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Home Care Business Agency Start Up Kit (Non-Medical)

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Home Care Business Start-Up Kit - SHOP BUNDLE (NON-MEDICAL)

150+ Home Care Business Forms, Documents, Agreements, Spreadsheets, Charts, and Checklists


📁 How to Start a Home Care Business Guide (best vendor links)
📁 Home Care Business Plan & Financials
📁 50 WAYS to Promote a Home Care Business
📁 80+ Daily Operations (Clients & Employees)
📁 Home Care Company Policy & Procedure Manual
📁 25 Compliance forms for Application Process
📁 Emergency Preparedness (Emergency Checklist & Outing Form)
📁 Policy & Procedure Handbook for Employees
📁 Training Documentation Forms (agency files)
📁 Care Worker Skills Evaluations
📁 Scheduling Charts (Both Clients & Employees)
📁 Infection Control Guide & Training Resources (videos)
📁 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 and includes all the essential information such as;

⭐ Overview of the business-is it right for you?
⭐ Website creation and best domain source (**best & cheapest)
⭐ 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 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! 🚀

* See the business plan individual listing in the shop for the full details and table of contents

📁 50 WAYS to Promote your Home Care Business Locally!

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


How to Ask for testimonials for a non-medical home care service business

📁 Home Care Company Policy & Procedure Guide (EDITABLE)

✔️ 59 pages of all fully detailed information that is needed for your application to open and operate your senior care business! This editable manual is perfect for a growing home care business.
✔️ Table of Contents 'Quick Look Up' of Sections with just one click
✔️ H.I.P.A.A. Consent Form for Clients
✔️ Notice of Company Privacy Practices (send w/consent form)

**ENTER your company name and specific laws in your State/Province in the designated areas that are shown throughout the document. I can send you State and Federal Law Codes and Section you need to add for your State.

📁 Policy & Procedure Employee Handbook for Non-Medical Home Care (EDITABLE)

✔️ Features: 56 pages of all fully editable information that is needed for your employee when you start hiring!
✔️ Table of Contents-'Quick Look Up' of Sections

Enter your company name, specific laws in your State/Province in the designated areas, and any additional information in the assigned areas.

Home Care Business Compliance Forms

📁 25 Documents that pair up with Company Policy & Procedure Manual

✔️ Administrative Job Descriptions
-CEO/Director of Operations
-General Manager
-Personal Care Worker
✔️ Record Filing Procedures
✔️ Long Term Storage of Files
✔️ Customer Satisfaction Survey
✔️ Complaint Form
✔️ Complaint Feedback Form
✔️ Customer Satisfaction Survey
✔️ Employee Record
✔️ Client Care Plan
✔️ Care Plan Review
✔️ Care Plan Quick Reference Sheet
✔️ Visit Record
✔️ Incident/Accident Report
✔️ Caregiving Daily Checklist
✔️ HIPAA Consent Form & HIPPA Statement to Insert in Manual
✔️ Notice of Company Privacy Practices
✔️ Pre-Employment Physical
✔️ Supervisory Visit Form
✔️ Quality Assurance Policy
✔️ Client Bill of Rights
✔️ Health and Policy Statements
✔️ Clients Rights and Responsibilities Document

📁 Home Care Emergency Preparedness Manual Template

Preparation for Emergencies:

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

This manual covers how to prepare and how to handle active situations STEP-BY-STEP!



📁 Infection Control & Prevention Guide Template for Employees (EDITABLE)

Infection Control and Prevention Training Videos & Resources
Infection Control and Prevention Template
➡️COVID-19 Vaccination
➡️Tuberculosis Test section for employees to fill out
Infection Control Employee Evaluation

📁 Home Care Business Templates - Daily Operations
80+ Bundle (WORD & EXCEL)

✔️ 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

📁 Employee Training Logs- Document process and keep in agency files (EDITABLE)

Track and log new care employees training progress

✔️ Home Care Worker Role Play Evaluation-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
✔️ Skills Competency Evaluation Checklist
✔️ Employee Training Record
✔️ Home Care Aid Performance Review
✔️ Home Care Orientation Checklist
✔️ Training Certificate
✔️ Health and Safety Policy Statement

📁 Schedule Bundle (Clients & Employees)

✔️ 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

How can this package help your business?

⭐ Document client changes in physical and mental health
⭐ Assistance with client selection
⭐ Guidance with employee selection
⭐ Improve communication within care team
⭐ Accountability among staff
⭐ Quick access to company and client information
⭐ Administrative uniformity
⭐ Client intake assistance and guidance
⭐ Clarification of caregiver tasks
⭐ Set staff job expectations in writing
⭐ Simplify home care accounting
⭐ Cohesive branded look and feel
⭐ Avoid company liabilities

Main Features of the product:

✔️ Simple to change excel formulas
✔️ Form fill digitally/manually
✔️ Send electronically
✔️ Printable

★Templates designed by Danielle, an experienced home care business owner, for non-medical home care. Danielle's templates draw on her firsthand knowledge of working with clients, families, care facilities, trustees, curators and medical professionals.
★Templates facilitate non-medical home care business owners in achieving organization, expansion, and security.
★Templates offered in the Wise Caregiving Shop may not be resold, reproduced, provided freely, sent electronically, or exploited for profit in any manner.
★Once products have been downloaded from Wise Caregiving Shop, all sales are considered final.
★This shop is equipped with professional IT support for technical issues. 


Customer Reviews

Based on 47 reviews
Awesome product!

The documents are easy to edit and are a great baseline to get started!

Nicole Smith


Nicole Smith


Awesome product!

The documents are easy to edit and are a great baseline to get started!