASTER SCHEDULE INCLUDED (EXCEL)
*Screenshot Instructions on how to open and use PDF Fillable Forms included

📁 NEW CLIENT PACKET 

✔️NEW CLIENT HANDBOOK MANUAL TEMPLATE (EDITABLE)
+
✔️CLIENTS RIGHTS & RESPONSIBILITIES SIGNED AGREEMENT
✔️AGENCY FLYER W/HRS OF OPERATION
✔️HOME CARE RATES TEMPLATE-FILL IN YOUR FEE
✔️CLIENT SERVICE AGREEMENT -SIGN CONTRACT
✔️HOME CARE SERVICES INVOICE/BILLING EXCEL SHEET
✔️EMERGENCY CONTACT INFORMATION FORM
✔️HIPAA (US) FORMS & PRIVACY NOTICE
✔️PERSONAL HEALTH INFORMATION (PHI) CONSENT FORM
✔️SERVICE CARE plan  & REVIEW FORMS
✔️HOME CARE VISIT REPORT
✔️CUSTOMER COMPLAINT FORM
✔️OUTING CONSENT FORM
✔️INCIDENT/ACCIDENT REPORT
✔️WEEKLY MENU PLANNER
✔️WELCOME NEW CLIENT LETTER
✔️DOH REGULATORY CONTACT LIST
✔️HOME CARE SERVICES QUOTE
✔️SERVICES AND FEES ‘FAQ’ SHEET
✔️LIMITED ENGLISH PROFICIENCY POLICY (LEP)
✔️CLIENT SATISFACTION SURVEY
✔️MONTHLY ACTIVITY PLANNER
✔️DIRECT CARE WORKER STATUS FORM
✔️ACKNOWLEDGEMENT OF RECEIPT

📁 QUALITY ASSURANCE & IMPROVEMENT FOLDER 
30 TEMPLATES IN FOLDER:

✔️Annual Review Checklist
✔️Caregiver Communication Log
✔️Caregiver Competency Evaluation-Practical
✔️Client Issue Escalation Form
✔️Client Services Survey Form
✔️Complaint Feedback Form
✔️Complaint Form
✔️Corrective Action Plan (CAP)-Quality Assurance
✔️Critical Incident Management Policy
✔️Critical Incident Management Policy
✔️Documentation Audit Checklist
✔️Emergency Preparedness Checklist
✔️Employee Performance Review
✔️Employee Training Log
✔️HIPAA Consent Form
✔️Home Care Incident Report
✔️Home Care Plan Goals and Objectives Review
✔️Home Care Plan Goals and Objectives
✔️Home Care Regulatory Contacts
✔️Home Care Visit Report Form
✔️Home Environment Safety Evaluation
✔️Incident Summary Report
✔️Quality Assurance Policy
✔️Quality Improvement Report 
✔️Risk and Safety Assessment
✔️Root Cause Analysis(RCA)
✔️Safety Inspection Report 
✔️Service Metrics Log
✔️State Regulation Compliance
✔️Team Meeting Notes Template

📁 EMPLOYEE ATTENDANT PACKET

FOR AGENCY HIRING NEW EMPLOYEES:
✔️Caregiver Application Form
✔️Pre-Interview Caregiver Questionnaire Form
✔️Caregiver Interview Questionnaire
✔️Caregiver Onboarding Checklist
✔️Caregiver References Form
✔️Employee Background Check Request Form
✔️Home Care Agency Media Release Form-Employee
✔️Home Care Job Acceptance Letter
✔️Home Care Job Offer Letter

FOR NEW EMPLOYEE:
✔️I-9, Employment Eligibility Verification Resource
✔️W-4 PDF-Employee's Withholding Certificate
✔️Home Care Policy and Procedure-Employee Handbook
✔️Home Care Employee Rights and Responsibilities Agreement
✔️Home Care Employee Health and Safety Form
✔️Employee Non-Compete Agreement
✔️Caregiver Employment Agreement
✔️Caregiver Employee NDA Agreement
✔️NON-DISCRIMINATION POLICY
✔️Substance Screening Authorization Form
✔️HIPAA Acknowledgment Form-Home Care Employee
✔️Caregiver Timesheet

How can this package help your business?

⭐ SPEED UP THE APPLICATION PROCESS
⭐ DO IT ON YOUR YOUR YOURSELF WITHOUT A CONSULTANT
⭐ HAVE ALL THE FORM YOU NEED AT ONCE

Main Features of the product:

✔️ ALL MICROSOFT WORD DOCUMENTS ARE EDITABLE
✔️ ADD COMPANY LOGO/IMAGE
✔️ Change excel formulas if needed
✔️ Form fill digitally/manually
✔️ Printable

⭐ How to add your logo/photo instructions included!
⭐ HOW TO OPEN .ZIP FILE INSTRUCTIONS INCLUDED (compressed files)

**⚖️ WISECAREGIVING COPYRIGHT DISCLAIMER ** PLEASE READ BEFORE PURCHASE

★ Original One of a Kind Creations: All templates are designed and made by Danielle, the shop owner, and are NOT generated by AI.

★ Copyright Notice: All the TEMPLATES and online SHOP IMAGES to describe the digital products in this shop are subject to Copyright©️ Wise Caregiving (Danielle Foley)

★ Prohibition on Reselling or Sharing: Reselling, distributing publicly, or sharing these templates for free, or for financial gain is strictly prohibited.

★ Monitoring for Infringement: DAILY ONLINE SCANS by a specialized IP IT firm are performed to locate unauthorized sharing or reselling of the shop's templates.

★ Reporting Infringement: Any copyright infringement will be reported to the appropriate T&S Team, and the U.S. Copyright Office. If a case persists, the legal team and our INTELLECTUAL PROPERTY ATTORNEY will be requested to take action. Due to past issues I had to put these protective measures in place. It only takes one bad apple to overcomplicate for the others who are here to seek assistance to genuinely help their communities.

When you purchase from Wise Caregiving, you confirm that you understand and agree to these terms. Thank you for supporting original work and I look forward to supporting your business's success🙌🚀

Danielle Foley