Welcome new participants the right way, from the first phone call to the week 4 check-in. 10 plain English procedures and 12 ready to edit templates, all designed to carry your branding.
First impressions count
A new referral comes in, and suddenly you're hunting for last year's service agreement, guessing which consent form is current and hoping someone told the worker about the allergy. Then audit time comes and the participant file has gaps. I've spent over 20 years in NDIS operations, HR and systems, and I built this kit so every new participant gets the same warm, safe and organised start.
What's inside
10 step by step procedures: enquiries, checking you're the right fit, the intake meeting, risk and safety planning, the service agreement, consent, system setup, worker matching, the first four weeks, and reviewing and ending agreements.
12 templates: enquiry and referral record, intake checklist, participant intake form, consent form, service agreement, schedule of supports, risk assessment, participant emergency and disaster plan, worker briefing record, welcome guide for participants, first four weeks check-in and an agreement change letter.
An intake timeline and a participant file checklist.
Astalty tips on every procedure.
A Start Here guide that walks you through making it yours in about 10 minutes.
Editable Word files plus PDFs.
Your brand, not mine
Every procedure and template is designed to carry your logo, colours and business name. Change one colour in Word and the whole kit updates. Your participants only ever see your business.
Want it done for you?
Branded for you: not a Word whiz? Choose The Participant Intake Kit: Branded for you and I'll add your logo, colours and business name for you.
Installed: I'll brand it, tailor it to how you work and build it into your Astalty, with a referral form on your website, intake forms, a service agreement ready for eSignature and review reminders. Book a free 30 minute chat: https://calendly.com/hello-taskaroosolutions/30min
Good to know
The kit is a set of templates to help you document your processes. It isn't legal advice and doesn't guarantee an audit result. Have the service agreement checked by a lawyer before you use it, and check the current NDIS pricing rules. Licensed for use within one business.
Welcome new participants the right way, from the first phone call to the week 4 check-in. 10 plain English procedures and 12 ready to edit templates, all designed to carry your branding.
First impressions count
A new referral comes in, and suddenly you're hunting for last year's service agreement, guessing which consent form is current and hoping someone told the worker about the allergy. Then audit time comes and the participant file has gaps. I've spent over 20 years in NDIS operations, HR and systems, and I built this kit so every new participant gets the same warm, safe and organised start.
What's inside
10 step by step procedures: enquiries, checking you're the right fit, the intake meeting, risk and safety planning, the service agreement, consent, system setup, worker matching, the first four weeks, and reviewing and ending agreements.
12 templates: enquiry and referral record, intake checklist, participant intake form, consent form, service agreement, schedule of supports, risk assessment, participant emergency and disaster plan, worker briefing record, welcome guide for participants, first four weeks check-in and an agreement change letter.
An intake timeline and a participant file checklist.
Astalty tips on every procedure.
A Start Here guide that walks you through making it yours in about 10 minutes.
Editable Word files plus PDFs.
Your brand, not mine
Every procedure and template is designed to carry your logo, colours and business name. Change one colour in Word and the whole kit updates. Your participants only ever see your business.
Want it done for you?
Branded for you: not a Word whiz? Choose The Participant Intake Kit: Branded for you and I'll add your logo, colours and business name for you.
Installed: I'll brand it, tailor it to how you work and build it into your Astalty, with a referral form on your website, intake forms, a service agreement ready for eSignature and review reminders. Book a free 30 minute chat: https://calendly.com/hello-taskaroosolutions/30min
Good to know
The kit is a set of templates to help you document your processes. It isn't legal advice and doesn't guarantee an audit result. Have the service agreement checked by a lawyer before you use it, and check the current NDIS pricing rules. Licensed for use within one business.
