Home Care Client Packet Bundle | Editable Documents | Client Handbook | Editable | Printable

Welcome New Clients With a More Organized Home Care Packet

Made by a real home care professional, not AI. Danielle, an experienced non-medical home care business owner, created this collection from firsthand work with clients, families, care facilities, and professionals.

The Home Care Client Packet Bundle gives private pay, non-medical home care providers editable documents to guide onboarding, explain services, document care, and keep client communication in one place.

Client Onboarding and Care Documents

• Editable New Client Handbook Manual and welcome letter.
• Client Rights & Responsibilities Agreement and acknowledgment of receipt.
• Client Service Agreement, home care rates template, and agency flyer with hours of operation.
• Emergency contact form, HIPAA privacy notice and consent forms (U.S.), and personal health information consent.
• Service care plan and review forms, home care visit report, and direct care worker status form.
• Customer complaint, outing consent, and incident/accident report forms.

Pricing, Billing, and Communication

• Home Care Services Quote template and Services & Fees FAQ sheet.
• Excel invoice/billing sheet.
• Weekly menu planner and monthly activity planner.
• DOH regulatory contact list.

Included Handbook: Customize It Yourself

The client handbook and supporting forms are self-edit templates, not documents personally customized for your agency or state by Danielle as part of this purchase. Add your agency branding, services, policies, fees, contact details, and location-specific information. Review and adapt each document to your actual operations and applicable requirements before use.

This client packet does not include Danielle's personally customized policy and procedure manual service. Choose the custom manual service or regulated-state start-up bundle if you need a policy manual personally prepared for your business and state.

Make the First Conversation Easier

Picture welcoming a new client: you can walk the family through your rates and service agreement, gather emergency contacts and consent, and document the care plan before visits begin. Later, visit reports and communication forms help you keep a clearer record of the services you provide.

Edit, Print, and Share

The package includes editable Microsoft Word and Excel files. Add your logo using the included instructions, then use your completed documents digitally or print them for client folders. If the handbook or supporting documents are requested as part of a licensing application, print your final edited versions for submission to your health department or applicable licensing authority after confirming its current submission requirements.

The included templates, including HIPAA-related forms, do not guarantee legal or regulatory compliance, licensing approval, or authorization to open or operate. Have applicable privacy and consent documents reviewed for your agency's circumstances before use.

Who It's For

Private pay, non-medical home care business owners who want a more consistent client onboarding and documentation process.

Digital Delivery

Instant digital download. No printed handbook, forms, or physical items are shipped.

Copyright and Use

Original Wise Caregiving templates by Danielle Foley, personally designed and not AI-generated. Templates and product images are copyright protected. Do not resell, redistribute, or share the templates, whether free or for profit. Intended for use in your own business.