SOSSY Independent Business Documents Toolkit

Start your senior companion business with the paperwork already done for you.

The SOSSY Independent Business Documents Toolkit gives you practical, customizable documents to help you get started working independently with senior clients—without having to create your essential forms and policies from scratch.

These templates are based on documents I developed and used while building and operating my own senior companion business. I've adapted them so you can easily customize them for your own business, services, rates and policies.

Your toolkit includes:

• New Client Intake Form — An editable form for gathering important information about a new client, including contact information, medical information, medications, emergency contacts, home information, preferences and care needs.

• Client Policies & Information Agreement — A comprehensive, multi-page editable template covering important areas such as communication, rates and mileage, cancellations, billing and payment, transportation, grocery shopping, housekeeping, personal care, medication boundaries, client discharge, grievances and more.

• Communication Tips for Working With People With Memory Loss & Confusion — Practical, real-world guidance for communicating compassionately and effectively with older adults experiencing memory loss or confusion.

EDITABLE • CUSTOMIZABLE • READY TO USE

Download the Word documents, add your own business information, customize the policies to fit your services, and make them your own.

PLEASE NOTE: Requirements for senior-care businesses vary by state and locality. These documents are educational business templates and should be reviewed and customized for your particular business and local requirements. They are not legal advice.

Already purchased SOSSY 1?

These documents are included with the applicable SOSSY course materials, so you do not need to purchase this toolkit separately.