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Policies and Procedures Templates

7. Client Services

Case Management

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Case Notes

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Charter of Client Rights & Responsibilities

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Child Protection

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Client Advocacy

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Client Feedback

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Client Intake

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Client Participation & Co-Design

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Complaints Management

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Responding to Allegations of Abuse of Clients

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Culturally Safe & Inclusive Practice

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Previous policy numbering (for reference)

Previous policy templates were arranged alphabetically, with policies numbered accordingly. In response to sector feedback, the 2026 update groups policies into themes. A comparison table is provided below to assist users in navigating the new structure.

Updated policy name Previous policy number
Case Management 14 – Substantive update (Housing First/trauma-informed alignment)
Case Notes 15
Charter of Client Rights & Responsibilities 17
Child Protection 18 – Substantive update (NSW Child Safe Standards)
Client Advocacy 19
Client Feedback 20
Client Intake 21
Client Participation & Co-Design New
Complaints Management 24
Operational Planning 55
Responding to Allegations of Abuse of a Client 66
Culturally Safe & Inclusive Practice New
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