Home Care Client Packet Bundle | Editable Intake, Agreements, Care Plans & New Client Handbook

Provide your new clients with a complete, professional Home Care Agency Client Packet designed specifically for non-medical home care providers. This editable bundle includes your client handbook, service agreements, HIPAA documents, care plans, consent forms, intake forms, incident reports, and essential communication templates—all organized for smooth onboarding and long-term quality care.

Equip your home care agency with a fully organized and professional Client Packet Bundle designed for new client onboarding, documentation, communication, and record-keeping. This comprehensive set of forms ensures your agency meets industry standards while providing families with clarity, trust, and peace of mind from their very first day of service.

Created by Danielle, an experienced non-medical home care business owner, each form reflects real-world needs, best practices, and the documentation expectations of high-quality private-pay home care agencies.

What’s Included

Client Onboarding & Compliance Forms

• New Client Handbook Manual (editable)

• Clients Rights & Responsibilities Agreement

• Agency Flyer with Hours of Operation

• Home Care Rates Template (fill in your fees)

• Client Service Agreement (signable contract)

• Emergency Contact Information Form

• HIPAA Privacy Notice & HIPAA Consent (U.S.)

• Personal Health Information (PHI) Consent

• Service Care Plan & Review Forms

• Home Care Visit Report

• Customer Complaint Form

• Outing Consent Form

• Incident/Accident Report

• Direct Care Worker Status Form

• Acknowledgement of Receipt

Client Communication & Business Forms

• Home Care Services Invoice / Billing Excel Sheet

• Home Care Services Quote Template

• Services & Fees FAQ Sheet

• Welcome New Client Letter

• DOH Regulatory Contact List

• Weekly Menu Planner

• Monthly Activity Planner

Features

• Fully editable Microsoft Word & Excel files

• Customize with agency branding, policies, and state-specific details

• Suitable for digital delivery or printed client folders

• Designed for private-pay non-medical home care agencies

• Includes instructions for adding your logo

• Instant digital download package

Created for Home Care Agency Owners

With firsthand experience working with clients, families, caregiver teams, and community partners, Danielle designed these templates to support your agency in:

• Delivering consistent, professional onboarding

• Meeting documentation expectations

• Enhancing communication and transparency

• Staying organized and survey-ready

• Supporting long-term client satisfaction

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