Templates / Form
Client Intake and Onboarding Form
A structured intake form for collecting core client, contact, preference, and service setup information.
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:
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.