,

Changing Providers Checklist

A participant-led checklist for changing NDIS providers smoothly: reasons and goals, checking the service agreement, finding a new provider, handover and avoiding gaps in support.

Preview of the first page of Changing Providers Checklist
Join Plus to download

Plus includes the PDF and an editable Word version.

Log in to save this resource

Client group
NDIS participants who want to change a provider, and the support coordinators who assist them.
Practice setting
Support coordination and participant planning.
Format
Checklists, Templates and planning tools
Details
A4 PDF, printable
Pages
3
Editable version
Word (.docx), for Plus members
Demographics
Adults, Practitioners
Age groups
Adults, Practitioners and teams
Access
Plus members
Resource code
PP-NDIS-007
Version
1.0

About this resource

Participants can choose and change their providers. This checklist walks through the process: being clear about what is not working and what they want instead, checking notice periods in the current service agreement, finding and meeting new providers, planning the handover and making sure essential supports continue.

Purpose

To help participants exercise choice and control when changing providers, without gaps in essential supports.

Who it is for

Primary profession: NDIS providers and support coordinators. Also relevant for disability support workers.

Client or participant group: NDIS participants who want to change a provider, and the support coordinators who assist them.

Practice setting: Support coordination and participant planning.

Suggested uses

  • Supporting a participant to change providers
  • Planning around notice periods
  • Preparing handover information with consent
  • Avoiding gaps in essential supports

Instructions for practitioners

  1. Explore what is not working and what the participant wants instead.
  2. Check the current service agreement for notice periods and conditions.
  3. Support the participant to find and meet options, and to choose.
  4. Plan handover information with the participant's consent.
  5. Make sure essential supports continue throughout.

Instructions for clients or participants

  1. Say what is not working and what you want instead.
  2. Choose your new provider.
  3. Decide what information to share.

Accessibility considerations

Use plain language or Easy Read. Allow time to meet new providers and include trusted supporters chosen by the participant.

Scope and limitations

A practice checklist. It does not provide legal advice about service agreements and is not an official NDIS document. Check current NDIS guidance and the agreement itself.

Research basis

Case management practice standards describe assessment, planning, coordination, review and planned exits with the person at the centre. Human rights frameworks and research on the dignity of risk support people's right to make their own choices, including choices that involve some risk.

What is included

A 3-page printable A4 PDF, including a practitioner notes page with the research basis (version 1.0).

Originality

Original Practitioner Plus content: wording, activity structure, layout and icons were created for this resource. No third-party worksheets, illustrations or text were reproduced.

Practitioner Plus membership

Spend less time searching and more time with people.

Start with a free account, then upgrade to Plus for the full premium library, favourites and new releases.