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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 membersChecklists

For Social workers

Housing Application Preparation Checklist

A checklist for preparing strong social and community housing applications, covering documents, evidence of need, support letters, housing requirements and keeping applications current.

Housing and practical stability · Social housing applications

FreePrintable worksheets

For Community services and case workers

Income Support Appointment Preparation

A client-friendly preparation sheet for income support appointments, covering what to bring, questions to ask, notes during the appointment and next steps.

Income support · Meeting preparation

Plus membersPrintable worksheets

For Educators and school support staff

Individual Learning Plan Meeting Preparation

A preparation sheet for students, families and teachers before an individual learning plan meeting, covering strengths, challenges, adjustments that help, goals and questions.

Individual learning plans · Meeting preparation

Plus membersPractitioner and facilitator guides

For Allied health and multidisciplinary teams

Informed Consent Conversation Guide

A practice guide for informed consent conversations: what to explain, checking understanding, voluntariness, supported decision-making, the right to decline and documenting consent.

Health literacy · Informed consent

Plus membersTemplates and planning tools

For Counsellors and therapists

Informed Consent to Counselling

A plain-language consent form covering confidentiality and its limits, fees, cancellations, records and telehealth.

Client records and consent · Confidentiality

Plus membersTemplates and planning tools

For Psychologists

Informed Consent to Psychological Services

A consent form for psychologists covering fees, Medicare, confidentiality, records, telehealth and reports to GPs.

Client records and consent · Confidentiality

FreePractitioner and facilitator guides

For Community services and case workers

Intake Needs Identification Guide

A structured intake guide that helps case workers identify needs across ten life areas and sort them into today, soon and later, with the…

Intake and needs identification · Referral and case planning

Plus membersTemplates and planning tools

For NDIS providers and support coordinators

NDIS Service Agreement Template

A plain-language service agreement covering supports, prices, responsibilities, cancellations, changes, feedback and ending the agreement.

Audit readiness · NDIS participant file

Plus membersTemplates and planning tools

For NDIS providers and support coordinators

Participant Intake Form

A complete intake form for new participants: contacts, plan details, supports, health, communication, risks and preferences.

Audit readiness · NDIS participant file

Plus membersTemplates and planning tools

For NDIS providers and support coordinators

Participant Welcome Pack Template

A welcome pack for new participants: who you are, what to expect, rights, how to reach you, and what to do in an emergency.

Audit readiness · NDIS participant file

FreeChecklists

For NDIS providers and support coordinators

Planning Meeting Preparation Pack

A practical pack that helps participants and supporters prepare for a planning or review meeting: what has changed, what to bring, questions to ask…

Advocacy and self-advocacy · Choice and control

Plus membersTemplates and planning tools

For Allied health and multidisciplinary teams

Privacy Collection Statement for Practices

A plain-language privacy statement for clients, for your intake pack or website.

Client records and consent · Confidentiality

Plus membersTemplates and planning tools

For NDIS providers and support coordinators

Privacy Notice for Participants

A plain-English privacy notice to give participants: what you collect, why, who sees it, and how to get in touch.

Confidentiality · NDIS participant file

Plus membersChecklists

For NDIS providers and support coordinators

Questions to Ask a New Provider

A participant-facing question guide for meeting a possible new provider, covering the support, workers, costs, communication, cancellations and concerns, with space to compare providers.

Choice and control · Choosing providers

FreeChecklists

For Speech pathologists

Questions to Ask Your Speech Pathologist

A question prompt list for clients and families meeting a speech pathologist, covering assessment, goals, therapy, home practice, progress, costs and working with other…

Questions for practitioners · Shared decision-making

FreeChecklists

For Community services and case workers

Referral Preparation Checklist

A checklist and record for preparing warm, consent-based referrals: confirming the need, preferences, information to share, follow-up and what happens while the person waits.

Referral and case planning · Service navigation

Plus membersChecklists

For NDIS providers and support coordinators

Service Agreement Practice Checklist

A practice checklist for providers preparing clear, participant-friendly service agreements, from supports and costs to changes, complaints and confirming understanding.

NDIS participant file · Service agreements

Plus membersTemplates and planning tools

For NDIS providers and support coordinators

Service Agreement Register

A register of signed service agreements, copies given and renewal dates.

Audit readiness · NDIS governance and registers

FreeEasy Read resources

For NDIS providers and support coordinators

Service Agreements Explained (Easy Read)

An Easy Read explainer about service agreements: what they are, what they usually say, questions to ask before signing and what to do if…

Choice and control · Service agreements

Plus membersTemplates and planning tools

For NDIS providers and support coordinators

Service Agreements Policy

How your organisation develops, explains, signs and updates service agreements with participants.

Audit readiness · NDIS policies and procedures

Plus membersTemplates and planning tools

For NDIS providers and support coordinators

Short Stay Preparation Pack

A preparation pack for participants going to short-term accommodation or respite, covering about me, routines, communication, health and medication, what to pack and contacts.

Carer wellbeing · Person-centred planning

Plus membersTemplates and planning tools

For NDIS providers and support coordinators

SIL Service Agreement Template

A service agreement for supported independent living, with the clauses the SIL Practice Standards expect.

NDIS participant file · Service agreements

Plus membersTemplates and planning tools

For Social workers

Supervision Preparation Template

A supervisee preparation template for social workers, covering agenda items, de-identified cases, ethical questions, wellbeing, learning goals and what they need from supervision.

Clinical and professional supervision · Reflective practice

FreeTemplates and planning tools

For Allied health and multidisciplinary teams

Team Meeting Preparation and Notes Template

A case conference template that puts the person's views first, links each discipline's update to shared goals and ends with clear actions and an…

Meeting preparation · Team communication

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