NDIS Library

Showing 35 of 35 templates

• Functional Capacity Assessment

  Functional Capacity Assessment evidencing the impact of disability on daily life — across self-care, mobility, communication, learning, social interaction, and self-management. Written in the structure NDIA reviewers expect, with explicit links between impairment, functional impact, and reasonable-and-necessary supports for access requests and plan reviews.

  Structure · 6 sections

  1. Participant Details
  2. Assessment Methods
  3. Functional Domains
  4. Support Needs
  5. Recommendations
  6. NDIS Goals
  Built for

  • Occupational Therapist
  • Physiotherapist
  • Psychologist
  • Clinical Psychologist
  • +4 more
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• Access Request Report

  Supporting evidence report for NDIS access requests, documenting disability and functional impact.

  Structure · 6 sections

  1. Participant Details
  2. Diagnosis
  3. Functional Impact
  4. Permanence
  5. Support Requirements
  6. Recommendations
  Built for

  • Psychologist
  • Clinical Psychologist
  • Psychiatrist
  • General Practitioner
  • +5 more
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• NDIS Progress Report

  Progress report for NDIS plan reviews documenting goal achievement and ongoing support needs.

  Structure · 6 sections

  1. Participant Details
  2. Plan Goals
  3. Progress Summary
  4. Outcome Measures
  5. Ongoing Needs
  6. Recommendations
  Built for

  • Occupational Therapist
  • Physiotherapist
  • Speech Pathologist
  • Psychologist
  • +12 more
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• NDIS Support Report

  Support report recommending NDIS-funded supports with the clinical rationale and evidence behind each. Covers participant goals, functional impact, supports trialled, the proposed plan (including frequency and duration), and how each support meets the reasonable-and-necessary criteria. Designed for plan reviews and reasonable-and-necessary justifications.

  Structure · 6 sections

  1. Participant Details
  2. Current Supports
  3. Identified Gaps
  4. Recommended Supports
  5. Frequency
  6. Rationale
  Built for

  • Occupational Therapist
  • Speech Pathologist
  • Psychologist
  • Clinical Psychologist
  • +5 more
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• Mealtime Management Report

  Mealtime management assessment and recommendations for NDIS participants with swallowing or feeding needs.

  Structure · 6 sections

  1. Participant Details
  2. Mealtime Assessment
  3. Swallowing Status
  4. Texture Recommendations
  5. Mealtime Plan
  6. Risk Management
  Built for

  • Speech Pathologist
  • Occupational Therapist
  • Dietitian
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• Equipment Prescription

  Equipment prescription report for assistive technology funding under the NDIS. Documents the participant's functional needs, options considered (including trial outcomes), the recommended item with specifications and supplier quote, and how it addresses identified goals. Structured to satisfy AT assessor template expectations.

  Structure · 6 sections

  1. Participant Details
  2. Functional Needs
  3. Equipment Recommended
  4. Justification
  5. Quotes
  6. Trial Outcomes
  Built for

  • Occupational Therapist
  • Physiotherapist
  • Speech Pathologist
  • Rehabilitation Counsellor
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• Assistive Technology Report

  Comprehensive assistive technology assessment and recommendation report for NDIS participants.

  Structure · 6 sections

  1. Participant Details
  2. AT Assessment
  3. Current Technology
  4. Recommended AT
  5. Training Needs
  6. Implementation Plan
  Built for

  • Occupational Therapist
  • Speech Pathologist
  • Physiotherapist
  • Audiologist
  • +1 more
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• NDIS Session Note

  Session documentation linking therapy activities to NDIS plan goals and line items. Required for NDIS Commission audits.

  Structure · 6 sections

  1. Participant Details
  2. NDIS Goals Addressed
  3. Session Activities
  4. Participant Response
  5. Progress Toward Goals
  6. Plan
  Built for

  • Occupational Therapist
  • Physiotherapist
  • Speech Pathologist
  • Psychologist
  • +14 more
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• Behaviour Support Plan (BSP)

  Legally required behaviour support plan under NDIS for participants with behaviours of concern, including restrictive practice documentation and fade-out plans.

  Structure · 7 sections

  1. Participant Profile
  2. Behaviour Assessment
  3. Functional Analysis
  4. Positive Strategies
  5. Restrictive Practices
  6. Implementation Plan
  7. Monitoring & Review
  Built for

  • Psychologist
  • Clinical Psychologist
  • Social Worker
  • Occupational Therapist
  • +6 more
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• Plan Review Evidence Summary

  Concise evidence summary for NDIS plan review meetings, aggregating goal achievement, funding utilisation, and recommendations for the next plan.

  Structure · 6 sections

  1. Participant Details
  2. Plan Period Summary
  3. Goal Achievement
  4. Funding Utilisation
  5. Ongoing Support Needs
  6. Recommendations for Next Plan
  Built for

  • Occupational Therapist
  • Physiotherapist
  • Speech Pathologist
  • Psychologist
  • +11 more
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• SIL Shift Note

  Shift documentation for Supported Independent Living covering daily routines, health monitoring, behavioural observations, and handover.

  Structure · 6 sections

  1. Participant Details
  2. Shift Details
  3. Daily Activities
  4. Health & Wellbeing
  5. Incidents
  6. Handover Notes
  Built for

  • Community Services Worker
  • Case Manager
  • Social Worker
  • Mental Health Nurse
  • +5 more
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• NDIS Incident Report

  NDIS Commission-compliant incident report with reportable incident classification, required timeframes, and follow-up actions.

  Structure · 6 sections

  1. Participant Details
  2. Incident Details
  3. Response Actions
  4. Reportable Incident Assessment
  5. Root Cause Analysis
  6. Follow-Up Plan
  Built for

  • Case Manager
  • Support Coordinator
  • Community Services Worker
  • Social Worker
  • +8 more
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• Home Modification Report

  Occupational Therapy report for NDIS Capital - Home Modifications funding covering structural modifications, functional assessment, and costings.

  Structure · 6 sections

  1. Participant Details
  2. Home Assessment
  3. Functional Limitations
  4. Proposed Modifications
  5. Quotes & Costings
  6. Risk Assessment
  Built for

  • Occupational Therapist
  • Physiotherapist
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• Transition Planning Report

  NDIS transition planning for key life stages (school leaver, moving to SIL, ageing) covering gap analysis, stakeholder input, and milestone timelines.

  Structure · 7 sections

  1. Participant Details
  2. Current Situation
  3. Transition Goals
  4. Support Requirements
  5. Stakeholder Input
  6. Transition Timeline
  7. Risk Assessment
  Built for

  • Occupational Therapist
  • Psychologist
  • Clinical Psychologist
  • Social Worker
  • +9 more
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• Communication Assessment & AAC Recommendation

  Speech Pathology assessment of communication needs with multimodal AAC feature matching, trial outcomes, and implementation plan.

  Structure · 7 sections

  1. Participant Details
  2. Communication Profile
  3. Assessment Methods
  4. Current Communication
  5. AAC Trial Results
  6. Recommended System
  7. Implementation Plan
  Built for

  • Speech Pathologist
  • Occupational Therapist
  • Audiologist
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• NDIS Service Agreement

  Service agreement template for NDIS participants outlining supports, costs, scheduling, and cancellation terms.

  Structure · 8 sections

  1. Provider Details
  2. Participant Details
  3. Support Items
  4. Service Schedule
  5. Pricing
  6. Cancellation Policy
  7. Review & Variation
  8. Signatures
  Built for

  • Support Coordinator
  • Case Manager
  • Occupational Therapist
  • Physiotherapist
  • +7 more
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• NDIS Incident Report (Quick)

  Reportable incident template for NDIS registered providers. Must be submitted within 24 hours for serious incidents.

  Structure · 6 sections

  1. Incident Details
  2. Incident Type
  3. Description
  4. Immediate Actions
  5. Follow-Up
  6. Notifications
  Built for

  • Support Coordinator
  • Case Manager
  • Occupational Therapist
  • Physiotherapist
  • +5 more
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• NDIS Plan Review Summary (NDIA Submission)

  Comprehensive plan review summary for submission to NDIA, covering goal progress, outcomes, and recommendations for the next plan period.

  Structure · 6 sections

  1. Participant Details
  2. Current Plan Period
  3. Goal Progress
  4. Assessment Outcomes
  5. Functional Changes
  6. Recommendations
  Built for

  • Support Coordinator
  • Case Manager
  • Occupational Therapist
  • Physiotherapist
  • +7 more
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• SC Contact Note

  Concise contact note for any single interaction (phone, email, SMS, text, or brief in-person) between a Support Coordinator and a participant, family member, or provider. Captures the action taken, decisions made, and follow-up — the workhorse note that evidences day-to-day coordination.

  Structure · 6 sections

  1. Contact Details
  2. Purpose
  3. Summary
  4. Actions Agreed
  5. Follow-Up
  6. Billable
  Built for

  • Support Coordinator
  • Case Manager
  • Social Worker
  • Disability Support Worker
  • +1 more
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• SC Home Visit Note

  Extended in-person visit documentation for a Support Coordinator visiting a participant at home or in their community setting. Captures the setting, who was present, wellbeing and safeguarding observations, discussion, agreements reached, and follow-up actions — the longest single note an SC writes and the highest-value template for time saved.

  Structure · 9 sections

  1. Visit Details
  2. Setting & Present
  3. Purpose
  4. Wellbeing Observations
  5. Safeguarding Observations
  6. Discussion
  7. Agreements
  8. Action Items
  9. Next Contact
  Built for

  • Support Coordinator
  • Case Manager
  • Social Worker
  • Disability Support Worker
  • +1 more
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• SC Implementation Plan

  Written once at the start of each NDIS plan cycle, this template translates an approved NDIS plan into an operational implementation plan: which goals will be pursued first, which providers and services will be engaged, what budgets are allocated where, and what risks need monitoring. Evidence of coordination activity for plan reviews.

  Structure · 8 sections

  1. Plan Details
  2. Plan Goals
  3. Services to Engage
  4. Providers Identified
  5. Budget Allocation
  6. Timeline
  7. Risks & Mitigations
  8. Review Schedule
  Built for

  • Support Coordinator
  • Case Manager
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• SC Provider Engagement Note

  Discrete record of provider research, quote comparison, fit assessment, and engagement decisions for a single service. Protects the Support Coordinator if NDIA later queries why a particular provider was chosen and demonstrates value-for-money decision-making.

  Structure · 7 sections

  1. Service Required
  2. Providers Considered
  3. Quotes Obtained
  4. Fit Assessment
  5. Capacity Check
  6. Decision & Rationale
  7. Booking Outcome
  Built for

  • Support Coordinator
  • Case Manager
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• SC Monthly Progress Update

  Monthly summary for the participant and their family — and sometimes for the NDIA — of what was coordinated in the month, services engaged, indicative budget used vs allocated, outcomes against plan goals, and upcoming priorities. Builds the audit-defensible case for plan review.

  Structure · 7 sections

  1. Period
  2. Work Completed
  3. Services Engaged
  4. Budget Snapshot
  5. Goal Outcomes
  6. Upcoming Priorities
  7. Participant Voice
  Built for

  • Support Coordinator
  • Case Manager
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• SC Initial Intake Note

  The first substantive note after a Support Coordination engagement is established — typically after a participant's plan is approved and the SC has had their first meeting. Captures the participant's understanding of their plan, current supports, immediate priorities, risks, and the SC's onboarding action items.

  Structure · 7 sections

  1. Engagement Details
  2. Plan Snapshot
  3. Goal Understanding
  4. Current Supports
  5. Immediate Priorities
  6. Risk Factors
  7. Onboarding Actions
  Built for

  • Support Coordinator
  • Case Manager
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• SC Plan Review Report

  Formal report supporting an NDIS plan reassessment, written from the Support Coordinator's coordinating perspective rather than a clinical lens. Summarises the plan period, goal-by-goal progress, outcomes, unmet needs, and evidence-based recommendations for the next plan.

  Structure · 7 sections

  1. Report Details
  2. Plan Period Summary
  3. Goal-by-Goal Progress
  4. Outcomes Achieved
  5. Unmet Needs
  6. Evidence for Next Plan
  7. Recommendations
  Built for

  • Support Coordinator
  • Case Manager
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• SC Care Team Meeting Note

  Multi-disciplinary care team meeting documentation for participants with multiple providers. Captures attendees, agenda, decisions made, action distribution, and information sharing — common in NDIS coordination but often poorly documented.

  Structure · 8 sections

  1. Meeting Details
  2. Attendees
  3. Agenda
  4. Discussion
  5. Decisions
  6. Action Distribution
  7. Information Shared
  8. Next Meeting
  Built for

  • Support Coordinator
  • Case Manager
  • Social Worker
  • Occupational Therapist
  • +1 more
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• SC Handover / Transfer Note

  Comprehensive handover document written when a Support Coordinator transfers a participant to another SC — within or between organisations. Aggregates plan status, active services, outstanding actions, key contacts, risks, and handover items. SC turnover is high; this protects continuity.

  Structure · 8 sections

  1. Handover Details
  2. Participant Summary
  3. Plan Status
  4. Active Services
  5. Outstanding Actions
  6. Key Contacts
  7. Risks & Sensitivities
  8. Handover Items
  Built for

  • Support Coordinator
  • Case Manager
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• SC Closure / Discharge Note

  End-of-engagement record for when Support Coordination ceases — typically because the participant no longer has SC funding, has moved providers, or has self-discharged. Captures engagement period, outcomes, outstanding work, reasons for closure, onward referrals, and final balance.

  Structure · 7 sections

  1. Closure Details
  2. Engagement Period Summary
  3. Goals Achieved
  4. Outstanding Work
  5. Reasons for Closure
  6. Onward Referrals
  7. Final Communication
  Built for

  • Support Coordinator
  • Case Manager
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• SC Family Contact Note

  Documentation for contacts where the SC interacts with a family member, carer, or informal supporter ON BEHALF of the participant — particularly when the participant is absent. Family-only contacts are legally sensitive: consent and information-sharing must be clear.

  Structure · 7 sections

  1. Contact Details
  2. Family Member Details
  3. Consent Basis
  4. Discussion
  5. Information Shared
  6. Information Withheld
  7. Follow-Up
  Built for

  • Support Coordinator
  • Case Manager
  • Social Worker
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• SC Incident Note

  Day-to-day safeguarding documentation for concerns that are short of NDIS Quality and Safeguards Commission reportable incidents but still warrant a discrete record. Captures observation, immediate action, decision about reportability, and follow-up.

  Structure · 6 sections

  1. Incident Details
  2. What Happened
  3. Observations
  4. Immediate Action
  5. Reportability Decision
  6. Follow-Up
  Built for

  • Support Coordinator
  • Case Manager
  • Social Worker
  • Disability Support Worker
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• SC Reportable Incident

  NDIS Quality and Safeguards Commission reportable incident documentation aligned to the QSC reporting framework. Supports completion of the formal QSC reportable incident notification — this template does not replace the QSC portal submission, it generates the underlying record. Compliance-critical: confirm wording against current QSC guidance and use under organisational supervision.

  Structure · 9 sections

  1. Notification Details
  2. Participant Details
  3. Incident Category
  4. What Happened
  5. Witnesses
  6. Immediate Response
  7. Notifications Made
  8. Investigation Status
  9. Outcome
  Built for

  • Support Coordinator
  • Case Manager
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• SC Crisis Response Note

  Documentation for acute crisis events requiring rapid Support Coordinator response — mental health crisis, housing crisis, family violence escalation, provider failure with safety implications. Captures trigger, risk assessment, actions taken, services contacted, outcome, and post-crisis plan.

  Structure · 8 sections

  1. Crisis Details
  2. Trigger
  3. Risk Assessment
  4. Actions Taken
  5. Services Contacted
  6. Outcome
  7. Post-Crisis Plan
  8. Debrief
  Built for

  • Support Coordinator
  • Case Manager
  • Social Worker
  • Youth Worker
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• SC Restrictive Practice Note

  Documentation when a Support Coordinator becomes aware of restrictive practices being used in relation to a participant. Restrictive practices are heavily regulated by NDIS QSC and state-based authorisation panels — this template captures the practice, its authorisation status, triggers, response, and follow-up. Compliance-critical: verify authorisation status under the applicable state framework and confirm reporting against current QSC guidance.

  Structure · 7 sections

  1. Practice Details
  2. Authorisation Status
  3. Triggers
  4. Duration & Frequency
  5. Participant Response
  6. Less-Restrictive Alternatives
  7. Action Required
  Built for

  • Support Coordinator
  • Case Manager
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• Specialist SC Assessment

  Assessment by a Specialist Support Coordinator (Level 3) of a complex case, documenting complexity factors, multi-system context, coordination challenges, and specialist recommendations. Used by Level 3 SCs to justify their distinct coordination work and to set the case formulation for the engagement.

  Structure · 7 sections

  1. Assessment Details
  2. Complexity Factors
  3. Multi-System Context
  4. Coordination Challenges
  5. Risk Profile
  6. Specialist Approach
  7. Recommendations
  Built for

  • Support Coordinator
  • Case Manager
  • Social Worker
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• Capacity-Building Coordination Note

  Documents the capacity-building component of Support Coordination — where the SC is teaching the participant (or family) to coordinate their own supports over time. This is the "teach to fish" work that justifies SC funding being time-limited rather than permanent.

  Structure · 7 sections

  1. Session Details
  2. Capacity-Building Goal
  3. Skill Being Built
  4. Activities
  5. Participant Response
  6. Generalisation
  7. Next Step
  Built for

  • Support Coordinator
  • Case Manager
  • Social Worker
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