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.
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