About Us

CareLink360 is the only comprehensive forms and document management platform for home health, home care, hospice care & palliative care providers

CareLink360 :

Is a web based platform that provides documents and forms related to following sections: organization setup & administration, services, care delivery & management, human resources, safety, financial management, quality & risk management
Provides administrative users the ability to edit, create or remove sections, forms and documents on the fly
Can be used without internet connectivity
Provides the ability to accept electronic signatures within forms and documents if needed
Can be deployed as a secured hosted solution or as an on premise install
PDF reports of signed forms and documents can be generated instantaneously and stored in secured cloud

CareLink360 provides the following benefits :

Regulatory Compliance

Recently, many countries worldwide are mandating home health and home care providers to be licensed with local authorities and have documentation regarding all policies and procedures including patient admission records and patient and care giver interactions. This platform helps manage all those documents in one place.

Cost Savings

We have seen our customers save money on human resources, ink massive ink cost from printing documents and gaining overall efficiency and productivity by using our software.


The platform provides descriptive analytics using standard industry key performance indicators (KPIs) to help home health and home care providers get a better grip on their business. Organizations can get an instant understanding of where their business have been. However, the platform’s differentiator lies in its ability to provide customized predictive analytics reports. The platform is able to find patterns within the structured and unstructured datasets using Spark’s Machine Learning (ML) library which provides many distributed ML algorithms. These algorithms cover tasks such as feature extraction, classification, regression, clustering, recommendation, and more. The platform simplifies the challenging and compute-intensive task of processing high volumes of real-time or archived data. CareLink360 brings Big Data processing capabilities to both big and small home health, home care, hospice and palliative care providers across the globe.

What Does It Do

CareLink360 provides editable and electronic sign able documents and forms as it relates to setting up home health and home care business. We also provide you the ability to create custom documents and forms on the fly and store it securely. Whether you are a new business, or an existing business trying to restructure, CareLink360 can help.

Organization Setup & Administration

  • Legal Structure & Governing Body
  • Organizational Structure
  • Service Areas
  • Operating/Service Hours
  • Staffing & Staff Structure
  • Roles & Responsibilities of Manager/Administrator
  • Contracted Services
  • Display of Home Care/Business License
  • Certificates of Insurance
  • Office Building’s Compliance with Regulations
  • Promoting Agency Services
  • Record Management
  • Communication – Internal & External
  • Compliance
  • Compliance with Federal Deficit Reduction & False Claims
  • Compliance with Agency Policies & Procedures
  • Electronic Visit Verification

Home Care Services

  • Electronic Visit Verification
  • Personal Care Services
  • Homemaker Services
  • Companion/Sitter Services
  • Respite Services
  • Friendly Reassurance Services
  • Chore Services

Service Delivery

  • Provision of Information
  • Assessing Client Needs
  • Admittance & Re-Admittance of Clients
  • Referral of Individuals to Outside Resources
  • Service Plan
  • Service Agreement
  • Informed Consent to Receive/Refuse Services
  • Client’s Consent for Referral & Release of Information
  • Monitoring & Follow-up
  • Advance Directives
  • Death at Home
  • In-home Orders
  • Medication Management
  • Client Notification of Change in Service
  • Termination or Transfer of Clients
  • Coordination of Client Care with Outside Resources
  • Client/Consumer Protection
  • Client/Consumer Rights
  • Client & Agency Responsibilities
  • Matching Clients & Home Care Workers
  • Supervision of Services
  • Entering Clients’ Homes
  • Failure of Clients to Answer Door
  • Unstable Health Conditions
  • Client Emergencies
  • Weather Related Emergencies
  • Unstable Health Conditions
  • Confirmation of Service Hours
  • Transporting Clients in Private Vehicles
  • Managing Clients’ Finances/Property
  • Assuming Legal Responsibility for Client
  • Exploitation of Client’s Finances & Property
  • Client Abuse
  • Confidentiality & Privacy of Client Information
  • Client Satisfaction Review
  • Client Complaints/Grievances
  • Documentation & Client Records
  • Records Kept in Clients’ Homes
  • Safeguarding Client Records
  • Retention & Destruction of Client Records
  • Client Access to Information
  • Communicating With People With Disabilities
  • Restraint & Seclusion Measures

Human Resources

  • Recruiting, Selecting & Rostering
  • Pre-Employment Background Checks
  • Criminal Background & Sexual Offender Investigations
  • Child Abuse Clearance
  • Reporting Child Abuse
  • Provisional Hiring
  • Adverse Actions
  • Licensure, Certification & Registration
  • Personnel Qualifications
  • Job Descriptions
  • Classification of Workers
  • Training & Development
  • Orientation
  • Personal Care Provider Training
  • Homemaker Training
  • Companion/Sitter Training
  • Annual Training
  • Staff Record of Training
  • Competency Validations & Evaluations
  • Probation
  • Performance Appraisals
  • Human Rights
  • Equal Opportunity
  • Sexual Harassment
  • Cultural Diversity
  • Standards of Conduct & Work Ethics
  • Conflict of Interest
  • Solicitation and Distribution
  • Acceptance of Gifts
  • Employee Benefits & Compensation
  • Employee Breaks
  • Overtime
  • Statutory Holidays
  • Paid Leave
  • Unpaid Leave
  • Dress Code
  • Employee Identification Badge
  • Privately-Owned & Agency Vehicles
  • Drugs & Alcohol Usage
  • Smoking
  • Secondary Employment
  • Disciplinary Action
  • Termination of Employment
  • Grievances/Complaints
  • Personnel Records

Health & Safety

  • General Health and Safety
  • Employee Personal Safety
  • Home Environment Safety
  • Hazardous Household Materials
  • Oxygen Therapy
  • Violence & Threats of Violence
  • Threats
  • Assaults
  • Weapons
  • Bomb Threats
  • Hostage Situations
  • Suicide Situations
  • Emergency Preparedness
  • Fire
  • Earthquake
  • Hurricane
  • Tornado
  • Tsunami
  • Power Outages
  • Chemical Spills
  • Infection Control
  • Tuberculosis Control
  • Blood-borne Diseases
  • Exposure Control Plan for Blood-borne Diseases
  • Reporting & Recording Exposure to Blood-borne Diseases
  • Universal Precautions
  • Personal Protective Equipment (PPE)
  • PPE - Gloves
  • PPE - Gowns & Aprons
  • PPE - Masks & Protective Goggles
  • Hand Washing
  • Sharp Objects
  • Handling & Transporting Specimens
  • Laundry
  • Blood & Body Substance Spills
  • Household Wastes
  • Aseptic Techniques
  • Care & Handling of Equipment
  • Care of Urinary Catheters
  • Hygienic Measures in the Home
  • Food Safety
  • Infectious/Communicable Diseases in the Community
  • Employees with Infectious/Communicable Diseases
  • Clients with Infectious/Communicable Diseases
  • Smoking
  • Pregnant Employees
  • Immunizations
  • Incident Reporting

Financial Management

  • Financial Management System
  • Service Fees/Rates
  • Cash Disbursements
  • Cash Receipts
  • Billings & Receivables
  • Payroll
  • Bank Reconciliations

Quality & Risk Management

  • Continuous Quality Improvement
  • Continuous Risk Management
  • Annual Quality Improvement Evaluation
  • Red Flag Rule
  • Securing Electronic Devices & Confidential Data

Client Services

Below are specific areas where we provide template forms that can be edited:

  • Advance Directives Information Sheet – CAD
  • Advance Directives Information Sheet – U.S.
  • Assessment: Nursing
  • Assessment: Personal Care
  • Care Plan/Service Plan
  • Client Satisfaction with Implemented Services
  • Client Service Certification Record
  • Communicating With Clients with Disabilities
  • Complaint/Grievance
  • Client’s Consent for Referral and Release of Information
  • Consent to Release Child Abuse Clearance Report
  • Customer Service Satisfaction Survey
  • Discharge/Transfer Summary
  • Discharge/Transfer: Client Notification
  • Field Supervision Review
  • Financial Transactions Record for Client
  • Flow Sheet
  • Grievance/complaints
  • Medication Administration Record
  • Notification of Direct Care Worker Status: Agency Employee
  • Notification of Direct Care Worker Status: Non Agency Employee
  • Progress Notes
  • Rights & Responsibilities: Client/Agency
  • Service Agreement
  • Service Information Handout for Clients/Consumers
  • Transportation Liability Waiver


  • Competency – Practical Skills
  • Competency – Written Test
  • Competency Written – Answers & Composition
  • Employee Performance Appraisal


  • Adverse Action Disclosure
  • Agency & Independent Contractor Agreement
  • Consent for Child Abuse History Clearance
  • Consent for Release of Information for Child Abuse History Clearance
  • Employer & Employee Agreement
  • Employment Candidate Interview
  • Hiring Process
  • Pre-Adverse Action Disclosure
  • Pre-employment Background Check
  • Reference Checks

Employment Conditions

  • Consent for Child Abuse Clearance Check
  • Consent for Release of Child Abuse Clearance to Agency
  • Confidentiality/Non-Disclosure of Information Statement
  • Conflict of Interest Statement
  • Policies & Procedures Compliancy Agreement
  • Standards of Conduct

Orientation & Training

  • Employee Orientation Checklist
  • Job Description -- Home Care Aide
  • Job Description -- Home Care Companion
  • Job Description -- Home Care Manager/Administrator
  • Job Description -- Home Care Personal Care Attendant
  • Job Description -- Home Care Registered Nurse
  • Job Description -- Home Care Supervisor
  • Staff Record of Training

Timesheet & Expense Reporting

  • Employee Time Sheet
  • Personal/Private Vehicle Mileage Sheet


  • Declination of Influenza Vaccination
  • Incident Report – General
  • Incident Report – Medications
  • Incident Report – Post Exposure to Blood-borne Diseases
  • Incident Report – Post Exposure to Tuberculosis
  • Incident Reporting Log
  • Request or Decline a Hepatitis B Vaccine

Safety Control

  • Identity Theft Prevention Program & Addendums
  • Bomb Threat Checklist
  • Emergency Preparedness Plan
  • Home Safety Checklist

Who is this for

CareLink360 is the only comprehensive forms and document management platform for all at home health, care and comfort providers. We classify “at home health, care and comfort providers” into four groups:

Home Health

Home health providers provide clinical medical care. The service is provided by a registered nurse, occupational therapist, physical therapist or other skilled medical professionals. Home health is often prescribed as part of a care plan following a hospitalization.

Home Care

Home care providers primarily supply home care aides. Home care aides can help older adults with activities of daily living, or just offer some friendly companionship. Unlike home health, home care is classified as personal care or companion care and is considered "unskilled" or "non-clinical."

Hospice Care

Hospice providers are focused on improving quality of life instead of prolonging treatment. Hospice care is usually offered only when the person is expected to live 6 months or less. Services include medical services, emotional support, spiritual services etc.

Palliative care

Palliative care organizations provide palliative care for people with serious illness. The support staff here includes doctors, nurses, social workers etc. who help with improving quality of life.

Join Our Beta

Please provide us with the following information.

Contact Us

US Offices

2735 Villa Creek Drive Suite 130
Dallas, TX 75234
Phone: +1 469-444-0639

Fort Worth
1120 South Freeway
Fort Worth,Texas 76104
Phone: +1 469-444-0639

India Office

Pune Office
Calibre House, 3rd Floor,
Next to D-Mart, Baner Road,
Pune 411045
Phone: +91 20-6500 6501