Home Care Assessment System, Lead to Client Scripts, In-Home Assessment Form, Intake Forms, Non-Medical Home Care Agency Templates

Turn more home care inquiries into paying clients with a complete, ready-to-use assessment system built for non-medical home care agencies.

BONUS INCLUDED: Private Pay Client Assessment Training, a 52-page course workbook in PDF and editable Word. 6 modules walk you from the first call to a signed private pay client, with 17 fill-in worksheets, scripts and an answer key.

WHAT THIS IS
A step-by-step system that takes your team from the first phone call to the first caregiver shift. It includes the scripts your intake person says, the forms your assessor fills in, the checklists that keep visits consistent, and a spreadsheet that shows exactly where families are dropping off.

WHAT IS INSIDE
Speed to lead response standard with call, voicemail, text and email scripts
Lead qualification form with A, B and C priority tiers
Booking script, confirmation and reminder messages, and an assessor kit checklist
Step-by-step in-home visit flow with a conversational script for the client and family
Home safety and fall risk observation checklist written for non-medical staff
Full non-medical client assessment form covering ADLs, IADLs, memory and mood, communication, routines, preferences, home and support
Scoring guide that turns the assessment into a recommended service level and care plan
Care plan presentation and pricing scripts with a three-option pricing sheet
Objection scripts for cost, family decisions, timing, trust, Medicare questions and more
Closing script, agreement packet checklist and start of care checklist
90-day follow-up cadence with ready-to-send messages
Conversion metrics, weekly scorecard and drop-off diagnostic table
Training plan, role-play scenarios and competency checklist for your assessor
30-day rollout plan

BONUS SPREADSHEET
Inquiry and assessment pipeline tracker with built-in formulas for minutes to first contact, inquiry to assessment rate, assessment to start rate, results by lead source and a weekly scorecard.

WHO IT IS FOR
New and growing non-medical home care agencies, owners who handle intake themselves, and agencies training their first dedicated assessor or care coordinator.

FORMAT
Instant digital download. Printable PDF guide, editable Word file and an Excel workbook that also opens in Google Sheets. All templates use simple placeholders so you can add your agency name, rates and policies.

PLEASE NOTE
This product is for non-medical home care. It does not include clinical assessment tools and is not legal advice. Requirements for client assessments, service plans and agreements vary by state, so review the forms against your state's rules and have your service agreement reviewed by a qualified attorney. Because this is a digital product, all sales are final.

YOU RECEIVE
Three instant downloads: a print-ready PDF, the fully editable Word file, and the Excel workbook (also works in Google Sheets).

Please note: this is a professionally written template, not legal, tax or clinical advice. Rules vary by state. Confirm requirements with your state agency and your own advisor.

Digital download only. Nothing will be shipped. You brand the files yourself: add your agency name and logo to the editable templates. Licensed for use inside one agency only. Not white label, and not for resale, sharing or redistribution. Questions? Message us through your Etsy order.