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Assist-Personal Activities
Assist with High Intensity Daily Personal Activity
Assist-Life Stage, Transition
Assist-Travel/Transport
Community Nursing Care
Daily Tasks/Shared Living
Innovative Community Participation
Development-Life Skills
Household Tasks
Participate Community
Group Person / Centre Activities
Specialised Disability Accommodation (SDA )
Career
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Referral
Referral
Participant Details
Participant Name :
D.O.B:
Gender:
Male
Female
Other
NDIS Number :
Contact Details(Home) :
Contact Details(Mobile) :
Email
Language Spoken at Home :
Interpreter Required :
Yes
No
Preferred Option for Communication :
Email
Post
Phone
Do you identify as Aboriginal and Torres Strait Islander?
Yes
No
Residential Address:
Postal Address (if different from above) :
Is There a Guardianship and/or Administration Order in Place?
Yes
No
Is There a Behaviour Management Plan in Place?
Yes
No
* Participants under the age of 18, under guardianship or in the care of family or caregivers, please complete below
Name of Parent / Guardian 1:
Primary Carer
Yes
No
Lives with Participant
Yes
No
Emergency Contact
Yes
No
Relationship to Participant
Parent
Guardian
Caregiver
Other
Email Address
Contact Details (Home) :
Contact Details (Mobile) :
Residential Address:
Postal Address (if different from above) :
Name of Parent / Guardian 2:
Primary Carer
Yes
No
Lives with Participant
Yes
No
Emergency Contact
Yes
No
Relationship to Participant
Parent
Guardian
Caregiver
Other
Email Address
Contact Details (Home) :
Contact Details (Mobile) :
Residential Address:
Postal Address (if different from above) :
Disability / Medical Conditions Including any Diagnosis if Relevant.
Title Design
Medication/s
Required
Medication Table
MEDICATION ASSESSMENT TOOL
STRATEGIES DEVELOPED
IDENTIFIED IN SUPPORT PLAN
Medication Plan and Consent Form
Yes
No
Yes
No
Please fill out this field.
Medication – Self Medication Assessment
Yes
No
Please fill out this field.
Yes
No
Please fill out this field.
Medication Risk Indemnity Form
Yes
No
Please fill out this field.
Yes
No
Please fill out this field.
Title Design
Behaviour
Support
Behaviour Support Plan Documents Collected for Authorisation Purposes (if relevant)
Yes
No
Behaviour Support Plan Available on NDIS Portal?
Yes
No
* Other service providers currently using (include Specialist Behaviour Support Provider, if relevant)
Name :
Phone number :
Email :
Frequency of use:
Address:
Name :
Phone number :
Email :
Frequency of use:
Address:
Title Design
Health Care
Information
Medicare Number :
Expiry Date :
Reference Number :
Private Healthcare Provider :
Membership Number :
Reference Number: :
Doctor Name :
Phone Number :
Address:
Title Design
Funding
NDIS Managed (A copy of the NDIS plan MUST BE provided for NDIA managed participants)
Phone Number :
NDIS Date:
Self-Managed
Plan Managed
Please Provide Details for Invoices
Name:
Email :
Comments :
Title Design
Preferences
Preferred Name
Religious Requirements
Cultural Requirements
Communication Device
Physical Assistance
Other Considerations
Title Design
Goals and
Aspirations
Heading
What do you want to achieve for yourself – life skills, physically, socially etc?
Immediately
In 6 months
Next year
Title Design
Risk
Assessment
Risk Assessment
RISK ASSESSMENT TOOL
STRATEGIES DEVELOPED
IDENTIFIED IN SUPPORT PLAN
Individual Risk Assessment Profile
Yes
No
Yes
No
Safety Environment Checklist – Home
Yes
No
Yes
No
Participant Safe Environment Risk Assessment
Yes
No
Yes
No
Nutrition and Swallowing Risk Checklist
Yes
No
Yes
No
I understand that:
This organisation owns these records.
Information within these records will be shared with other staff within the organisation on and only when staff require the information to carry out their duties
I can ask to see records and receive a copy
Records are archived for a set period according to policy and procedure
I understand that all information obtained will be kept confidential.
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