For NDIS providers and support coordinators
Enquiry, Referral and Waiting List Log
A log of enquiries, referrals, decisions and people waiting for a service.
Audit readiness · NDIS governance and registers
What it is for
After the session
Notes, letters, reports, reviews and follow-up.
105 resources
For Allied health and multidisciplinary teams
Equipment Handover Checklist
A checklist for handing over equipment to clients and families, covering fit and set-up, demonstration, practice, safety, maintenance, written instructions and follow-up.
Assistive technology · Equipment handover
For Community services and case workers
Exit Feedback Conversation
A guide for gathering feedback when a client's service ends, covering what helped, what could be better, how they are going now, ongoing supports…
Case review and exit planning · Exit feedback
For Allied health and multidisciplinary teams
First Appointment Information Letter
A plain-language template letter for first appointments, explaining what to expect, what to bring, costs, accessibility, cancellations, privacy and how to contact the service.
Appointment information · Client engagement
For NDIS providers and support coordinators
Fridge and Food Temperature Log
A daily log for fridge, freezer and cooked food temperatures, with what to do if they are out of range.
Kitchen safety · Mealtime support
For Positive behaviour support practitioners
Functional Behaviour Assessment Report Outline
An outline for a functional behaviour assessment: behaviours, data, setting events, functions and hypotheses.
Assessment summaries · Behaviour as communication
For Positive behaviour support practitioners
Goal-Linked Data Review Guide
A guide for reviewing behaviour support data against the person's goals and quality of life outcomes, not only behaviour reduction, with prompts and a…
Data review · Goal tracking
For Community services and case workers
Hardship Payment Plan Letter Template
A plain-language letter template for asking a creditor or utility provider for hardship assistance or a payment plan, with guidance for workers and a…
Budgeting and money · Emergency relief and food support
For Educators and school support staff
Home Learning Note for Families
A short, friendly note template for teachers to share what students are learning, how families can help at home, a celebration and ways to…
Home and school partnerships · Home learning
For Occupational therapists
Home Modification Recommendation Summary
A summary of the person's function, the home's barriers, options considered, and recommended modifications.
Home modifications · Reports and letters
For Occupational therapists
Home Program Tracker
A weekly tracker for occupational therapy home programs, recording activities, frequency, completion, difficulty and notes, with a review section for the next session.
Goal tracking · Home programs
For Psychologists
Homework Review Sheet
A psychologist's in-session sheet for reviewing between-session tasks, covering what was attempted, what was learned, barriers, links to the formulation and the next task.
Between-session practice · CBT-informed tools
For Social workers
Hospital Discharge and Transition Planning Checklist
A psychosocial discharge planning checklist for hospital social workers covering the person's goals, home, supports, carers, practical needs, follow-up and what to do if…
Discharge and transition planning · Support networks
For NDIS providers and support coordinators
Hospital Transfer and Discharge Procedure
How to make sure hospital staff have what they need, and that people come home safely.
Audit readiness · Discharge and transition planning
For NDIS providers and support coordinators
House Float and Petty Cash Log
A running cash log with receipts, balance checks and two signatures.
Budgeting and money · SIL house records
For NDIS providers and support coordinators
Incident Register and Review Log
An incident register built around the details the NDIS incident management rules require, with reportable incident dates and a review section for learning and…
Audit readiness · Incident management
For NDIS providers and support coordinators
Incident Report Form
The form a worker completes after any incident, built around what the incident rules require.
Documentation and record keeping · Incident management
For NDIS providers and support coordinators
Internal Audit Plan and Report
A documented internal audit program, a report template for each audit and a corrective action plan, so findings are tracked through to close-out.
Audit readiness · NDIS governance and registers
For NDIS providers and support coordinators
Is It a Reportable Incident? Decision Guide
A one-page flowchart for team leaders and workers: make people safe, decide whether an incident is reportable to the NDIS Commission and know the…
Incident management · NDIS governance and registers
For Allied health and multidisciplinary teams
Joint Report Writing Guide
A guide for multidisciplinary teams writing joint reports, covering purpose, audience, consent, structure, each discipline's contribution, plain language and review.
Documentation and record keeping · Interdisciplinary practice
For Youth workers
Letter to Future Me
A reflective writing activity where young people write to themselves one year from now, about who they are, what they hope for, what they…
Future self · Goal setting
For Allied health and multidisciplinary teams
Letter to GP Template
A short letter to a GP or other referrer, with assessment, plan, and any actions needed.
Client records and consent · Reports and letters
For NDIS providers and support coordinators
Maintenance Request Log
A log of repairs requested, when they were reported, who owns them and when they were finished.
SIL house records · Supported independent living (SIL)
For NDIS providers and support coordinators
Medication Incident Report
A form for medication errors, near misses, refusals with risk and adverse reactions.
Incident management · Medication support
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