Templates / Checklist

Support at Home Service Agreement Checklist

A practical checklist for reviewing key operational items before a home care service agreement is signed, including pricing, participant contribution, monthly statement, and October 2026 personal care readiness prompts.

Prepared by CaresLink Editorial TeamEditable Word templateEmail required · link appears immediately

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Example content

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English structure excerpt · blank prompts, not a completed record

Participant and decision-maker details: Client full name · My Aged Care ID
Agreement content check: Provider rights and responsibilities included · Participant rights and responsibilities included
Support at Home 2026 readiness prompts: Personal care services identified separately · Pre-1 October 2026 contribution handling checked if relevant
Understanding and consent record: Agreement written in plain language · Participant had time to consider agreement
Provider follow-up: Agreement sent date · Agreement signed or agreed date

Read all template prompts

Participant and decision-maker details: - Client full name: - My Aged Care ID: - Participant identifier in provider system: - Preferred name and communication method: - Interpreter or communication support required: - Active appointed decision-maker confirmed: - Registered supporter or nominee details: - Emergency contact: Agreement content check: - Provider rights and responsibilities included: - Participant rights and responsibilities included: - Services to be delivered listed clearly: - Agreed price list attached or referenced: - Participant contribution process explained: - Budget or service limits discussed: - Monthly statement and invoice process explained: - Cancellation and change process explained: - Privacy and information sharing explained: - Complaints and advocacy information provided: Support at Home 2026 readiness prompts: - Personal care services identified separately: - Pre-1 October 2026 contribution handling checked if relevant: - Post-1 October 2026 personal care category wording reviewed: - ICT, claiming, budget, statement, and invoice update owner recorded: - Client communication about contribution changes planned if needed: Understanding and consent record: - Agreement written in plain language: - Participant had time to consider agreement: - Questions asked by participant or representative: - Advice or support person offered: - Agreement to proceed recorded: - If unable to sign, discussion record completed: Provider follow-up: - Agreement sent date: - Agreement signed or agreed date: - Signed copy provided to participant: - Copy stored location: - Review due date - at least annually or on request: - Staff member responsible:

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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

Service agreements for Support at Home (opens in a new tab)Checked 2026-09-08

Using this resource

This checklist supports preparation; it is not a service agreement or legal approval. Use the official guidance when preparing the actual written agreement.

Confirm any decision-maker's active authority. Allow the participant time and support to understand the agreement; being a registered supporter alone does not establish authority to sign.

For ongoing services, track agreement review at least every 12 months and on participant or active decision-maker request. Keep unresolved questions and the follow-up owner visible.

Who it is for

Care coordinators, intake staff, provider managers, and small home care providers preparing participant service documentation.

When to use it

Use before starting services, when changing service arrangements, when checking whether a service agreement discussion is complete, or when preparing agreement wording for Support at Home pricing and personal care contribution changes.

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.