Assessment Task 4: Coordinate services and support activities – Client 1

Supervisor
Comments
initials
1) Access the client’s individual development plan (IDP) and consult with client, family and colleagues as appropriate
a) What are the goals of This client's aim is to engage in a variety of volunteer activities with the help of his caregivers and other IS
this client? patients on his ward. He participates in gardening, painting courses, and bingo.
b) What needs does this This client's service and support requirements include a wheelchair for movement to the playroom with the IS
client have for services assistance of a caregiver.
and support activities?
c) Does the client have After the exercises are completed, this customer requests tea and biscuits. IS
any particular
preferences that need
to be taken into account
when coordinating
services and support
activities?
d) What are three  Drinking tea and eating biscuits after the event IS
priorities for this client?  After breakfast, he'll read the newspaper, like he does every morning.
 A stroll around the garden and some time spent in the sun await him after lunch.

1) Make a plan for the next fortnight to document services and activities to be provided (an example has been provided for you)
Resources
Day Date Service or activity Time Location Service provider Arrangements
required
1 1/12/2015
 Podiatrist  1  Clinic  Tammy  Wheelchair  Client to be picked up at
0 Smith, , Transport 9.40am by community
 District nurse  Hom
a Podiatrist service driver to
e visit  None
m podiatrist. Client to be
 Jenny
picked up at 10.30 to be
 2 Jones
taken home.
p
 1) Make a plan for the next fortnight to document services and activities to be provided (an example has been provided for you)
Resources
Day Date Service or activity Time Location Service provider Arrangements
required
m  Jenny has all the
information required
and has confirmed visit
2 02/12/2015 Community worker 2:30 am Park Local community Wheelchair Picked up at 9:15 am and
service transport dropped at 10:45 am by
community service driver.
3 03/12/2015 Exercise 12 am Home visit Physio therapist None None

4 04/12//201 Watching movie 1 pm Movie Family member Wheel Chair Picked up at 12:30pm and
5 theatre d transport dropped at 3:30 pm by her son.
5 05/12//201 Community art 2 pm Community Local community Wheelchair Picked up at 1:35pm and
5 competition park service transport dropped at 4:30 pm by the
community service driver.

Individual Support
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CHCAGE003 AT4 Project Template (0620)
 2) For each of the services and activities identified, confirm with the service provider that they understand the client’s needs and preferences and
confirm their roles and responsibilities
(An example has been provided for you)
How did you confirm that they
Name of service or Roles and responsibilities of service Supervisor’s
Service provider understood the client’s needs and
activity provider initials
preferences
Podiatry Tammy Smith Phoned Tammy and discussed client’s To manage foot problems caused by IS
needs – has been experiencing pain in diabetes and lack of circulation.
feet over past week To provide information about foot care
Let them know that client prefers to to district nursing service.
have a morning appointment rather
than afternoon as she likes to nap after
lunch
Music Peter Whitfield Her daughter informed about the To provide instructions for vocal lessons IS
client needs.
Yoga Ramakrishna Sharma He called client and discussed about To reduce stress of clients. IS
the client’s need for yoga. To make him healthy and happy
Art Maria Client was willing to visit the art To provide information about art and IS
gallery, already discussed with client history
and his family member.
Hair cut Penny Ivanovich The client that his hair has grown and To help the client for his personal hygine IS
community service was informed to
book appointment with hair dresser

Individual Support
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CHCAGE003 AT4 Project Template (0620)
 3) For each of the services and activities identified, list the support that the client will need to arrange and/or access the services, activities and/or
support agencies. If you need extra space either add lines electronically to this template or provide an attachment
(An example has been provided for you)
Name of service or What support will the client need to arrange or access? (an example has Supervisor’s
Service provider
activity been completed for you) initials
Podiatry Tammy Smith Make appointment on client’s behalf IS
Arrange community services transport to pick up at 9.40am
Arrange for home care to provide personal care services early so that she
is ready to be picked up at 9.40am
Remind client the day before by phone call
Church Visit Stana Bosnic None IS

Community Art Luis Dowey The client was interested in art so his daughter arranged it for him. IS
competition

Physical Therapist Peter Jones I confirmed it by calling Peter and discussed about client’s need with him. I IS
confirmed it by calling Peter and discussed about client’s need with him. I
confirmed it by calling Peter and discussed about client’s need with him.

Yoga Ramakrishna Sharma Make appointment on behalf of client and discussed with community IS
service to provide help to transport client.

Individual Support
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CHCAGE003 AT4 Project Template (0620)
 4) How will the effectiveness of each service, activity and support worker/agency be monitored? What action will be taken?
(An example has been provided for you)
What action will be taken if
Name of service or services are found to be Supervisor’s
activity Service provider How will effectiveness be measured? ineffective initials
Podiatry Tammy Smith Feedback from Tammy District nurse to discuss with IS
Consultation with client podiatrist, client and medical
Feedback from district nurse practitioner
Music Taisia Tallos Feedback from Taisia and consult with Support worker has discussed IS
client with Taisia Tallos about the issue.

Yoga Ramakrishna Sharma Feedback from John and consulted Support worker has to discuss IS
with client with John and community service

Church Visit Stana Bosnic Feebback from her with client Support worker to discuss with IS
Stana

Art Museum Maria Feedback from Maria and consult with Support worker to discuss with IS
client Maria and community service.

Individual Support
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CHCAGE003 AT4 Project Template (0620)
 Assessment Task 4: Coordinate services and support activities – Client 2

Supervisor
Comments
initials
2) Access the client’s individual development plan (IDP) and consult with client, family and colleagues as appropriate
a) What are the goals of To participate in different activities. IS
this client?
b) What needs does this Need wheelchair for her mobility to the playroom with the help of carer IS
client have for services
and support activities?
c) Does the client have The client wants black tea and cookie and fruit after the activity IS
any particular
preferences that need
to be taken into account
when coordinating
services and support
activities?
d) What are three  Coffee, cookie, and milk IS
priorities for this client?  After breakfast, I like to pay a visit to the church.
 She plans to go for a stroll after lunch.

5) Make a plan for the next fortnight to document services and activities to be provided (an example has been provided for you)
Resources
Day Date Service or activity Time Location Service provider Arrangements
required
1 1/12/2015
 Podiatrist  1  Clinic  Tammy  Wheelchai  Client to be picked up
0 Smith, r, at 9.40am by
 District nurse  Home
a Podiatrist Transport community service

Individual Support
Page |6
CHCAGE003 AT4 Project Template (0620)
 5) Make a plan for the next fortnight to document services and activities to be provided (an example has been provided for you)
Resources
Day Date Service or activity Time Location Service provider Arrangements
required
m visit  Jenny  None driver to podiatrist.
Jones Client to be picked up
 2
at 10.30 to be taken
p
home.
m
 Jenny has all the
information required
and has confirmed visit
2 02/12/2015 a member of the 2:30 am Park Volunteering in Transport for The community service driver
neighborhood your people in arrived at 9:15 am and left at
neighborhood wheelchairs 10:45 am to pick me up and
deliver me.
3 03/12/2015 Exercise 12 am Visit to a Theraphy for the None None
friend's house injured body

4 04/12//201 while taking in a film 1 pm a movie member of the Transport by Her son picked her up around
5 theater family Wheelchair 12:30 p.m. and dropped her off
at 3:30 p.m.
5 05/12//201 a competition for 2 pm Public space in Volunteering in Transport for The community service driver
5 amateur artists in my the your people in came to pick me up at 1:35 pm
neighborhood neighbourhoo neighborhood wheelchairs and dropped me off at 4:30 pm.
d

Individual Support
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CHCAGE003 AT4 Project Template (0620)
 6) For each of the services and activities identified, confirm with the service provider that they understand the client’s needs and preferences and
confirm their roles and responsibilities
(An example has been provided for you)
How did you confirm that they
Name of service or Roles and responsibilities of service Supervisor’s
Service provider understood the client’s needs and
activity provider initials
preferences
Podiatry Tammy Smith Phoned Tammy and discussed client’s To manage foot problems caused by IS
needs – has been experiencing pain in diabetes and lack of circulation.
feet over past week To provide information about foot care
Let them know that client prefers to to district nursing service.
have a morning appointment rather
than afternoon as she likes to nap after
lunch
Music Peter Whitfield Her daughter informed about the To provide instructions for vocal lessons IS
client needs.
Yoga Ramakrishna Sharma He called client and discussed about To reduce stress of clients. IS
the client’s need for yoga. To make him healthy and happy
Art Maria Client was willing to visit the art To provide information about art and IS
gallery, already discussed with client history
and his family member.
Hair cut Penny Ivanovich The client that his hair has grown and To help the client for his personal hygine IS
community service was informed to
book appointment with hair dresser

Individual Support
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CHCAGE003 AT4 Project Template (0620)
 7) For each of the services and activities identified, list the support that the client will need to arrange and/or access the services, activities and/or
support agencies. If you need extra space either add lines electronically to this template or provide an attachment
(An example has been provided for you)
Name of service or What support will the client need to arrange or access? (an example has Supervisor’s
Service provider
activity been completed for you) initials
Podiatry Tammy Smith Make appointment on client’s behalf IS
Arrange community services transport to pick up at 9.40am
Arrange for home care to provide personal care services early so that she
is ready to be picked up at 9.40am
Remind client the day before by phone call
Church Visit Stana Bosnic None IS

Community Art Luis Dowey The client was interested in art so his daughter arranged it for him. IS
competition

Physical Therapist Peter Jones I confirmed it by calling Peter and discussed about client’s need with him. I IS
confirmed it by calling Peter and discussed about client’s need with him. I
confirmed it by calling Peter and discussed about client’s need with him.

Yoga Ramakrishna Sharma Make appointment on behalf of client and discussed with community IS
service to provide help to transport client.

Individual Support
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CHCAGE003 AT4 Project Template (0620)
 8) How will the effectiveness of each service, activity and support worker/agency be monitored? What action will be taken?
(An example has been provided for you)
What action will be taken if
Name of service or services are found to be Supervisor’s
activity Service provider How will effectiveness be measured? ineffective initials
Podiatry Tammy Smith Feedback from Tammy District nurse to discuss with IS
Consultation with client podiatrist, client and medical
Feedback from district nurse practitioner
Music Taisia Tallos Feedback from Taisia and consult with Support worker has discussed IS
client with Taisia Tallos about the issue.

Yoga Ramakrishna Sharma Feedback from John and consulted Support worker has to discuss IS
with client with John and community service

Church Visit Stana Bosnic Feebback from her with client Support worker to discuss with IS
Stana

Art Museum Maria Feedback from Maria and consult with Support worker to discuss with IS
client Maria and community service.

Individual Support
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CHCAGE003 AT4 Project Template (0620)
 Assessment Task 4: Coordinate services and support activities – Client 3

Supervisor
Comments
initials
3) Access the client’s individual development plan (IDP) and consult with client, family and colleagues as appropriate
a) What are the goals of The client's ultimate goal is to be as active as possible at all times. IS
this client?
b) What needs does this To keep one's body and mind in good shape IS
client have for services
and support activities?
c) Does the client have While drinking a black coffee, the client enjoys reading. IS
any particular
preferences that need
to be taken into account
when coordinating
services and support
activities?
d) What are three  Go on a book-reading spree IS
priorities for this client?  Before lunch, a black coffee
 Pay a visit to the library

9) Make a plan for the next fortnight to document services and activities to be provided (an example has been provided for you)
Resources
Day Date Service or activity Time Location Service provider Arrangements
required
1 1/12/2015
 Podiatrist  1  Clinic  Tammy  Wheelchair  Client to be picked up at
0 Smith, , Transport 9.40am by community
 District nurse  Hom
a Podiatrist service driver to

Individual Support
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CHCAGE003 AT4 Project Template (0620)
 9) Make a plan for the next fortnight to document services and activities to be provided (an example has been provided for you)
Resources
Day Date Service or activity Time Location Service provider Arrangements
required
m e visit  Jenny  None podiatrist. Client to be
Jones picked up at 10.30 to be
 2
taken home.
p
m  Jenny has all the
information required
and has confirmed visit
2 02/12/2015 Family visitor 3 am Home Visit Giannote louis None None

3 03/12/2015 Yoga 10 am Home Visit Ramakrishna None None

4 04/12//201 Community Gathering 2 pm Local Peter Berner Wheel Chair Help to drop the client to
5 community community center.
center
5 05/12//201 District Nurse 11 pm Home visit Maria None Maria has all the required
5 information and document of
the client.

Individual Support
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CHCAGE003 AT4 Project Template (0620)
 10) For each of the services and activities identified, confirm with the service provider that they understand the client’s needs and preferences and
confirm their roles and responsibilities
(An example has been provided for you)
How did you confirm that they
Name of service or Roles and responsibilities of service Supervisor’s
Service provider understood the client’s needs and
activity provider initials
preferences
Podiatry Tammy Smith Phoned Tammy and discussed client’s To manage foot problems caused by IS
needs – has been experiencing pain in diabetes and lack of circulation.
feet over past week To provide information about foot care
Let them know that client prefers to to district nursing service.
have a morning appointment rather
than afternoon as she likes to nap after
lunch
Physiotherapy John Haskell Make appointment and manage He provided massage and treatment to IS
community service transport reduce pain
Community Art Rick Pignettic The client was interested in art. To develop self-confidence of client IS
competition
Church visit Gwen James None None IS
Hair cut Margarete Fisher The client that his hair has grown and To help client maintain personal hygine IS
community service was informed to
book appointment with hair dresser

Individual Support
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CHCAGE003 AT4 Project Template (0620)
 11) For each of the services and activities identified, list the support that the client will need to arrange and/or access the services, activities and/or
support agencies. If you need extra space either add lines electronically to this template or provide an attachment
(An example has been provided for you)
Name of service or What support will the client need to arrange or access? (an example has Supervisor’s
Service provider
activity been completed for you) initials
Podiatry Tammy Smith Make appointment on client’s behalf IS
Arrange community services transport to pick up at 9.40am
Arrange for home care to provide personal care services early so that she
is ready to be picked up at 9.40am
Remind client the day before by phone call
Dance Class Johny Jeffry Make an appointment on behalf of client and arrange the transport IS

Family picnic Henry Pent None IS

Yoga Rickey Roft Make appointment on behalf of the client and service through community IS
service.

Church visit Zaccamy Hornes None IS

Individual Support
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CHCAGE003 AT4 Project Template (0620)
 12) How will the effectiveness of each service, activity and support worker/agency be monitored? What action will be taken?
(An example has been provided for you)
What action will be taken if
Name of service or services are found to be Supervisor’s
activity Service provider How will effectiveness be measured? ineffective initials
Podiatry Tammy Smith Feedback from Tammy District nurse to discuss with IS
Consultation with client podiatrist, client and medical
Feedback from district nurse practitioner
Dance class Johny Jeffry Feedback from Johny and consult with Support worker has to discuss IS
client with Johny about the issues.

Familiy picnic Henry Pent Feedback from Henry Pent and consult None IS
with client

Yoga Rickey Roft Feedback from Rickey and consult Discuss with the client and Rickey IS
with the client

Church Visit Zaccamy Hornes Feedback from Zaccamy and consult None IS
with client

Individual Support
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CHCAGE003 AT4 Project Template (0620)