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Non-medical and senior transportation business plan template

A non-medical transportation plan covers rides for older and disabled people to shopping, social, faith and day-centre trips, paid privately or by care providers rather than through Medicaid NEMT. The template shows the services, who pays, recurring trip schedules, vehicles and staff, prices and the cash flow, with prompts for each.

Last updated 2 official sourcesTaxiDex team

How is non-medical transport different from NEMT?

NEMT trips go to medical appointments and are usually paid through Medicaid brokers or plans with their own credentialing and paperwork. Non-medical transport is paid by riders, families or care providers directly, so the plan focuses on recurring customers, contracts with senior living and day centres, and pricing.[1]

The template

Replace everything in square brackets.

Non-medical / senior transportation business plan
1. SUMMARY
Business: [name], [area]
Services: [door-to-door rides, escorted trips, shopping and social trips, day-centre runs]
Customers: [older adults, disabled riders, families, senior living, day centres]

2. CUSTOMERS AND CONTRACTS
Senior living communities: [names]
Day centres and clubs: [names]
Families and private riders: [how reached]

3. SERVICES
Door-to-door or door-through-door: [ ]
Escort / companion option: [ ]
Wheelchair-accessible vehicles: [n]
Recurring schedules: [weekly shopping, daily day-centre runs]

4. PRICING
Per trip: [ ] / per hour: [ ] / per mile beyond [ ] miles: [ ]
Contract rates for facilities: [ ]
Cancellation policy: [ ]

5. OPERATIONS
Vehicles, drivers (checks and training), booking (phone, family portal), dispatch and reminders.

6. LICENSING AND INSURANCE
[Local for-hire or transportation permit if required], [commercial auto], [general liability]

7. COSTS AND CASH FLOW (12 MONTHS)
[ ]

8. RISKS
[One large contract] -> [spread across several facilities]

Frequently asked questions

Do I need a special licence for non-medical transportation?

It depends on the state and city: some require a for-hire or passenger transportation permit, others only a business licence and commercial insurance. Check with your state's transportation regulator and your city.

Can a non-medical transportation business also do NEMT later?

Yes. Many providers start with private-pay and facility work, then add Medicaid NEMT once they are enrolled and credentialed with a broker or plan.

Sources

Fees and rules change. Each source is the official page we read, with the date we read it; check it before you apply or pay.

  1. [1] CMS: Non-Emergency Medical Transportation (provider booklet, driver and vehicle criteria) (read 2 Nov 2026)
  2. [2] U.S. Small Business Administration: Write your business plan (read 2 Nov 2026)

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