For NDIS providers and support coordinators
Participant File Checklist and File Audit
A checklist of everything a complete participant file should hold, which doubles as a file audit tool.
Audit readiness · Documentation and record keeping
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615 resources
For NDIS providers and support coordinators
Participant Intake Form
A complete intake form for new participants: contacts, plan details, supports, health, communication, risks and preferences.
Audit readiness · NDIS participant file
For NDIS providers and support coordinators
Participant Money and Property Policy
How your organisation protects participants' money and belongings, and keeps a clear record of each transaction.
Audit readiness · Budgeting and money
For NDIS providers and support coordinators
Participant Money and Property Record
A record for handling a participant's money and property in a shared home: what the person has agreed to, every transaction with receipts, monthly…
Budgeting and money · NDIS participant file
For NDIS providers and support coordinators
Participant Profile and Support Summary
A two-page snapshot so that a new worker can support a person well, safely and respectfully from the first shift.
NDIS participant file · Person-centred planning
For NDIS providers and support coordinators
Participant Register
A register of participants with plan dates, agreements, reviews and key flags.
Audit readiness · Documentation and record keeping
For NDIS providers and support coordinators
Participant Satisfaction Check-In
A short, accessible check-in for providers and support coordinators to ask participants how their supports are going, what is working, what is not and…
Feedback and complaints · NDIS participant file
For NDIS providers and support coordinators
Participant Welcome Pack Template
A welcome pack for new participants: who you are, what to expect, rights, how to reach you, and what to do in an emergency.
Audit readiness · NDIS participant file
For Occupational therapists
Participation Goals Planner
A collaborative planner for identifying meaningful activities across self-care, productivity and leisure, what gets in the way and participation-focused goals.
Goal setting · Participation goals
For NDIS providers and support coordinators
Participation Log
A log for recording community and social participation, linked to the participant's goals, with their own comments on what they enjoyed and what they…
Community participation · Participant voice
For Positive behaviour support practitioners
PBS Practitioner Capability Self-Reflection
A self-reflection for supervision on assessment, planning, implementation, rights and restrictive practice reduction.
Behaviour as communication · Clinical and professional supervision
For Youth workers
Peer Support Skills
A training resource for young peer supporters covering listening, encouraging, knowing limits, confidentiality and its limits, self-care and when and how to get adult…
Help-seeking · Listening skills
For Counsellors and therapists
Perfectionism Reflection
A reflection that helps clients explore their high standards, the costs and benefits, the rules behind them and what good enough could look like…
Anxiety and stress · Perfectionism
For Psychologists
Perfectionism Standards Experiment
A CBT-informed behavioural experiment for testing what happens when standards are deliberately relaxed in one area, with predictions, the experiment, outcomes and learning.
Behavioural experiments · CBT-informed tools
For Allied health and multidisciplinary teams
Person-Centred Language Guide for Clinicians
A practical guide to respectful, person-centred language in conversations and records, with common phrases to rethink, alternatives, and guidance on asking people how they…
Documentation and record keeping · Respectful language
For NDIS providers and support coordinators
Person-Centred Supports Policy
How your organisation makes sure each participant's rights, choices and goals shape the supports they receive.
NDIS policies and procedures · Person-centred planning
For Counsellors and therapists
Personal Boundaries Worksheet
A reflective worksheet for exploring personal boundaries, noticing when they are crossed and practising how to communicate them.
Boundaries and relationships · Communication skills
For Disability support workers
Personal Care Preferences Profile
A respectful profile that records how a person likes to be supported with showering, dressing, grooming and other personal care, with privacy and dignity…
Choice and control · Personal care and dignity
For Speech pathologists
Phone and Video Call Planner
A planner that helps people with communication difficulties prepare for phone and video calls, with scripts, supports, practice steps and options such as captions…
Conversation supports · Functional communication
For Allied health and multidisciplinary teams
Plain Language Report Summary Template
A one-page plain-language summary template for clinical reports, covering why we met, what we found, what it means, what we recommend and what happens…
Health literacy · Plain language reports
For NDIS providers and support coordinators
Plan Management Options Reflection
A neutral reflection tool to help participants think through self-management, plan management and agency management, considering choice of providers, paperwork, control and support.
Choice and control · Plan management
For NDIS providers and support coordinators
Plan Review Timeline Planner
A timeline planner for the months leading up to a plan reassessment, mapping tasks such as gathering reports, reviewing goals and preparing the participant's…
Evidence and reports · Plan reviews
For Occupational therapists
Play Ideas for Development
An OT-informed menu of everyday play ideas that support fine motor, gross motor, sensory, play and self-care skills, with tips for following the child's…
Fine motor skills · Parenting support
For NDIS providers and support coordinators
Policy and Document Control Register
A register of every policy and form, with version, owner and review dates.
Audit readiness · Documentation and record keeping
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