Sample

Monthly care record

Eleanor A. · Prepared October 1, 2026 for Maria A., agent under power of attorney · Plan: Record plus follow-up

SEPTEMBER 2026 SAMPLE DATA
Scheduled caregiver hours420.0Day 7–3 and evening 3–9, daily
Verified at the home409.759 of 60 shifts checked in and out
Billed by the agency420.0At $40.00 an hour: $16,800.00
Billed but not verified10.3 h · $412Credit request drafted
Problems this month

11

1 missed shift, 5 late starts, 3 early departures, 1 unfamiliar caregiver and 1 unreturned call. All 11 resolved.

Caregiver notes that needed follow-up

3

Sept 12: skipped dinner. Sept 18: slipped getting up, no injury noted. Sept 23: more confused after lunch. Each was raised with the agency the same day.

Other visits noted by caregivers

Hospice nurse 8 · aide 9 · social worker 2

From caregivers' check-out notes, not verified by check-in.

Caregiver shifts, first 6 of 60

DateShiftCaregiverScheduledChecked in–outVerified hBilled hNote
Tue Sep 1DayRosa7:00–3:007:02–3:058.08.0—
Tue Sep 1EveningDaniel3:00–9:002:58–9:016.06.0—
Wed Sep 2DayRosa7:00–3:007:18–3:007.78.0Late 18 min
Wed Sep 2EveningDaniel3:00–9:003:00–9:026.06.0—
Thu Sep 3DayRelief aide7:00–3:00No check-in0.08.0Missed, but billed
Thu Sep 3EveningDaniel3:00–9:003:00–8:405.76.0Left 20 min early

54 more shifts, with every caregiver note, are in the attached log.

Billing reconciliation · Sample Home Care

Invoice: 420.0 hours at $40.00. Verified: 409.7 hours. The 10.3-hour difference is one missed day shift on September 3 (8.0 h), five late starts (1.6 h) and three early departures (0.7 h).

Credit request for $412.00 ready for approval

Follow-up log, 3 of 11

  1. Sept 3The relief aide didn't check in for the day shift, and the agency billed 8.0 hours. We asked the agency the same morning; the credit request above covers it.
  2. Sept 22The evening shift hadn't started at 3:21 PM. We called Sample Home Care at 3:22 PM; Daniel arrived at 3:41 PM. The 41 minutes are in the credit request above.
  3. Sept 23Maria couldn't reach anyone about a change to Eleanor's evening medication. We reached Sample Home Care's nurse at 4:40 PM; the nurse called Maria at 5:20 PM, and the new schedule was added to this record.

Included each month

This record

PDF and CSV: every shift, note, problem and resolution.

Accounting exhibit

Care paid for against care verified, by month, for trustees and fiduciaries.

Caregiver roster

Everyone who worked in the home, their agency and Home Care Aide Registry number.

How we count: a shift is verified when the caregiver checks in and out from their check-in link with the phone at the home. Hours count inside the scheduled window and round to the nearest 0.1 hour. All names, agencies and amounts on this page are sample data.