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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 TeamReviewed 30 June 2026Editable Word template

Template summary

Before you download

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

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

Example content

Preview the structure before opening the file

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:

Review notes

This template is reviewed for plain language, practical field use, and internal consistency. It still needs local review before being used in a provider's own documentation system.