Level 2 — 16-Form Administrative & HR Mega Bundle

Level 2Foundation

Everything You Need to Run an Organized, Professional & Compliant Agency

Are you starting a home care agency or looking to professionalize your current operations? Managing documentation, compliance, and hiring can be overwhelming. This 16-Form Mega Bundle provides everything you need to run an organized, professional, and compliant senior care business. Each template is fully editable in Canva — add your logo, change colors to match your brand, and update the text to meet your specific state or local requirements.

Level 2 — 16-Form Administrative & HR Mega Bundle Cover Graphic

What's Included

  • Service Agreement — essential contract between your agency and clients
  • Client Intake & Information Form — professional new patient onboarding
  • Patient Privacy Rights (HIPAA-style) — clear confidentiality standards
  • Right to Complain Form — ensures transparent client communication
  • Complaint & Incident Report — standardized safety and feedback tracking
  • Supervisory Home Visit — quality control form for field oversight
  • Employment Policy — Equal Opportunity and conduct guidelines
  • Zero Tolerance Policy — critical safety document for staff and clients
  • Staff Hire Folder & Instructions — organized caregiver onboarding system
  • Non-Compete Agreement — protect your business and client base
  • Pre-Employment Health Assessment — standardized screening for new hires
  • Competency Evaluation Checklist — ensure aides meet your care standards
  • Annual Training Record — track mandatory staff education and compliance
  • Client Aide Requirements — clear job expectations and duty outlines
  • Employee Instructions — step-by-step guidance for daily staff procedures
  • Fully editable in Canva (Free or Pro) — instant digital download

Who This Is For

  • Agency owners starting a home care business from scratch
  • Those looking to professionalize and organize their current operations
  • Entrepreneurs who want done-for-you documents instead of starting from scratch
  • Anyone preparing for a state licensing survey or inspection

Your Outcome

After Level 2, your agency will have a complete, professional administrative and HR framework — saving you 40+ hours of document creation and giving you the confidence to operate, hire, and serve clients at the highest standard.

Ready to Start Level 2?

Call or text Dr. Lakeisha McKenzie Bradley at 864-203-3559 or submit the form below to get started.

Buy on Etsy — $100.00