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.

Plus membersTemplates and planning tools

For NDIS providers and support coordinators

Medication Management Policy and Procedure

How workers support people with medication safely, including storage, records, PRN, errors and refusal.

Audit readiness · Medication support

Plus membersTemplates and planning tools

For NDIS providers and support coordinators

Medication Stock and Disposal Log

A record of medicines received, counted, returned and destroyed, including Schedule 8 counts.

Audit readiness · Medication support

Plus membersTemplates and planning tools

For Occupational therapists

Memory Aids Planner

An OT-informed planner for choosing and setting up memory aids for everyday tasks, from calendars and checklists to phone reminders and routines, with a…

Executive functioning · Independent living

Plus membersChecklists

For NDIS providers and support coordinators

Mid-Term and Renewal Audit Checklist

A checklist for the certification mid-term audit at 18 months, and for registration renewal.

Audit readiness · NDIS governance and registers

Plus membersTemplates and planning tools

For NDIS providers and support coordinators

Missing Person Procedure

What to do when a participant cannot be found, with a one-page profile for police.

Incident management · NDIS policies and procedures

Plus membersChecklists

For NDIS providers and support coordinators

Monthly House Audit

A monthly walk-through for team leaders, covering people, practice, records and safety.

Audit readiness · SIL house records

Plus membersChecklists

For Social workers

Moving Home Checklist

A practical moving checklist for clients and workers, covering timelines, bond and leases, utilities, mail, services to update, packing and settling in to a…

Housing and practical stability · Moving home

FreeTemplates and planning tools

For Speech pathologists

My Communication Card

A wallet-sized communication card the person can show to others, explaining how they communicate and how others can help, with space for an emergency…

Communication cards and passports · Communication partner strategies

FreeTemplates and planning tools

For Disability support workers

My Health Information Profile

A person-centred health profile to take to appointments and hospital, covering communication, health conditions, medicines, allergies, how to support the person and who to…

Health appointments · Health communication

Plus membersTemplates and planning tools

For NDIS providers and support coordinators

NDIS Audit Evidence Index (Core Module)

A one-place index of the evidence a registered provider holds for each Core Module Practice Standard: what it is, where it is kept, who…

Audit readiness · Documentation and record keeping

FreeChecklists

For NDIS providers and support coordinators

NDIS Provider Document Master Checklist

The complete list of policies, forms, registers and house records a registered NDIS provider or SIL home is likely to need, to tick off…

Audit readiness · NDIS governance and registers

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

New Housemate Consultation Record

A record of how current residents were consulted before a new housemate moves into a shared home, and how everyone's needs, preferences and safety…

Shared living · SIL house records

FreeTemplates and planning tools

For Positive behaviour support practitioners

One-Page Person Profile

A one-page profile capturing who the person is, what matters to them, what a good day looks like, how they communicate and the support…

Choice and control · Person-centred planning

Plus membersTemplates and planning tools

For NDIS providers and support coordinators

Open Disclosure Procedure

How to talk openly with a person and their family after something has gone wrong.

Incident management · NDIS policies and procedures

Plus membersChecklists

For NDIS providers and support coordinators

Organisation Induction Checklist

A full induction checklist for new workers, covering the NDIS, policies, safety, systems and participants.

Audit readiness · NDIS worker file

Plus membersChecklists

For Community services and case workers

Outreach Visit Safety Checklist

A worker safety checklist for home and outreach visits, covering planning, check-in systems, arriving, during the visit, leaving if unsafe and debriefing.

Worker safety

Plus membersChecklists

For NDIS providers and support coordinators

Participant File Checklist and File Audit

A checklist of everything a complete participant file should hold, which doubles as a file audit tool.

Audit readiness · Documentation and record keeping

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 Money and Property Policy

How your organisation protects participants' money and belongings, and keeps a clear record of each transaction.

Audit readiness · Budgeting and money

Plus membersTemplates and planning tools

For NDIS providers and support coordinators

Participant Money and Property Record

A record for handling a participant's money and property in a shared home: what the person has agreed to, every transaction with receipts, monthly…

Budgeting and money · NDIS participant file

Plus membersTemplates and planning tools

For NDIS providers and support coordinators

Participant Profile and Support Summary

A two-page snapshot so that a new worker can support a person well, safely and respectfully from the first shift.

NDIS participant file · Person-centred planning

Plus membersTemplates and planning tools

For NDIS providers and support coordinators

Participant Satisfaction Check-In

A short, accessible check-in for providers and support coordinators to ask participants how their supports are going, what is working, what is not and…

Feedback and complaints · 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

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.