Resource Library

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Practical worksheets, handouts, visual supports and guides for helping professionals. Search by keyword, filter by profession or topic, and preview each resource before you download.

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Plus membersTemplates and planning tools

For Psychologists

Activity Monitoring Log

A landscape hour-by-hour log for recording activities with ratings of mood, achievement and enjoyment, used to understand links between activity and mood in behavioural…

Behavioural activation · Depression and mood

Plus membersTemplates and planning tools

For Social workers

Advocacy Letter Planning Template

A planning template for social workers writing advocacy letters, covering purpose, audience, the client's consent and voice, key facts, impacts, the specific request and…

Advocacy and self-advocacy · Advocacy letters

Plus membersTemplates and planning tools

For NDIS providers and support coordinators

Annual Performance Review

A yearly review with self-assessment, participant input, competencies and development goals.

Audit readiness · Clinical and professional supervision

Plus membersTemplates and planning tools

For Occupational therapists

Assistive Technology Justification Summary

A summary of the person's goals, trials, options and why the recommended equipment meets their needs.

Assistive technology · Reports and letters

Plus membersTemplates and planning tools

For Psychologists

Attention Training Practice Log

A practice log for structured attention-shifting exercises that build flexible control of attention, with instructions in original wording and ratings of self-focus before and…

Attention shifting · Rumination

Plus membersTemplates and planning tools

For NDIS providers and support coordinators

Banning Order and Register Check Log

A log of checks against the NDIS Provider Register's banning orders, and worker screening.

NDIS governance and registers · Safeguarding

Plus membersTemplates and planning tools

For Psychologists

Better Access Report to Referring Practitioner

A written report template for the end of each course of treatment under Better Access, covering assessments, treatment and recommendations.

Reports and letters · Treatment planning

Plus membersTemplates and planning tools

For Psychologists

Better Access Session and Referral Tracker

A tracker for referrals, courses of treatment, session counts and reports, so nothing is missed.

Reports and letters · Treatment planning

Plus membersTemplates and planning tools

For Counsellors and therapists

Between-Session Practice Log

A simple log for recording practice agreed in counselling, what happened, what helped, what got in the way and questions to bring to the…

Between-session practice · Self-monitoring

Plus membersTemplates and planning tools

For Social workers

Biopsychosocial Summary Template

A structured template for summarising assessment information across biological, psychological, social and cultural domains, with strengths, the person's view, a brief formulation and plan.

Assessment summaries · Formulation support

Plus membersTemplates and planning tools

For NDIS providers and support coordinators

Buddy Shift and Probation Review Record

A record of a new worker's buddy shifts and their probation review before they work alone.

Clinical and professional supervision · NDIS worker file

Plus membersPractitioner and facilitator guides

For NDIS providers and support coordinators

Capacity-Building Progress Conversation Guide

A participant-led conversation guide for reviewing progress in capacity-building supports: what has been learned, what is easier, what is still hard and what comes…

Capacity building · Progress review

Plus membersTemplates and planning tools

For Community services and case workers

Case Closure Summary

A summary to end a case well: goals met, supports in place, risks, and how to come back.

Case review and exit planning · Client records and consent

Plus membersTemplates and planning tools

For Allied health and multidisciplinary teams

Case Load Review Template

A template for allied health clinicians to review their caseload with a supervisor, covering episode length, progress towards goals, discharge readiness, waitlist flow and…

Caseload management · Clinical and professional supervision

Plus membersPractitioner and facilitator guides

For Community services and case workers

Case Review and Exit Planning Guide

A structured guide for reviewing progress with a client and planning a safe, well-supported transition out of a service, including what to do if…

Case review and exit planning · Referral and case planning

Plus membersTemplates and planning tools

For Allied health and multidisciplinary teams

Clinical Handover Template

A structured handover template using the widely used ISBAR format, with prompts for the person's goals and preferences and a check that the receiving…

Clinical handover · Team communication

Plus membersTemplates and planning tools

For Speech pathologists

Communication Goal Tracker

A tracker for communication goals across settings, recording opportunities, the level of support needed and progress, shared between home, school and therapy.

Functional communication · Goal tracking

FreeTemplates and planning tools

For Speech pathologists

Communication Success Stories Log

A log for families and teams to capture communication successes, big and small, with what happened, who was involved and what helped, to build…

Celebrating communication · Functional communication

Plus membersTemplates and planning tools

For Social workers

Complaint Letter Template

A plain-language complaint letter template clients can adapt, with guidance on describing what happened, the impact, what they want, deadlines and where to go…

Advocacy and self-advocacy · Complaints

Plus membersTemplates and planning tools

For NDIS providers and support coordinators

Coordinating Allied Health Reports

A coordination tool for support coordinators requesting and tracking reports from multiple allied health providers, covering purpose, questions to address, deadlines and participant review.

Coordinating reports · Evidence and reports

FreeTemplates and planning tools

For NDIS providers and support coordinators

Daily Support Notes Template

A simple daily notes template for providers and workers linking supports delivered to the participant's goals, with the participant's comments, highlights and follow-ups.

Documentation and record keeping · Participant voice

Plus membersTemplates and planning tools

For NDIS providers and support coordinators

Data Breach Log

A log of suspected data breaches, assessments, notifications and improvements.

Confidentiality · Documentation and record keeping

Plus membersTemplates and planning tools

For Positive behaviour support practitioners

Data Summary for Reviews

A template for summarising behaviour support data for plan reviews, covering trends, quality of life indicators, strategy implementation, the person's views and recommendations.

Data review · Observation and data collection

FreeChecklists

For Allied health and multidisciplinary teams

Documentation Peer Review Checklist

A checklist for peer review of de-identified clinical or case notes, covering identification, clarity, objectivity, consent, risk, plans and timeliness, with structured feedback.

Documentation and record keeping · Interdisciplinary practice

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[contact-field label="What resource or topic would help you?" required="1" pmsContentRestriction=",all,,,,," type="textarea"/] [contact-field label="Your profession" options="Counsellor or therapist,Psychologist,Social worker,Disability support worker,NDIS provider or support coordinator,Behaviour support practitioner,Youth worker,Occupational therapist,Speech pathologist,Educator or school staff,Community services or case worker,Allied health,Other" pmsContentRestriction=",all,,,,," type="select"/] [contact-field label="Email, if you would like us to tell you when it is ready" pmsContentRestriction=",all,,,,," type="email"/]

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