Start a Home CareOperator templates
$199 digital · v1.0

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

A downloadable template pack for operators planning a home care or Medicaid waiver / HCBS agency — checklists, SOP drafts, HR outlines, and a state-research workbook. Not legal advice. Not filing-ready applications.

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.

What’s in the ZIP (summary)

34 plain-text templates across these sections (full list on What’s inside). Open them in Google Docs, Word, or Pages — the ZIP is not a live Drive folder.

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

Spreadsheet trackers are reserved for a later pack and are not included in v1.0.

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

How you get it

  1. Pay $199 on Gumroad
  2. Download the digital ZIP
  3. Customize for your entity and jurisdiction; verify every requirement with your state agency and advisors

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.

Buy on Gumroad — $199

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.

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