Templates / Form
Client Intake and Onboarding Form
A structured intake form for collecting core client, contact, preference, and service setup information.
Who it is for
Intake teams, coordinators, and small providers setting up a new home care client.
When to use it
Use during enquiry, onboarding, or first service setup to capture the operational information workers need.
What this template helps with
Clear worker notes
Consistent records
Easier follow-up
Example content
Client details:
- Full name:
- Date of birth:
- Address:
- Phone:
- Email:
- My Aged Care ID:
- Interpreter required:
Contacts:
- Primary representative:
- Emergency contact:
- GP or clinic:
- Pharmacy:
- Other services involved:
Service setup:
- Requested services:
- Preferred days and times:
- Access instructions:
- Pets at home:
- Worker preferences:
- Key risks or alerts:
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.