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Caregiver daily log template

A printable care notes sheet for one visit: duties marked done, assisted, self or N/A, meals and fluids, mood and changes in condition, and the client’s signature.

How to use this daily log

  1. Cross out any duty that isn’t on the client’s Plan of Care, or write in duties that are missing.
  2. During the visit, mark each duty X, A, S or N/A as it happens.
  3. Note what the client ate and drank. Appetite changes are often the first sign something is wrong.
  4. Tick a box and call the office if you notice a change in condition, a fall or an incident.
  5. Before leaving, ask the client or their representative to sign. If they can’t, write down why.

What makes a good entry

Write what you saw and did, not what you think. “Ate half of lunch, said she wasn’t hungry” is useful. “Seemed fine” isn’t. Our guide on how to write caregiver notes has before-and-after examples you can share with new caregivers.

Match the log to the Plan of Care

The duties on the log should match the client’s signed Plan of Care. When the plan changes, update the log so caregivers aren’t checking off care nobody agreed to, or missing care that was added.

Questions

Frequently asked questions

A one-page record of a single visit: when the caregiver arrived and left, which duties on the client’s Plan of Care were done, what the client ate and drank, and anything the office or family should know. Agencies often call it a care note, visit note or aide note.

X means the caregiver did the task, A means the caregiver assisted the client, S means the client did it themselves (self), and N/A means the task wasn’t needed that visit. They are the same marks AideBook prints on its aide-note PDFs.

It depends on your state’s licensing rules and your contracts with insurers. Many agencies keep them for several years. Check your state’s home care licensing regulation for the exact retention period.

Many agencies leave a copy in the home or share it with the client’s representative. Just keep notes factual and respectful, because the client may read them too.

Early access for private-pay home care agencies

Care notes that fill themselves in.

In AideBook, the client’s Plan of Care becomes the caregiver’s checklist on their phone, and each visit’s aide note prints in this same layout.