Choose the participant record that matches the planning, risk, or safeguarding task you need to document.
Open intake episodes only from the Admin Portal record. Use the Admin Portal to create, review, and file participant intake packs linked to the correct participant record.
Choose the record that matches the care, representation, risk, or service change you need to document.
Confirm the participant file, commencement readiness, and final sign-off before the first support shift.
Update the support plan when needs, goals, risks, or service settings change.
Must be completed before service commencement. Document participant risks, controls, and support responses. Update whenever risks or support conditions change during active support.
Record who can speak, decide, or advocate on the participant's behalf.
Use when participant feedback needs to be captured as part of service review, improvement, or closure.
Open the record that matches the risk, safeguarding, or incident type requiring action.
Review home-based risks and support conditions in the participant environment.
Document emergency preparation arrangements and support responses.
Capture mealtime and swallowing risks when higher clinical safeguards are needed.
Use the dedicated restrictive practice record when interventions require formal oversight.
Log incidents in the controlled report when a participant event needs formal escalation.
Use only when participant audit participation needs explicit opt-out documentation.