Before you start
You need Tenant Administrator access to Configuration → Forms in Access Care Planning.
These forms import into the RoI Care Customer Record service.
Importing adds forms to your library. It does not overwrite or remove existing forms.
These forms are localised for the Republic of Ireland. Capacity, advance directive and end-of-life forms follow Irish law (Assisted Decision-Making (Capacity) Act 2015) and HIQA standards. Do not use the UK equivalents in an Irish service.
What this pack is
A HIQA-aligned version of the refreshed care form library. Most forms match the UK set, with five localised to Irish legislation and terminology: capacity assessment, substitute decision recording, resident and family feedback, advance healthcare directives, and end-of-life care.
This pack contains 39 importable Access Care Planning forms.
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.
RoI 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
Decision-Making Capacity Assessment
Decision-specific capacity assessment under the Assisted Decision-Making (Capacity) Act 2015. Functional test only.
Republic of Ireland
Substitute Decision Record - Will and Preferences
Records a decision made on behalf of a person who lacks capacity, giving effect to their will and preferences under the ADM(C) Act 2015.
Republic of Ireland
Consent to Care and Treatment
Records informed consent (or capacity-absence and substitute decision 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.
Resident and Family Feedback Form
Captures satisfaction, concerns and suggestions from residents and their families, with sharing consent and an optional family story section.
Republic of Ireland
Advance Healthcare Directive and DNAR Record
Records any Advance Healthcare Directive under ADM(C)A 2015 Part 8 and any DNAR order.
Republic of Ireland
End of Life Care Plan
Documents the resident's wishes, preferences and clinical plan for end-of-life care, including preferred place of care, anticipatory prescribing and escalation contacts.
Republic of Ireland
Downloads
RoI Care Customer Record forms (ZIP, 39 forms) - [3] IRL HIQA Forms -- RoI Care Customer Record Service.zip