Build Your Non-Medical Home Care Business With a Head Start
Opening a home care agency means preparing a business plan, organizing policies, welcoming clients, hiring caregivers, and keeping daily operations on track. The Wise Caregiving Home Care Business Start-Up Bundle brings these working documents together so you can spend less time starting from a blank page and more time shaping your agency.
Designed for new non-medical home care agency owners and independent providers planning to grow, this bundle includes editable templates and practical guides for planning, client service, staffing, scheduling, and quality improvement.
What’s Inside the Start-Up Bundle?
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Business planning and marketing: How to Start a Home Care Business guide, editable business plan, financial forecasting sheets, client-rate versus employee-wage formula, and 50 ways to market your agency.
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Policies and procedures: Self-edit non-medical home care policy and procedure manual, general policies, state supplemental forms, business continuity plan, and emergency preparedness documents.
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Client intake and care: New client packet and handbook template, intake and assessment forms, service agreement, care plan and review forms, visit reports, pricing sheets, quotes, and invoices.
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Hiring and employee records: Editable employee handbook, attendant packet, caregiver application and interview forms, onboarding documents, training records, skills evaluations, and performance review templates.
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Day-to-day operations: 85+ client and employee administrative forms, client and caregiver scheduling sheets, timesheets, infection-control resources, and quality assurance and improvement templates.
From First Inquiry to First Schedule
Picture a prospective client calling your new agency. You can record the inquiry, use the assessment and care-plan forms to organize their needs, present a clear quote and service agreement, then coordinate caregiver visits with the scheduling sheets. The bundle gives you a connected set of documents to adapt to your business rather than a pile of unrelated forms.
Made to Customize
Microsoft Word documents are editable, so you can add your business details and logo. The bundle also includes Excel sheets, printable forms, and instructions for editing the policy manual, adding a logo, and updating the table of contents.
Important Before You Buy
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Business verification is required before release: You will be asked to provide your registered business name and proof that you plan to operates an in-person home support service in your community. The registered business name must match the name on your payment account to receive the bundle at this price. If you cannot provide the required documents, a refund will be issued.
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Customize for your location: The policy and procedure manual is a general self-edit starting point. You must add your own business and state-specific information and check applicable licensing, legal, and regulatory requirements. Additional state customization is a separate service at an additional cost.
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Training documentation is not state training: Employee training records and evaluations are included, but actual state-required training programs are not. You should contact your local health department for recommendations for online/in person certified trainers.
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For your business use: Templates and product images are copyrighted by Wise Caregiving (Danielle Foley). Do not resell, distribute, or share the templates, whether free or paid.
If you’re preparing to open a non-medical home care agency, start with a more organized foundation for your paperwork, people, and client workflow.
