Product Overview

The Client Intake and Assessment Plan is a comprehensive, ready-to-use WHS-focused template designed specifically for disability and aged care providers in Australia. It gives organisations a structured, defensible process for assessing new and existing clients while systematically identifying and controlling risks to workers, clients and others. By integrating work health and safety into every stage of intake, this document helps you embed WHS compliance into daily practice rather than treating it as an afterthought.

Developed with the realities of in-home support, residential care and community programs in mind, this plan guides your team from first enquiry through to detailed assessment, risk control, documentation and review. It is written in clear, practical language and aligned with Australian WHS terminology and expectations.

Key Features

• Step-by-step client intake workflow, from initial screening to ongoing review.
• Detailed sections covering health, functional, behavioural, environmental and psychosocial assessment domains.
• Integrated WHS risk assessment process with prompts for manual handling, occupational violence, infection control and environmental hazards.
• Checklists, tables and prompts to ensure critical information is not missed.
• Guidance on behaviour support, emergency planning and escalation pathways.
• Clear role and responsibility definitions for managers, workers and WHS personnel.

Benefits

• Strengthen WHS compliance: Aligns your client intake and assessment processes with Australian work health and safety duties, supporting evidence of due diligence and risk management.
• Reduce incidents and injuries: Proactively identifies high-risk clients, environments and tasks so controls are in place before services commence.
• Save time and avoid rework: A structured, reusable template that standardises safety documentation across your organisation.
• Support accreditation and audits: Demonstrates a consistent, documented approach to risk assessment that supports disability and aged care quality standards.
• Protect workers and clients: Ensures staff have access to clear, practical guidance on safe work methods, behaviour support and emergency response.

Who is this for?

• Disability support providers (including NDIS-registered organisations).
• Aged care providers, home care services and residential facilities.
• WHS managers, quality and risk teams, and service coordinators.
• HR and compliance staff responsible for safety documentation and onboarding.
• Small to medium community service organisations seeking robust but practical WHS processes.

Legislation & References

This Client Intake and Assessment Plan is designed to support alignment with:

• Australian work health and safety legislation and regulations (jurisdiction-specific).
• Relevant WHS Codes of Practice, including hazardous manual tasks and managing the risk of violence and aggression.
• Disability and aged care quality and safety standards.

While not a substitute for legal advice, this template provides a strong, industry-specific foundation for your organisation?�?s WHS compliance and safety documentation, helping you demonstrate that client services are planned and delivered with worker and client safety at the forefront.