Before you start
You need administrator access to the Forms Designer in Access Care Planning.
These forms import into two services: Care Customer Record and Employee Records.
Importing adds these forms to your form library. It does not overwrite or remove any existing forms.
New tenants created on recent clouds already have these forms. This article is for existing customers who want to add them.
What this pack is
We've refreshed the default form library. The pack covers person-centred care planning, risk assessment, medication records, safeguarding and workforce governance.
Every form is aligned to current UK regulatory frameworks (CQC, Care Inspectorate, RISCA, DHSSPS).
There are two form sets in this article:
Care Customer Record forms - 39 forms for planning and recording client care.
Employee Records forms - 14 forms for staff supervision, safety and governance.
53 forms in total
How to import forms into Access Care Planning
Download the relevant ZIP file from the bottom of this article.
Unzip the file on your computer. Each form is a separate
.jsonfile.As a Tenant Administrator, In Access Care Planning, go to [Configuration→ Forms].
Select [Import Form].
Choose the
.jsonfile for the form you want to add.Confirm the import. The form appears in your library, ready to review.
Repeat for each form you wish to import.
To use an imported form in a case file, assign it to the relevant Section. Go to [Configuration → Services → <Your Service Name> → Sections green pill button select the Section, and add the form. The form is then available to complete against a client record.
Care Customer Record forms
Care planning and assessment
Personal Profile and Life History
Captures who the person is beyond their care needs: preferences, routines, cultural background, relationships, life history, communication needs and dietary requirements.
Care Needs Assessment
Structured narrative assessment of physical, cognitive, emotional and social needs.
Person-Centred Care Plan
Documents agreed goals, support methods and preferences across all care domains, with outcome tracking and a change history log.
Care Plan Review Record
Documents the outcome of scheduled care plan reviews, evidencing ongoing personalisation.
Capacity and consent
Mental Capacity Assessment
Decision-specific two-stage capacity assessment under the MCA. Where capacity is absent, pair with the Best Interests Decision Record.
England, Wales and NI
Adults with Incapacity Assessment (Scotland)
Decision-specific incapability assessment under the Adults with Incapacity (Scotland) Act 2000.
Scotland only
Best Interests Decision Record
Records a best interests decision against the statutory checklist. Pairs with the Mental Capacity Assessment.
England, Wales and NI
AWI Welfare and Financial Decision Record (Scotland)
Records a welfare or financial decision made under the AWI (Scotland) Act 2000 five principles.
Scotland only
Consent to Care and Treatment
Records informed consent (or capacity-absence and best interests authority) to care, interventions, information sharing and per-visit consent.
Risk assessments
Daily Living Risk Assessment
Covers core risk domains including falls, pressure ulcers, nutrition and hydration, moving and handling, continence, medicines and wellbeing, with mitigation actions.
Moving and Handling Risk Assessment
Dedicated moving and handling assessment covering mobility level, equipment, number of carers, technique and environment.
Environmental Risk Assessment (Home Environment)
Assesses hazards in the person's home: access, trip hazards, lighting, heating, fire safety, utilities, allergies, pets and lone worker safety.
Falls and Post-Falls Risk Assessment
Falls risk assessment using the FRAT tool. Complete for anyone at risk, after every fall, and on repeated falls. Also record falls on the Incident Report.
Pressure Ulcer and Skin Integrity Risk Assessment
Pressure ulcer risk assessment using Waterlow-derived scoring. Informs the Skin Integrity and Wound Observation Record.
Eating and Swallowing (Dysphagia) Risk Assessment
Dysphagia and choking risk assessment, with a dedicated choking section where risk is identified.
Personal Hygiene and Infection Control Risk Assessment
Person-level hygiene and infection control assessment. Complements the environmental IPC Checklist.
Smoking Risk Assessment (Community)
Risk assessment for people who smoke or vape, covering the person, the premises and a smoke-free environment for staff.
Lone Working Personal Risk Assessment
Lone working risk assessment completed jointly by provider and lone worker, with a risk management plan where needed.
Lone Working Personal Risk Safety Checklist
Self-check for the lone worker, used regularly to review concerns with the provider.
Safe Use of Bed Rails and Routine Inspection
Bed rails risk assessment and routine inspection covering suitability, procurement and ongoing safety.
Catheter Care Risk Assessment
Risk assessment for a person with a urinary catheter, covering infection control, drainage, hygiene, CAUTI risk and wellbeing.
Stoma Risk Assessment
Risk assessment for a person in domiciliary care with a stoma, covering leakage, skin, dexterity, capacity and lone working.
Medication
Medication Support Plan
Documents the person's medication, level of support needed, consent at administration, and what to do on refusal, side effects or stock issues.
Covert Medication Record
Records covert administration where the person lacks capacity to consent, evidencing the lawful conditions and reviews.
PRN and Homely Medicines Record
Ongoing administration record for homely remedies and over-the-counter PRN medicines. The plan sits in the Medication Support Plan.
Requires trained, competent staff
Topical Medication Application Record (TMAR)
Record of topical medication application, used alongside the main MAR.
Requires trained, competent staff
Transdermal Patch Application Record (TPAR)
Record of transdermal patch application, supporting up to four patch medications, used alongside the main MAR.
Requires trained, competent staff
Monitoring and clinical records
Skin Integrity and Wound Observation Record
Structured record for monitoring skin condition and wound observations over time.
Fluid and Nutrition Monitoring Chart
Daily record of fluid intake, meals and nutritional observations for people at risk, with a dysphagia and texture-modification section using the IDDSI framework.
Body Map
Visual and written record of marks, bruises, wounds and skin conditions, with recovery progress tracking.
Wound Assessment Chart (Nursing)
Detailed wound assessment for nursing staff, used for complex or non-healing wounds. More detailed than the Skin Integrity record.
Nursing use
Hospital Admission/Discharge Record
Captures key information at hospital admission and discharge to reduce continuity and medication errors at transition. Supports attaching discharge documents.
Safeguarding, incidents and end of life
Incident Report Form
Records any incident during care: falls, injuries, medication errors and near misses, with persons-involved tracking and severity grading.
Safeguarding Concern Record
Documents suspected or actual safeguarding concerns, referrals made and outcomes.
Distressed Behaviour Support Plan
Documents triggers, de-escalation approaches and agreed responses to distressed behaviour. Relevant to learning disability, autism, dementia and mental health settings.
Restriction and Restraint Log
Records any restriction or restraint applied: type, duration, justification, capacity reference and post-event review. Essential for LD, autism and mental health settings.
Infection Prevention and Control (IPC) Checklist
Records IPC compliance observations in the person's home or care environment.
Complaints Record and Investigation Log
Records formal complaints, investigation steps, findings, resolution and follow-up, with timeline tracking against response requirements.
Service User and Family Feedback Form
Captures satisfaction, concerns and suggestions from the person and their family, with sharing consent and an optional family story section.
DNACPR and Advance Decision Record
Records the existence and location of any DNACPR decision and any Advance Decision to Refuse Treatment.
For RoI directives use the RoI pack
End of Life / Anticipatory Care Plan
Documents wishes, preferences and the clinical plan for end-of-life care, including preferred place of care, anticipatory prescribing and escalation contacts.
Employee Records forms
Supervision and appraisal
Supervision Form
Quarterly or additional staff supervision covering performance, training plan, learning, achievements and challenges.
Appraisal Preparation Form
Self-appraisal form completed by the employee ahead of their appraisal meeting. Optional to share with the manager.
Appraisal Record Form
Manager-completed record of the appraisal meeting: performance against objectives, development needs, training and career planning.
Spot Check Form
Announced or unannounced spot check at the person's home, observing the staff member and gathering feedback from the person receiving care.
Compliments Form
Record of compliments received. Balances the Complaints Record for governance.
Staff health, safety and risk
COSHH Risk Assessment
Control of Substances Hazardous to Health assessment, reviewed regularly and when a new substance is introduced.
COVID-19 and Communicable Disease Staff Risk Assessment
Two-part staff assessment for communicable disease exposure, with a likelihood and severity scoring matrix.
New and Expectant Mother Staff Pregnancy Risk Assessment
Risk assessment for new and expectant mothers, covering common hazards in care work by role and circumstance.
Transport Risk Assessment
Assessment for transporting people receiving care, covering vehicle needs, moving and handling and individual capability.
Weekly Vehicle Checklist
Weekly vehicle inspection with a daily mileage and driver log. For fleet or pool vehicles.
Health and Safety Policy Statement
Signed health and safety declaration by the most senior person in the organisation, reviewed at least annually.
Information governance and conduct
Data Security and IG Incident Form
Reports data and information governance breaches (digital, verbal or paper), with ICO 72-hour notification tracking.
Portable Devices Assignment Form
Record of portable devices assigned to staff, with encryption, asset register and return-on-leaving requirements.
Record of Gifts and Hospitality Form
Record of gifts and hospitality declared by staff, with manager decision and safeguarding checks.
Downloads
UK Care Customer Record forms (ZIP, 39 forms) - [1] UK Care Customer Record forms.zip
Employee Records forms (ZIP, 14 forms) - [2] Emploee Records Forms.zip