Home Care New Client Packet Templates Bundle

HOME CARE AGENCY CLIENT PACKET BUNDLE

You will be required to fill out a business verification form sent to you after purchase. After filling it out it must be returned to info@wisecaregiving.com.  This process safeguards the products in the shop and is only made available to authentic home care business owners.

INCLUDES THE FOLLOWING FORMS:

✔️NEW CLIENT HANDBOOK MANUAL TEMPLATE (EDITABLE)
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✔️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

Main Features:

✔️ MS Word & Excel
✔️ EDITABLE
✔️ Send electronically to clients/provide print outs in folders
✔️ Fill digitally -OR- Printable and fill by hand

⭐ How to add your logo instructions included

📥 Digital Download Package

Welcome to the shop! If you're a returning customer, thank you for trusting the quality of my items.

Each form is truly unique and carefully designed by Danielle, an experienced non-medical home care business owner. With firsthand experience working with clients, families, care facilities, and professionals, these templates are created to help your home care business stay organized, grow, and stay secure.

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

★ Unique Original Creations: All templates are personally designed by Danielle, the shop owner, and are not created using AI.

★ Copyright Protection: All templates and product images in this shop are copyrighted by Wise Caregiving (Danielle Foley).

★ No Reselling or Sharing: Templates cannot be resold, distributed, or shared for free or profit online, or in person.

★ Infringement Monitoring: Specialized IP IT scans are conducted daily to detect unauthorized use or resale of the shop’s templates.

★ Addressing Infringement: Any copyright violations will be reported to the relevant platforms and the U.S. Copyright Office. If necessary, legal action will be taken with the support of an intellectual property attorney. These measures are in place due to prior issues.

By purchasing from Wise Caregiving, you agree to these terms. Thank you for supporting original work, and I look forward to helping your business succeed! 🙌🚀

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