Margaret's Homecare - Client Risk Assessments

Import Existing Risk Assessment

Upload an existing PDF or Word (.docx) risk assessment. The portal will read the document and prepare editable details for you to check before saving.

Existing Risk Assessment File *

The original file will be kept in private storage. PDF import now preserves table columns and page continuations. Please still review the imported details before saving because older documents can use different layouts.

Review Imported Risk Assessment

Check these details, then edit/add/delete risks normally after saving.

Risk Assessment Title *

Client / Person's Name *

Assessment Date *

Assessor Name *

Review Date

Risks detected from document

New PRN Protocol

Complete the protocol for the service user. Fields can be edited again after saving.

Service User Name *

Date of Birth

Name of Medication & Start Date *

Formulation

Dose and Frequency

Minimum Time Between Doses

Maximum Dose in 24 Hours

Prescribed or OTC?

Reason(s) for Administration / When Medication Should Be Given

Special Instructions

Predictable Side Effects

When to Escalate

Approved By - Name

Signature / Initials

Approval Date

Medication Support & Risk Assessment

Appendix 1 — to be completed by the Care Coordinator prior to service commencement. Use this assessment to determine whether the person self-administers or requires Level 1, 2 or 3 medication support.

Service User Name *

Date of Birth

Date of Assessment *

Assessor *

GP Name and Contact

Pharmacy Name and Contact

Next Review Date

Known Allergies / ADRs

1. Service User's Preferred Medication Arrangement

Record what the service user wants before completing the relevant part of this assessment.

What medication arrangement does the service user want?

Current Medications

Add each medication as a separate row. Use + Add Medication for additional medicines.

2. Self-Administration Risk Assessment

Complete this section when the service user wants to self-administer. It helps identify whether self-administration is safe and whether any risks, controls or further assessment are needed.

1. Does the Service User know what medicines they are taking and what they are for? 2. Does the Service User know what time to take the medicines? 3. Does the Service User know what dosage to take? 4. Does the Service User know how to take the medicines? 5. Does the Service User know about any special instructions? 6. Does the Service User know about common, possible side effects? 7. Does the Service User know what to do if they miss a dose? 8. Does the Service User have any difficulty in reading the label on the medicines? 9. Can the Service User open their medication (blister packs, bottles)? 10. Does the Service User understand the principles of safe storage for medicines, including their responsibility for safe keeping? 11. Does the Service User agree to notify staff of any changes to the prescribed medication and/or over-the-counter/homely medications? 12. Will the Service User be responsible for the reordering of prescribed medication and its collection? Assessment Notes / Details of any concerns

3. Self-Administration Outcome

Does the assessment indicate that the service user can safely manage their medication independently?

Does the service user wish to continue self-administering?

Have the identified risks been discussed with the service user?

Does the service user accept the identified risks and wish to continue self-administering?

Are there reasons to doubt the person's capacity to make this specific medication-management decision?

Actions / risk-reduction measures agreed People informed/involved, where appropriate and lawful Other person informed/involved Final outcome

Self-administration: For full self-administration, the care plan should state that the service user self-administers and care workers do not handle or sign MAR for those medicines. For shared / partial self-administration, clearly record which medicines or doses the service user manages and which Margaret's supports/administers; Margaret's records only the support or administration it actually provides.

4. Agreed Level of Medication Support

Complete this section when the service user wants Margaret's to provide medication support. Select the level that matches the support required.

Level 1 - Prompting / General Support
The service user remains in control of their medication and takes it themselves. Care staff may prompt or remind the service user and may provide general assistance, such as opening medication packaging when requested. Staff do not take responsibility for selecting, preparing or administering the medication.

Level 2 - Administration by Care Worker
The care worker takes responsibility for preparing and giving the medication, including ensuring the correct medication and correct dose are given at the correct time. Administration must be recorded on the MAR.

Level 3 - Specialised Administration
The service user requires medication through a specialised route or technique, such as PEG medication or insulin, requiring appropriate delegation from a healthcare professional and specific training and competency before staff undertake the task.

Level 3 — specify specialised administration if applicable

5. Additional Medication Requirements

Identify any additional medication documents, controls or specialist arrangements required for this service user.

Anticoagulant / blood-thinning medication?

PRN / when-required medication?

Topical cream / ointment?

Transdermal patch?

Controlled drug?

PEG or specialist route / technique?

Covert administration proposed or already authorised?

Capacity concerns for a specific medication-management decision?

Additional medication actions / notes

Create New Risk Assessment

Enter the assessment details first. You can then add risks one at a time.

Risk Assessment Title *

Client / Person's Name *

Assessment Date *

Assessor Name *

Review Date

Edit Risk Assessment Details

Update the assessment details. Existing risks will not be changed.

Risk Assessment Title *

Client / Person's Name *

Assessment Date *

Assessor Name *

Review Date

Moving and Handling Checklist and Risk Assessment

Service User Name *

Date of Birth

Subject *

Assessor Name *

Assessment Date *

Review Date

Summary

Appendix 2: Environmental Hazard Checklist

Check Yes, No, or N/A. Any No requires an immediate action plan.

Property Address *

Assessor *

Date *

Overall Environment Safe for Care Delivery?

YES NO (Escalate immediately)

Assessor Signature

Lone Working / Missed Visit Risk Assessment

Service-user-specific assessment of risks to staff working alone and the individual consequences of a missed visit.

Service User Name *

Property Address *

Assessor *

Date *

Review Date

Missed Visit / No Reply Risk

How serious could the consequences of a missed visit be?

No Reply Information

Can staff normally enter using a key safe/key?

Does the service user normally answer the door themselves?

Telephone/mobile available?

Next of Kin / emergency contact available?

Known planned absences / routinesSpecific instructions if there is no reply

Agreed Lone Working Control Measures

Details of controls

Access / Missed Visit Procedure
If key-safe access is available and staff are authorised to enter, follow the agreed access arrangements documented in the care plan. If the service user cannot be located, there are unexpected circumstances, or there are concerns for their welfare, contact the On-Call Manager and follow the appropriate escalation procedure.

No Reply Procedure
1. Knock/ring and call out. Check accessible windows only if safe.
2. Wait approximately 2 minutes, try again and telephone the service user's home/mobile.
3. If there is still no reply and staff cannot gain authorised access, do not simply leave. Contact the On-Call Manager.
4. On-Call checks for known hospital admission/planned absence and attempts to contact Next of Kin.
5. If the person's whereabouts are confirmed, follow On-Call instructions.
6. If no contact can be made and the person is considered at significant risk, On-Call may instruct the worker to request a Police Welfare Check via 999 and remain safely outside/in their vehicle as instructed.

Overall Lone Working Decision

Reason / further action required

Assessor Signature

Manager Review Required?

Service User Risk Assessment Checklist

The five standard assessments below are always required. Answer the additional screening questions to identify other assessments that should be considered.

Service User Name *

Completed By *

Date *

Standard Assessments — Always Required

These are required for every new service user.

Additional Risk Assessment Screening

Answer Yes, No or N/A. A Yes will add the relevant assessment to the recommended list.

Assessment Checklist Result

Other assessment / concern identified

Bed Rail Risk Assessment

Complete the checklist for the service user and record the final decision and any required mitigation.

Service User Name *

Assessor Name *

Date of Assessment *

1. Service User Factors

2. Equipment Factors

3. Decision & Mitigation

Decision

Alternative Measures Required

Review Date

Assessor Signature

Barrier Cream Application Body Map Guide

Record exactly where barrier cream should be applied using the numbered front/back body map.

Service User Name *

Date of Birth

Barrier Cream / Product *

Assessor / Completed By *

Date *

Review Date

Use the numbers on the body map to identify the application areas.

Application Areas

Body Area Number(s)

Named Area(s)

Application Instructions

Areas Where Cream Must NOT Be Applied / Precautions

Additional Notes

Add Risk

Hazard / Risk *

Who Might Be Harmed & How *

Initial Likelihood (1-5) *

Initial Severity (1-5) *

Initial Risk Rating: -

Control Measures & Responsible Person *

Add each control measure separately and choose who is responsible for that particular control.

Residual Likelihood (1-5) *

Residual Severity (1-5) *

Residual Risk Rating: -

The system calculates L × S automatically. The assessor remains responsible for deciding the appropriate likelihood, severity and control measures.

Margaret's Homecare Services Ltd

Risk Assessments

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Risk Assessments

📋 Which Risk Assessments Do I Need?

Templates

Import Existing Risk Assessment

Review Imported Risk Assessment

New PRN Protocol

New Personal Emergency Evacuation Plan (PEEP)

Reason for PEEP

Procedure in the Event of an Emergency

Medication Support & Risk Assessment

1. Service User's Preferred Medication Arrangement

Current Medications

2. Medication Responsibility Arrangement

A. Other Person / NOK / Healthcare Professional

B. Margaret's Homecare Services Ltd

2. Shared / Partial Self-Administration Arrangement

2. Self-Administration Risk Assessment

3. Self-Administration Outcome

4. Agreed Level of Medication Support

5. Additional Medication Requirements

Create New Risk Assessment

Edit Risk Assessment Details

Moving and Handling Checklist and Risk Assessment

Appendix 2: Environmental Hazard Checklist

Overall Environment Safe for Care Delivery?

Lone Working / Missed Visit Risk Assessment

Missed Visit / No Reply Risk

No Reply Information

Agreed Lone Working Control Measures

Overall Lone Working Decision

Service User Risk Assessment Checklist

Standard Assessments — Always Required

Additional Risk Assessment Screening

Assessment Checklist Result

Bed Rail Risk Assessment

1. Service User Factors

2. Equipment Factors

3. Decision & Mitigation

Barrier Cream Application Body Map Guide

Application Areas

Add Risk