Home Care Office & Billing Bundle

An 11-file Word template bundle for billing, client lists, rate sheets, and office admin at a USA non-medical home care agency.

Every file is an editable Microsoft Word (.docx) document. This is a Word-only download: no PDF, Excel, or Canva files are included. You can also open the files in Google Docs; some layout may shift slightly there.

What's included (11 Word files)

1. Client Tracker (4 pages)
2. Master Client List (4 pages)
3. Home Care Cash Flow Projection (5 pages)
4. Home Care Tax Receipt (3 pages)
5. Personal Care Service Rates (3 pages)
6. Home Care Agency Office Kit (6 pages)
7. Home Care Competitor Call Script (5 pages)
8. Home Care Client Satisfaction Survey Form (5 pages)
9. Home Care Invoice Template (5 pages)
10. Home Care Service Rate (4 pages)
11. Rate Increase Notice (2 pages)

Page counts include an agency instructions page in most files, to delete before use. Forms and trackers are blank and ready to fill. Trackers are printable Word trackers, not spreadsheets or software.

How it works

1. Purchase and instantly download one ZIP file with all 11 Word documents.
2. Open each file in Microsoft Word or Google Docs.
3. Replace the logo placeholder and agency name, address, and contact line with your own.
4. Edit any wording, delete the instructions page, and save, print, or use digitally.

Please note

• This is a digital download.
• These are customizable templates, not legal advice, and are not a license to operate, HIPAA software, or a guarantee of compliance with any law or regulation. They make no medical claims.
• State rules vary. Check your state's requirements, and have your own counsel review agreements and policies before use.
• Rate sheets and the invoice come with blank amount fields; you enter your own rates. The cash flow projection is a printable Word worksheet, not a spreadsheet or financial advice. Check your state's rules on billing notices and receipts.