Change of Circumstances and Reassessment Note
A note template for recording changes in needs, risks, informal supports, or service requirements.
Templates / Form
Example content
Preview the structure before opening the file
English structure excerpt · blank prompts, not a completed record
- Change details
- Client name · Date identified
- Current impact
- Services affected · Client goals or preferences affected
- Next steps
- Coordinator action · Referral or reassessment considered
Read all template prompts
Using this resource
Record the observed change, its effect on agreed support and the person's wishes, without guessing a diagnosis or funding outcome.
Identify who will review the current care plan and whether an authorised reassessment request needs to be considered.
This note does not submit a My Aged Care request or change an approval. Record the actual request status and responsible person separately.
Who it is for
Care managers and coordinators identifying when a client may need review, reassessment, or service adjustment.
When to use it
Use when workers, family, or the client report a meaningful change in circumstances or support needs.
What this template helps with
A clearer record trail for everyday follow-up
Review notes
This template is a plain-language operational starting point. Check its fields, wording, and internal consistency before using it in a provider's own documentation system.