Office & Business

Four editable Word and Excel templates for a USA non-medical home care agency, in one instant download. Run the business side of your agency with two Excel workbooks (profit and loss calculator, referral and sales pipeline tracker), a competition research worksheet and a facility staffing agreement for non-medical caregivers.

Files are editable Microsoft Word (.docx) and Excel (.xlsx) documents. No PDF or Canva files are included. You can also open the files in Google Docs, Google Sheets or LibreOffice; some layout may shift slightly.

What’s included (4 templates, 3 Word files and 2 Excel files in one ZIP)

Profit and Loss Calculator (Excel workbook)
Referral and Sales Pipeline Tracker (Excel workbook)
Competition Research Worksheet (5 pages, Word)
Facility Staffing Agreement (Non-Medical Caregivers) (4 pages, Word)

Plus an Agency Instructions guide for the whole set. Remove it before use.

Who it’s for

Home care agency owners planning budgets and growth
Agencies tracking referral sources and sales
Founders researching local competitors
Agencies supplying non-medical caregivers to facilities

How it works

Purchase and instantly download one ZIP file with all the documents.
Open each Word file in Microsoft Word (Excel trackers open in Microsoft Excel).
Use Replace All (Ctrl+H) to change [Agency Name] and [State] to your own details.
Fill in the blank lines with your own policies, contacts and choices, then save, print or share as needed.

Please note

This is a digital download. No physical item will be shipped.
These are customizable templates, not legal advice, and are not a license to operate or state-approved. They do not guarantee that your agency meets any law, licensing survey or standard.
State rules vary. Check every state-specific item against your state requirements and have a qualified professional review the templates before use.
Some lines cross-reference policy numbers from a companion Policy & Procedure Manual (sold separately); edit them to match your own policies.