Fullscreen
Fullscreen
Fullscreen
Fullscreen
Fullscreen
Fullscreen
Fullscreen
Fullscreen
FOR INDEPENDENT HOME CARE AGENCIES
Home Care Agency Operations, Client & Caregiver Toolkit
Bring your agency’s everyday paperwork together. A practical starting point for organizing operations, welcoming clients, and onboarding caregivers.
- Give recurring admin tasks a consistent structure
- Keep client and caregiver information organized
- Build a repeatable process your team can follow
11 Structured Folders,
89 Ready-to-Use Files
100% editable
This toolkit is built for you if you want to...
Stop starting from a blank screen at 10 PM stitching together random templates or struggling to draft complex documents from scratch.
Pass state surveys and payer audits with structured incident report protocols, clinical supervisory logs, and compliant client forms.
Onboard reliable caregivers in 48 hours using pre-built competency evaluations, interview scorecards, and orientation packets.
Admit private-duty clients smoothly with professional intake assessments, safety profiles, and ironclad service agreements.
Reclaim 15+ hours of back-office time each week with ready-to-use Excel trackers for caregiver credentials, schedules, and referrals.
Avoid expensive consultants and recurring software fees by owning a complete, 100% editable operational foundation for just $47.50.
A starting point.
Make it your own.
Use the toolkit to document how your agency works, then adapt it to the people you support.
- 01
Start with the area you need most
Choose operations, client administration, or caregiver onboarding.
- 02
Adapt it to your agency
Add your processes, contact details, and service-specific requirements.
- 03
Review it with your team
Agree on how documents will be used, stored, and kept up to date.
What real agency owners are saying
Got questions? We’ve got answers
Who is this toolkit for?
Independent home care agency owners and administrators who want a practical, turnkey starting point for everyday operations, client paperwork, and caregiver onboarding.
What file formats are included?
You will receive 89 files: 59 Microsoft Word (.docx), 23 Microsoft Excel (.xlsx), 3 macro-enabled Excel (.xlsm), and 4 PDF guides. The files cover forms, SOPs, logs, trackers, dashboards, and filled examples.
Is this a subscription?
No. The toolkit is a one-time purchase of $47.50 USD with lifetime access to the downloaded files. No monthly fees or hidden charges.
Does it cover my state’s requirements?
The toolkit is an administrative and operational foundation designed to be adapted to your agency’s local, state, and payer requirements.
How will I receive the toolkit?
Immediate digital delivery upon checkout. You’ll receive a single zip folder containing all 11 organized subfolders ready to save to your local drive, Google Drive, or OneDrive.
What is your refund policy?
Because this is an instant digital download with complete, unlocked master files, all sales are final. However, we stand behind the quality of our materials—if you encounter any corrupted files, unzipping issues, or missing templates, email us at support@getopswell.com and we will resolve it right away.
Equip Your Agency with the Complete Operations Backbone Today
Stop losing billable hours to administrative overwhelm and elevate your agency's professionalism in minutes.
AHCA did an unannounced survey at our Palm Beach office last month. Usually my stomach drops because supervisory logs end up scattered across three different binders. Pulled everything straight from these templates, printed clean client binders, and we walked away with zero documentation citations. Easily saved me weeks of panic.
Was super skeptical because half the 'agency kits' online are just scanned PDFs from 10 years ago that you can't even change. These are actual Word and Excel files. Took me a couple hours Sunday afternoon to swap in our agency name and logo, and handed the caregiver handbook to our staff Monday morning. Caregivers are actually reading it instead of texting me basic questions.
Glad it saved your weekend, Marcus! Getting caregivers to actually read policies is half the battle. Appreciate the feedback from your Dallas team! 🤝
Had a client’s daughter (POA) try to push back on our weekend rates last week. Being able to pull up our signed Service Agreement and the Rate Revision notice with clear cancellation terms stopped the argument immediately. When you don't have a corporate franchise legal department behind you, having clear paperwork is pretty much the only thing protecting your revenue.
Our healthcare attorney charges $350/hour just to look at an intake agreement. Spent about fifty bucks on this kit, adapted their service agreement and incident report templates, and just had our lawyer do a quick 20-minute review instead of drafting from scratch. Saved us easily over a grand in legal fees.