Client Onboarding and Exiting Policy Template

This template provides a structured approach to managing the entry and exit of participants in your service. It includes sections for onboarding procedures, initial assessments, documentation requirements, orientation processes, and exit or transition planning.

Fully editable, it allows your organisation to tailor the process to participant needs, cultural considerations, and service requirements. Using this template ensures consistent, professional, and person-centred practices, making transitions smoother for both participants and staff while maintaining compliance with NDIS standards.