NDIS Plan Review Summary (NDIA Submission)

• Template structure

  The NDIS Plan Review Summary (NDIA Submission) template captures these sections automatically from your recording.

  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
  • Psychologist
  • Speech Pathologist
  • Counsellor
  • Social Worker
  • Exercise Physiologist
  • Dietitian
  • Registered Nurse

1. 01 Record or dictate the session

   In-person, telehealth, or hybrid. Audio is deleted immediately once it's processed. If it can't upload, it stays on your own device so you can retry; if it uploads but can't be processed, it's held in Australia for up to 48 hours, then deleted.

2. 02 Pick the NDIS Plan Review Summary (NDIA Submission) template

   Or make it your default template so future recordings use it automatically.

3. 03 Review and finalise

   Your note is generated in the structure above. Edit anything you want — your practice, your voice — then save to the client record.

• Functional Capacity AssessmentFunctional 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.
• Access Request ReportSupporting evidence report for NDIS access requests, documenting disability and functional impact.
• NDIS Progress ReportProgress report for NDIS plan reviews documenting goal achievement and ongoing support needs.
• NDIS Support ReportSupport 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.
• Mealtime Management ReportMealtime management assessment and recommendations for NDIS participants with swallowing or feeding needs.
• Equipment PrescriptionEquipment 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.

Browse all NDIS templates →