The report your planner or support coordinator reads before a plan review. Six and twelve-monthly, written for the person making the decision, one week turnaround.
A plan review is a funding decision made by someone who has never met the participant, from documents. The progress report is usually the most important of those documents, and it is frequently the weakest.
What changed, and what that means. The core of a progress report is a comparison: this is where the person was at the start of the plan, this is where they are now, this is what the therapy did or did not achieve. Without that comparison it is a description, not evidence.
Progress against the plan's actual goals. Reports are read against the goals written into the plan, so that is how ours are structured. Each goal, what was worked on, what shifted, and what remains.
Honest about what did not work. A report claiming uniform progress across every goal is not believable and does not read well. Where something did not shift, we say so and explain why — which is often a stronger argument for continued funding than a claim of success.
Current functional picture. What support is needed now, described specifically enough that a reader can see the link between the impairment and the request.
Clear recommendations. Not "ongoing OT is recommended" but what, how much, for how long, and what it is expected to achieve.
Under the NDIS, report writing is billed as OT time from Capacity Building — Improved Daily Living. It is worth reserving some of that budget for reporting rather than spending it all on sessions, because a review with no evidence tends to go badly.
Under Support at Home, reporting to a provider is funded the same way as any other clinical support time.
We work with self-managed and plan-managed participants. We are not able to take NDIA-managed plans.
A written progress report covering the reporting period, goal by goal, with a current functional picture and clear recommendations for the next plan.
Reports are with you one week from the final assessment session. If a review date is tight, tell us at the first call and we will work back from it rather than discovering the problem later.
You get a copy before it goes to anyone else where practical. Factual errors get corrected; clinical findings we will explain rather than change.
Six to eight weeks is comfortable. That covers one to two weeks to a first appointment, the session or sessions, one week for the report, and time for your coordinator or planner to actually read it.
Usually not without seeing you first. A progress report describes change over time, so where there is no prior relationship we would normally do an assessment and write that instead — which is often what the review actually needs.
We say so, and explain why. Limited progress with a clear explanation is frequently a stronger case for continued or different funding than an unconvincing claim that everything improved.
With your consent, yes. Most coordinators prefer to receive it directly, and it saves a step.
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