End-of-Life Planning Aged Care Checklist

Designed for aged care settings, this Evaheld end-of-life planning checklist supports staff to capture, store and access advance care directives, essential documents and resident wishes—helping deliver consistent, compliant and person-centred care.

A family with their hands stacked together in a sign of solidarity and love

Digital Advance Care Planning and End-of-Life Care Readiness

The new Aged Care Quality Standards (commenced 1 November 2025) elevate palliative care and end-of-life care from “important but variable” to core measures of service quality, dignity, safety, and organisational accountability.

This shift requires providers to move from paper-based, ad-hoc, or memory-based approaches to structured, documented, and digitally accessible systems that support:

  • The person’s identity, culture, values, and meaning

  • Shared decision-making with families and substitute decision-makers

  • Proactive symptom and comfort management

  • Clear clinical and non-clinical role responsibilities

  • Audit-ready documentation and evidence trails

Providers who rely on “staff know the resident well” or “the ACP is on file somewhere” will no longer be compliant.

This is where digital advance care planning becomes essential — not optional.

A description and view of the Evaheld QR Emergency Access CardWhy This Checklist Matters

The new Standards introduce tighter expectations under:

Standard

Requirement Relevant to End-of-Life Care

Standard 1 — The Person

Care must reflect the individual’s values, cultural identity, emotional needs, and personal meaning.

Standard 5 — Clinical Care

Comfort and symptom management must be timely, coordinated, reviewed, and aligned with stated care preferences.

Standard 7 — Accountability & Transparency

Providers must produce clear evidence of care decisions, communication, reviews, and alignment to the person’s wishes.

This means that end-of-life care readiness is now measurable — and will be assessed.

Digital Advance Care Planning & End-of-Life Care Readiness Checklist

1. Identity, Values & Personal Meaning

Standard 1 + Standard 5

Requirement

Evidence to Demonstrate Compliance

Status

Individual values, identity, cultural and spiritual needs are documented in care plan

Identity statement visible in care record

Personal meaning & emotional priorities are captured

Reflected in multiple care planning fields

Care decisions consistently reference these values

Documented in progress notes and care adjustments

This cannot live in staff memory. It must be written, visible, and used.

2. Digital Advance Care Planning Completion & Accessibility

Standard 1 + Standard 5 + Standard 7

Requirement

Evidence

Status

Advance Care Directive completed or validated at admission

Dated and stored accessibly

Substitute decision-maker is confirmed, documented, and contactable

SDM record attached to profile

ACP is stored in a system that staff can access in real time

Staff can retrieve it during interview

ACP is uploaded to My Health Record (with consent)

Upload confirmation logged

This is where services are most likely to fail under audit.

Modern providers are now adopting the best advance care planning software to ensure ACPs are current, digital, reviewable, shareable, and clinically actionable.

Charli Evaheld, AI Legacy Companion with a family in their Legacy Vault3. Palliative & Comfort Care Framework

Standard 5

Requirement

Evidence

Status

Comfort-focused care is activated early (not only in final days)

Care plan stage transitions

Symptom assessment uses validated clinical tools

Documented scoring frameworks

Non-beneficial treatment thresholds identified & recorded

“Ceiling of care” decision documented and visible

This prevents unnecessary transfers, interventions, and distress.

4. Family Communication & Decision Partnership

Standard 1 + Standard 7

Requirement

Evidence

Status

Family/SDM communication begins before deterioration

Time/date/role logs

Clinical decisions are consistently explained & documented

Dialogue recorded in progress notes

Family understanding is checked, not assumed

Summary documentation reflects comprehension

Good communication = fewer complaints and less emotional trauma.

5. Continuity Across Shifts & Emergencies

Standard 2 + Standard 5

Requirement

Evidence

Status

ACP included in structured shift handover

Handover template requires it

Locum/agency staff can access end-of-life care instructions quickly

Access controls + audit logs

Emergency responders can see preferences instantly

QR / digital summary available

Consistency prevents crisis fragmentation.

6. Documentation, Evidence & Defensibility

Standard 7

Requirement

Evidence

Status

Care delivered aligns with recorded wishes

Action traces in record

Review & update history is timestamped & preserved

Automatic history logs

Care decisions are explainable without verbal clarification

Record speaks for itself

If you cannot prove it — it will be treated as if it didn’t happen.

This is why leading organisations are shifting to the best advance care planning software and best palliative care planning software to guarantee consistent, reviewable, defensible documentation.

Why Digital Matters

Paper forms cannot:

  • Be retrieved at 3am during a deterioration

  • Support family access when working interstate or overseas

  • Show change history (critical for risk + coronial review)

  • Ensure handover consistency across multiple staff rotations

Aged care environments are high turnover, high urgency, high variability. Digital planning is no longer innovation — it is baseline safety.

How does Evaheld exceed the new Aged Care Act Standards?

Standard 1 — Dignity, Identity & Choice

Care must reflect identity — not just condition. Evaheld ensures personal story, cultural background, communication style and decision-making preferences are visible and enacted.

Standard 2 — Assessment & Planning

Plans must be co-authored, dynamic, and traceable. Evaheld timestamps and tracks every edit, review, author and rationale.

Standard 3 — Clinical Care

Care must align with documented treatment goals. Evaheld surfaces clinical directives at point of care, avoiding outdated or conflicting plans.

Standard 4 — Daily Living Supports

Daily life details are clinically relevant. Evaheld embeds routines, preferences and comfort needs for all staff — including agency and new hires.

Standard 5 — Feedback & Complaints

Feedback must be acknowledged, tracked and evidenced. Evaheld logs concerns, actions and resolutions, producing audit-ready summaries.

Standard 6 — Organisational Governance

Providers must demonstrate defensibility. Evaheld provides access logs, risk oversight, version histories and governance dashboards.

Standard 8 — Clinical Governance

Restrictive practices, consent and decision-maker authority must be verifiable. Evaheld provides clear, lawful documentation of who approved what, when, and under what authority.

COMPLIANCE READINESS CHECKLIST

Your organisation is prepared for 1 November 2025

if your system can:

Requirement

Met?

Capture identity, culture and personal meaning in care plans

Support resident-led and family-assisted ACP completion

Store all clinical + lifestyle preferences in one digital plan

Provide instant access across RAC, Home Care, hospital & emergency

Log every view, edit, share, download and signature

Maintain complete version and authorship history

Prompt and track scheduled plan reviews

Generate audit-ready compliance reports instantly

Integrate with My Health Record & provider systems

Configure to different service models (RAC, Home Care, Seniors Living, Palliative)

If any item is unchecked — the organisation will not be compliant in November 2025.

Evaheld meets every requirement.

Evaheld Legacy Vault Dashboard

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