What’s inside the Startup Pack (v1.0)
A downloadable ZIP of plain-text templates for planning a home care or Medicaid waiver / HCBS agency. Titles below are the documents in the pack — not a Google Drive folder.
Read me first
How to use the pack, what is and isn’t included, v1.0, $199 product framing
Disclaimer — not legal advice
Full educational disclaimer acknowledgment
90-day setup checklist
Narrative plus 90-day checklist: entity through payer research
Business plan outline
Educational business plan outline with financial and risk placeholders
Roles and org chart
Text org chart and role cards for startup staffing
Daily and weekly ops checklist
Daily, weekly, and monthly operations rhythm checklist
Incident and complaint SOP
Incident and complaint SOP with blank log tables
Client intake and first-visit checklist
Intake through first-visit service-start checklist
Handbook outline
Modular handbook outline with state-law placeholders (not multi-state complete)
Job description — home health / personal care aide
HHA / personal care aide job description template
Job description — office / admin
Office / admin coordinator job description template
Job description — nurse supervisor
Nurse supervisor job description template (if required by your model or state)
Offer letter
Offer letter with at-will acknowledgment placeholders
Onboarding checklist
Onboarding checklist; points to official I-9 / W-4 sources
Training and competency tracker
Training log and competency validation checklist
Timekeeping, PTO, and callout policy
Draft timekeeping, PTO, and callout policy
Corrective action and termination checklist
Internal corrective action and termination process checklist
Client rights and dignity policy
Draft client rights and dignity policy
Care / service plan worksheet
Care and service plan planning worksheet
Medication-assistance boundary policy
Aide medication-assistance boundary policy (no invented protocols)
Infection control and home safety checklist
Infection control and home safety checklist
Emergency and on-call SOP
Emergency response and on-call coverage SOP
Discharge and transfer checklist
Discharge and transfer coordination checklist
Private-pay agreement (for attorney review)
Private-pay service agreement draft for attorney review
Invoice and payment tracking checklist
Invoice run, payment posting, and AR aging checklist
EVV and visit documentation checklist
Generic EVV / visit documentation checklist (confirm with your state and payer)
Denial and resubmission log
Denial tracking and resubmission log
What to gather — master checklist
Master gather list for license / enrollment research (not filing-ready)
Payer landscape worksheet
Payer landscape research prompts and tables
State research log
Log for agency links, contacts, and fees you fill in
Questions for your state agency and advisors
Question lists for agencies, attorney, CPA, and broker
Gap tracker
Required vs have vs need gap tracker
Service menu one-pager
Service menu one-pager template (authorized services only)
Referral partner outreach emails
Referral partner outreach email templates plus tracker
Also noted in the pack
- Spreadsheet trackers. Not included in v1.0. Reserved for a later pack — v1.0 does not ship a Google Drive folder or live Sheets.
- Pack disclaimer. Standalone disclaimer copy, also printed on every template.
34 templates in v1.0
Buy the pack — $199 on Gumroad
Instant digital download via Gumroad. Customize for your entity and jurisdiction; verify every requirement with your state agency and advisors.
Educational templates for planning only — not legal/medical advice, not CMS-approved, not filing-ready. No results guaranteed.
Links to the Startup Pack, the ebook, and the Visit Log go to our own product listings on Gumroad and Etsy. We earn money when you buy them. They are not affiliate links. Some pages also show ads from Google. Disclosures.