Information

  • Document No.

  • Audit Title

  • Client / Site

  • Conducted on

  • Prepared by

  • Location
  • Personnel

Client details

  • Client name

  • Add location

Service user needs

  • Are there any new or changed special requirements or care alerts?

  • Details (if applicable)

  • Has the client's communication needs changed?

  • Details (if applicable)

  • Have there been any changes in the clients mobility?

  • Details (if yes please list equipment and last service date if applicable)

  • Does the client require a further mobility assessment?

  • If yes detail action taken

  • Does the client use any assistive technology? (Pendant alarm, sensors, fall bells etc.)

  • Please detail, also noting who supplies aid

  • Any changes to the clients toilet needs?

  • Please select - is the client continent

  • Please select - does the client require assistance with going to the toilet?

  • Any changes to the client's personal care needs?

  • Please detail

  • Does the client require any help with hair care?

  • Details (if applicable)

  • Are there any pressure areas?

  • Please detail

  • Add a photo if applicable

  • Does the client need any assistance with eating and drinking?

  • Please detail

  • Has the client ever had a swallowing assessment?

  • Details

  • Are there any diet controlled conditions present? (Diabetes, high cholesterol etc.)

  • Details

  • Are there any changes to the clients sleeping?

  • Details

  • Is the client on any medication?

  • Please list (including dosage)

  • Do the carers assist with medication?

  • Details

  • Are there any other specialist care plans in use? (Pain management, wound care etc)

  • Detail:

  • Are these plans up to date and applicable?

  • Details and further action taken if needed

  • Are there any risks to the client?

  • Details

  • Are any of these risks new - do the existing risk assessments need updating?

  • Detail and further action

  • Are there any risks to the health and safety of staff members?

  • Details

  • Are any of these risks new - do any risk assessments need updating?

  • Details

  • Are there changes to domestic tasks included in the care plan?

  • If yes, please list chemicals that carer may be expected to use

  • Are there any changes to shopping needs if applicable?

  • Details (please note if carer handles client money)

  • Does the client need a financial transaction log addy to their care pack?

  • Details of action taken

  • Are there any new behavioural issues?

  • Detail

  • Has there change in clients social and/or religious needs and/or emotional needs as relates to the care plan?

  • Detail

Summary

  • Does the existing care plan still fully meet the needs of the client?

  • If no, detail of action taken

  • DOES NEW CARE PLAN NEED TO BE COMPLETED?

  • Action taken

  • Any comments or concerns from the client about their care plan?

  • Any further notes or comments

  • Assessor signature

  • Date

  • Client signature

  • Date

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.