Welcome Pack Checklist

Welcome Pack Checklist – Participants

Welcome Pack Checklist

We outline here the suggested Welcome Pack items that you would take the first time you meet with a participant. These forms are available on your Core Forms folder. *Tick the box when item is checked, if item not complete, raise a Corrective Action to complete the item

CheckBox Form

Area

Comments

✔

Service Agreements / Emergency Plans

Service Agreement and Personal Emergency Preparation Plan
Emergency Plan (SIL/SDA only)

Completed

Intake

Participant Intake Form
Participant Intake Checklist
Participant Orientation Checklist

Completed

Support Plan

Support Plan
Support Plan Reviews

Completed

Consent/Advocacy

Authority to Act as an Advocate
Participant Information Consent Form
Participant Money and Property Consent Form
Medication Plan and Consent form (where medication is being prompted/managed)

Completed

Risk Assessments

Individual Risk Profile Assessment
Nutrition and Swallowing Risk Checklist
Mealtime Support Plan (as required after completion of Nutrition & Swallowing Risk Checklist)
Safe Environment Checklist in Home (for services in their home or SIL)
Participant Safe Environment Risk Assessment (for participant community and activities)

Completed

Other Documents

Transition or Exit Plan
Support Matching Assessment Form
Behavior Support Plan (to be provided by participant/advocate where participant has a behavior support plan)
Support Coordination Conflict of Interest Declaration Form

Completed

Documents to Give to Participant

NDIS Code of Conduct
NDIS Rights and Responsibilities
Participant Handbook
Privacy and Confidentiality Policy

Completed