Templates

Client Intake and Onboarding Form

A structured intake form for collecting core client, contact, preference, and service setup information.

Who it is for

Intake teams, coordinators, and small providers setting up a new home care client.

When to use it

Use during enquiry, onboarding, or first service setup to capture the operational information workers need.

Example content

Client details: - Full name: - Date of birth: - Address: - Phone: - Email: - My Aged Care ID: - Interpreter required: Contacts: - Primary representative: - Emergency contact: - GP or clinic: - Pharmacy: - Other services involved: Service setup: - Requested services: - Preferred days and times: - Access instructions: - Pets at home: - Worker preferences: - Key risks or alerts:

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Enter an email address to unlock the Word template. This is a placeholder capture form ready to connect to Mailchimp, Brevo, ConvertKit, or Supabase.

Disclaimer

These resources are provided for general operational documentation and educational purposes only. They do not constitute legal, clinical, medical, compliance, or professional advice. Organisations should review and adapt all documents according to their own policies, procedures, registration requirements, funding arrangements, and regulatory obligations.