Clientaudit Client File Review To be completed and once pdf copy has been sent saved in service user document store file and record in private notes as client file review completed. Client Audit completed by:*Kirsty BurnsEileen McCartanNadine CheeversMegan McNeillCaitlin O'TooleCallum EdwardsTash MaplesAmina SalimNola O'TooleDate Completed:* DD slash MM slash YYYY Record CheckService User ProfileClient's Name:* First Last Client Start Date:* DD slash MM slash YYYY information on One Plan if not listed check history as to first care call completed on or paperwork as issued.1. Name Details Correct?* Yes No If no confirm corrections have been made and or actions to take to correct2. Gender Correct?* Yes No If no confirm corrections have been made and or actions to take to correct3. DOB Correct?* Yes No If no confirm corrections have been made and or actions to take to correct4. Address Correct?* Yes No If no confirm corrections have been made and or actions to take to correct5. Key worker listed correct?* Yes No If no confirm corrections have been made and or actions to take to correct6. Client contact number correct and listed?* Yes No If no confirm corrections have been made and or actions to take to correct7. Access details listed (including keycode or keypad?* Yes No If no confirm corrections have been made and or actions to take to correct8. Programme of care listed & correct?* Yes No If no confirm corrections have been made and or actions to take to correct9. H&C number listed & correct?* Yes No If no confirm corrections have been made and or actions to take to correct10. Diagnosis or other information from trust care plan listed and correct?* Yes No If no confirm corrections have been made and or actions to take to correct11. Risk rating listed and correct?* Yes No If no confirm corrections have been made and or actions to take to correctTemplateCheck the weekly template and the most recently issued TTS.1. How many hours on our their weekly template?*2. Does this match the timetable on record?*3. Date of TTS on record:Key ContactsCheck the client’s NOK listed from paperwork recorded including visit pack and trust paperwork. Only one NOK can be assigned to a client and to show on carers app it must be recorded as NOK and show on the app. All other contacts are ICE only.1. Does the client have a NOK on record?* Yes No 2. Does the NOK contact information match the record?* Yes No 3. How many key contacts are listed?*Detail actions taken.*4. Does the NOK have access to the client portal?* Yes No Detail actions taken.*RemindersBased on the client’s start date above are all reminders recorded.1. Does the client have an annual review reminder for this year?* Yes No 2. Does the client have a visit pack completed record?* Yes No Detail actions taken and confirm all is recorded*Service User Private Notes1. Private Notes New Package Note Package Increase Package Decrease Audit record only applicable if client has been active since October 2024.Detail if any notes records are missing and actions taken*TasksBased on the most up to date timetable on record.1. AM Tasks Correct? (if applicable) Yes No If no confirm corrections have been made and or actions to take to correct2. Lunch Tasks Correct? (if applicable) Yes No If no confirm corrections have been made and or actions to take to correct3. Tea Tasks Correct? (if applicable) Yes No If no confirm corrections have been made and or actions to take to correct4. Bed Tasks Correct? (if applicable) Yes No If no confirm corrections have been made and or actions to take to correctDocument Store/ Sharepoint1. Care Plan & Timetable & Visit Pack*Care Plan TTS/ Visit pack DateRecord Stored (Oneplan or Sharepoint) Create a list of all TTS & Care Plans starting with the most recent -enter information in each column and then press + to add more.If the record is only stored on SharePoint please upload onto Oneplan after completing table above.2. Reviews*Review DateCompleted By Create a list of all reviews completed enter information in each column and then press + to add more. If no review is due enter no review due and N/A.Follow up:following your file audit please detail any follow ups, anything missing or anything urgent that needs addressed not already highlighted within each section.
