About this resource
OTs are often asked for functional capacity assessment reports. This template covers background, assessments, and the six areas of communication, social interaction, learning, mobility, self-care and self-management, then links function to recommended supports. It is a structure, not a standardised assessment.
Purpose
A report template organised around the six functional capacity areas, linking impact to recommended supports.
Who it is for
Primary profession: Occupational therapists. Also relevant for allied health and multidisciplinary teams, NDIS providers and support coordinators, speech pathologists.
Client or participant group: Occupational therapists and allied health practitioners writing NDIS reports.
Practice setting: Occupational therapy and allied health practices.
Suggested uses
- NDIS access and planning evidence
- Plan reassessments
- SIL and home and living evidence
Instructions for practitioners
- Add your details and delete what does not apply.
- Check it against your professional requirements.
- Explain it to the person in plain language.
- Store completed copies securely.
Accessibility considerations
Clear headings and tables. The Word version can be edited and filled in on screen.
Scope and limitations
A report structure. It is not an NDIA form, and it does not guarantee funding. Use validated tools within your scope of practice.
Research basis
The NDIS looks at functional capacity in six areas: communication, social interaction, learning, mobility, self-care and self-management. Reports should describe functional impact, not just diagnosis.
- National Disability Insurance Agency. What is a functional capacity assessment. https://www.ndis.gov.au/applying/types-assessments/what-functional-capacity-assessment
What is included
A 5-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. Written for Practitioner Plus from the sources in the research basis.
