Templates / Form
Client Intake and Onboarding Form
A structured intake form for collecting core client, contact, preference, and service setup information.
Template summary
Before you download
- For
- Intake teams, coordinators, and small providers setting up a new home care client.
- Use when
- Use during enquiry, onboarding, or first service setup to capture the operational information workers need.
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.
What this template helps with
A clearer record trail for everyday follow-up
Clear worker notes
Consistent records
Easier follow-up
Example content
Preview the structure before opening the file
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:
Review notes
This template is reviewed for plain language, practical field use, and internal consistency. It still needs local review before being used in a provider's own documentation system.