Policy Toolkit

Client clinical management

When using these documents, please check to ensure your content is aligned to relevant legislation and other policy requirements that may be applicable to your organisation. 

Download policy template and supporting documents

Client clinical management policy template (2025) and supporting documents
This file contains 1 policy and 16 supporting documents.

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Client clinical management policy template (2025)

The purpose of this policy is to guide the organisation in providing appropriate clinical management processes to clients.

Sections in this policy
Policy framework
Service approach
Intake and assessment
Care planning
Identifying and monitoring of risk
Transfer of care
Referrals
References

Download supporting documents (zipped folders)

Case notes

Case notes
Case notes audit
Case notes audit schedule
Case notes audit evaluation

Client assessments and plans

Client intake form
Client orientation pack
Client assessment form
Case management plan
Client treatment plan 
Client waiting list

Client exit 

Client certificate of achievement
Client exit summary form

Clinical risk management

Client overdose risk management plan
Home visiting risk management plan
Mental health related risk management plan
Opioid overdose response plan

Related legislation

Related policies