For non-medical home care agencies

Your agency's paperwork, professionally done.

Contracts, intake packets, caregiver HR, visit logs, and a full policies & procedures manual — 32 documents, drafted properly and editable in Word. Customized in an afternoon instead of written over two months.

Instant downloadWord + PDF Attorney-review readyBuy once, use forever
32professionally drafted documents
4complete series: clients, HR, operations, business
$79once — less than one billable hour of care
40–60hof drafting work you skip
The document library

Start with the complete kit, or pick the pack you need now

Every product is an instant download: editable Microsoft Word files (Google Docs compatible) plus print-ready PDFs, with [bracketed placeholders] for fast customizing.

Best value · Complete kit
Home Care Agency Startup Kit preview

Home Care Agency Startup Kit

All 32 documents across all four series — the entire client journey and the entire employee journey, plus the policies manual and launch checklist.

New · Software
CarePacket Agency Toolkit software preview

CarePacket Agency Toolkit

Agency software with no subscription: scheduling with one-click call-off cover, care plans, itemized invoicing, overtime guard — runs in your browser, and your client data never leaves your computer.

Client Intake & Agreements Pack preview

Client Intake & Agreements

8 documents — intake form, full service agreement with non-solicitation clause, consents, needs assessment, care plan, emergency sheet.

Caregiver Hiring & HR Pack preview

Caregiver Hiring & HR

8 documents — application, job descriptions, scored interview guide, offer letter, employee handbook, onboarding and competency checklists.

Operations & Care Forms Pack preview

Operations & Care Forms

8 documents — daily visit notes, timesheets, medication reminder log, incident reports, schedules, mileage, QA checklists, surveys.

Policies & Procedures Manual preview

Policies & Procedures Manual

16 numbered core policies in Purpose / Policy / Procedure format — the backbone document for licensing prep and daily operations.

Marketing & Referral Kit preview

Marketing & Referral Kit

Outreach letters to discharge planners, follow-up sequences, flyer copy, a 30-second phone script, and referral tracking.

No lorem ipsum, no fluff

These are real operating documents, not decorated outlines

Every form is written the way an experienced agency actually runs: correct non-medical scope language, medication reminder (not administration) policies, caregiver non-solicitation clauses, objective incident-report standards.

  • Plain professional English — no legalese soup
  • State-agnostic, finalized against your state's rules
  • Strong disclaimers and attorney-review guidance built in
Fanned preview of real document pages from the Home Care Agency Startup Kit
Peek inside the kit

Eight of the thirty-two, up close

Click any document to zoom. What you see is what downloads — then it's yours to edit in Word.

Document preview, enlarged
How it works

Operational in an afternoon

Download instantly

Your ZIP arrives the moment you purchase — editable Word files plus print-ready PDFs, organized by series with a start-here guide.

Replace the placeholders

Find & Replace [Agency Name], [State], [Rate] in Word or Google Docs. Delete what doesn't apply. Add your logo if you have one.

Review and launch

Confirm requirements with your state licensing authority and have your attorney review the contracts. Print or e-sign — you're operational.

Free tool

Home Care Rate Calculator

What should your agency charge per hour? Build it up from your real costs instead of guessing off a competitor's website.

Your numbers

Suggested private-pay rate
/hour
Fully-loaded caregiver cost
Break-even rate
Projected weekly gross profit
Typical US private-pay rates run about $28–$45/hr by region (2026). If your number lands far below local market, raise your margin — you'll need the cushion. Estimates only; not financial advice.
From the blog

Do the homework once, properly

Seven practical, hype-free articles on starting and running an agency — browse them all.

Questions agencies ask us

Good to know before you buy

Are these templates state-specific?

No — deliberately. The documents are state-agnostic with bracketed placeholders, because home care rules differ by state and change over time. You finalize them against your state licensing authority's requirements, ideally with an attorney's review of the client contract.

Is this for skilled home health?

No. Everything is written for non-medical home care — companion care and personal care. Medication documents are reminder/observation logs only, which is the correct scope for a non-medical agency.

What exactly do I get?

Instant-download ZIPs with editable Microsoft Word files (Google Docs compatible) and print-ready PDFs. Buy once, use for the life of your agency — with free updates to this edition.

Is this legal advice?

No. These are professional business templates provided for informational purposes — a huge head start, not a substitute for your attorney or your state's licensing requirements.

Sixty hours of paperwork, finished before dinner.

The complete 32-document Home Care Agency Startup Kit — editable in Word, delivered instantly, yours forever.

Get the Startup Kit — $79