Personal Care Worker Templates

Looking for Personal Care Worker Templates to download? See the main templates that a Personal Care Worker would use in their day-to-day work.

Need one of these templates? Request for it to be built by one of our experts.

Personal Care Worker Templates

There is a huge number of templates that someone in the Personal Care Worker role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Personal Care Worker. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Client Assessment Form
2. Care Plan Template
3. Medication Administration Record
4. Daily Care Log
5. Incident Report Form
6. Progress Notes Template
7. Weekly Schedule Template
8. Time Sheet Template
9. Infection Control Checklist
10. Training Attendance Record


Reports are often prepared by a Personal Care Worker to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Monthly Client Progress Report
2. Medication Administration Report
3. Incident and Accident Report
4. Daily Care Log Report
5. Monthly Care Plan Review Report
6. Client Assessment Report
7. Monthly Inventory Report
8. Staff Training Report
9. Monthly Expense Report
10. Quality Assurance Report


At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Personal Care Worker does and how they do it.

1. Personal Care Plan Template
2. Medication Administration SOP Template
3. Personal Hygiene SOP Template
4. Meal Preparation SOP Template
5. Mobility Assistance SOP Template
6. Infection Control SOP Template
7. Emergency Response SOP Template
8. Documentation and Reporting SOP Template
9. Fall Prevention SOP Template
10. Communication and Interpersonal Skills SOP Template


Personal Care Worker presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Monthly Client Progress Report
2. Staff Training Presentation
3. Health and Safety Update
4. Client Care Plan Review
5. Team Meeting Agenda

Legal Docs

There are several key times when a Personal Care Worker needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Consent Form Template
2. Health Information Release Form Template
3. Incident Report Form Template
4. Care Plan Template
5. Medication Administration Record Template

Health & Safety Templates

Health & Safety templates for a Personal Care Worker ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Risk Assessment Template
3. Personal Protective Equipment (PPE) Checklist Template
4. Infection Control Audit Template
5. Emergency Response Plan Template


Setting up Personal Care Worker calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Schedule Calendar
2. Medication Administration Calendar
3. Client Appointments Calendar
4. Staff Meeting Calendar
5. Training and Education Calendar

Invoice Templates

Several types of Personal Care Worker invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Monthly Service Invoice
2. Mileage Reimbursement Invoice
3. Equipment Rental Invoice
4. Overtime Hours Invoice
5. Supply Replenishment Invoice

Survey Templates

For a Personal Care Worker to get insights related to the work they do, they need to send out Personal Care Worker surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Patient Satisfaction Survey
2. Caregiver Feedback Survey
3. Quality of Life Assessment Survey
4. Service Improvement Survey
5. Training Needs Assessment Survey

Meeting Agendas

Having premade Personal Care Worker meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Care Plan Review Meeting
2. Team Huddle Meeting
3. Staff Training Meeting
4. Client Assessment Meeting
5. Caregiver Support Meeting

Budget Templates

To manage finances well, a Personal Care Worker would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Income and Expense Tracker
2. Personal Care Supplies Budget
3. Transportation Expenses Budget
4. Food and Grocery Budget
5. Miscellaneous Expenses Budget


Dashboards are a useful way for a Personal Care Worker to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Client Care Dashboard
2. Medication Management Dashboard
3. Daily Activity Dashboard
4. Health Assessment Dashboard
5. Care Plan Progress Dashboard

Proposal Templates

For bidding or requesting work, a Personal Care Worker needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Monthly Care Plan Proposal
2. Equipment and Supplies Proposal
3. Training and Development Proposal
4. Client Assessment and Progress Proposal
5. Quality Improvement Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Personal Care Worker templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.

Category: Tags: , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,