NDIS7 sections

Transition Planning Report

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

Generate this note from a recording or dictation

Free — 10 sessions per month, no credit card required.

Template structure

The transition planning report template captures these sections automatically from your recording.

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

Built for

Occupational TherapistPsychologistClinical PsychologistSocial WorkerSpeech PathologistCase ManagerSchool CounsellorSchool PsychologistRehabilitation CounsellorDisability Support WorkerCommunity Services WorkerVocational CounsellorYouth Worker

How it works

  1. 1

    Record or dictate the session

    In-person, telehealth, or hybrid. Audio is deleted immediately after transcription — never stored.

  2. 2

    Pick the Transition Planning Report template

    Or set it as your default for this session type so future recordings use it automatically.

  3. 3

    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.

More ndis templates

No credit card required

Try the Transition Planning Report template free

10 sessions per month on the free tier. Upgrade anytime from $19/month + GST for more sessions, longer recordings, and unlimited dictations.

Transition Planning Report Template — AI Note Template | Grounded Scribe | Grounded Scribe