You can download our Client Policy Handbook here, our Client Safety Statement here, our Terms of Service here, and Terms of Engagement here.
Having a current NDIS plan on file means we can:
- Confirm your plan’s active date range so we can offer supports within the right funding period
- Work towards your young person’s current goals, ensuring our OTs are supporting their independence in a meaningful way
- Help you avoid over-booking or overspending on services
You can find step-by-step instructions on how to access your young person's NDIS plan here. Sample plan examples with the required sections highlighted are included here also, for your reference.
When do I need to provide a copy of my plan?
- Before commencing therapy
- If your plan has changed
- If you receive a new plan
- Any time your plan has been rolled over, continued, or extended
What information do I need to provide?
You are not required to supply your full plan if that is your preference. The minimum information we require is the following:
New NDIS Plans (dated after 19 May 2025)
- Full Name of the Participant
- Current Plan dates (we cannot accept expired plan dates)
- Participant’s NDIS Number
- Snapshot of the Daily Living Skills Table (funding period schedule)
- ALL goals that are listed for your young person
Existing NDIS Plans (dated before 19 May 2025)
- Full Name of the Participant
- Current Plan dates (we cannot accept expired plan dates)
- Participant’s NDIS Number
- ALL goals that are listed for your young person
All information must clearly identify your young person so we can connect it to their file.
If you’re happy to share the full plan, that’s always helpful. It means we have everything in one place.