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
Resource Library
Browse the 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.
Want something to use on screen? Try the interactive 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
For Community services and case workers
Case Plan Template
A client-led case plan template covering the client's goals in their words, strengths, barriers, actions, who is responsible, timeframes and review.
Collaborative goal setting · Referral and case planning
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
For Community services and case workers
Caseload Prioritisation Tool
A tool for case workers and supervisors to review a caseload, considering risk, urgency, complexity and client goals, to plan contact frequency and identify…
Caseload management · Clinical and professional supervision
For NDIS providers and support coordinators
Change of Circumstances Checklist
A checklist for support coordinators when a participant's circumstances change, such as moving, health changes or carer changes, covering who to tell, plan impacts…
Changes in circumstances · Plan reviews
For NDIS providers and support coordinators
Changing Providers Checklist
A participant-led checklist for changing NDIS providers smoothly: reasons and goals, checking the service agreement, finding a new provider, handover and avoiding gaps in…
Choice and control · Service coordination
For Allied health and multidisciplinary teams
Checking Understanding Prompts
A set of prompt cards for checking understanding with people who have communication or cognitive difficulties, covering question styles, signs of misunderstanding and adjustments.
Communication partner strategies · Health literacy
For Psychologists
Child Anxiety Ladder for Parents
A parent-friendly guide for helping a child face fears step by step, covering choosing a goal, building a ladder, encouraging bravery, rewarding effort and…
Child anxiety · Exposure and avoidance
For NDIS providers and support coordinators
Child Safety and Wellbeing Policy
How your organisation keeps children and young people safe, if you work with them.
Child protection · NDIS policies and procedures
For Social workers
Child to Adult Services Transition Plan
A plan for young people moving from children's to adult health, disability or mental health services, covering services changing, new contacts, skills, information to…
Child to adult services · Discharge and transition planning
For Positive behaviour support practitioners
Choice-Making Opportunities Plan
A plan for building more real choices into a person's day, mapping current choices, new opportunities, how choices are offered and how the person's…
Choice and control · Proactive support strategies
For NDIS providers and support coordinators
Claims Evidence Register
A register that links each claim to its evidence, and flags anything near the 90-day limit.
Audit readiness · Documentation and record keeping
For Educators and school support staff
Class Agreement on Bullying
A class activity for creating a shared agreement on bullying, covering what bullying is, how we treat each other, what to do if we…
Bullying · Classroom expectations
For Educators and school support staff
Class Recognition Systems Guide
A guide to designing fair, positive recognition systems in the classroom, with principles, specific praise examples, private and public options, and pitfalls to avoid.
Acknowledgement and recognition · Classroom expectations
For Educators and school support staff
Classroom Calm Corner Guide and Regulation Cards
A guide for setting up a voluntary, supervised calm corner in the classroom, with a simple routine and eight regulation strategy cards students can…
Classroom regulation · Emotional regulation
For Speech pathologists
Classroom Communication Supports Checklist
A checklist for teachers and speech pathologists to review classroom communication supports, covering teacher talk, visuals, AAC access, instructions, peer interaction and the environment.
Classroom communication · Communication partner strategies
For Educators and school support staff
Classroom Routines Visual Pack
Visual step cards for five everyday classroom routines, arriving, lining up, moving to the mat, packing up and going home, with a teacher guide…
Classroom routines · Visual schedules
For Community services and case workers
Client Feedback Survey
A short, accessible feedback survey for community services, asking about respect, being listened to, getting help, ease of access and suggestions, with an anonymous…
Client engagement · Feedback and complaints
For Allied health and multidisciplinary teams
Client Journey Map
A template for mapping a client's journey through a service, from first contact to exit, noting experiences, pain points and improvement ideas at each…
Client journeys · Quality improvement
For Community services and case workers
Client Referral Form
A referral form covering needs, urgency, consent and safety alerts.
Client records and consent · Referral and case planning
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
For Allied health and multidisciplinary teams
Clinical Reasoning Reflection
A reflection tool for clinicians and students to make clinical reasoning explicit, covering the information gathered, hypotheses, the client's priorities, options, decisions and review.
Clinical and professional supervision · Clinical reasoning
For Allied health and multidisciplinary teams
Clinical Supervision Agreement
A template agreement between a supervisor and supervisee covering purpose, frequency, format, preparation, records, confidentiality and its limits, and review.
Clinical and professional supervision · Interdisciplinary practice
Can't find what you need?
Tell us the theme or resource that would help you. We read every suggestion, and use them to decide what to make next.
[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"/]Please do not include client details.
Practitioner Plus membership
Spend less time searching and more time with people.
Start with a free account, then upgrade to Plus for the full premium library, favourites and new releases.