Open Care Connect — Transition and Exit Plan

Participant Transition / Exit Plan

PT-TEP-001 | V1.1 | NDIS Practice Standards 1.5 and 1.6

Complete this plan whenever a participant leaves OCC or transitions to another arrangement. Continuity of support must be maintained throughout and any risk of service gaps must be actively managed.

A — Participant and Transition Details

Participant Full Name

Participant Code

NDIS Number

Date of Birth

Expected Last Date of OCC Service

Date This Plan Was Developed

Plan Developed By

Participant / Representative Involved?

Yes No

If no, reason

Transition Type

B — Reason for Transition

Transition or exit reason

Participant or representative response

C — Participant's Current Support Needs

Primary support needs summary

Critical health or medication needs

Communication preferences and strategies

Identified risks and current mitigation strategies

Behaviour support requirements

BSP exists None

Current NDIS-funded supports and providers

Current Support Plan available?

Yes No

D — Handover and Transfer of Information

Handover Item	Completed	Date	By Whom
Participant / representative notified in writing of transition
Incoming provider / next arrangement identified and contacted
Support Plan and relevant records shared with consent
Medication information transferred to incoming provider if applicable
Key contacts and emergency information shared
Final shift notes and progress report completed and filed
All consent forms and authorities reviewed for transfer or cancellation
Equipment or participant property returned
Outstanding invoices or financial matters resolved
NDIS Commission notified of service cessation if required
Participant / representative confirmed receipt of handover information

E — Gaps in Support and Interim Arrangements

Will there be a gap in services?

Yes No Unknown

If yes, expected duration

Urgent or emergency support required during transition?

Yes No

Participant safety assessed as adequate during transition?

Yes No

Interim supports in place during any gap

Risk management plan during transition

F — Participant Experience and Feedback

Participant or representative feedback

OCC reflection and quality improvement actions

G — Sign-Off

Completed By

Date Completed

Reviewed By

Date Reviewed