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Home Visit Progress Note Template

A reusable progress note format for home care visits, daily living support, and coordinator review.

Who it is for

Support workers and care staff documenting home visits in clear, factual language.

When to use it

Use after each home care shift or service visit to record tasks completed, participation, observations, and follow-up.

Example / template content

Shift details: - Client name: - My Aged Care ID or provider ID: - Date: - Shift start and finish time: - Worker name: - Service type: - Planned tasks from care plan: Progress note prompts: - Support provided - factual actions only: - Client participation, choices, and preferences: - What the client did independently: - General observations: - Changes in health, mood, cognition, mobility, nutrition, hygiene, or home environment: - Tasks not completed and why: - Client feedback or request: Risk and escalation check: - Immediate safety concern identified: - Incident, hazard, or near miss report required: - Coordinator notified: - Representative or family communication if authorised: - Urgent action taken: Follow-up: - Next shift notes: - Care plan or schedule update suggested: - Evidence or photo stored if relevant: - Worker signature:

Using this resource

Record actual support, observations and the person's choices in your approved record system; separate facts from assumptions.

Identify unfinished tasks and their follow-up owner so the next worker knows what still needs attention.

This note does not replace an incident record, clinical assessment or urgent escalation. Keep personal records out of CaresLink.

  • Editable Word templates and examples
  • Australian care documentation context
  • General operational resources only

CaresLink resources are general operational documentation starting points. They are not legal, clinical, medical, compliance, or professional advice. Review and adapt each document to your organisation's policies, procedures, funding arrangements, and regulatory obligations.

Official sources