Support Coordination Operations Pack

Safe Use Licensing and Adoption Guide

Keep purchased masters, provider-adopted templates and completed records distinct while applying the one-entity licence.

Support Coordination Implementation Billing and Recordkeeping Guide

Connect participant-chosen plan actions to defensible activity records, budget monitoring and accepted handovers.

Participant Rights Choice and Advocacy Policy and Procedure

Set the organisation's approved position, authority and controls for participant rights choice and advocacy policy and procedure

Privacy Consent Information Sharing and Records Policy and Procedure

Set the organisation's approved position, authority and controls for privacy consent information sharing and records policy and procedure

Complaints Management Policy and Procedure

Set the organisation's approved position, authority and controls for complaints management policy and procedure

Incident Management and Safeguarding Policy and Procedure

Set the organisation's approved position, authority and controls for incident management and safeguarding policy and procedure

Consent and Information Sharing Form Blank Edition

Use this record before relying on a person's permission to collect or share their information.

Complaint Record and Response Form Blank Edition

Open a record when anyone raises dissatisfaction about supports or service conduct, including an anonymous complaint.

Incident Investigation and Closure Form Blank Edition

Record immediate protection and medical or emergency assistance before the investigation.

Conflict of Interest Disclosure and Management Form Blank Edition

Disclose an actual, potential or perceived conflict before making the affected recommendation or decision.

Document Register Blank Edition

Capture the decisions and evidence required for document register

Participant Action and Budget Tracker Blank Edition

Capture the decisions and evidence required for participant action and budget tracker

Provider Directory and Referral Tracker Blank Edition

Capture the decisions and evidence required for provider directory and referral tracker

Caseload Capacity and Conflict Tracker Blank Edition

Capture the decisions and evidence required for caseload capacity and conflict tracker

Transition and Handover Record Blank Edition

Plan the transition with the participant and receiving service, including temporary changes and hospital transfers where relevant.

Support Coordination Service Delivery Policy

Set the organisation's approved position, authority and controls for support coordination service delivery policy

Support Coordination Service Agreement Blank Edition

Define service-specific expectations, responsibilities, charges and change arrangements for support coordination service agreement

Support Coordination Pricing and Schedule of Supports Blank Edition

Capture the decisions and evidence required for support coordination pricing and schedule of supports

Referral Capacity and Suitability Form Blank Edition

Assess the actual coordination service, participant funding route, team competence and capacity.

Case Note and Billable Activity Record Blank Edition

Complete after the actual coordination activity, as soon as practicable.

Complex Needs Risk and Escalation Report Blank Edition

Use when interacting needs, service gaps or risks require coordinated escalation.