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Keana Care Support ServicesStaff dashboard

Form13.

First Participant Guide

Open this first. The simple guide for taking on a new participant — work through every item before the first shift, and record the date each one was completed.

0 of 30 required questions answered

Every question is required unless it is marked optional.

PACK 2 — OPEN THIS FIRST0/4

First participant — simple guide. Complete these items before the first shift.

  • Keana Care Pty Ltd · ABN 42 701 225 416 · ACN 701 225 416.
  • Contact info@keanacare.com.au or 0435 956 531 — www.keanacare.com.au
  • Document ID: KC-SIMPLE-PAR-001 | Version 1.0

The worker or delegate working through this pack.

FUNDING GATE0/1

Accept the participant only when the relevant support is self-managed or plan-managed. If it is NDIA-managed, Keana Care cannot provide that support while unregistered.

How is the relevant support managed? (required)

Twelve items, in this order. Record the date as each one is finished.

1. Funding Management Verification (required)

Record self-managed or plan-managed evidence and plan dates.

2. Referral and Intake Form (required)

Collect participant details, goals, communication, health, support and contact information.

3. Participant Service Agreement (required)

Agree services, responsibilities, payment, cancellation and ending arrangements.

4. Price Schedule and Individual Support Schedule (required)

Select support items, rates, times, travel and service dates.

5. Participant Privacy Collection Notice (required)

Give the notice and obtain acknowledgement.

6. Consent and Information-Sharing Form (required)

Record each consent choice; do not assume blanket consent.

7. Participant Support Plan (required)

Record goals, routines, preferences, communication and support instructions.

8. Participant Risk Assessment (required)

Record risks, controls, responsible persons and review triggers.

9. Emergency Contact and Individual Emergency Plan (required)

Record emergency actions, contacts and escalation.

10. Transport Consent and Safety Authorisation (required)

Complete only when Keana Care will transport the participant.

11. Representative / Nominee Authority Verification (required)

Complete only when another person signs, directs or consents.

12. Privacy Notice Receipt and Onboarding Release (required)

Director / delegate signs only after every applicable item is complete.

Collect only what you need, from the person who can give it to you. The last three are needed only when they apply.

Identity and contact information (required)

Confirm the person, preferred communication and emergency contacts. Obtain from the participant.

NDIS plan / funding evidence (required)

View only the information needed to verify dates, management type and relevant support funding. Obtain from the participant or plan manager.

Nominee or legal authority evidence (required)

Verify scope, limits and expiry before accepting another person’s signature or instruction. Obtain from the representative or the issuer.

Health, allergy and medication instructions (required)

Obtain current written instructions and ensure the worker is competent before supporting the task. Obtain from the participant or health professional.

Behaviour support plan (required)

Do not implement regulated restrictive practices. Escalate specialist requirements before service. Obtain from the registered practitioner or provider.

Every line here must read "Confirmed" before the participant’s first shift.

Funding management and plan dates are verified. (required)

Item 1 above.

Service Agreement and Price / Support Schedule are signed. (required)

Items 3 and 4 above.

Privacy notice and consent choices are completed. (required)

Items 5 and 6 above.

Support Plan, Risk Assessment and Emergency Plan are complete and accessible. (required)

Items 7, 8 and 9 above — accessible means the worker can actually reach them on shift.

Transport and nominee forms are completed or marked not applicable. (required)

Items 10 and 11 above.

The assigned worker has read the participant-specific plan and risks. (required)

Not "has been sent" — has read.

Director / delegate has signed the onboarding release and recorded the start date. (required)

Signed below, once everything else on this page is complete.

These live in the Service Delivery Pack, not in this one. Tick what the assigned worker has been briefed to complete.

  • Case note and shift / support log — every shift. Record factual support delivered, outcomes, changes and follow-up.
  • Timesheet — every shift. Record actual start and end times, and the required approval.
  • Kilometre / transport record — if used. Record approved participant transport and kilometres.
  • Incident or complaint form — when needed. Respond immediately, escalate and document under the Policy Manual.
  • Invoice — billing. Invoice only delivered supports, using the agreed schedule and payer details.
The assigned worker has been briefed on (required)

Official checks — these links were checked on 13 August 2026: the NDIS guide to working with providers (ndis.gov.au/participants/working-providers/get-know-your-providers/guide-working-providers) and what NDIA-managed funding is (ndis.gov.au/participants/using-your-funding/ndia-managed/what-ndia-managed-funding).

Optional — anything about this onboarding the next person should know.

Your report goes straight to the coordinator for review.