How to ensure your reports meet NDIS requirements. - Leap in!
27 Nov

How to ensure your reports meet NDIS requirements.

Here at Leap in! HQ we receive a lot of questions about the information required by the NDIS, especially when it comes to reports.

Chances are if you apply for the NDIS or are an NDIS participant, you will need to supply a report at some stage!

Today, we’ll take a look at when you’re likely to need a report and provide some tips for ensuring your reports meet the NDIS requirements.

What is a report?

When it comes to the NDIS, a report is a document containing information that supports a certain claim, usually to join the NDIS or obtain funding for a specific service or support. A report can also be referred to as a form or an assessment.

A report may include information such as:

  • Name and contact details
  • Information about a disability
  • Detailed information about how a disability affects a person’s ability to carry out daily tasks
  • A professional opinion by a doctor or other health care professional
  • Supports that are needed to help an NDIS participant to complete daily tasks and achieve their goals.

In most cases, reports are completed by a doctor or allied health professional such as an occupational therapist (sometimes both). They usually have loads of experience in completing reports and should know the type of information to include.

Getting the language right.

Using the right language is important for ensuring you get the funding needed for the supports and services that help you to reach your goals. You can find a handy guide to NDIS language here.

It is important that reports are worded in a way that everyone can understand. If something written on a report doesn’t make sense to you, don’t be afraid to ask for it to be changed.

When does the NDIS need reports?

1. When completing an initial NDIS application.

Applicants for the NDIS must meet a range of eligibility requirements. For more details about eligibility requirements, check out our earlier article here.

Supporting evidence may be required in the form of a report such as completing an Evidence of Psychosocial Disability form for people who have a psychosocial disability. Find out more about getting the NDIS if you have a psychosocial disability here.

2. During a Plan Review meeting.

It may be necessary to provide assessments or reports from some service providers at your Plan Review meeting. This shows how supports and services received help you to achieve your goals. It also helps determine if you continue to require funding for those supports and services in order to meet your goals.

3. For specialised assistance technology (AT) supports.

A General Assistive Technology Assessment report form must be completed for more complex assistive technology (Level 2, 3 or 4 by the NDIS). This covers things like aids, wheelchairs, specialised equipment, motor vehicle modifications or changes to your home.

Tips for ensuring a report meets NDIS requirements.

Here are some useful tips for providers and participants to help get reporting right the first time.

  • Make sure all the information requested is supplied
  • Ensure the report is written in everyday language
  • Be detailed. Give as much information as you can about the disability and its impact
  • Give direct examples. This can include describing how the person’s life would be without the funding or support and how receiving it will help them achieve their goals
  • Be specific. When seeking supports or services, be clear about what is required. Provide a description, model number and quote
  • If supporting information is requested, include that with the report. It will save time later.

Handy resources.

The following resources are helpful if you want more details about writing reports, particularly when it comes to NDIS-friendly language:

  • Getting the language right: a health practitioners guide to writing reports, letters, forms and assessments for the NDIS – click here
  • 10 steps to excellent NDIS therapy reports – click here.

Leap in! can help.

If you’re unsure who can help you with a report for the NDIS, Leap in! plan managers have great connections to providers who regularly write reports for NDIS participants.

Check out the Provider Network Directory or give our friendly team a call on 1300 05 78 78.

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