Progress reports and functional evidence for NDIS plan reviews, for self-managed and plan-managed participants across QLD, NSW, VIC and TAS.
An NDIS plan review is when the NDIA reassesses a participant's plan and funding. To support the review, participants and support coordinators often need an OT-written progress report that documents what the person has worked on, how their function has changed, and what supports they will need in the next plan period. Our OTs know what the NDIA looks for. We write clear, evidence-based plan review reports and deliver them within the agreed timeframe so your review is not delayed waiting for documentation.
You'll speak with one of our AHPRA-registered OTs.
We usually call back within one business day.
NDIS plan review reports across QLD, NSW, VIC & TAS
An NDIS plan review report provides the functional evidence a support coordinator or participant needs to go into a plan reassessment with the NDIA. It documents what has changed, what hasn't, what supports are still needed and why, and what the next plan period should fund. Plan review reports are time-sensitive by definition: the review date drives the timeline, and getting the referral in early is the most important thing a support coordinator can do.
A plan review report is usually a progress update against the existing plan, not a new full functional capacity assessment. If the participant's function has changed significantly, if new funding categories are being sought, or if there is no recent FCA on file, a fresh FCA may be more appropriate. We advise on which report type suits the situation when you make contact, so the right document is ready before the review.
The plan review report covers: the participant's current functional capacity; progress made during the current plan period against stated goals; any changes in support needs (increased or reduced); the supports that will be required in the next plan period; and evidence-based recommendations to support the funding request. The NDIA looks for specific, functional evidence, not a general summary of services provided.
Depending on the participant's situation, the OT either conducts a home assessment visit to observe current function directly, or writes the progress report from existing session records and clinical notes. For participants already receiving ongoing OT from Astrad, the report can usually be written from records. For new referrals, a brief assessment visit ensures the report reflects current function accurately.
We generally need two to four weeks from initial contact to deliver a completed plan review report: intake, scheduling, assessment or record review, and report writing. If the review date is already close, contact us immediately and we'll advise whether an expedited turnaround is possible. Support coordinators managing multiple plan reviews can discuss priority scheduling with our intake team.
Plan review reports need to be specific about functional change and support requirements, not just a list of therapy sessions attended. The NDIA expects to see a clear connection between the participant's functional capacity, the supports they've been using, the outcomes those supports have produced, and what is needed going forward. Reports that focus on activity counts rather than functional evidence are the most common reason reviews are queried.
With the participant's consent, we liaise with support coordinators, plan managers and other treating clinicians to ensure the plan review report is consistent with the broader evidence being submitted. The completed report is sent directly to whoever is nominated: the support coordinator, plan manager, the NDIA, or the participant. Follow-up questions from the NDIA are answered at no extra charge.
NDIS plan reviews often have fixed deadlines. Tell us your review date early so we can schedule the assessment visit and deliver the report with time to spare.
Call (07) 3477 9366 or submit the form. Tell us the participant's review date, their current supports, what they've been working on, and any changes in their function or goals. We confirm scope and provide a written quote. Referrals from support coordinators and plan managers are welcomed.
Depending on the participant's situation and the purpose of the report, the OT may conduct a home assessment visit to observe current function, or write the progress report based on session notes and records from ongoing therapy. We'll confirm the most appropriate approach at intake.
The completed plan review report is delivered digitally within two to three weeks of the assessment or record review. We can send it directly to the support coordinator, plan manager or the participant. If there's an urgent review deadline, let us know at intake.
NDIS plan reviews happen across all age groups. The focus of the OT report varies depending on the participant's age, goals and support context.
Kids
Birth – 17
For children, plan review reports document progress on developmental goals, changes in functional capacity, and recommendations for the next plan period. They address early childhood supports, school-age therapy goals, self-care development and family capacity building.
Adults
18 – 64
For working-age adults, plan review reports document functional progress, changes in support needs, goals achieved and new goals for the next plan period. Relevant for participants in SIL, supported employment, community participation or ongoing therapy.
Older adults
65+
Some older participants access the NDIS rather than (or alongside) aged care funding. Plan review reports for older participants document how supports are maintaining function and independence, and what is needed in the next period.
Our Occupational Therapists are AHPRA-registered, supported by OT assistants, a psychologist, a speech pathologist and a warm admin team who'll be your first point of contact. Small enough to know your name, big enough to match you with someone whose experience fits your goals.
Occupational Therapist
AHPRA-registered
Occupational Therapist
AHPRA-registered
Occupational Therapist
AHPRA-registered
Occupational Therapist
AHPRA-registered
Occupational Therapist
AHPRA-registered
Occupational Therapist
AHPRA-registered
Occupational Therapist
AHPRA-registered
Occupational Therapist
AHPRA-registered
Occupational Therapist
AHPRA-registered
Occupational Therapist
AHPRA-registered
Occupational Therapist
AHPRA-registered
Occupational Therapist
AHPRA-registered
Psychologist
AHPRA-registered
Speech Pathologist
SPA Certified Practising
Occupational Therapy Assistant
Under OT supervision
Occupational Therapy Assistant
Under OT supervision
Occupational Therapy Assistant
Under OT supervision
Speech Therapy Assistant
Under SPA supervision
Client Intake Coordinator
Intake team
Client Intake Coordinator
Intake teamSwipe to see more
Tell us your preferences: gender, language, cultural background, clinical experience. We'll match you with a clinician who fits.
We can't list fixed prices publicly. What you pay depends on your funding stream, the service, and your location. But every Astrad client gets the same three things, in writing, before any visit is booked.
Request a written quoteEvery client gets a clear written quote setting out session rates, expected travel time and any reports, before we schedule a single visit.
For NDIS participants we bill within the limits set out in the current NDIS Pricing Arrangements and Price Limits. No surprises at invoice time.
Travel and non-face-to-face time are always quoted in writing, at the rates allowed for your funding stream. What you see is what you pay.
Our Occupational Therapists travel to you. At home, at school, at work or in the community. We cover metro and many regional areas across Queensland, NSW, Victoria and Tasmania. Not sure if we reach your postcode? Ask us. We usually confirm within one business day.
Check availabilityBrisbane, Gold Coast, Sunshine Coast, Ipswich, Logan, Toowoomba
Sydney, Central Coast, Wollongong, Newcastle
Melbourne, Geelong, Bendigo, Ballarat
Hobart, Launceston, Devonport
Questions about what the report needs to include, deadlines or funding? Call (07) 3477 9366.
An NDIS plan review report is an OT-written document that supports a participant's plan reassessment with the NDIA. It typically documents the participant's current functional capacity, the supports they have been receiving, the progress made towards their goals, any changes in their support needs, and recommendations for the next plan period. The NDIA uses this evidence to inform funding decisions for the next plan.
Not always. A full functional capacity assessment (FCA) is a comprehensive baseline document, while a plan review report may be a shorter progress update that references the existing FCA. If the participant's function has changed significantly or if significant new funding is being sought, a new FCA may be more appropriate. We'll advise on the most suitable report type when you make contact.
As early as possible before the review date. We generally need two to four weeks from initial contact to deliver a completed report: time for intake, scheduling the assessment visit, assessment, and report writing. If you know your participant's review date, contact us as soon as it's confirmed. Urgent timelines may be possible depending on availability.
Yes. We regularly receive plan review referrals from support coordinators and plan managers. We keep the support coordinator informed throughout the process and send the completed report to whoever is nominated. Participant consent is confirmed at intake.
That's fine. We can conduct a fresh assessment visit and write the plan review report based on that, even if the participant has been receiving OT from another provider. We'll ask for any existing reports or records to inform the assessment. Alternatively, if you have an existing OT provider whose records are relevant, let us know and we'll work out the best approach.
OT plan review reports are typically funded from the Capacity Building budget (Improved Daily Living support category) or, in some cases, Core Supports, within the NDIS Pricing Arrangements and Price Limits. We provide a written quote before any work is started. Contact us for an estimate based on your participant's situation.
Astrad works with self-managed and plan-managed NDIS participants. If a participant is agency-managed, their support coordinator can explore options including a move to plan management. We're happy to discuss this with you.
Support coordinators and plan managers: we know how tight plan review timelines get. Contact us as early as possible and we'll confirm availability, scope and turnaround in writing. For self-managed participants booking directly, the same applies. Call (07) 3477 9366 or submit the form.
We usually call back within one business day.
Mon–Fri 9am–5pm Brisbane time
