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Free NDIS Schedule of Support Template – Plan and Track Participant Services

NDIS schedule of support template for providers

An NDIS schedule of support template is an essential document that outlines the specific supports, services, and funding allocations agreed upon between an NDIS provider and a participant. This template helps providers plan service delivery, track budget utilisation, and maintain compliance with NDIS funding guidelines. Whether you deliver supported independent living, community access, or therapy services, a well-structured schedule of support ensures both the participant and provider have clear expectations about what will be delivered and when.

What is an NDIS schedule of support

A schedule of support is a detailed plan that sits alongside an NDIS service agreement. While the service agreement covers the legal terms and conditions of the arrangement, the schedule of support details the practical aspects including the type of supports to be provided, the frequency and duration of each service, the applicable NDIS line items and pricing, and the total budget allocation. Providers registered with the NDIS Quality and Safeguards Commission must ensure their schedules of support align with the participant’s NDIS plan and comply with current NDIS price guide limits.

Key components of the NDIS schedule of support template

Our free NDIS schedule of support template includes all the essential sections providers need to document participant services accurately. Here is what you will find inside:

  • Participant details: Name, NDIS number, plan dates, and plan management type to ensure all services are linked to the correct participant record.
  • Support categories: Structured sections for Core Supports, Capacity Building, and Capital supports with corresponding NDIS line item numbers and descriptions.
  • Service schedule: Day-by-day or week-by-week breakdown of when services will be delivered, including session duration, worker allocation, and location details.
  • Budget tracking: Columns for allocated amounts, claimed amounts, and remaining balances so both the provider and participant can monitor budget utilisation in real time.
  • Review schedule: Built-in review dates to ensure the schedule of support is regularly assessed and updated as participant needs change.

How to use the NDIS schedule of support template

Using an NDIS schedule of support template effectively requires collaboration between the provider and the participant or their representative. Start by reviewing the participant’s NDIS plan to understand the funded supports and budget amounts. Then complete each section of the template to map out exactly how those funds will be used across the plan period. Ensure all line items match the current NDIA pricing arrangements and that the total allocated amounts do not exceed the participant’s plan budget.

Why providers need an NDIS schedule of support template

A clear schedule of support protects both the provider and the participant. For providers, it establishes documented evidence of agreed services that supports NDIS compliance requirements during audits and reviews. For participants, it provides transparency about how their plan funding is being used and what services they can expect to receive. Without a detailed schedule of support, providers risk scope disputes, budget overruns, and compliance findings from the NDIS Commission.

How InficureX automates schedule of support management

InficureX NDIS management software allows providers to create, manage, and track schedules of support digitally. Our platform integrates service scheduling with budget tracking and invoicing so that every service delivered is automatically recorded against the correct NDIS line item. Combined with our NDIS rostering software, providers can ensure rostered shifts align with the agreed schedule of support, preventing both under-delivery and over-servicing of funded supports.

Frequently asked questions about NDIS schedule of support

What is the difference between a service agreement and a schedule of support?

A service agreement covers the legal terms and conditions of the provider-participant relationship, including cancellation policies, complaint procedures, and responsibilities. A schedule of support is a practical companion document that details the specific services, frequencies, and costs. Both documents work together to create a complete record of the service arrangement.

How often should a schedule of support be reviewed?

Schedules of support should be reviewed at least quarterly or whenever there is a significant change in the participant’s needs, goals, or plan funding. Regular reviews ensure services remain aligned with the participant’s current situation and that budget utilisation is on track for the plan period.

Can I use the NDIS schedule of support template for plan-managed and self-managed participants?

Yes. The NDIS schedule of support template works for all plan management types including NDIA-managed, plan-managed, and self-managed participants. The template structure remains the same regardless of how the plan is managed, though billing arrangements may differ between management types.

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