Registration & Monitoring Essentials
Registration & Monitoring Essentials
40 documents plus a READ ME FIRST start-here guide. 33 Word, 7 Excel registers. Instant download. Yours to edit and rebrand.
Who it is for: CHSP providers, Category 1 to 3 registrants, and associated providers or subcontractors delivering under a head provider’s registration. If you are registered in category 4 or 5, including for CHSP services, Quality Standards 1 to 4 also apply, and the documents for them are in the Personal Care Provider Library.
Highlights
- No Quality Standards audit applies to categories 1 to 3, so this is not a standards pack. It is the document set for the obligations that do reach you.
- Covers the conditions of registration that reach every provider: rights, Code of Conduct, incidents, complaints, worker screening, privacy, records and service agreements. The Support at Home money and care management documents are in the Personal Care Provider Library.
- Seven Excel registers that turn the policies into the evidence an assessor actually asks to see.
- Plain English participant editions for the documents a participant is meant to read themselves, including a welcome pack for every new participant.
What is included
40 editable documents across 8 areas, plus a READ ME FIRST start-here guide.
| Area | Documents |
|---|---|
|
Governance and registration Obligations map, record keeping, risk, change notification, continuous improvement, document control, governance registers and reporting, participant survey |
12 |
|
Rights and conduct Statement of Rights, Code of Conduct, responsible person suitability |
5 |
|
Service delivery Service agreement, care and services plan, commencement and cessation, home visit safety, equipment and infection prevention, service delivery records, welcome pack |
8 |
|
Incidents Policy and procedure, report form, incident register, participant edition |
4 |
|
Complaints and feedback Policy and procedure, register, letters pack, participant edition |
4 |
|
Workforce Worker screening policy and register, induction, training matrix |
4 |
|
Privacy Privacy policy, participant consent and collection notice |
2 |
|
Safeguarding Elder abuse recognition and response |
1 |
See every document by name
Governance and registration
- SAH-GV-001 Whistleblower Policy
- SAH-GV-002 Record Keeping and Documentation Policy
- SAH-GV-003 Registration Obligations Map
- SAH-GV-004 Change in Circumstances Notification Procedure
- SAH-GV-005 Continuous Improvement Policy
- SAH-GV-006 Risk Management Policy
- SAH-GV-007 Risk Register (Excel)
- SAH-GV-010 Document Control Procedure
- SAH-GV-011 Master Document Register (Excel)
- SAH-GV-012 Governance Registers (Excel)
- SAH-GV-013 Quarterly Governance Report
- SAH-GV-014 Participant Feedback Survey
Rights and conduct
- SAH-RT-001 Statement of Rights Policy
- SAH-RT-002 Your Rights (participant edition)
- SAH-RT-003 Code of Conduct Policy
- SAH-RT-004 Code of Conduct Worker Acknowledgment Form
- SAH-RT-005 Responsible Person Suitability Review Form
Service delivery
- SAH-SD-001 Care and Services Plan Template
- SAH-SD-002 Service Agreement Template
- SAH-SD-003 Service Commencement and Cessation Procedure
- SAH-SD-004 Home Visiting and Lone Worker Safety Policy
- SAH-SD-005 Equipment Safety and Infection Prevention Policy
- SAH-SD-009 Home Visit Risk Assessment Form
- SAH-SD-010 Service Delivery Record and Progress Note
- SAH-SD-014 Welcome Pack (participant edition)
Incidents
- SAH-IM-001 Incident Management Policy and Procedure
- SAH-IM-002 Incident Report Form
- SAH-IM-003 Incident Register (Excel)
- SAH-IM-004 If Something Goes Wrong (participant edition)
Complaints and feedback
- SAH-CF-001 Complaints and Feedback Policy and Procedure
- SAH-CF-002 Complaints and Feedback Register (Excel)
- SAH-CF-003 Complaints Letters Pack
- SAH-CF-005 How to Make a Complaint (participant edition)
Workforce
- SAH-WF-001 Worker Screening Policy and Procedure
- SAH-WF-002 Worker Screening Register (Excel)
- SAH-WF-003 Staff Induction and Orientation Program
- SAH-WF-004 Training Matrix and Competency Register (Excel)
Privacy
- SAH-PV-001 Privacy and Confidentiality Policy
- SAH-PV-002 Privacy Consent and Collection Notice
Safeguarding
- SAH-SG-001 Elder Abuse Recognition and Response Procedure
Bought the wrong pack? Contact us within 30 days and we will credit what you paid towards the correct one. You pay only the difference. This is in addition to your rights under the Australian Consumer Law.
Every policy and procedure opens with a compliance mapping table: the obligation, the exact provision of the Act or Rules that creates it, and the section of that document which addresses it. Forms, templates and registers carry a mapping note or READ ME sheet citing the provisions they evidence. When an assessor asks where a requirement is met, the answer is at the front of the document. Every row can be checked against the compiled legislation in about thirty seconds, which is the point.
Delivery
Files download straight away from your account as editable .docx and .xlsx, listed by document ID, with a READ ME FIRST start-here guide. Replace the placeholder fields with your own details, drop your logo into the marked box at the top of each Word document, and they are yours to use in one business.
Currency
Every policy, procedure and register carries the compilation of the Act and Rules it was mapped to, currently Aged Care Act 2024 Compilation No. 2 (C2026C00301) and Aged Care Rules 2025 Compilation No. 11 (F2026C00970), so you can always see how current your copy is. Every change we make is listed in the document change log.
This is a one-time purchase of the documents as they stand today. It does not include updates for later changes in the law or official guidance; corrections of errors are free. When the law moves we re-stamp and amend the affected documents, and those new versions go to anyone holding a current currency membership. The membership is for pack owners: join within 30 days of buying a pack and the first month is free, then $29.99 a month; otherwise it is $89.97 a quarter (prices effective 01/10/2026). You can cancel at any time. Cancelling never takes anything away from you.
Licence
One business. Edit them, rebrand them, print them, store them in your own systems, and give them to your own workers, contractors and participants. You may not resell, sublicense or supply them to another business. Full terms.
These are editable templates and general information, not legal, clinical or financial advice. They require customisation to your service and implementation in your practice. Using them does not guarantee registration, audit success or compliance with any obligation.
Related guides
- Aged care registration categories explained: what your category actually requires
- Categories 1 to 3: no audit does not mean no obligations
- CHSP providers: you are already registered, and the clock is running
Not sure which pack fits? Take the two minute category check →