New Client Set Up Checklist (Care Managers)

Client Name

Care Manager Email

Tasks: to BEGIN

You will receive an email from VC with an ONBOARDING TASK assigned to you that you have been allocated a new client and what activities have already been actionedReview all documents and familiarise yourself with the client's file

Tasks: DOCUMENTS

Prepare the Budget from the Plan of Care and Services

Budget Amount

Review if all services have been rostered and referred as per Plan of Care and ServicesAdd Budget PDF to DOCUMENTS in VCPrepare Risk & Vulnerability ToolAdd vulnerabilities to VC under Health & Safety sectionPrepare and add the Risk and Vulnerability Tool to DOCUMENTS in VCFollow up on GP Summary receipt – task to Service Coordinator Team for follow upComplete HEALTH section and identify any additional risks for discussion with client

Tasks: MEETING CLIENT

Arrange a meeting with the client within 14 days from sign up date to introduce yourself

Date of meeting with client

Print HCP AgreementPrint Initial Assessment and Care PlanPrint Budget

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