Resource Library
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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For Community services and case workers
A preparation guide for case workers advocating on a client's behalf, covering consent, the client's goals, facts and evidence, escalation pathways and follow-up.
Advocacy and self-advocacy · Referral and case planning
For Allied health and multidisciplinary teams
A consent form and script for using an AI scribe in sessions, in line with Ahpra's advice.
Client records and consent · Confidentiality
For Allied health and multidisciplinary teams
An intake form that covers contact details, funder (Medicare, DVA, NDIS, WorkCover, private), health and goals.
Client records and consent
For Community services and case workers
A referral form covering needs, urgency, consent and safety alerts.
Client records and consent · Referral and case planning
For Social workers
A plain-language explainer for clients about privacy, what information is kept, who it may be shared with and why, their choices, and the limits…
Informed consent · Privacy and information sharing
For Allied health and multidisciplinary teams
A plain-language consent form for allied health assessment and treatment, with fees and privacy.
Client records and consent · Informed consent
For NDIS providers and support coordinators
A plain-language consent form covering information sharing, photos, and who can be contacted, with room to withdraw consent.
Confidentiality · Informed consent
For Community services and case workers
A plain-language consent form for sharing client information between agencies.
Client records and consent · Confidentiality
For Counsellors and therapists
An intake form for counselling: contact details, reasons for attending, history, current risks, and goals.
Client records and consent · Starting therapy
For Counsellors and therapists
A collaborative agreement for the start of counselling that records the client's hopes, two or three goals, how sessions will work, confidentiality and when…
Goal setting · Session planning and structure
For Social workers
A checklist for social workers supporting clients through tribunal or court hearings, such as guardianship, mental health or tenancy matters, covering advocacy, documents, statements…
Courts and justice · Supported decision-making
For Community services and case workers
A client-friendly checklist for preparing to ask for emergency relief: what you need, what services may ask, what to bring and what to do…
Emergency relief and food support · Housing and practical stability
For NDIS providers and support coordinators
A log of enquiries, referrals, decisions and people waiting for a service.
Audit readiness · NDIS governance and registers
For NDIS providers and support coordinators
A preparation sheet for families and carers to share their perspective before planning meetings, covering the person's strengths and needs, the care they provide,…
Carer wellbeing · Family and carer involvement
For Allied health and multidisciplinary teams
A plain-language template letter for first appointments, explaining what to expect, what to bring, costs, accessibility, cancellations, privacy and how to contact the service.
Appointment information · Client engagement
For Community services and case workers
A guide and checklist for first meetings with new clients: preparing, explaining the service and confidentiality honestly, gaining consent and agreeing what happens next.
Client engagement · Referral and case planning
For NDIS providers and support coordinators
A provider guide for first meetings with participants, with checklists for before, during and after the meeting focused on getting to know the person…
Choosing providers · Client engagement
For Positive behaviour support practitioners
A checklist to help behaviour support practitioners and teams prepare the information, consent, observations and interviews needed before a functional behaviour assessment.
Behaviour as communication · Observation and data collection
For Disability support workers
A visual routine for getting ready for work or a day program, covering the night before, morning steps, what to bring and travel, with…
Daily routines · Employment
For Disability support workers
A visual checklist for getting ready to leave the house, covering personal items, weather, the plan for the outing and checking the home is…
Community participation · Independent living
For Disability support workers
A visual plan for preparing for a holiday or trip away, covering where and when, travel, accommodation, what to pack, routines away from home…
Holidays and travel · Transitions
For NDIS providers and support coordinators
A preparation sheet for participants and families before home modification conversations, covering daily tasks that are hard, safety concerns, priorities, tenancy or ownership and…
Home and environmental supports · Home modifications
For Occupational therapists
An OT checklist for preparing home assessment visits, covering consent and referral information, equipment to bring, measurements to take, safety and report follow-up.
Home and environmental supports · Home modifications
For Community services and case workers
A preparation sheet for respectful, purposeful home visits, covering purpose, the client's preferences and consent, cultural considerations, what to bring, safety checks and follow-up.
Client engagement · Home visits
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