Preparing for Your NDIS Plan Review: What Reports and Assessments You May Need in Shoalhaven and Illawarra

An NDIS plan review is your chance to reflect, reset, and ensure your supports align with your current goals. But for many participants, families, and support coordinators, it can also be a stressful process—especially if you’re not sure what documentation is required.

At South Coast Therapy & Support Group, we work with clients across Shoalhaven and Illawarra to prepare timely, goal-aligned reports and assessments that support successful plan reviews. Whether you’re preparing for a scheduled reassessment or requesting a change in supports, we’re here to help.

Why Do Plan Reviews Matter?

Plan reviews are more than a funding update—they’re about making sure your NDIS plan truly reflects your daily life, support needs, and future goals.

During your review, the NDIS may consider:

• Have your circumstances changed?

• Are your current supports working?

• What progress have you made toward your goals?

• Do you need new supports or more therapy?

Providing detailed, professional evidence in the form of therapist reports and assessments can make all the difference.

Key Reports and Assessments to Prepare

Here are the most commonly recommended reports we provide for NDIS plan reviews:

1. Functional Capacity Assessments (FCA)

Written by occupational therapists, these assessments give the NDIS a clear picture of how your disability impacts daily life. They cover mobility, personal care, cognition, community access, home tasks, and equipment needs.

Recommended for:

• Plan reviews

• Change of circumstances

• New or increased support needs

• Transition to Supported Independent Living (SIL), ILO, or SDA

2. Progress Summary Reports

These mid-plan or end-of-plan updates outline the therapy you’ve received, progress made, and ongoing support recommendations.

Provided by:

• Occupational therapists

• Speech pathologists

• Allied health assistants (in collaboration with supervising therapists)

Recommended for:

• Demonstrating therapy outcomes

• Justifying continuation or increase of services

3. Assistive Technology (AT) Reports

These include trials and justification for items such as shower chairs, wheelchairs, beds, hoists, or communication devices. Our OTs help submit quotes and risk assessments.

Recommended for:

• Requesting new or replacement equipment

• Low-cost, mid-cost, or high-cost AT applications

4. Sensory Profiles

For participants with autism, trauma backgrounds, or regulation challenges, a Sensory Profile helps identify needs around emotional regulation, environmental adjustments, and support strategies.

Recommended for:

• Therapy justification

• Positive Behaviour Support plans

• Classroom or home strategies

5. CELF-5 and Communication Assessments

Our speech pathologists assess language development, comprehension, expression, and social communication—often essential for school-aged clients.

Recommended for:

• Children with learning difficulties, autism, ADHD

• Literacy or social skill challenges

• Supporting requests for ongoing speech therapy

6. Housing Reports for SIL, ILO or SDA

If you’re exploring housing support options, our OTs provide in-depth reports to support eligibility and identify environmental or supervision needs.

When Should You Start Preparing?

We recommend starting 6–8 weeks before your plan end date to allow time for:

• Therapy sessions and assessments

• Collaboration with your support team

• Report writing, reviews, and finalisation

• Submission to the NDIA before your review meeting

Let your support coordinator and therapists know early if a review is approaching—especially if you’ve had changes in health, capacity, or goals.

Local Services in Shoalhaven and Illawarra

Our experienced team provides assessments and reports across:

• Shoalhaven: Nowra, Bomaderry, Berry, Ulladulla

• Illawarra: Shellharbour, Albion Park, Kiama, and surrounds

Services are available at our Shoalhaven OT and Shellharbour OT clinics, via home visits, or through telehealth where appropriate.

Support Coordinators Welcome

We regularly collaborate with support coordinators to meet urgent review deadlines and tailor reports to the participant’s NDIS goals. We’re known for:

• Clear, concise reporting

• NDIS-compliant language and structure

• Fast turnaround when needed

• Team-based input from OTs, SPs, and AHAs

If you’re a support coordinator planning reviews for your clients, reach out to us early to book in assessments or request templates for information gathering.

Let’s Plan Ahead—Together

NDIS plan reviews don’t have to be stressful. With the right preparation and professional reports in place, you can walk into your meeting with confidence.

Contact South Coast Therapy & Support Group today to book your assessments, request report support, or speak to one of our team members about preparing for your next plan review.