Title Page
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Document No.
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Audit Title
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Client / Site
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Conducted on
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Prepared by
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Location
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Personnel
Tenant Details
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Name
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Date of birth
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Address
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Post code
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Phone number
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Alternate contact
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Email address
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Reason for referral
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Name of referrer
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Present during visit?
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Tenancy start date?
Propert Details
Property Details
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General Property Photo
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Type of property
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Ground Floor
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First Floor
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Other
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Household
External Access
External Access
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Photo of entrance
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Description
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Steps
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Rails
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Slopes
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Communal
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Door entry system
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Key safe
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Sketch
Equipment in situ
Equipment in situ
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Description
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Photo
Falls in last month/care line?
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Description
Mobility
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Description
Diagnosis
Diagnosis (Date of diagnosis, symptoms, illness, history, treatment, prognosis, hospitalisations, consultant input)
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Diagnosis
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Symptoms
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Treatment
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Variability
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Who diagnosed?
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Date of diagnosis
Diagnosis
Diagnosis (Date of diagnosis, symptoms, illness, history, treatment, prognosis, hospitalisations, consultant input)
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Treatment
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Symptoms
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Diagnosis
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Variability
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Who diagnosed?
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Date of diagnosis
Client information
Client information
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Is weight stable?
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Is weight increasing?
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Is weight decreasing?
Limitations to functions
Limitations to Function (Pain, joints, restrictions of movement, balance, breathlessness, continence, dominant hand, sensation, cognitive, sensory)
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Limitations to Back
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Limitations to Upper limbs
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Limitations to Upper Limbs Right
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Limitations to Upper Limbs Left
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Limitations to Lower Limbs Right
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Limitations to Lower Limbs Left
Transfers
Transfers
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Photos
Bathing Assessment
Bathing Assessment (Personal Care, Bending/reaching, dressing/undressing, Washing, Hair, Equipment)
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Bathing Assessment Notes
Assessment of Equipment Trialled
Assessment comments if equipment trialled?
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Equipment Trialled?
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Photo of equipment
Bathroom
Bathroom/Toilet
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Photo
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Bathroom Sketch
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Door opening type
- Inwards
- Outwards
- Sliding
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Door opening type
- Inwards
- Outwards
- Sliding
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Able to operate flush?
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Independent Toilet Hygiene?
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Basin Lever Taps?
Kitchen
Kitchen (Suitability to meet clients needs, user profile, hazards)
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Photo
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Kitchen Sketch
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Lever Taps?
Household Tasks
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Notes
Shopping
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Notes
Cooking
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Notes
Living Room
Living Room (Suitability to meet clients needs, user profile, hazards)
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Notes
Control of Environment (Heating, lights, sockets, doors, locks, telephone, contact alarm)
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Notes
Internal Stairs/Winders/Landing (half/quarter)
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Photo of stairs
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Sketch of stairs
Suitable for stairlift/through floor lift/transfer space?
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Suitable for stair/through floor lift?
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Notes
Conclusions
General Notes and Summary (Options discussed, other needs identified, advice given, carers support)
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Notes
Internal Stairs
Benefits
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Income Support
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Pension Credit
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Universal Credit/ Housing Benefit
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Council Tax Benefit
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Incapacity Benefit/ Employment and Support Allowance
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PIP/ DLA - Care
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PIP/ DLA - Mobility
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Pension State/ Occupational
Actions
Agreed Action
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Notes
Priority
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Priority
- Critical
- Substantial
- Moderate
- Low
Permission
I give my permission for photos to be taken. I give my consent for information to be shared with relevant medical, social care and housing providers.
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Tenant
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Occupational Therapist
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Date and Time
Westward Wise Account
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Does Tenant have a Westward WISE account?
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Would the tenant like to get £10 for keeping a Gas Servicing appointment?
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Is the Tenant aware they could receive up to £50 a year for paying their rent on time and not being involved in any ASB?