Useful Information
This page provides useful information and templates for self-employed carers. You can find information about self-employment, including taxes, insurance, and marketing. You can also download templates for contracts, invoices, and other documents.
Helpful examples and templates
The helpful examples and templates on this page are designed to help you with your self-employment journey. You can download and use these templates for contracts, invoices and other documents
| File Name | Description | Initiated by | Updated and reviewed |
|---|---|---|---|
| Welcome Pack Ts&Cs | Information and Commercial cover for the carer on the Service expectations. | Carer | Initiation. |
| Policies | Information to enable the carer to setup their own Policy guidelines to ensure the client understand their requirements and the carer meets the quality standards. | Carer or client | Initiation. |
| Glossary | Some initial key descriptions of words used in the carers commercial documents. | Carer | Contract agreement |
| About me | Client details at the care initiation stage to ensure the carer has the key needs of the client so they can be fulfilled. | Carer or client | Initiation and when there are requirement changes. |
| Client info form | More formal info of the client to ensure the carer can contact the correct people in an emergency etc. | Carer or client | Carer or client |
| Contract of Employment Summary | High level contract employment agreement between the carer and client. | Carer or client | Initiation and possibly if requirement changes. |
| How to achieve my Outcomes | Define clients requirements and build a plan for changing circumstances should they occur. | Carer or client | How to achieve my Outcomes Define clients requirements and build a plan for changing circumstances should they occur. Carer or client Initiation and when there are requirement changes. |
| Health and Safety Risk Assessment Form | Risk assessment of the clients environment by the carer. | Carer | Initiation and when there are environmental/location changes. |
| Medication Risk Assessment | For the carer to risk assess the clients medicinal procedures. | Carer or client | Initiation and if there are any medicinal changes. |
| Medicine Administration Profile | For the client to share the medication needs to enable the carer to ensure these tasks are completed if required. | Carer or client | Initiation and if there are any medicinal changes. |
| Moving and Positioning Risk Assessment Form | For the carer to risk assess the clients movement and physical abilities to assess the care requirements. | Carer | Moving and Positioning Risk Assessment Form For the carer to risk assess the clients movement and physical abilities to assess the care requirements. Carer Initiation and when there are requirement changes. |
| Personal Care Risk Assessment Form | For the carer to risk assess the clients personal care to assess the care requirements. | Carer | Initiation and when there are requirement changes. |
| Scheduled Visits | Agreed plan for future visits. | Carer or client | Ongoing |
| Service User Feedback Review | Service User Feedback Review Feedback form from the client to the carer to enable the carer to know what they are doing well and what they can improve on. | Carer or client | Ongoing |
| Service Users Finances | Service Users Finances Simple form to record care expenditure so the affordability can be analysed etc. | Client | Ongoing |
| Daily Log Sheet | Daily log record manually signed by the carer recording visits. To support the weekly invoice. | Carer or client | Every visit |
| Injuries and Bruising record | To record any accidents so this can be shared with any other support and looked back on by medical professionals if required. | Carer | Whenever injuries occur. |