Topic
Case planning, referrals, service navigation, team communication and practitioner reflection.
226 resources
For Community services and case workers
A checklist for exploring housing options with clients, from crisis and transitional accommodation to social, community and private rental, with eligibility, documents and next…
Housing and practical stability · Service navigation
For Social workers
A gentle conversation starter for exploring values, wishes and who should speak for a person if they cannot, as a first step before formal…
Advance care planning · Shared decision-making
For Social workers
A planning template for social workers writing advocacy letters, covering purpose, audience, the client's consent and voice, key facts, impacts, the specific request and…
Advocacy and self-advocacy · Advocacy letters
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 Community services and case workers
A navigation guide for workers on alcohol and other drug support, from harm reduction and counselling to withdrawal and residential services, family support and…
Alcohol and drug services · Alcohol and other drugs
For Allied health and multidisciplinary teams
Short, plain-language reminder templates for SMS, email and phone, with options for confirming, rescheduling and accessibility, designed to reduce missed appointments.
Appointment reminders · Client engagement
For Social workers
A structured template for summarising assessment information across biological, psychological, social and cultural domains, with strengths, the person's view, a brief formulation and plan.
Assessment summaries · Formulation support
For Disability support workers
An Easy Read guide about the right to decide what happens to your body, saying no, private parts and privacy, consent for personal care…
Body autonomy · Personal care and dignity
For Allied health and multidisciplinary teams
A personal plan for clinicians covering warning signs, workload boundaries, recovery activities, supervision and peer support, and organisational changes to raise.
Burnout · Clinical and professional supervision
For NDIS providers and support coordinators
A participant-led conversation guide for reviewing progress in capacity-building supports: what has been learned, what is easier, what is still hard and what comes…
Capacity building · Progress review
For Social workers
A plan for family and unpaid carers covering practical help, breaks, health, connection, money and a backup plan for times the carer is unable…
Care and support planning · Carer wellbeing
For Allied health and multidisciplinary teams
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
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
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
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 Allied health and multidisciplinary teams
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 Social workers
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 Community services and case workers
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
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
A plain-language explainer for clients starting case management, covering what case management is, what to expect from your worker, your role, privacy, feedback and…
Case management · Client rights and responsibilities
For Allied health and multidisciplinary teams
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
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
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
For Allied health and multidisciplinary teams
A meeting guide and template for multidisciplinary teams to set shared, person-led goals, agree who does what and plan reviews.
Collaborative goal setting · Goal setting
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