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Free six-prompt checklist

Review a care record without uploading it

Choose the record type, check six prompts against your approved record, then take any flagged items into your provider's review process.

Start the reviewSee all public tools
No sign-inNo record text or file entryChecklist only, not a compliance decisionReviewed

How it works

Complete the review in three steps

  1. 01Choose the record you are checking
  2. 02Answer six prompts using the approved record
  3. 03Review flagged items and follow the provider process
Step 1 · Choose the record type

Step 2 · Progress note

Check the record against six review prompts

0/6 answered

Check each prompt against the approved record and provider process, then choose the answer that fits best.

1. Does the approved record contain the required person match, service date and time, record author, and service type?
2. Does it clearly record the support actually delivered, changed, or not completed against current care or support instructions?
3. Does it record the person's choices, participation, and response, with a goal link only when that link is accurate and relevant?
4. Are observations factual or clearly attributed statements, without diagnosis, motive guessing, or judgemental language?
5. Where there was a change, risk, or concern, are the action, notification time, follow-up owner, and separate record pathway clear?
6. Is the final record kept in the approved system under the organisation's access, consent, privacy, and retention controls?

Scope

Four record types, each with a different job

The prompts keep routine service records, continuity information, incident management, and NDIS case notes separate so each item follows the right provider process.

Progress note (aged and home care)

Review a routine service or visit note for clear support, observations, routing, and follow-up.

View matching template

Handover note

Review information passed between workers or coordinators when responsibility or an open action moves.

View matching template

Incident record

Review whether an incident record preserves facts, immediate response, notifications, authorised assessment, and secure storage.

View matching template

NDIS case note

Review an NDIS support interaction note without treating it as an incident, medication, roster, or invoice record.

View matching template

FAQ

Using the documentation review safely

Take flagged items into the provider's approved review, approval, routing, and storage process. Final decisions remain with authorised people using current official requirements.

Does this tool read or analyse my record?

No. You cannot type or upload record content. The checklist uses only the record type and six fixed answers you select.

Does a clear review mean the record is compliant?

No. A result with no flagged items is not a score, pass, certification, or compliance decision. Complete the provider's required review and approval process.

Can this decide whether an incident is reportable?

No. It cannot decide SIRS or NDIS reportability, priority, notification timeframes, investigation needs, or external reporting. Use the authorised provider process and current official tools.

Reviewed 27 August 2026

  • No field accepts record text or files
  • The checklist uses only the record type and six fixed answers
  • Results flag follow-up; they do not confirm compliance

CaresLink resources are general operational documentation starting points. They are not legal, clinical, medical, compliance, or professional advice. Review and adapt each document to your organisation's policies, procedures, funding arrangements, and regulatory obligations.

Official sources

Editorial method

Prepared by the CaresLink Editorial Team

The visible review date and any linked sources describe the page's editorial record. This organisation attribution does not claim clinical, legal, regulatory, or external expert approval.

Read the editorial method

Related next steps

Continue with a connected documentation task

Draft from a care scenarioStart with observable facts and structured wording before the local record review.Build a task-ready document packCombine published public templates for a role, program, and documentation task.Browse all care templatesOpen editable progress note, handover, incident, and case-note resources.

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