Client Forms Bundle, Private Home Care Agency Editable Intake Packet (PDF, DOCX)

🩷 Non Medical Private Home Care Client Forms Bundle (Editable Templates)

Run your home care agency like a pro with this all-in-one Client Forms Bundle — designed specifically for Private Home Care Providers who want to stay compliant, organized, and professional.

This ready-to-use toolkit includes editable Word and Excel templates so you can easily customize each form with your agency’s name and policies — no complicated software required.

Whether you’re just starting your home care business or looking to upgrade your existing documentation, this bundle helps you save time, maintain compliance, and present your business with confidence.

✨ Why You’ll Love It
✔ Professionally formatted and easy to edit
✔ Meets Georgia Rule 111-8-65 layout standards
✔ Instant download — start using today
✔ Perfect for client onboarding, service documentation, and compliance tracking

📋 What’s Included — 31 Editable Client Forms

00. Service Plan Form
01. Preliminary Needs Form
02. Service Quote Form
03. Initial Assessment Form
04. Client Intake Form
05. Medical Information Form
06. Consent for Services Form
07. Client Physician Form
08. Medical Release Form
09. Fee Schedule Payment Agreement
10. Dietary Needs Form
11. Emergency Contact Form
12. Billing Authorization Form
13. Credit Card Authorization Form (PDF)
14. Vehicle Use Authorization Form
15. Personal Funds Authorization Form
16. Service Agreement Form
17. Advance Directive Power of Attorney
18. Cancellation Rights Acknowledgement
19. Grievance Procedure Form
20. Client Rights and Responsibilities
21. Non-Discrimination Policy Statement
22. HIPAA Confidentiality Form
23. Emergency Response Plan
24. Elder Abuse and Neglect Acknowledgement
25. Client Complaint and Grievance Form
26. Client Orientation Acknowledgement
27. Client Referral Form
28. Client Complaint Form
29. Client Satisfaction Survey
30. Daily Visit Log
31. Medication Tracking Log (Excel)

🧾 Formats

Editable Word (.docx) files

One fillable PDF (Credit Card Authorization)

One Excel sheet (Medication Tracking Log)

Includes a separate usage terms, and a “Read Me First” guide

🕒 How It Works

1️⃣ Download the ZIP files after purchase.
2️⃣ Unzip and open in Word or Excel.
3️⃣ Add your logo and agency details.
4️⃣ Save, print, or email to clients!

💡 Perfect For:
✅ Private Home Care Providers