Start a Home CareOperator templates

Home Care / Medicaid Waiver Startup Pack v1.0 · $199 digital

Templates and checklists for starting a home care or Medicaid waiver agency

If you are forming a home care agency — or researching Medicaid waiver / HCBS provider enrollment in your state — you need a clear working file set: what to gather, what to draft, what to ask your attorney and CPA, and how to organize ops before you hire or bill.

The Home Care / Medicaid Waiver Startup Pack v1.0 is a digital ZIP of Markdown templates: start-here guides, a 90-day setup checklist, business/ops outlines, HR drafts, care-ops worksheets, billing-ops checklists, a state-application research workbook, and light marketing templates.

Price: $199 · Instant digital download via Gumroad.

Get the Startup Pack — $199 on GumroadAlso on Etsy

Educational templates for planning only — not legal/medical advice, not CMS-approved, not filing-ready. No results guaranteed.

This article contains affiliate links. We may earn a commission if you buy through them, at no extra cost to you. Disclosures.

Also available: Start a Home Care Agency: The Owner’s First 90 Days — a short owner playbook ($19). Education only. Included free inside the $199 pack, or buy alone.

Get the ebook — $19 on Gumroad
What you get in v1.0

34 plain-text templates across seven working sections.

  • 90-day setup checklist
  • Business, HR, and ops drafts
  • State-application research workbook
  • Billing and visit-documentation checklists
See the full table of contents
Who this is for
  • Founders researching home care licensing and Medicaid waiver / HCBS provider paths in their state
  • Operators who want a single structured pack instead of starting every checklist from a blank page
  • People who will still hire an attorney, CPA, and (where needed) a healthcare consultant — and want better questions and draft materials to bring them
Who this is not for
  • Anyone expecting filing-ready state applications or guaranteed approval/enrollment
  • Anyone who needs legal, tax, medical, nursing, or employment advice from this pack alone
  • Anyone looking for CMS-approved or attorney-signed forms
  • Anyone who wants a “done for you” agency launch with revenue promises
What this is
  • Planning templates and educational checklists you customize for your entity and jurisdiction
  • A structured TOC so you know what is in the pack before you buy
What this is not
  • Legal, tax, medical, nursing, or employment advice
  • CMS-approved materials or attorney-drafted filings
  • Filing-ready state or federal applications
  • A promise of license approval, Medicaid enrollment, or revenue

What’s in the ZIP

Full file list on What’s inside.

Start here
How to use the pack, the disclaimer, and the 90-day setup checklist.
Business formation and operations
Business plan outline, org chart, ops rhythm, incident SOP, intake checklist.
HR
Handbook outline, job descriptions, offer letter, onboarding, training, timekeeping, corrective action.
Care operations
Client rights, care/service plan worksheet, medication-assistance boundary, infection control, emergency/on-call, discharge.
Billing operations
Private-pay agreement draft, invoice/AR checklist, EVV/visit documentation, denial log.
State application workbook
Gather checklist, payer landscape, research log, advisor questions, gap tracker.
Marketing lite
Service menu one-pager and referral outreach emails plus tracker.

Keep reading

Common questions

What is the Home Care / Waiver Startup Pack?
A $199 digital ZIP of 34 Markdown templates for people planning a home care or Medicaid waiver / HCBS agency: start-here guides, a 90-day checklist, business/ops outlines, HR drafts, care-ops worksheets, billing checklists, a state-research workbook, and light marketing templates. Templates and education only.
Who is the Startup Pack for?
Aspiring or early-stage home care / waiver agency owners who want structure before heavy lawyer or consultant spend — and who will still hire an attorney, CPA, and (where needed) a healthcare consultant.
Who is the Startup Pack not for?
Anyone expecting guaranteed Medicaid approval, turnkey 50-state filings, attorney-drafted or CMS-approved forms, filing-ready applications, or revenue or enrollment promises.
Is this legal advice or a filing-ready application?
No. The materials are templates for education and internal planning only. They are not legal, tax, medical, nursing, employment, or regulatory advice, not CMS-approved, not attorney-drafted, and not filing-ready state or federal applications.
Does buying the pack get me a license or Medicaid enrollment?
No. No license, approval, enrollment, or revenue results are promised. Rules vary by state and change over time. Verify requirements with your state agency and licensed advisors before you apply, hire, bill, or provide services.
How do I buy it?
Pay $199 on Gumroad for an instant digital download, or use the Etsy listing. Customize the files for your entity and jurisdiction after you download.

Related products

Medicaid/Waiver Visit Log

$19 digital — visit documentation workflows you customize.

Buy on Gumroad
Money Page Ops Kit

$29 — separate ops/marketing tooling product. Mentioned here only; buy from the listing when you need it.

This article contains affiliate links. We may earn a commission if you buy through them, at no extra cost to you. Disclosures.

Get the Startup Pack — $199

Instant digital download via Gumroad. Customize for your entity and jurisdiction; verify every requirement with your state agency and advisors.

Get the Startup Pack — $199 on GumroadAlso on Etsy

Educational templates for planning only — not legal/medical advice, not CMS-approved, not filing-ready. No results guaranteed.

This article contains affiliate links. We may earn a commission if you buy through them, at no extra cost to you. Disclosures.