Micro-provider admin checklist
Running a micro-provider care business means staying on top of admin alongside delivering care. Use this checklist to make sure nothing falls through the cracks.
Weekly tasks
Log all care visits with times and notes
Update client records with any changes
Send invoices for completed work
Check for overdue payments and follow up
Record mileage and expenses
Monthly tasks
Review all client profiles for accuracy
Check document expiry dates (DBS, insurance, training)
Reconcile income and expenses
Back up important records
Review your schedule and availability
Quarterly tasks
Review your hourly rates against local market
Update your training record
Check insurance renewal dates
Review and update your terms of service
Set aside money for tax payments
Annually tasks
Submit your self-assessment tax return
Renew DBS check if required
Renew insurance policies
Review and update all client care plans
Complete any mandatory refresher training
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