Templates

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Home | Accessibility | Just starting out | Templates | Staffing policies

The idea is that you download the documents that look suitable for you, then change them so they fit what you need. You can always email us at contact@mycarebudget.org with your version and we'll add it.

We do not claim to be legal experts, we are people that run Personal health Budgets for ourselves or for a close family members.As such this wiki is to be viewed as a platform where we (and you!) can make documents publicly available for others to view and make use of them. More on our Disclaimers page here.

Three documents






ACCIDENT LOG
A bandaged hand

An accident log is an important document for health and safety. You need to know all the accidents, so at the very least you can try to work out how to stop them happening again. The accidents could happen at home, or out and about. If your staff are working for you at that time and have an accident, this log needs to be filled in.

Click here to download.


We have a selection of others that you might prefer. Just click here to see those.

TemplateAccidentReportAV3.pdf
BODY MAP
side and front outline of a body

Use this template for recording marks on the body.

Click here to download.

TemplateBodyMapV1.pdf
CARE AND SUPPORT PLAN
A hand and a heart

One document you will need (especially if you live in England) is a Care and Support Plan. We are thinking of ways we can help with this as everyone is so different that they really are unique. As a starting point, click here to see some links for guidance.

TemplateCareandSupport Planv0.1.pdf
CARE CONTINGENCY PLAN
warning triangle

This plan is for those times that our staff or we become ill. What happens? Who to call?

Click here to download.

TemplateCarePlanContingencyV1.pdf
CARE EMERGENCY SHEET
flashing blue light

This plan is a one page list of contact details, medication and need to knows

Click here to download.

TemplateCarePlanEmergencyV1.pdf
CARE LOG
index card

This form is a record of care. It's used for staff to look back to see what has been taking place and for you to make sure that everything is happening that should be happening. This version covers just the general diary of the shift, we have other versions that are a complete record of the shift.

Click here to download.

We have a selection of others that you might prefer. Just click here to see those.

TemplateCareLogV1.pdf
CONTACT LIST
index card

You need to be able to contact your staff and their emergency contacts. Use this form to record full details from one staff member.

Click here to download.

We have a selection of others that you might prefer. Just click here to see those.

Template - staff contact details v2.pdf
CONTACT LIST FOR EVERYONE
index card

You could find it useful to have everyone's contact details on one sheet so all the information is easily available.

Click here to download.

TemplateAllContactDetailsV1.pdf
DRIVING CAPABILITY
person in a car seat

You need to make sure that your staff comply with the conditions demanded to drive your Wheelchair Accessible Vehicle.

Click here to download.

TemplateDrivingCapabilityV1.pdf
FINANCIAL ASSESSMENT
index card

There are times when you need to calculate how much money you have coming in and going out. This template can help with that, it is not a full set for everyone so make sure you add in any extras.

Click here to download.

index card
INCIDENT REPORT
two people, one standing, one on the floor

Use this when something 'bad' has happened but with no injury. It's needed so it can be recorded, examined and changes made so it doesn't happen again.

Click here to download.

TemplateIncidentReportV1.pdf
KEY WORKER
a VIP stamp

This is a letter that declares a staff member as a 'key worker'.

Click here to download.

TemplateKeyWorkerV1.pdf
MAR Medical Administration Record
index card

Recording medication is essential. This template will likely need you to amend it to fit your circumstances.

Click here to download.

We have a selection of others that you might prefer. Just click here to see those.

TemplateMARsV3.pdf
PERSON CENTRED PLAN
index card

A Person Centred Plan is a guide to the person needing care. It is more than just an 'instruction guide', it is highly personal, including likes and dislikes. It is similar to a Care and Support Plan in some ways with sections that can be included in both documents.

Click here to download.

TemplatePersonCentredPlanV1.pdf
RISK ASSESSMENT
index card

Looking at risk around the home and outside the home is essential to health and safety.

Click here to download.

TemplateRiskAssessmentV1.pdf
STAFF APPLICATION FORM
index card

An application form for someone applying to be a PA.

Click here to download.

TemplateStaffApplicationV1.pdf
STAFF CONTRACT
index card

A full contract for a new member of staff.

Click here to download.

We have a selection of others that you might prefer. Just click here to see those.

TemplateContractV1.pdf
STAFF RECRUITMENT ADVERTISEMENT
a crane picking up a person out of many people

This will need to be personalised to meet what you need.

Click here to download.

We have a selection of others that you might prefer. Just click here to see those.

TemplateStaffRecruitmentAdV1.pdf
STAFF JOB OFFER
party time

Found someone you want to employ? This letter will tell them that!

Click here to download.

TemplateJobOfferV1.pdf
STAFF INTERVIEW QUESTIONS
two people talking over a desk

It is useful to have a set of questions ready to interview a potential staff member. This set is just to start you off.

Click here to download.

TemplateStaffInterviewQuestionsV2.pdf
STAFF ROTA
index card

Planning your staff rota can be hard at times. This example is based on 12 hour shifts, night and day, with two staff during the day and one at night. Email us at contact@mycarebudget.org if you want changes to it, we'll be pleased to try and amend it for you - we can then add it here for other people to use.

Click here to download.

index card
STAFF SHIFT SWOP
index card

You need to confirm that you have the staff you need, when you need them. Use this form to record their requests for swopping shifts.

Click here to download.

TemplateShiftSwopV1.pdf
STAFF TIMESHEET
index card

A timesheet to record an employee's hours for work, holiday, sickness over four weeks.

Click here to download.

TemplateTimesheetV1.pdf
STAFF WORKING HOURS OPT OUT
index card

If you need staff to work more than 48 hours on average a week then they'll need to sign this template.

Click here to download.

TemplateStaffEWTDV1.pdf
THERAPY LOG
house and brush

This template allows you to keep a log of therapies.

Click here to download.

TemplateTherapyV1.pdf
TO DO CLEANING LIST FOR THE HOUSE
house and brush

This template continues weekly, monthly and quarterly duties for the house and Wheelchair Accessible Vehicle.

Click here to download.


We have a selection of others that you might prefer. Just click here to see those.

TemplateToDoHouseV1.pdf
TRAINING LOG
index card

You need to keep up to date with staff training. Use this form to record a staff member's training courses and dates, one form per staff member. An alternative is to use a website to this for you, have a look here

Click here to download.

We have a selection of others that you might prefer. Just click here to see those.

TemplateTrainingLogV1.pdf
VAT EXEMPTION
index card

You may be exempt from paying VAT on some goods and services. The link in the form explains more.

Click here to download.

TemplateVATExemptionV1.pdf
WAV MAINTENANCE LOG
WAV truck

This log ensures the Wheelchair Accessible Vehicle is clean, tidy and safe.

Click here to download.

TemplateWAVV1.pdf
WEBSITES with a selection of templates
planet earth and a computer mouse

This online resource sets out to be single place for all your templates and other documents. There are other sites that offer some more and we'll add them here.

Click here to view templates from the Skills for Care website

planet earth and a computer mouse