Complete Home Care Business Bundle

Master Home Care Business Bundle

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

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 in the USA.

CONTACT DANIELLE IN CHAT TO SEE YOUR ELIGIBILITY TO PURCHASE CONSULTANTS & RESELLERS WILL NOT HAVE ACCESS! 

📁 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

**$ ADDITIONAL CUSTOMIZATION FEE WILL APPLY TO STATE SPECIFIC MANUALS. THIS SERVICE IS *ONLY* AVAILABLE FOR VERIFIED INDEPENDENT HOME CARE BUSINESS OWNERS STARTING OUT- Articles of Organization/ LLC Entity Look up matching the buyer name.* Any evidence that the buyer has other intentions besides using this manual for their own agency, such as is working with a consultant, or intends resell will automatically face no delivery of the manual. The second step will be a phone call to my IP attorney in Virginia to SUE for IP infringement. ANYONE INVOLVED WHO FREELY SHARES OR RESELLS ANY TEMPLATE FROM THIS SHOP BY A PURCHASER WILL BE FOUND ONLINE BY MY HIRED IP TECH TEAM AGENCY. IF YOU ARE HERE WITH BAD INTENTENTIONS, MOVE ON. 

FOR AUTHENTIC AGENCY OWNERS WELCOME TO THE SHOP AND EVERYTHING IT HAS TO OFFER.  ACCEPTING NEW HOME CARE AGENCY OWNER REQUESTS STARTING MAY 1st- (FILLING UP ALREADY-LIMITED SPOTS LEFT). A CUSTOMIZATION FEE WILL APPLY. NO MEDICAID INFORMATION INSERTED, NO REVISIONS AFTER MANUAL IS SENT OUT, AND NO GUARANTEE FOR LICENSURE. The manuals I create are high quality documents as per the reviews.

This bundle is perfect for:

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

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

📁 BUSINESS PLAN BUNDLE

✔️ 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 MARKET YOUR AGENCY

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 SERVICE & 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 COMPLIANT PROGRAMS THAT YOU DECIDE TO USE (NOT INCLUDED IN THIS BUNDLE)
✔️ ALL MANDATORY GENERAL SECTIONS FOR ALL STATES ARE INCLUDED

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

• Company Overview & Structure
  Mission, vision, values, objectives, hours, insurance, and service areas.

• Scope of Services
  Detailed descriptions of all non-medical services offered.

• State & Federal Compliance
  Legal requirements, background checks, and major federal regulations (ADA, HIPAA, OSHA, etc.).

• Staffing & Human Resources
  Hiring, training, evaluations, staff schedules, and documentation.

• Employee Benefits
  Time off, insurance, leave policies, and professional development support.

• Payroll & Timekeeping
  Pay schedules, reimbursement, and corrections.

• Workplace Policies
  Conditions, remote work, emergencies, safety protocols, harassment, and boundaries.

• Health & Safety
  Infection control, PPE use, staff and client safety, lifting protocols, and emergency procedures.

• Employment Policies
  Conduct, dress code, diversity, confidentiality, termination, and resignation.

• Client Rights & Quality Assurance
  Admissions, grievances, satisfaction surveys, abuse reporting, and service termination.

• Operations & Documentation
  Billing, file storage, business continuity, and closing statements.

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!

📁 EMERGENCY PREPAREDNESS BUNDLE 

Preparation for Emergencies:

✔️ Emergency Contact Information for Client’s
✔️ Emergency Preparedness Training
✔️ Emergency Supplies Checklist
✔️ Emergency Communication
✔️ Evacuation Procedures in Different Types of Emergencies
✔️ 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

📁 DAILY NON-MEDICAL ADMINISTRATIVE FORMS

✔️Care Assessment Report Template
✔️ Care Facility Information Sheet Template
✔️ Client Bill of Rights Template
✔️ Client Dietary Plan Template
✔️ Client Profile Template
✔️ Client Progress Notes Template
✔️ Consumer Protection Act Policy Template
✔️ Covid-19 Visitor Screening Form Template
✔️ Credit Card Authorization Form Template
✔️ Critical Incident Management Policy Template
✔️ DNR Form Template
✔️ Elimination Chart (weekly)Template
✔️ Elimination Chart (24HRS)Template
✔️ Non-Compete Agreement Template
✔️ Fall Risk Assessment Form Template
✔️ Client Gift and Gratuity Policy Template
✔️ Health Observation Chart Template
✔️ Home Care Agency Business Continuity Back Up Plan Template
✔️ Home Care Bookkeeping Checklist Template
✔️ Business Insurance Verification Form Template
✔️ Call Intake Record Template
✔️ Home Care Competitor Call Script Template
✔️ Potential Client Follow Up Letter Template
✔️ Independent Contractor Agreement Template
✔️ Initial Home Care Intake Form Template
✔️ Home Care Invoice (Billing) Template
✔️ Employee Letter of Recommendation Template
✔️ Incoming New Client Phone Script Template
✔️ Service Rate Increase Letter Template
✔️ Scheduling Policy Template
✔️ Community Services Contact List Template
✔️ Home Care Services Tax Statement (yearly) Excel Template
✔️ Client Account Closure Template
✔️ Home Environment Safety Evaluation Template
✔️ Housekeeping Checklist Template
✔️ Master Client List Template
✔️ Medical Professionals Contact List Template
✔️ Medication List (self-administration) 2 sizes
✔️ Medication Self-Administration Assessment Template
✔️ Monthly Medication Tracker Template
✔️ Non-Discrimination Policy (employees)
✔️ Personal Care Assistance Checklist Template
✔️ Pre-Employment Physical Template ( fill out by professional)
✔️ Personal Items Checklist Template
✔️ Employer Proof of Income Letter Template
✔️ Service Proposal Letter to New Clients
✔️ Service Proposal Letter to Facilities/Organizations
✔️Termination of Home Care Services Template
✔️ Transport Agreement-non medical service Template
✔️ Visitor Sin-In Sheet Template
✔️ Weekly Food Log-Meal & Hydration Tracker
✔️ Vitamin Supplement List Template
✔️ COVID-19 Screening Form for Visitors
✔️ Weekly Medication Chart

📁 EMPLOYEE TRAINING RECORDS
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

✔️ Staff Training Signed Policy
✔️ 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 (level of care) FILL IN YOUR FEE
✔️ PRICE SHEET FOR INDIVIDUAL SERVICES
✔️ 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

🔹📁 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

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 YOURSELF WITHOUT A CONSULTANT
⭐ HAVE ALL THE FORMS 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 edit professional policy manual documents
⭐ HOW TO OPEN .ZIP FILE INSTRUCTIONS INCLUDED (compressed files)

**⚖️ WISECAREGIVING COPYRIGHT DISCLAIMER⚖️** PLEASE READ CAREFULLY BEFORE PURCHASE OF THE MASTER BUNDLE. BY PURCHASING YOU ARE IN AGREEMENT WITH ALL OF THE LISTED TERMS BELOW

★ 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! 🙌🚀