Client Care Planner

13.99$

DETAILS

Client Care Planner Printable PDF & Canva Template — created by a licensed occupational therapist to support safe, organized, and consistent caregiving.

This professional caregiver binder helps families, private caregivers, and home-care agencies keep client information, routines, safety plans, medical details, and daily care tasks all in one place. Designed with OT expertise to improve communication, reduce errors, and support high-quality, person-centered care.

  • 30 page printable PDF (clean, professional layouts)
  • Editable Canva template (no Pro account required)
  • US Letter, A4, A5 included
  • Designed for caregivers, agencies, and families
  • Printer-friendly black & white pages
  • Client Snapshot, Care Provider Info & Care Team Contacts
  • Medical Conditions, Medication List & Med Administration Log
  • Vitals, Health Observations & Symptom Tracking
  • Daily, Weekly & Monthly Routines + Appointment Notes
  • ADL & IADL checklists, personal care & mobility support
  • Safety considerations, risk notes & emergency planning
  • Bowel, bladder & hydration logs
  • Activity & engagement tracking pages
  • Supplies & shopping lists
  • About Me, life story, values & cultural preferences
  • Visitors & important dates
  • Caregiver self-check & reflection pages
  • Notes pages
  • Keeps all client information organized and easy to access
  • Reduces communication gaps between caregivers and family
  • Supports safe, consistent care with clear routines and logs
  • Helps caregivers track changes in health, mood, and daily needs
  • Promotes person-centered care with values & life story pages
  • Therapist-designed to support real-life caregiving environments
Purchase → Secure checkout via Etsy Download → Instant access to all files Print or Edit → Use as ready-to-go PDFs or customize in Canva Share with Care Team → Provide printed copies to caregivers or families

After completing the checkout process and making a successful payment, you will be automatically redirected to the product’s PDF download page. From there, you can easily download the file with a single click.

Inside the PDF, you will also find the Canva access link for the product.

  • Private caregivers offering in-home or companion care
  • Home-care agencies that want a professional, customizable binder
  • Families caring for loved ones with medical or functional needs
  • Therapists and care managers supporting routine planning and safety
  • Anyone seeking a clear, organized way to coordinate daily care

WHY MADE FOR FUNCTION

I’m Madison, a licensed occupational therapist with experience in neuro rehab, caregiving, and daily function across home and community settings. After working closely with families and private caregivers, I created this binder to simplify communication, improve safety, and make caregiving more organized, confident, and person-centered.

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LICENSE & NOTES:

  • Personal use only; instant digital download (no physical item)
  • Editable Canva link requires a free Canva account
  • Printing size: US Letter (8.5″ × 11″)
  • You may add your business logo for internal use
  • Not for resale, digital distribution, or template sharing
  • For caregiving organization only — not a substitute for medical advice

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