Care provider templates

Safeguarding, care planning, medication and CQC-ready policies and records for care homes and home care services.

Ready-made

Professionally structured documents, ready to fill in and use.

Word format

Download in Microsoft Word and edit every line.

Easy to adapt

Clear guidance notes on what to change for your business.

For UK businesses

Written for small and growing UK businesses.

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20 documents

Care provider templates

Safeguarding adults, care plans, medication and MAR charts, mental capacity, duty of candour and CQC-ready policies.

One price for the whole category

All 20 care provider documents for £20

Buy the pack once and get every document below as an editable Word file, with guidance notes to help you adapt each one.

£20for all 20

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All 20
Agreements 1
Policies 7
Letters 1
Forms & records 11

Policies

Your house rules
Safeguarding Adults PolicyA complete safeguarding adults policy and procedure for home care and care home providers, built around the Care Act 2014, Making Safeguarding Personal and CQC Regulation 13.21 pagesRead more ›Medication Administration Policy and MAR ChartA full medicines policy for home care and care homes, based on NICE guidance, with a MAR chart, PRN protocol, covert medication plan, controlled drugs register and competency checklist.19 pagesRead more ›Complaints Policy for Care ServicesA clear, fair complaints policy and procedure meeting CQC Regulation 16, with ombudsman escalation, a complaint form, response letters, a log and an easy-read summary.12 pagesRead more ›Infection Prevention and Control PolicyA practical IPC policy for home care and care homes, mapped to the Code of Practice under the Health and Social Care Act 2008, with outbreak procedures, an audit checklist, cleaning schedule and exclusion guide.16 pagesRead more ›Statement of PurposeA CQC statement of purpose built around Schedule 3 of the Registration Regulations 2009, with optional sections that tell people what your service really offers.9 pagesRead more ›Recruitment and DBS Checks PolicySafer recruitment for care services: Schedule 3 checks, enhanced DBS with barred list, right to work, references, employment gaps and sponsored workers.20 pagesRead more ›Lone Working Policy for Home CareKeep home care workers safe on visits, on the road and at night – with check-in and escalation, no-reply procedure and a home environment risk assessment.13 pagesRead more ›

Forms & records

Collect and record information
Care Plan TemplateA person-centred care and support plan that records what matters to the person, their outcomes, how staff should support them, risks, preferences and reviews.20 pagesRead more ›Person-Centred Needs AssessmentA thorough pre-service assessment covering health, daily living, risks, wellbeing and wishes, so you can decide whether you can meet a person’s needs and build their care plan.12 pagesRead more ›Consent to Care and Treatment FormRecord a person’s informed consent to their care, medicines support, information sharing, photographs, access to their home and other key decisions – with clear routes where they lack capacity.8 pagesRead more ›Mental Capacity Act Assessment RecordA decision-specific capacity assessment and best interests record under the Mental Capacity Act 2005, with a deprivation of liberty screen reflecting the 2026 Supreme Court ruling.9 pagesRead more ›Incident and Accident Report for Care ServicesA full incident and accident report for care services, with harm grading, a notifications checklist covering CQC, safeguarding, RIDDOR and others, manager investigation and a quick guide to CQC notification triggers.10 pagesRead more ›Staff Supervision RecordA structured one-to-one supervision record for care staff, with a supervision agreement, practice observation form and annual planner.10 pagesRead more ›Training MatrixPlan and track induction, mandatory and specialist training for care staff – Care Certificate, Care Workforce Pathway roles and Oliver McGowan training.10 pagesRead more ›Moving and Handling Risk AssessmentA person-specific moving and handling assessment and plan, with transfer-by-transfer instructions, equipment and sling records, and LOLER examination tracking.8 pagesRead more ›Falls Risk AssessmentA multifactorial falls assessment and prevention plan for adults in care homes and home care, with a post-fall protocol, post-fall review and falls log.9 pagesRead more ›Record Keeping and Confidentiality PolicyGood care records and strong confidentiality for care services – Regulation 17, digital social care records, the Caldicott Principles and the Data Security and Protection Toolkit.14 pagesRead more ›Business Continuity Plan for Care ServicesKeep people safe when things go wrong – staffing crises, utility failure, outbreaks, digital record outages, cyber attack, supplier and provider failure – with action cards and notification lists.14 pagesRead more ›

Care providers pack

£20

for all 20 documents

  • Editable Word files
  • Guidance notes in every document
  • Written for UK businesses
  • Download and keep
Get the packOr every category with All-Access – £295 a year

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Credit control policy

Set your payment terms, credit limits and collection process.

Word document

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First payment reminder letter

A friendly reminder when an invoice becomes overdue.

Word document

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Final demand letter

A firm final request before taking further action.

Word document

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Late payment interest and compensation letter

Claim statutory interest and compensation on late commercial payments.

Word document

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Payment plan agreement

Agree instalments with a customer who is behind on payments.

Word document

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Customer credit application form

Collect the details you need before offering credit.

Word document

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Expenses policy

Explain what staff can claim and how to claim it.

Word document

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Financial procedures manual

Document how money is handled, approved and recorded in your business.

Word document

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All 20 documents in this category come together as one pack for £20. Templates are a starting point – for anything complex or high-value, we recommend having your final document checked by a solicitor.

How it works

Your documents in three steps

Every template is a Word document you can download, adapt and use straight away.

1

Choose your documents

Browse the categories and pick the pack you need.

2

Buy securely online

Pay £20 for the whole category pack, or join All-Access for every category.

3

Download and adapt

Open in Word, follow the guidance notes and make it your own.

Need a document written for you?

If you can’t find what you need, we can prepare a document around your business. Tell us what you’re looking for.

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Part of AML Finance Group

Need an accountant too?

Our sister firm, AML Accountancy Solutions, is an award-winning accountancy practice helping businesses and individuals across the UK with their accounts, tax, bookkeeping and payroll.

Visit AML Accountancy Solutions