Every form on this page is free and visible right here, with no email required. They are built for non-medical home care agencies, and they are yours to use whether or not you ever become a Sage customer.
Most agencies do not need all of these at once. The form you need depends on where you are, from a first phone inquiry through opening your doors. Find your stage below.
First inquiry
Client details, emergency contacts, living situation, ADLs, and payment information
First home visit
Home care assessment form
ADL and IADL ratings, home safety observations, and caregiver match preferences
Publishing this week
Starting service
Home care plan template
Care goals, task list, visit schedule, and caregiver instructions
Publishing this week
Setting up the agency
Policies and procedures template
Required policies, HR basics, and client rights
Publishing this week
Before you open
Business plan template
Market, pricing, staffing model, and financial projections
Publishing this week
A good form makes sure you ask the right questions. It does not make sure anyone follows up on the answers. Most agencies lose prospects in the gap between a completed intake form and the first return phone call, not because the form was wrong.
That gap is what Sage Care closes. Calls and in-home visits are recorded and turned into structured notes and care plans automatically, and every lead sits in one pipeline instead of a folder on a desk.
Most agencies find these templates while they are outgrowing paper. If that is where you are, these are the pages worth reading next.
Are these templates really free?
Yes. Every form on this page is free to read, print, and use. You do not need to give us an email address or create an account.
Can I edit these templates?
Yes. You are welcome to adapt any of these forms to the way your agency actually works, including adding your own logo and branding.
Do these forms meet my state licensure requirements?
No template can promise that. Licensing, documentation, and record-keeping rules vary by state and change over time. Treat these as a well-organized starting point and check them against your own state requirements before you rely on them.
Are these clinical forms?
No. These are built for non-medical home care, meaning personal care, companionship, and help with daily activities. They are not skilled nursing assessments and they do not cover wound care, vitals, or anything requiring a licensed clinician.
Can I use these with WellSky or AxisCare?
Yes. The fields are organized to line up with what agency management systems typically store, so moving the information from paper into WellSky or AxisCare is straightforward.
These templates are provided as a starting point for non-medical home care agencies. Requirements vary by state and change over time. Nothing on this page is legal, clinical, or compliance advice.