Home & Senior Care templates
Home care agencies and families sign the same paperwork each time care starts: a service agreement with the client, a caregiver agreement, and the health and emergency details caregivers need.
Clients and family members sign on any device, and every signed agreement is saved as a PDF.
Which home care form do you need?
- Medical History Form TemplateHealth history, medications and allergies for the care plan.
- Liability Waiver Form TemplateA signed release for outings and activities.
- Emergency Contact Form TemplateEmergency contacts and key details for each client.
- Caregiver Agreement TemplateA caregiver agreement with duties, schedule, pay and privacy.
- Home Care Service Agreement TemplateA client agreement with services, hours, rates and notice.
Tips for home care agencies
Let family sign for the client
The service agreement asks who is signing, so an adult child or legal representative can complete it for a parent.
Send forms before the first visit
Share the agreement and emergency contact form after the intake call, so caregivers arrive with everything they need.
Set minimum hours up front
Replace the bracketed rates, minimum visit length and notice period, so families know the terms before the first shift.
Frequently asked questions
Are these forms for medical home health care?
No. They suit non medical home care such as companionship, personal care and respite. Licensed home health agencies need their own forms.
Are the agreements legally binding?
They're samples to start from, not legal advice. Some states license non medical home care agencies, so edit the bracketed terms and check them against your state's rules.
Can caregivers sign their agreement on a phone?
Yes. Caregivers sign on any device before their first shift, and the signed PDF is saved with an audit trail.