Client risk assessment template 2026

1. Click ‘Get Form’ to open the client risk assessment template in the editor.
2. Begin by entering the client's name and address at the top of the form. This information is crucial for identifying the individual being assessed.
3. Fill in the date of assessment and the client's date of birth. This helps track when assessments are conducted and ensures compliance with age-related considerations.
4. Assess medical conditions and physical capabilities by answering questions regarding mobility, pain, and cooperation. Use 'Yes' or 'No' options as applicable, providing details where necessary.
5. Evaluate the risk level associated with assisting the client without equipment by selecting HIGH, MEDIUM, or LOW RISK based on your observations.
6. Complete sections B and C regarding specific tasks and equipment details. Ensure all staff involved sign off on their understanding of the handling plan.

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