NDIS Cleaning Visit Record

Start the visit record or review the task-list guide, or contact Smurfettes.

This NDIS cleaning visit record captures what was confirmed, what occurred and what needs follow-up for one indoor household-cleaning visit. Complete it from direct observations and provider records, not guesses. It supports review and invoice checking but is not an attendance ruling, clinical note, funding approval or provider invoice.

1. Identify the visit

Participant or agreed identifier: ____________________________________________________

Service address: _________________________________________________________________

Scheduled date and confirmed arrival window: ________________________________________

Provider and worker name or identifier: ______________________________________________

Person completing this record and role: ______________________________________________

2. Attach the source documents

Document dates or versions: _______________________________________________________

Do not attach a full plan or unrelated health record when the bounded service documents are enough.

3. Record planned priorities

  1. Essential room and task: __________________________________________________
  2. Essential room and task: __________________________________________________
  3. Essential room and task: __________________________________________________
  4. Important work after essentials: ____________________________________________
  5. Optional work if agreed capacity remains: ____________________________________

Rooms or items not to enter, move or touch: _________________________________________

4. Record actual attendance facts

Arrival recorded from: direct observation / provider record / authorised contact / another source: ______

Actual arrival time: __________________ Actual finish time: __________________

Break or interruption relevant to the service record: _________________________________

Person present or access method used: ______________________________________________

If a fact is unknown or disputed, mark it unknown or disputed. Do not invent an exact time to complete the form.

5. Mark task outcomes

Use Completed, Partly completed, Not completed, Not attempted or Not applicable:

Record observable outcomes rather than a general rating alone.

6. Document an approved change

Change requested during the visit: _________________________________________________

Person requesting it and verified authority: _________________________________________

Provider response: accepted / declined / assessment needed / future quote needed

Task removed or substituted: ______________________________________________________

A person being present at the property does not automatically authorise them to expand the scope.

7. Record access and household events

Factual access note and action: ____________________________________________________

Do not write a reusable code or key location into a broadly shared record.

8. Record products and surfaces

Product or equipment arrangement used: ____________________________________________

Sensitivity or surface restriction followed: __________________________________________

Substitution requested and who approved it: __________________________________________

Unfamiliar surface or assessment-only condition found: ________________________________

Stop-and-ask decisions should remain visible instead of being rewritten as completed work.

9. Record a concern or incident factually

What occurred, where and when: ___________________________________________________

Immediate action taken: ___________________________________________________________

Relevant photo or document reference, if authorised: _________________________________

Person notified and time: __________________________________________________________

Call 000 for immediate danger. A routine record is not an emergency report.

10. Confirm follow-up items

Action, owner and requested date: _________________________________________________

11. Use the record for invoice checking

When the invoice arrives, compare the service date, description, quantity, price basis and any additional line with the actual records. Use the invoice checker and keep any correction request with both invoice versions.

A visit record does not establish that every invoiced item is funded or payable. Those questions require the agreement, plan and current rules.

12. Use the record for service review

If a task was repeatedly not completed, communication failed or the outcome did not match the written scope, use the quality-concerns guide. Describe the service and evidence rather than attacking a person.

If the participant wants a future scope or timing adjustment, copy the facts into the change request template.

13. Close the record without guessing

Facts still unknown or disputed: ___________________________________________________

Person who can clarify them: ______________________________________________________

Date clarification was requested: __________________________________________________

Use “unknown”, “not observed” or “disputed” where that is the honest status. Do not ask the participant or worker to sign a statement they cannot verify, and do not convert an estimate into an exact attendance time.

Once follow-up is complete, add the response without erasing the original entry. Record the name, role and date of the person providing the clarification so a later reader can distinguish the first observation from the resolved record.

Protect and retain the record appropriately

Store the record with access limited to the participant and people who need it for service, billing or complaint purposes. Remove unnecessary details about other residents. The NDIA’s consent guidance explains that information authority can be limited and withdrawn.

The NDIA record-keeping guidance, service-agreement information and NDIS Code of Conduct used here were reviewed on 4 September 2026. Recheck current requirements when relying on the record.