For NDIS providers and support coordinators
Medication Stock and Disposal Log
A record of medicines received, counted, returned and destroyed, including Schedule 8 counts.
Audit readiness · Medication support
What it is for
After the session
Notes, letters, reports, reviews and follow-up.
105 resources
For NDIS providers and support coordinators
Meeting Notes Template (Participant-Friendly)
A plain-language meeting notes template for meetings with participants, covering who came, what we talked about, what was decided, who will do what and…
Accessible information · Meeting records
For Community services and case workers
Missed Appointment Follow-Up Guide
A non-punitive guide for following up missed appointments, covering contact attempts, checking welfare, understanding barriers, re-engaging and escalating concerns when needed.
Client engagement · Engagement and follow-up
For NDIS providers and support coordinators
Monthly Quality and Safety Report
A short report to management, with numbers, trends and what is being done.
Audit readiness · NDIS governance and registers
For NDIS providers and support coordinators
My Voice in Progress Reports
A participant input template for provider progress reports, so the person's own views on goals, supports, what is working and what they want next…
Advocacy and self-advocacy · Participant voice
For Occupational therapists
NDIS Functional Capacity Assessment Report (Adult)
A report template organised around the six functional capacity areas, linking impact to recommended supports.
Intake and needs identification · Reports and letters
For Occupational therapists
NDIS Functional Capacity Report (Paediatric)
A paediatric functional report comparing the child to same-age peers across the six areas, with family priorities.
Intake and needs identification · Reports and letters
For Speech pathologists
NDIS Speech Pathology Progress Report
A progress report template for NDIS plan reassessments, showing goals, progress, function and recommendations.
Coordinating reports · Reports and letters
For Educators and school support staff
Note-Taking Strategies
A student guide to effective note-taking, with a two-column notes template, abbreviation tips, mind map space and a quick review routine for after class.
Executive functioning · Study skills
For NDIS providers and support coordinators
Open Disclosure Procedure
How to talk openly with a person and their family after something has gone wrong.
Incident management · NDIS policies and procedures
For Educators and school support staff
Parent and Teacher Communication Log
A shared log for regular two-way communication between families and teachers, recording updates, successes, concerns, actions and agreed next contact.
Home and school partnerships · Team communication
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
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 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 Budget Tracker
A participant-friendly budget tracker for keeping an eye on plan spending by support type, month by month, with space for notes and questions.
Budgeting and money · Service coordination
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 Psychologists
Positive Data Log
A CBT-informed log for collecting everyday evidence that supports a new, more balanced belief, with daily entries and regular belief ratings.
CBT-informed tools · Core beliefs
For Positive behaviour support practitioners
Positive Interactions Tracker
A simple tracker for teams to notice and increase positive interactions with the person they support, with tallies for positive and corrective interactions and…
Positive interactions · Proactive support strategies
For Allied health and multidisciplinary teams
Progress Review Discussion Template
A person-led progress review template that compares the person's and the team's views of each shared goal, captures what helped and agrees adjustments and…
Collaborative goal setting · Progress review
For Psychologists
Psychological Report Template
A structured psychological report with referral question, background, assessment results, formulation and recommendations.
Assessment summaries · Reports and letters
For Educators and school support staff
Reading Fluency Practice Log
A practice log for repeated reading to build fluency, recording the text, reads, words per minute or a simple rating, accuracy, expression and a…
Reading fluency · Study skills
For Allied health and multidisciplinary teams
Reflective Practice Log
A structured log for reflecting on practice experiences, covering what happened, thoughts and feelings, what went well, what could change, learning and next actions.
Clinical and professional supervision · Reflective practice
For NDIS providers and support coordinators
Restrictive Practice Use Log
A record of each use of a regulated restrictive practice, to support monthly reporting within 5 business days of month end.
Documentation and record keeping · Restrictive practices
For Counsellors and therapists
Risk Consultation and Escalation Log
A simple running log of who you consulted about a client risk or safety concern, what advice you received, what you decided and when…
Clinical and professional supervision · Records of concern
Can't find what you need?
Tell us the theme or resource that would help you. We read every suggestion, and use them to decide what to make next.
[contact-field label="What resource or topic would help you?" required="1" pmsContentRestriction=",all,,,,," type="textarea"/] [contact-field label="Your profession" options="Counsellor or therapist,Psychologist,Social worker,Disability support worker,NDIS provider or support coordinator,Behaviour support practitioner,Youth worker,Occupational therapist,Speech pathologist,Educator or school staff,Community services or case worker,Allied health,Other" pmsContentRestriction=",all,,,,," type="select"/] [contact-field label="Email, if you would like us to tell you when it is ready" pmsContentRestriction=",all,,,,," type="email"/]Please do not include client details.
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.