CHSP Service Agreements and Care Plans: Provider Checklist

The Department's guidance, updated 31 August 2026, says that from 1 November 2026 all CHSP clients must have a service agreement and care and services plan reflecting the new framework. The transition arrangements concern existing CHSP clients; they are not permission to postpone documentation for every new client until November. Read the official guidance and templates.

This article proposes an operational review process for provider teams. It is not a substitute agreement or legal advice. Check the applicable transitional treatment and current guidance for each case. Sources checked 6 September 2026.

Start with active CHSP clients and the services your organisation actually delivers. For each record, identify the agreement version, care and services plan, relevant review dates, missing information and responsible coordinator.

Separate missing documents from documents that exist but need review. A filename does not establish that the content is current, agreed or accessible to the client. Keep the next action specific: confirm service frequency, review contribution terms, resolve signing authority or provide the client with their copy.

Prioritise the list with your service managers. Record why a case needs escalation and who will follow it through, rather than replacing individual review with a bulk complete button.

The service-agreement user guide covers the agreement between provider and client. The care and services plan guidance covers the person's care and service arrangements. An imported assessment or support plan should not automatically be treated as both.

For the agreement review, check client and provider details, approved and agreed services, service dates, contribution terms and the relevant variation and cessation arrangements against the official template and guidance.

For the care-plan review, bring together the person's needs, goals, preferences, agreed service pattern and review arrangements. Give the coordinator a way to follow a change in needs into an actual service decision, rather than leaving it in an assessment attachment.

Record who was involved in the discussion and how information was explained. If another person assists, confirm what they are authorised to do; being a contact or family member is not a reason to assume unlimited decision-making or signing authority. Refer uncertain cases through your provider's process.

Keep a record of the version discussed, the agreement evidence and how the client received an accessible copy. The practical objective is a record the client and provider can both use, not merely a completed template in an internal folder.

Use a fictional example: a client's weekly service time changes after a review. Check how the revised plan, service arrangement, worker instructions and client copy stay consistent. Identify which parts need fresh discussion or agreement.

Keep the previous version and its effective period accessible. Ask whether the reporting or finance team can explain which version governed a particular delivery date. A current document should not erase the history needed to explain earlier work.

For a person receiving more than one program, change only the relevant arrangement. Ending or pausing a CHSP service should not silently remove unrelated care.

Before marking a review complete, have the responsible team check the record, required follow-up and client-copy evidence. A useful internal checklist asks:

1. Is the correct person, program and service arrangement identified?
2. Have the relevant agreement and plan contents been reviewed?
3. Are outstanding authority or contribution questions assigned?
4. Is the agreed version distinguishable from a draft?
5. Can the client access their copy?
6. Have relevant delivery instructions and review dates been updated?

These are suggested workflow checks, not a government-approved substitute form. Clinical and funding decisions remain with the appropriate provider process.

Ask a vendor to demonstrate an incomplete agreement, a revised plan and a client-copy handover using synthetic records. Include an exception that cannot be completed in the first meeting. This shows whether the software helps a coordinator finish the job or merely records that it is overdue.

Explore Statura Care's CHSP software and discuss how your agreement reviews, service delivery and reporting fit into the implementation scope. Use the DEX reporting checklist to connect the document review to downstream service and reporting records.