For Social workers
Social Work Case Note Template
A case note template with purpose, what happened, assessment, actions and follow-up.
Client records and consent · Documentation and record keeping
Topic
Case planning, referrals, service navigation, team communication and practitioner reflection.
395 resources
For Social workers
A case note template with purpose, what happened, assessment, actions and follow-up.
Client records and consent · Documentation and record keeping
For Social workers
A guide for social workers writing reports for courts, tribunals, funding bodies and services, covering purpose, audience, structure, evidence, the client's voice, recommendations and…
Advocacy letters · Documentation and record keeping
For Speech pathologists
A one-page plan for a session, with goals, activities, prompts, data and next steps.
Goal setting · Therapy planning
For Positive behaviour support practitioners
A guide for staff and team leaders on looking after wellbeing after difficult or distressing incidents, covering common reactions, self-care, team support and when…
Debriefing and staff wellbeing · Trauma-informed practice
For NDIS providers and support coordinators
What a certification audit looks at in each stage, and the evidence to have ready.
Audit readiness · NDIS governance and registers
For NDIS providers and support coordinators
A checklist that keeps shifts consistent, from reading handover to checking safety and doors.
Documentation and record keeping · SIL house records
For Disability support workers
An Easy Read guide to staying safe online: private information, passwords, scams, friends online, and what to do if something online makes you feel…
Accessible information · Online safety
For Youth workers
A resource for young people on meeting people online safely, covering warning signs of grooming and sextortion, protecting yourself, meeting in person safely and…
Meeting people online · Online safety
For NDIS providers and support coordinators
A short plan for your direction, quality goals, finances, workforce and risks.
Audit readiness · NDIS governance and registers
For Positive behaviour support practitioners
A plan for training teams in behaviour support plan strategies, covering who needs training, how it will be delivered, practice and feedback, checking competence…
Proactive support strategies · Team training
For Social workers
A practitioner guide for exploring strengths across personal, relational, community and cultural areas, with a question bank and a template for linking strengths to…
Intake and needs identification · Strengths-based practice
For Social workers
A guide for social workers writing case notes that are accurate and strengths-based, recording the person's voice, strengths, context and plans, with examples and…
Documentation and record keeping · Respectful language
For Allied health and multidisciplinary teams
A checklist for supervisors orienting allied health students on placement, covering welcome, policies, safety, documentation, learning goals, supervision and wellbeing.
Clinical and professional supervision · Student placements
For Counsellors and therapists
A structured record of a conversation about suicide: what the person said, what is happening now, what keeps them safe, your shared understanding and…
Documentation and record keeping · Risk assessment and safety
For Social workers
A supervisee preparation template for social workers, covering agenda items, de-identified cases, ethical questions, wellbeing, learning goals and what they need from supervision.
Clinical and professional supervision · Reflective practice
For NDIS providers and support coordinators
A record of regular supervision that covers practice, wellbeing, safety, training and actions.
Audit readiness · Clinical and professional supervision
For Allied health and multidisciplinary teams
A record for individual or group supervision sessions covering agenda, de-identified case discussion, reflections, actions, wellbeing and follow-up.
Clinical and professional supervision · Interdisciplinary practice
For NDIS providers and support coordinators
A file review for support coordination: plan, agreements, budgets, decisions, referrals, outcomes and notes.
Audit readiness · NDIS governance and registers
For NDIS providers and support coordinators
How support coordinators build capacity, manage conflicts of interest and keep clear records, ahead of the 2028 changes.
NDIS policies and procedures · Plan implementation
For NDIS providers and support coordinators
A report showing what has been coordinated, goals, budget use, risks, and what is recommended next.
NDIS governance and registers · Reports and letters
For NDIS providers and support coordinators
A structured handover template for transferring a participant between support coordinators, covering goals, supports, risks, open actions, contacts and the participant's preferences.
Clinical handover · Discharge and transition planning
For Social workers
A template for planning a support group, covering purpose, members, facilitation, ground rules, session topics, safety and referral pathways, and evaluation.
Group facilitation · Support groups
For NDIS providers and support coordinators
How your organisation plans supports with each participant, manages risk in the plan, and reviews it at least yearly.
Audit readiness · NDIS policies and procedures
For Positive behaviour support practitioners
A planner that helps a support team agree roles, consistent language and strategies, shift handovers and review routines, so the person experiences predictable support.
Behaviour as communication · Team communication
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.
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