Topic

Professional practice and casework

Case planning, referrals, service navigation, team communication and practitioner reflection.

395 resources

Plus membersTemplates and planning tools

For NDIS providers and support coordinators

Policy and Document Control Register

A register of every policy and form, with version, owner and review dates.

Audit readiness · Documentation and record keeping

Plus membersTemplates and planning tools

For NDIS providers and support coordinators

Position Description: Support Worker

An editable position description with duties, Code of Conduct, screening, skills and competencies.

NDIS worker file · The support worker role

Plus membersReflection activities

For Social workers

Power and Privilege Practice Reflection

A structured reflection for social workers on their own identities, privilege and power in practice relationships, how these shape decisions and what anti-oppressive practice…

Critical reflection · Cultural safety

Plus membersChecklists

For Social workers

Practical Tasks After a Death

A gentle checklist for families and workers covering the practical tasks after someone dies, from the first days to the following months, with space…

Bereavement practicalities · Grief and loss

Plus membersTemplates and planning tools

For NDIS providers and support coordinators

Practice Leader Observation Record (SIL)

An observation and coaching record for house leaders: what good support looks like in a person's home, what was seen on shift, feedback given…

Active support and engagement · NDIS worker file

Plus membersTemplates and planning tools

For Social workers

Practitioner Wellbeing Plan

A personal wellbeing plan for social workers covering what sustains me, early warning signs, daily and weekly practices, supervision, boundaries and support contacts.

Burnout · Clinical and professional supervision

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 membersTemplates and planning tools

For NDIS providers and support coordinators

Privacy, Dignity and Confidentiality Policy

How your organisation collects, uses, shares and protects personal information, and protects each person's dignity during support.

Confidentiality · NDIS policies and procedures

Plus membersReflection activities

For Allied health and multidisciplinary teams

Professional Boundaries Reflection

A reflection for practitioners on professional boundaries, covering gifts, self-disclosure, social media, dual relationships, contact outside work and warning signs, for supervision.

Clinical and professional supervision · Professional boundaries

FreeTemplates and planning tools

For Allied health and multidisciplinary teams

Progress Review Discussion Template

A person-led progress review template that compares the person's and the team's views of each shared goal, captures what helped and agrees adjustments and…

Collaborative goal setting · Progress review

Plus membersTemplates and planning tools

For Psychologists

Psychological Report Template

A structured psychological report with referral question, background, assessment results, formulation and recommendations.

Assessment summaries · Reports and letters

FreeConversation cards

For Social workers

Psychosocial Needs Conversation Prompts

A set of open, respectful conversation prompts across eight psychosocial areas to help social workers explore needs and strengths without a checklist feel.

Intake and needs identification · Person in environment

Plus membersTemplates and planning tools

For Allied health and multidisciplinary teams

Quality Improvement Project Planner

A planner for small-scale quality improvement projects using plan, do, study, act cycles, from defining the problem and aim to measures, changes to test…

Outcome measurement · Quality improvement

Plus membersTemplates and planning tools

For NDIS providers and support coordinators

Quality Management and Continuous Improvement Policy

How your organisation measures quality, runs internal audits and turns feedback into real change.

Audit readiness · NDIS policies and procedures

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

Plus membersTemplates and planning tools

For Social workers

Re-engaging After a Missed Appointment

Message templates and a conversation guide for social workers reconnecting with clients after missed appointments, focusing on welfare, barriers and making it easy to…

Client engagement · Engagement and follow-up

FreePsychoeducation handouts

For Community services and case workers

Received a Notice to Vacate? Next Steps

A plain-language guide for tenants who have received a notice to vacate: what to check, getting urgent free tenancy advice, knowing your options and…

Housing and practical stability · Tenancy support

Plus membersTemplates and planning tools

For Counsellors and therapists

Record of Concern: Adult at Risk

A record of a concern about an adult who may be experiencing abuse, neglect or exploitation, including older people and people with disability: facts,…

Records of concern · Rights

Plus membersTemplates and planning tools

For Counsellors and therapists

Record of Concern: Child or Young Person

A clear record of a concern about a child's safety or wellbeing: what you saw or heard in their exact words, what you did,…

Child protection · Records of concern

Plus membersTemplates and planning tools

For NDIS providers and support coordinators

Reference Check Form

A structured phone reference check covering conduct, safety and whether the referee would re-employ.

NDIS worker file · Safeguarding

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

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