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Home Care Agency Spreadsheet, Caregiver Scheduling Visit Tracker, Payroll Hours, Client Invoice, Credential Expiration Tracker

Price:$49.00

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Highlights

  • Designed by CareLaunchKit
  • Digital download
  • Digital file type(s): 1 TXT, 2 other files

Run your home care agency in one spreadsheet: clients, caregivers, visits, payroll hours, invoices and compliance alerts (Excel + Google Sheets, SAMPLE + BLANK).

The spreadsheet includes an app-style Home dashboard with a menu that jumps to every tab.

TABS
• Setup: overtime threshold, alert windows, supervisory visit and care plan intervals, training hours
• Clients (150): payer, rates, supervisory visit and plan of care due dates
• Caregivers (100): CPR, TB, background, registry, license and insurance expirations with red/amber alerts
• Visits (2,000 rows): hours (overnight shifts handled), billed amount, labor cost, EVV verified
• Training log and annual hours per caregiver
• Incidents & complaints with days open
• Payroll: weekly hours, overtime and mileage per caregiver
• Invoice: pick a client and month, print
• Dashboard: hours, revenue, gross margin vs target, alerts, trends and charts

IMPORTANT
These are editable templates for informational purposes. They are not legal advice and are not approved by any government agency. Licensing rules differ by state and change over time. Review everything against your state's current requirements, and with a qualified attorney or consultant, before you use it.

LICENSE
One agency license: use and edit the files for your own business. Please do not resell or share them.

DIGITAL DOWNLOAD
No physical item will be shipped. Files: Word (.docx), PDF and Excel (.xlsx). Works with Microsoft Word, Google Docs, Excel, Google Sheets, LibreOffice and Apple Pages.

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Listed on Oct 14, 2026
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