Templates

Support at Home Service Agreement Checklist

A practical checklist for reviewing key operational items before a home care service agreement is signed.

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, or when checking whether a service agreement discussion is complete.

Example content

Participant details: - Client full name: - My Aged Care ID: - Representative or nominee: - Preferred communication method: - Emergency contact: Agreement items to confirm: - Services requested: - Start date: - Visit frequency: - Cancellation process: - Fees, prices, and contributions discussed: - Privacy and information sharing explained: Provider follow-up: - Agreement sent date: - Agreement signed date: - Copy stored location: - Next review date: - Staff member responsible:

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Disclaimer

These resources are provided for general operational documentation and educational purposes only. They do not constitute legal, clinical, medical, compliance, or professional advice. Organisations should review and adapt all documents according to their own policies, procedures, registration requirements, funding arrangements, and regulatory obligations.