NDIS Forms and Templates Are a Must-Have for Your Disability Support Business

The NDIA has rigorous quality and safety requirements for disability support providers. Meeting these means filling out extensive forms, assessments, plans and reports. 

NDIS forms improve patient support standards and help demonstrate that you meet the NDIS Practice Standards. The NDIS will inspect these forms when conducting audits, so they’re fundamental for avoiding non-conformities and potential deregistration.

When used correctly, NDIS forms will also help your team operate more efficiently. Thorough processes and templates are often the difference between an NDIS business that’s drowning in paperwork and an efficient, quality-centred operation powered by excellent information-sharing.

What Are the Essential Forms for NDIS Compliance? 

Your NDIS business should have templates for the following client service forms:

• Consent form

• Service agreement 

• Strengths and needs assessment

• Risk assessment

• Support plan template

• Behaviour support plan template

• Condition management plan template

• Medication purpose form 

• Progress note template

• Incident report template

• Plan review form

In addition, you’ll need:

• NDIS invoice template

• Support worker competency assessment form

• NDIS complaint investigation form

It’s also a good idea to have templates for:

• Caregiver/support worker training needs analysis 

• Staff onboarding

• Participant onboarding checklist

• NDIS complaint acknowledgement 

• NDIS complaint response 

• NDIS complaint feedback form

• Emergency preparedness plan

How Ready-to-Use Forms and Templates Benefit Your Business 

NDIS compliance is key to ensuring participant safety and delivering high-quality supports. But, the required paperwork can be time-consuming and, at times, complex.

Ready-to-use NDIS forms are a win-win solution: they help you save time and they ensure that the paperwork is correctly filled in. With templates stored in your NDIS plan management software, your team will be easily able to access them and create quality documentation.

When used correctly, templates ensure that no important detail is left out. Plus, the consistent formatting and structure will improve the reader-friendliness of your records. When your support workers want to review the participant care plan or past progress notes, they’ll be able to rapidly locate the information they need.

How to Create Your Own Forms & Templates with NDIS Plan Management Software 

#1 Create or Download NDIS Form Templates 

You don’t have to craft all your NDIS business templates from scratch. You can download templates for some NDIS forms from the NDIS Commission’s website, such as a medication purpose form or behaviour support plan. 

We’ve published a progress note and NDIS invoice template, plus our guide to incident reports will walk you through making your own template.

You can also create customisable templates through your NDIS software. For example, ShiftCare allows you to build a standard template for progress notes, incident reports, feedback and enquiry notes. 

You can also set up goal tracking within ShiftCare, which will enable your support workers to grade a client’s progress towards their goal every shift. 

#2 Upload Your Forms to Your NDIS Plan Management Software 

Once you’ve got all your templates and forms prepared, you need to store them in a well-organised, secure and easily accessible location. That’s why we recommend making use of your NDIS plan management software.

For any forms that need to be filled in on the go, such as progress notes, you should keep the template in cloud storage via your NDIS software. It’s also worth enabling features that make it easier for your caregiver staff and support workers to fill in these forms. This includes voice-to-text, client digital signature gathering and geolocation verification.

Other templates, such as your support plan and service agreement, don’t need to be stored in your NDIS plan management software. However, the filled-out version of the documents should be uploaded to your clients’ profiles so that your team can access the information they need to provide quality supports.

#3 Auto-Generate Select Documents

Some NDIS forms need to be filled out with extreme care and attention to detail, such as your risk assessments. Others, however, can be accurately auto-generated based on the information that your team has already recorded. 

For example, your plan management software can automatically draft NDIS invoices based on your shift records. This will save you time and reduce the risk of invoicing errors.

NDIS Compliance Made Simple

ShiftCare’s NDIS software helps you manage your disability support business by reducing admin time, simplifying rostering, and streamlining NDIS compliance. It comes with a built-in NDIS Pricing Arrangements and Price Limits guide, NDIS funds management, progress notes and incident reports templates, client goal tracking, automated document expiry notifications, and more.

Take the stress out of NDIS compliance. Try ShiftCare for free.