SOSSY Agency Business Documents Toolkit

Build your senior companion agency with the essential client and employee paperwork already started for you.

The SOSSY Agency Business Documents Toolkit gives you a collection of practical, customizable documents to help you work with clients and begin building and managing a caregiving team—without creating your essential paperwork 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 customize them for your own business, services, employees, rates and policies.

Your toolkit includes:

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

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

• Potential Caregiver/Employee Interview Form — A practical interview guide designed specifically for screening potential caregivers and companions.

• Employee Policies & Information Manual — A comprehensive, multi-page editable manual covering important policies and expectations for employees working in a senior companion business.

• Communication Tips for Working With People With Memory Loss & Confusion.

EDITABLE • CUSTOMIZABLE • READY TO USE

Download the Word documents, add your business information, and customize the forms and policies to fit the way your agency operates.

PLEASE NOTE: Business, employment, licensing and senior-care requirements 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 2?

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