Run your USA non-medical home care agency from one organized, professional template kit. The Complete Home Care Agency Kit brings together all five of our home care template bundles: 81 editable Microsoft Word (.docx) templates for hiring, client intake, daily care records, office and billing, and written policies, all in one matching design and sorted into 5 ready-to-use folders.

Instead of piecing together forms from different sources, you get one consistent letterhead and layout across every document, a Start Here guide, and blank, fill-in forms you can brand with your own logo and agency name.

WHO IT’S FOR

• New non-medical home care, companion care, and private duty agency owners setting up their office
• Established agencies replacing mismatched or outdated forms
• Office managers, schedulers, and care coordinators who want one organized system

WHAT’S INCLUDED (81 Word files + Start Here guide)

Page counts include agency-use pages and, in most files, an agency instructions page to delete before use.

01-Hiring-and-HR (27 files)

• Caregiver Application Form (8 pages)
• Caregiver Competency Skills Evaluation (6 pages)
• Caregiver Employee Profile (6 pages)
• Caregiver Interview Templates (8 pages)
• Caregiver Job Description (4 pages)
• Caregiver Onboarding Checklist (4 pages)
• Caregiver Reference Check (5 pages)
• Caregiver Shift Schedule (3 pages)
• Caregiver Task List (3 pages)
• Caregiver Timesheet (5 pages)
• Caregiver Written Knowledge Exam (10 pages)
• Criminal Background Check Request Form (4 pages)
• Employee Job Performance Review (5 pages)
• Employee Non-Compete Agreement (6 pages)
• Employee Orientation Checklist (4 pages)
• Employee Record (4 pages)
• Employee Training Log (5 pages)
• Employee Warning & Termination Letter (5 pages)
• Employment Application Form (6 pages)
• Home Care Employment Agreement (W-2) (5 pages)
• Home Care Job Description Agency Roles (9 pages)
• Independent Contractor Agreement (5 pages)
• Pre-Employment Physical Form (7 pages)
• Proof of Income Letter (4 pages)
• Training Certificate of Completion (5 pages)
• Volunteer Application (5 pages)
• Weekly Employee Schedule (4 pages)

02-New-Client-and-Intake (18 files)

• Call Intake Record / Inbound Call Tracker (4 pages)
• Care Assessment Report (5 pages)
• Care Assessment Short Consult (4 pages)
• Caregiving Service Fee Information Sheet (5 pages)
• Client Bill of Rights (5 pages)
• Client Intake Form (6 pages)
• Client Profile (6 pages)
• Client Rights & Responsibilities (6 pages)
• Credit Card Authorization Form (3 pages)
• Fall Risk Assessment Form (5 pages)
• Guided Intake Call Script (6 pages)
• Home Care Assessment (14 pages)
• Home Care Follow-Up Letter (4 pages)
• Home Care Quote (4 pages)
• Home Care Service Agreement (8 pages)
• Home Environment Safety Evaluation (6 pages)
• New Potential Client Inquiry (6 pages)
• Transport Waiver Form (4 pages)

03-Daily-Care-and-Caregiver-Records (23 files)

• Caregiver Residence Information Sheet (7 pages)
• Caregiving Task Bundle (13 pages)
• Client Dietary Plan (7 pages)
• Client Outing Form (5 pages)
• Client Progress Note (3 pages)
• Daily Care Planner (5 pages)
• Elimination Chart Weekly Tracker (5 pages)
• Emergency Medical Information Sheet (3 pages)
• Health Observation & Appointment Log (5 pages)
• Home Care Plan Caregiver Assignment Sheet (5 pages)
• Home Care Visit Report (4 pages)
• Home Care Visit Schedule (Send to Client) (3 pages)
• Housekeeping Checklist Weekly Tracker (3 pages)
• Incident Report (4 pages)
• Medication List (4 pages)
• Monthly Activity Calendar (3 pages)
• Monthly Medication Tracker (5 pages)
• Personal Care Checklist (4 pages)
• Personal Item Checklist (4 pages)
• Supervisory Visit Report (5 pages)
• Weekly Food Intake (4 pages)
• Weekly Medication Chart (4 pages)
• Weekly Menu (4 pages)

04-Office-Billing-and-Admin (11 files)

• Client Tracker (4 pages)
• Home Care Agency Office Kit (6 pages)
• Home Care Cash Flow Projection (5 pages)
• Home Care Client Satisfaction Survey Form (5 pages)
• Home Care Competitor Call Script (5 pages)
• Home Care Invoice Template (6 pages)
• Home Care Service Rate (5 pages)
• Home Care Tax Receipt (3 pages)
• Master Client List (4 pages)
• Personal Care Service Rates (3 pages)
• Rate Increase Notice (4 pages)

05-Policy-and-Quality (2 files)

• Home Care Scheduling Policy & Procedures (6 pages)
• Quality Assurance Policy (6 pages)

Plus: 00-START-HERE-README.docx with a folder guide and tips for adding your logo and agency name.

FILE FORMAT

• Word only: every template is an editable Microsoft Word (.docx) file. No PDF, Excel, or Canva files are included.
• Trackers are printable Word trackers (tables you print or fill in Word), not spreadsheets or software.
• Opens and edits in Microsoft Word or Google Docs (some layout may shift slightly in Google Docs).
• Forms are blank, and rate sheets and the invoice have blank amount fields for your own rates.

HOW IT WORKS

1. After purchase, download one ZIP file with all 81 Word files in 5 folders.
2. Open any file in Microsoft Word or Google Docs.
3. Replace the logo placeholder and agency name, address, and contact line with your own.
4. Edit any wording, delete the instructions page, then save, print, or use digitally.

PLEASE NOTE

• This is a digital download. No physical item will be shipped.
• These are customizable templates only. They are not legal, tax, HR, or medical advice, not a license to operate, not HIPAA software, and not a guarantee of compliance with any law or regulation.
• State rules vary. Check your state’s licensing, labor, and privacy requirements before use.
• Have your own counsel review all agreements and policies (service agreement, W-2 employment and independent contractor agreements, employee non-compete, waivers, authorizations, warning/termination letter, and policies) before use.
• Non-compete agreements are banned or limited in some states (for example by worker type, pay level, length, area, or notice rules). Have counsel confirm whether and how the non-compete can be used in your state before anyone signs it.
• The medication list, weekly medication chart, and monthly medication tracker are reminder records only, not a medication administration record (MAR), and not medical advice.
• The Caregiver Written Knowledge Exam includes an answer key for agency use. Remove the answer key pages before giving the exam to a candidate.
• Assessments are non-medical: they record what the client and family report and what staff observe, not diagnoses.
• Questions? Contact us before purchase.