Find essential information for service providers, including their responsibilities and requirements.
A shift note is a short written summary of what was completed during a service. It also records important information about how the client is doing and whether there are any concerns about their wellbeing or condition.
Shift notes are more than a compliance requirement. They provide a safety net for both the client and the support worker and help everyone involved in the client’s care respond promptly to concerns.
They also provide a record of the services delivered if there is a complaint, incident or dispute.
During an emergency, shift notes can provide important information to support immediate and appropriate care.
If there is a disagreement about when a worker arrived or what was completed during a service, clear shift notes provide a record of what occurred on that day.
The Department of Health, Disability and Ageing oversees Support at Home funding and requires providers to maintain appropriate records of the services delivered.
Regular observations from service providers help Local Guardians understand the client’s circumstances and identify and respond to changes. This allows care and support to be adjusted when needed and helps the client remain safe and independent at home.
Any service delivered through the Support at Home program requires a shift note.
This includes:
For cleaning, gardening and allied health services, a brief description of the tasks completed and any relevant comments about the client’s welfare, where the provider saw the client, is sufficient. A shift note may only need to be a few sentences. Allied health providers are not required to enter a full report or health summary as the shift note.
A shift note should describe the support provided, or any support the client declined, and record the main activities and outcomes from the service.
It should include:
The information should confirm that the activities delivered match the services that were scheduled.
Shift notes should be entered promptly so the details are accurate and any concerns can be responded to quickly.
Providers may use voice-to-text features on their mobile devices to record information before transferring it into Capital Guardians.
Shift notes must not be uploaded in bulk on a weekly or monthly basis. Delayed notes can prevent Local Guardians from acting quickly when an adverse event or important change occurs.
No. Providers cannot charge an administration fee to the client’s Support at Home funding for entering shift notes.
Recording what occurred during a service is part of maintaining appropriate service records. Shift notes should be brief and focused and are not intended to be a full report.
Shift notes may be viewed by:
Shift notes must therefore be professional, objective, accurate and entered promptly.
Shift notes are a requirement for services funded through Support at Home.
A client cannot continue using Support at Home funding to pay a worker who does not provide the required shift notes.
Where a provider needs help understanding or submitting shift notes, they should contact Capital Guardians or Local Guardians as soon as possible.
If the provider is unwilling to meet the requirement, the client can use the Capital Guardians Provider Search or speak with their Care Advisor for assistance finding another provider.
This information is for service providers working with Local Guardians clients.
We partner with Capital Guardians and use their financial management/payment platform to minimise administrative costs and pay service providers weekly, up to a month earlier than when we receive funding from the Government.
All service providers must register in Capital Guardians and upload their invoices regularly.
Other requirements and considerations include:
Police checks, insurance and qualifications
Police checks are mandatory for service providers who are visiting the client in or at their home.
In-home service providers must have a valid police check that is less than three years old, as required under aged care legislation, that does not preclude the individual from working in aged care.
Police checks are not required for service providers providing a once-off service or trade in the home who are supervised by someone other than the care recipient.
Compliance documents are not required for in-clinic services, such as a physiotherapy clinic, consumables or equipment.
Allied health professionals delivering services in the home will need to register in Capital Guardians and upload their public liability insurance and police check. This applies to allied health professionals who are registered with AHPRA, as AHPRA does not collect a copy of the police check or record its expiry date.
Public liability insurance of $10 million is required for service providers attending the client’s home. Public liability insurance of $5 million is sufficient for domestic cleaners or gardeners.
For transport services, a driver’s licence and comprehensive car insurance are necessary.
Appropriate qualifications are required depending on the type of work being conducted. For example, a person providing nursing care or administering medication must be qualified to do this.
All compliance documentation must be provided before an individual commences work.
If a provider is engaged before valid compliance checks are in place, it is considered a private arrangement.
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