Plan Review Evidence Summary

• Template structure

  The Plan Review Evidence Summary template captures these sections automatically from your recording.

  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
  • Clinical Psychologist
  • Social Worker
  • Exercise Physiologist
  • Dietitian
  • Counsellor
  • Case Manager
  • Support Coordinator
  • Disability Support Worker
  • Rehabilitation Counsellor
  • Behaviour Specialist
  • Community Services Worker

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 Plan Review Evidence Summary 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.

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• Access Request ReportSupporting evidence report for NDIS access requests, documenting disability and functional impact.
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