Docsroom

Templates / Home care agencies

Assessments, carer files and rota answers, from one link.

Families send details late and new carers forget their DBS and training certificates, so the office ends up ringing round. Docsroom asks once, gives each person their own link and chases whoever has not replied.

8 templates77 requestsWritten for home care agencies

Start freeFree for 14 days, no card.
Your kit

Eight templates for home care agencies

Open a template to see every request in the order it is asked, and watch it written in and answered.

New service user starter checklistfor new service users · before the first call12 requests12 requests
New service user starter checklistDoreen Walsh · morning calls9 of 12 back
  • About them
  • FormService user details8 questionsAssigned to JWJoanne Walsh, daughterFrom Marcusin 2 daysComplete
  • FormHealth and mobility8 questionsAssigned to JWJoanne Walsh, daughterFrom Marcusin 3 daysComplete
  • UploadMedication listfrom the GP or pharmacyAssigned to JWJoanne Walsh, daughterFrom Marcusin 3 days1 file sent
  • QuestionAllergiesfood, medicine or latexAssigned to JWJoanne Walsh, daughterFrom Marcusin 3 daysReady to check
  • Family and home
  • FormNext of kin details6 questionsAssigned to JWJoanne Walsh, daughterFrom Marcusin 3 daysComplete
  • UploadPower of attorneyif there is oneAssigned to JWJoanne Walsh, daughterFrom Marcusin 5 daysAwaiting reply
  • DecisionKey safe or key holderhow our carers get inAssigned to JWJoanne Walsh, daughterFrom Marcusin 4 daysReminder sent
  • QuestionParking and petsfor our carersAssigned to JWJoanne Walsh, daughterFrom Marcusin 4 daysComplete
  • TablePreferred call timesmorning, lunch, tea, bedAssigned to JWJoanne Walsh, daughterFrom Marcusin 4 daysReady to check
  • Agreements
  • ApprovalCare and support planread and approveAssigned to JWJoanne Walsh, daughterFrom Marcusin 6 daysReady to check
  • ApprovalService agreementread and approveAssigned to JWJoanne Walsh, daughterFrom Marcusin 6 daysComplete
  • ApprovalSharing informationwho may be toldAssigned to JWJoanne Walsh, daughterFrom Marcusin 7 daysAwaiting reply
Carer starter checklistfor new carers · before their first shadow shift12 requests12 requests
Carer starter checklistAmara Nwosu · new carer9 of 12 back
  • Identity and work
  • QuestionRight to work share codenine charactersAssigned to ANAmara Nwosu, carerFrom Marcusin 3 daysComplete
  • UploadPhoto IDpassport or licenceAssigned to ANAmara Nwosu, carerFrom Marcusin 3 daysComplete
  • UploadID badge photopassport style is fineAssigned to ANAmara Nwosu, carerFrom Marcusin 4 days1 file sent
  • Safer recruitment
  • UploadEnhanced DBS certificateadults’ barred list checkAssigned to ANAmara Nwosu, carerFrom Marcusin 4 days2 files sent
  • FormEmployment historyevery job, gaps explainedAssigned to ANAmara Nwosu, carerFrom Marcusin 4 daysComplete
  • FormReferee detailsyour last employer firstAssigned to ANAmara Nwosu, carerFrom Marcusin 4 daysAwaiting reply
  • FormHealth declaration6 questionsAssigned to ANAmara Nwosu, carerFrom Marcusin 5 daysReminder sent
  • Training, driving and pay
  • UploadCare Certificateif you have completed itAssigned to ANAmara Nwosu, carerFrom Marcusin 6 daysComplete
  • UploadDriving licenceif you drive to callsAssigned to ANAmara Nwosu, carerFrom Marcusin 5 days1 file sent
  • UploadBusiness use insuranceif you use your own carAssigned to ANAmara Nwosu, carerFrom Marcusin 5 days2 files sent
  • FormBank and tax details6 questionsAssigned to ANAmara Nwosu, carerFrom Marcusin 5 daysComplete
  • ApprovalEmployment contractread and approveAssigned to ANAmara Nwosu, carerFrom Marcusin 6 daysAwaiting reply
Weekly rota and availabilityfor our carers · every week, by Wednesday9 requests9 requests
Weekly rota and availabilityLisa Marsh · week ahead7 of 9 back
  • Your availability
  • TableAvailability this weekday, from, toAssigned to LMLisa Marsh, carerFrom MarcustomorrowComplete
  • DecisionTransport this weekcar, bus, bike or walkAssigned to LMLisa Marsh, carerFrom MarcustomorrowComplete
  • QuestionDays off you needdates, if anyAssigned to LMLisa Marsh, carerFrom MarcustomorrowReady to check
  • DecisionWeekend and night callsyes, sometimes or noAssigned to LMLisa Marsh, carerFrom Marcusin 2 daysReady to check
  • The rota
  • ApprovalNext week’s rotaread and approveAssigned to LMLisa Marsh, carerFrom Marcusin 3 daysComplete
  • QuestionCalls you cannot coverand whyAssigned to LMLisa Marsh, carerFrom Marcusin 3 daysAwaiting reply
  • DecisionExtra callsyes, maybe or noAssigned to LMLisa Marsh, carerFrom Marcusin 3 daysReminder sent
  • Mileage and costs
  • TableMileage this weekdate, from, to, milesAssigned to LMLisa Marsh, carerFrom Marcusin 4 daysComplete
  • UploadShopping and expense receiptsa photo is fineAssigned to LMLisa Marsh, carerFrom Marcusin 4 days1 file sent
Spot check follow-upfor carers after a spot check · within a week of the check8 requests8 requests
Spot check follow-upKerry Doyle · spot check6 of 8 back
  • Your view
  • QuestionHow the visit wentin your own wordsAssigned to KDKerry Doyle, carerFrom Marcusin 2 daysComplete
  • QuestionAnything you found hardone line will doAssigned to KDKerry Doyle, carerFrom Marcusin 2 daysComplete
  • QuestionChanges you noticedin the person’s needsAssigned to KDKerry Doyle, carerFrom Marcusin 3 daysReady to check
  • Actions and kit
  • ApprovalActions we agreedread and approveAssigned to KDKerry Doyle, carerFrom Marcusin 4 daysReady to check
  • UploadRefresher certificateif training was neededAssigned to KDKerry Doyle, carerFrom Marcusin 7 daysComplete
  • DecisionSupport you would likeshadowing, course or noneAssigned to KDKerry Doyle, carerFrom Marcusin 5 daysAwaiting reply
  • DecisionSupervision chatpick a dayAssigned to KDKerry Doyle, carerFrom Marcusin 5 daysReminder sent
  • QuestionPPE suppliesgloves, aprons, masksAssigned to KDKerry Doyle, carerFrom Marcusin 3 daysComplete
Six month care plan reviewfor service users and families · every six months, or after a change9 requests9 requests
Six month care plan reviewDoreen Walsh · six month review7 of 9 back
  • How things are
  • QuestionHow calls are goingwhat works, what does notAssigned to JWJoanne Walsh, daughterFrom Marcusin 3 daysComplete
  • QuestionChanges in healthsince the last reviewAssigned to JWJoanne Walsh, daughterFrom Marcusin 3 daysComplete
  • UploadNew medication listif anything changedAssigned to JWJoanne Walsh, daughterFrom Marcusin 4 days1 file sent
  • QuestionFalls or hospital staysdates, if anyAssigned to JWJoanne Walsh, daughterFrom Marcusin 4 daysReady to check
  • Calls and carers
  • DecisionAre the call times rightkeep, move or add callsAssigned to JWJoanne Walsh, daughterFrom Marcusin 5 daysComplete
  • QuestionCarer preferencesanything we should knowAssigned to JWJoanne Walsh, daughterFrom Marcusin 5 daysAwaiting reply
  • QuestionCompliments or complaintsone line eachAssigned to JWJoanne Walsh, daughterFrom Marcusin 6 daysReminder sent
  • Updated papers
  • ApprovalUpdated care planread and approveAssigned to JWJoanne Walsh, daughterFrom Marcusin 7 daysComplete
  • FormFeedback on our service6 questionsAssigned to JWJoanne Walsh, daughterFrom Marcusin 8 daysReady to check
Council and hospital referralfor council and hospital teams · when a new package is offered9 requests9 requests
Council and hospital referralKenneth Hale · hospital discharge7 of 9 back
  • The referral
  • FormReferral details8 questionsAssigned to FRFiona Reed, social workerFrom MarcustomorrowComplete
  • UploadAssessment of needsthe latest oneAssigned to FRFiona Reed, social workerFrom MarcustomorrowComplete
  • UploadDischarge summaryif leaving hospitalAssigned to FRFiona Reed, social workerFrom Marcustomorrow1 file sent
  • UploadMedication chartcurrent listAssigned to FRFiona Reed, social workerFrom Marcustomorrow2 files sent
  • QuestionFunding routecouncil, NHS or privateAssigned to FRFiona Reed, social workerFrom MarcustomorrowComplete
  • Start of care
  • DecisionFirst callpick a start timeAssigned to FRFiona Reed, social workerFrom Marcusin 2 daysAwaiting reply
  • QuestionEquipment at homebed, hoist, commodeAssigned to FRFiona Reed, social workerFrom Marcusin 2 daysReminder sent
  • QuestionRisks we should knowfalls, oxygen, petsAssigned to FRFiona Reed, social workerFrom Marcusin 2 daysComplete
  • ApprovalPackage termsread and approveAssigned to FRFiona Reed, social workerFrom Marcusin 3 daysReady to check
Mandatory training renewalsfor all carers · each year, at renewal time9 requests9 requests
Mandatory training renewalsSophie Lane · yearly training7 of 9 back
  • Certificates
  • UploadSafeguarding adultsthis year’s certificateAssigned to SLSophie Lane, carerFrom Marcusin 10 daysComplete
  • UploadMoving and handlingthis year’s certificateAssigned to SLSophie Lane, carerFrom Marcusin 10 daysComplete
  • UploadInfection preventionthis year’s certificateAssigned to SLSophie Lane, carerFrom Marcusin 10 days1 file sent
  • UploadMedication trainingthis year’s certificateAssigned to SLSophie Lane, carerFrom Marcusin 12 days2 files sent
  • UploadBasic life supportthis year’s certificateAssigned to SLSophie Lane, carerFrom Marcusin 12 daysComplete
  • Your record
  • TableOther courses this yearcourse, date, providerAssigned to SLSophie Lane, carerFrom Marcusin 14 daysAwaiting reply
  • QuestionCourses you would likewhat you want to learnAssigned to SLSophie Lane, carerFrom Marcusin 14 daysReminder sent
  • QuestionAnything changed this yearDBS, health or addressAssigned to SLSophie Lane, carerFrom Marcusin 14 daysComplete
  • ApprovalTraining declarationread and approveAssigned to SLSophie Lane, carerFrom Marcusin 14 daysReady to check
Agency registration and insurancefor the agency · each year, before renewal9 requests9 requests
Agency registration and insuranceBright Homecare · yearly pack7 of 9 back
  • Insurance
  • UploadEmployer’s liabilitycurrent certificateAssigned to APAngela Price, managerFrom Marcusin 7 daysComplete
  • UploadPublic liability insurancecurrent certificateAssigned to APAngela Price, managerFrom Marcusin 7 daysComplete
  • UploadProfessional indemnitycurrent certificateAssigned to APAngela Price, managerFrom Marcusin 8 days1 file sent
  • Registration and policies
  • UploadRegulator registrationthe current certificateAssigned to APAngela Price, managerFrom Marcusin 8 days2 files sent
  • UploadData protection registrationICO certificateAssigned to APAngela Price, managerFrom Marcusin 8 daysComplete
  • QuestionNotifications this yearhow many, and whyAssigned to APAngela Price, managerFrom Marcusin 10 daysAwaiting reply
  • ApprovalSafeguarding policyread and approveAssigned to APAngela Price, managerFrom Marcusin 12 daysReminder sent
  • ApprovalComplaints procedureread and approveAssigned to APAngela Price, managerFrom Marcusin 12 daysComplete
  • UploadBusiness continuity planlatest versionAssigned to APAngela Price, managerFrom Marcusin 14 days1 file sent

Written for home care agencies. The names are made up. The replies coming in are an illustration. Build any of these in Docsroom and save it as your own template.

Why it helps

What changes for you

Families reply without the phone tag

Each relative gets their own link, so assessments and contact details come back without a round of calls to the office.

Carer files stay complete

Right to work, DBS and training arrive against each carer’s name, so you can see who is ready for their first shadow shift.

Chasing goes out while you run the rota

Docsroom chases whoever has not replied until each one is in, so the coordinator is not ringing round.

Not quite you?

Type your kind of work. If we have its kit, it opens straight away. If not, we write one with AI or show the closest we have.

Or see every kit and the solutions.

More kits like this

Opticians7 templates · 79 requestsPharmacies7 templates · 79 requestsPhysiotherapists7 templates · 80 requests

Send your first new service user starter checklist today.

Free for 14 days, no card. Build it as it is written above and see what comes back.

Start freeBook a walkthrough