Template

Customer Profile Checklist

by Nigel Rickards, from the Community

10+

This customer profile checklist is designed for community support and disability services teams to set up a complete client record in Supportability. It guides staff through capturing personal and demographic details, privacy settings, service participation, consents and uploaded forms, administrative info, external services, and any warnings. Clinical sections cover medical conditions, medications and authorizations, behaviors and plans, daily routines, disability notes, and About Me. It also includes mobility, communication, eating and nutrition, and toileting and personal care, plus required documentation and key contacts. A staff training checklist and final declaration ensure the profile is complete and suitable staff can be rostered.

With SafetyCulture you can

Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

With SafetyCulture you can

Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

About author

Community

This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions.

Template
Customer Risk Profile Checklist
This Customer Risk Profile Checklist supports staff conducting community or home visits by identifying potential risks to participants, staff, and others. Assess property access, parking, and mobile reception; confirm who will be present; note pets and smoking; screen for behaviors of concern; and record biological hazards or chemicals. Determine if a second person is required, decide if the visit should proceed, and capture required actions and signatures.
by Steven Leonair, from the Community
Downloads: 10+
Get
Template
Care Plan Audit Checklist
This Care Plan Audit checklist helps teams review and update resident care plans across key domains of daily living. Assess communication and mobility needs, risk of falls, support required for shopping, meal preparation and cooking, assistance with finances, and mental health or behavioral support. Verify medication management, including capacity to self-administer and processes for ordering, collection, and dispensing. Confirm personal care needs, standards for maintaining room and communal area cleanliness, and clearly document 1-to-1 support hours. Ideal for residential aged care, disability support, and community care services to ensure person-centered, up-to-date plans.
by Claire Wright, from the Community
Downloads: 10+
Get
Template
72-Hour Post-Admission Audit
This 72-hour post-admission audit checklist supports care homes in verifying that critical admission tasks and documentation are completed within the first three days. It covers pre-admission assessment and dependency review, resident registration and personal profile (This Is Me), DNACPR status, and comprehensive risk assessments with aligned support plans. Sections include monitoring files and daily notes, baseline observations and body maps, mobility and falls prevention, skin integrity with Waterlow and wound care, eating and drinking with MUST, BMI, and choking prevention, oral hygiene and personal care, continence management, medication safety including PRN protocols and allergy documentation, sleep and daily routines, and consent and capacity requirements such as DoLS, mental capacity assessments, and best interest decisions.
by Andrea Charlesworth, from the Community
Downloads: 10+
Get
Template
Hotel Profile Template
Capture complete hotel details in one place with this hotel profile template. Record chain and brand, booking contacts and phone numbers, website and guest email, and onsite contacts including sales director and general manager. Document amenities such as breakfast, Wi-Fi, pool, fitness, parking, laundry, and room features like microwaves and refrigerators. Track property construction dates, renovations, total rooms and accessible rooms, room configurations, transportation to venues, and additional comments. Add property photos to support reviews and site inspections.
by Tim Nepus, from the Community
Downloads: 0
Get

Customer Profile Checklist

About author

You might also like

Customer Risk Profile Checklist

Care Plan Audit Checklist

72-Hour Post-Admission Audit

Hotel Profile Template

You might also like

Customer Risk Profile Checklist

Care Plan Audit Checklist

72-Hour Post-Admission Audit

Hotel Profile Template