What it is for
Notes, letters, reports, reviews and follow-up.
105 resources
For Psychologists
A landscape hour-by-hour log for recording activities with ratings of mood, achievement and enjoyment, used to understand links between activity and mood in behavioural…
Behavioural activation · Depression and mood
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 NDIS providers and support coordinators
A yearly review with self-assessment, participant input, competencies and development goals.
Audit readiness · Clinical and professional supervision
For Occupational therapists
A summary of the person's goals, trials, options and why the recommended equipment meets their needs.
Assistive technology · Reports and letters
For Psychologists
A practice log for structured attention-shifting exercises that build flexible control of attention, with instructions in original wording and ratings of self-focus before and…
Attention shifting · Rumination
For NDIS providers and support coordinators
A log of checks against the NDIS Provider Register's banning orders, and worker screening.
NDIS governance and registers · Safeguarding
For Psychologists
A written report template for the end of each course of treatment under Better Access, covering assessments, treatment and recommendations.
Reports and letters · Treatment planning
For Psychologists
A tracker for referrals, courses of treatment, session counts and reports, so nothing is missed.
Reports and letters · Treatment planning
For Counsellors and therapists
A simple log for recording practice agreed in counselling, what happened, what helped, what got in the way and questions to bring to the…
Between-session practice · Self-monitoring
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 NDIS providers and support coordinators
A record of a new worker's buddy shifts and their probation review before they work alone.
Clinical and professional supervision · NDIS worker file
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 Community services and case workers
A summary to end a case well: goals met, supports in place, risks, and how to come back.
Case review and exit planning · Client records and consent
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 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 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 Speech pathologists
A tracker for communication goals across settings, recording opportunities, the level of support needed and progress, shared between home, school and therapy.
Functional communication · Goal tracking
For Speech pathologists
A log for families and teams to capture communication successes, big and small, with what happened, who was involved and what helped, to build…
Celebrating communication · Functional communication
For Social workers
A plain-language complaint letter template clients can adapt, with guidance on describing what happened, the impact, what they want, deadlines and where to go…
Advocacy and self-advocacy · Complaints
For NDIS providers and support coordinators
A coordination tool for support coordinators requesting and tracking reports from multiple allied health providers, covering purpose, questions to address, deadlines and participant review.
Coordinating reports · Evidence and reports
For NDIS providers and support coordinators
A simple daily notes template for providers and workers linking supports delivered to the participant's goals, with the participant's comments, highlights and follow-ups.
Documentation and record keeping · Participant voice
For NDIS providers and support coordinators
A log of suspected data breaches, assessments, notifications and improvements.
Confidentiality · Documentation and record keeping
For Positive behaviour support practitioners
A template for summarising behaviour support data for plan reviews, covering trends, quality of life indicators, strategy implementation, the person's views and recommendations.
Data review · Observation and data collection
For Allied health and multidisciplinary teams
A checklist for peer review of de-identified clinical or case notes, covering identification, clarity, objectivity, consent, risk, plans and timeliness, with structured feedback.
Documentation and record keeping · Interdisciplinary practice
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