Structured Family Caregiving Starter Kit — Build a Clear Framework for Family Caregivers
A practical starter toolkit to help your Personal Services Agency explore and organize a Structured Family Caregiving (SFC) model — with intake forms, agreement concepts, and documentation structure you can adapt to your state and payer environment.
Instead of piecing SFC together from scattered notes and assumptions, this kit gives you a coherent starting point: how you talk about SFC, how you document it, and how you structure expectations with family caregivers who may receive stipends through approved programs.
One-time payment. Editable starter framework, not legal or billing advice.
- Family caregiver intake & agreement concepts.
- Documentation tools for tracking caregiver support.
- Educational language you can adapt for families.
Files delivered via email immediately after checkout.
Who This SFC Starter Kit Is For (and Not For)
This kit is a good fit if:
- You operate in a state or program where Structured Family Caregiving or similar models exist.
- You want to organize how your agency approaches family caregiver stipends and expectations.
- You need intake and documentation structure for family caregivers in the home.
- You prefer a starter framework you can adapt, rather than starting from a blank screen.
This kit may not be for you if:
- Your state does not allow or recognize SFC-type models at all.
- You need payer-specific billing manuals or legal agreements written by an attorney.
- You are seeking guarantees about reimbursement or program eligibility.
What’s Inside the Structured Family Caregiving Starter Kit
The SFC Starter Kit focuses on structure and communication: how you bring a family caregiver into this model, what you expect from them, and how you document their role as part of your agency’s care structure.
Component 1 – SFC Overview & Positioning Sheet
A plain-language, agency-branded overview explaining what Structured Family Caregiving is (in your own words) and how your agency supports it.
- High-level description of the SFC concept.
- Who SFC is intended for and when it may be a fit.
- How your agency fits into the caregiver/client picture.
Component 2 – Family Caregiver Intake Form
A focused intake form for the family caregiver as a key participant in the support plan.
- Caregiver demographics and relationship to the client.
- Current caregiving tasks, hours, and availability.
- Training needs, concerns, and support requests.
Component 3 – SFC Caregiver Agreement Concept
A conceptual agreement outline describing mutual expectations between your agency and the family caregiver (non-legal template, for adaptation).
- Roles and boundaries (what the caregiver does vs. the agency).
- Documentation and communication expectations.
- Attendance, changes, and backup planning concepts.
Component 4 – Activity & Support Log Template
A simple documentation tool to track caregiver support and day-to-day activities, aligned with your overall plan of care.
- Date, time, and tasks performed by the caregiver.
- Notable changes, challenges, or concerns.
- Space for notes that may inform care coordination.
Component 5 – SFC Orientation & Expectations Handout
A family-facing handout describing what it means to be an SFC caregiver with your agency.
- Expectations around reliability and communication.
- Guidelines on safety, confidentiality, and respect.
- How to ask for help when feeling overwhelmed.
Component 6 – SFC Case File Checklist
A checklist to ensure each SFC case file has the essential documents present.
- Client + caregiver intake and agreement components.
- Orientation, handouts, and acknowledgment pages.
- Ongoing logs, correspondence, and review notes.
How to Use This SFC Starter Kit
The kit is designed to help you move from “we might want to do SFC” to “we have a clear, documented way to approach SFC cases,” even before you refine payer-specific details.
- Step 1 – Confirm: Verify that SFC or a similar model is supported in your state/program.
- Step 2 – Adapt: Customize the overview, agreement concepts, and forms to your context.
- Step 3 – Pilot: Use the toolkit with a very small number of early SFC cases.
- Step 4 – Review: Meet as a team to refine what is working and what needs adjustment.
- Step 5 – Formalize: Integrate your final SFC approach into your policies and manuals.
Ideal Pairings
- Compliance & Policy Bundle – to align SFC with agency policy language.
- Intake & Onboarding Forms Package – to keep SFC clients consistent with other intakes.
- Client Acquisition Playbook / Referral Toolkit – to educate partners about your SFC option.
Bonus Materials Included
These extras help you communicate SFC more clearly and refine your internal structure as you gain experience with the model.
Bonus: SFC Talking Points for Families
A short script-style guide to help you explain SFC in conversations with families, care coordinators, or referral partners.
Bonus: SFC Internal Workflow Sketch
A simple workflow diagram illustrating how an SFC case moves from referral to active, including where caregiver documentation fits in.
Bonus: Review & Audit Checklist
A checklist for periodically reviewing SFC cases internally — making sure files, logs, and expectations are being maintained.
What Agencies Appreciate About a Structured SFC Approach
These are the kinds of advantages this starter kit is designed to support, even before you fully formalize your program long-term.
Questions & Important Notes
Is this legal or billing advice?
No. This is a practical, conceptual starter framework for SFC-style programs. You are responsible for confirming requirements with payers, regulators, and legal professionals where appropriate.
Does this guarantee reimbursement?
No. Reimbursement depends on your state, payer contracts, provider type, and adherence to all applicable rules and documentation standards.
Can I reuse these materials for multiple agencies?
Your purchase is licensed for your own agency or business entity. If you support multiple agencies and need a broader license, contact us to explore options.
What if we later expand our SFC program?
You can continue to build on this starter kit, incorporating more detailed policies, training materials, and documentation requirements as your program matures.
Explore Other Care Business Segments
AAA Consultant supports multiple regulated care models. If your goals extend beyond Home Care, explore our Group Home segment resources and products.
Group Homes
Documentation systems, compliance tools, and DFY implementation support designed for regulated residential care operations.
Need Help Choosing?
If you’re unsure whether Home Care or Group Homes is the right path, apply and we’ll route you to the best starting point.
Coming Next: NEMT
We’re building the Non-Emergency Medical Transportation segment next. If you want early access, apply and select NEMT.
Ready to Bring Structure to Your Family Caregiving Model?
The Structured Family Caregiving Starter Kit gives you a clear, editable foundation for organizing SFC cases, supporting family caregivers, and documenting their role.