NDIS Participant Management Hub

Everything you need to manage NDIS participants effectively — from support plans and goal tracking to progress notes and client records. Browse expert guides by topic below.

Support Plans & Goal Setting

Progress Notes & Documentation

Service Delivery & Quality

Frequently Asked Questions

What information must be included in an NDIS participant's file?

An NDIS participant file must include their signed service agreement, NDIS plan details, individual support plan with goals, progress notes from each service delivery, risk assessments, incident reports, consent forms, and communication records. Providers must maintain these records for 7 years.

Progress notes should be written after every service delivery session or shift, ideally within 24 hours. Notes should follow a structured format such as SOAP and document what support was provided, how the participant responded, progress toward goals, and any concerns.

Support coordinators help NDIS participants understand their plan, connect with providers, build capacity to manage their own supports, and navigate the NDIS system. Support coordination comes in three levels: Support Connection, Coordination of Supports, and Specialist Support Coordination.

Providers track goals by documenting them in the individual support plan, breaking them into measurable objectives, recording progress in session notes, conducting regular reviews, and reporting on outcomes at plan review time.

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