Participant Initial Contact Form

Product Details

• Product Type: Forms
• Version: 1
• Tags:
  1.1 Person-Centred Support 1.2 Individual Values and Beliefs 1.4 Independence and Informed Choice 2.2 Risk Management 2.4 Information Management 2.5 Feedback & Complaints Management 2.8 Continuity of Supports 2.9 Emergency & Disaster Management 3.1 Access to Supports 3.2 Support Planning 3.4 Responsive Support Provision
• Description:

  This fully customisable, comprehensive, ready-to-use Participant Initial Contact Form template is designed to support you as an NDIS provider in developing a safe, consistent, and person-centred approach to participant intake, onboarding or service delivery. It helps to gather essential information when a person first engages with a program, service, or organisation. It helps staff understand who the participant is, what their needs or goals may be, and how best to follow up, aligning with the NDIS Practice Standards, relevant legislation, and best-practice guidelines.

  This template helps ensure the recording of basic participant information, including contact details, demographics, and referral source, document the first point of contact – capturing when and how the individual reached out or was referred, identify initial needs or interests – helping staff determine which services or supports may be appropriate, facilitate timely follow-up – ensures that the right team member can respond or schedule an intake and provide a foundation for ongoing records – establishes the participant’s file within the organisation.

  Suitable for independent support workers, sole traders, unregistered & registered providers, medical and allied health professionals across Australia.  

  Also known as 

  • Participant Intake Form
  • Initial Intake Form
  • Client Intake Form
  • Participant Registration Form
  • Intake and Assessment Form
  • New Participant Information Form
  • Participant Enrollment Form
  • Client Onboarding Form
  • Referral Intake Form
  • Initial Consultation Form