About this resource
Changes of coordinator can be unsettling for participants. This template captures what the next coordinator needs to know: the participant's preferences and communication, goals and plan dates, current supports, open actions, risks and safeguards, key contacts and how the participant would like to be introduced.
Purpose
To ensure continuity for participants when support coordinators change.
Who it is for
Primary profession: NDIS providers and support coordinators. Also relevant for social workers.
Client or participant group: Support coordinators and provider managers.
Practice setting: Staff changes, leave cover and transfers between support coordination providers.
Suggested uses
- Staff changes and leave cover
- Transfers between providers
- Internal file reviews
- Supervision
Instructions for practitioners
- Involve the participant in deciding what is shared, with consent.
- Complete before the outgoing coordinator leaves.
- Hold a joint introduction where possible.
- Store according to privacy and record-keeping obligations.
Accessibility considerations
Ask the participant how they would like to be introduced and informed.
Scope and limitations
A practice template. It is not an official NDIS document. Privacy and consent obligations apply.
Research basis
Case management practice standards describe assessment, planning, coordination, review and planned exits with the person at the centre. Structured handover tools improve communication and patient safety.
- Case Management Society of Australia and New Zealand. (2013). National standards of practice for case management (3rd ed.). https://www.cmsa.org.au/
- Müller, M., Jürgens, J., Redaèlli, M., Klingberg, K., Hautz, W. E., & Stock, S. (2018). Impact of the communication and patient hand-off tool SBAR on patient safety: a systematic review. BMJ Open, 8(8), e022202. https://doi.org/10.1136/bmjopen-2018-022202
What is included
A 3-page printable A4 PDF, including a practitioner notes page with the research basis (version 1.0).
Originality
Original Practitioner Plus content: wording, activity structure, layout and icons were created for this resource. No third-party worksheets, illustrations or text were reproduced.
