Skip to main content
Open CaresLink AI
Open navigation menuClose navigation menu

Client Intake and Onboarding Form

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

Templates / Form

Prepared by CaresLink Editorial TeamEditable Word templateEmail required · link appears immediately
Get the free Word download link

Example content

Preview the structure before opening the file

English structure excerpt · blank prompts, not a completed record

Client details
Full name · Date of birth
Contacts
Primary representative · Emergency contact
Service setup
Requested services · Preferred days and times
Read all template prompts
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:

Using this resource

Explain why each intake field is needed before collecting information; leave irrelevant fields out.

Record the person's communication preferences and any questions still awaiting an authorised response.

An intake form is not proof of consent or eligibility. Apply your organisation's collection notice and privacy process.

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

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.