A key element to any successful business is having the right policies, checklists, forms, and other important documents in place.

Check back regularly for new inventory and updates.

Sample Forms and Templates

FORMS AND KITS

New Client Signup Kit

Being able to sign up clients is fundamental to growing you Home Care Agency. Having all the necessary forms makes the process smoother and more efficient. 

Our New Client Kit includes: 

  • Rate Sheet

  • Service Agreement

  • Service Terms and Conditions

  • Guaranty of Payment

  • Client Bill of Rights

  • ACH Authorization

  • Assignment of Benefits Authorization (Long-term Care)


All documents are in Word format to allow for full customization.

 
NOTE: These are general forms, and it is solely your responsibility to maintain compliance with your local, state, federal or country laws and regulations.

Facility Staffing Kit

A great source of secondary revenue for Home Care Agencies is Facility Staffing. If you are considering these services in your offering, you should be prepared.

This kit includes:

  • Memorandum of Understanding (MOU)

  • Full Staffing Contract

 

All documents are in Word format to allow for full customization.

NOTE: These are general forms, and it is solely your responsibility to maintain compliance with your local, state, federal or country's laws and regulations.

On Call Management Kit

Home Care operates 24-7-365. In order to effectively provide care services, you need to manage your staff and clients, even after hours.

 

Our On-call kit includes:

  • On Call Log

  • Emergency Numbers and Guidelines

  • Client / Caregiver Communication forms


All documents are in Word format to allow for full customization.

NOTE: These are general forms, and it is solely your responsibility to maintain compliance with your local, state, federal or country's laws and regulations. 

Recruitment and Interview Kit

Recruitment and Hiring are an ongoing activity in Private Home Care. How do you select the right candidate for the job?

Our Recruitment and Interview kit includes: 

  • General Employment Application

  • Interview Guidelines

  • Interview Checklist

  • Offer Letter

  • Reference Request

  • Employment Agreement

  • 10 Job Description for Office Staff, Management, Sales / Marketing, Coordination / Supervision, and Caregivers


All documents are in Word format to allow for full customization.

NOTE: These are general forms, and it is solely your responsibility to maintain compliance with your local, state, federal or country's laws and regulations.

Live-in Caregiver Service Kit

Looking to add Live-in Care to your Service Offering but don't know where to begin? You came to the right place!

Our kit includes:

  • Live-in employment agreement

  • Live-in Rules for the caregiver

  • Live-in Time Sheet

  • Live-in Work Hour Reporting Policy


All documents are in Word format to allow for full customization.

 NOTE: These are general forms, and it is solely your responsibility to maintain compliance with your local, state, federal or country's laws and regulations.

Telecommuting Policy Kit

In the post COVID-19 world, having a remote work policy will be crucial to maintain operations. This policy template is fully customizable and can be adjusted to your specific company's needs.

Includes:

  • Policy 

  • Work From Home Request Form 

All documents are in Word format to allow for full customization.

 

NOTE:  These are general forms and it is solely your responsibility to maintain compliance with your local, state, federal or country's laws and regulations.

Disclaimer: These policy samples are meant to provide general guidelines and should be used as a reference. They do not account for all relevant local, state, or federal laws and are not legal documents. Briones Consulting Group will not assume any legal liability that may arise from their use.

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©2020 by Briones Consulting Group
All information and services provided are based on the personal and professional experience of your consultant(s).