NDIS Progress Report

• Template structure

  The NDIS Progress Report template captures these sections automatically from your recording.

  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
  • Clinical Psychologist
  • Social Worker
  • Exercise Physiologist
  • Dietitian
  • Counsellor
  • Behaviour Specialist
  • Art Therapist
  • Music Therapist
  • Disability Support Worker
  • Case Manager
  • Support Coordinator
  • Rehabilitation Counsellor

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 Progress Report 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 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.
• Assistive Technology ReportComprehensive assistive technology assessment and recommendation report for NDIS participants.

Browse all NDIS templates →