What sort of paperwork does the NDIS planner need?

Take in assessments and reports (where relevant)

  • Diagnosis from specialists
  • Home modification assessment
  • Medications charts
  • Mental health reports
  • Care needs assessments
  • Occupational therapist and speech pathologist reports
  • Physical condition/accessibility needs

Think about what assistive technology and equipment you needs, remember it must be ‘reasonable and necessary’, take in quotes for this equipment and any reports from school or professionals verifying that this is what he needs.


For your first planning meeting you can bring our ProviderChoice Plan Ready Summary. You can either fill it out here https://preplanning.providerchoice.com.au/.

Always remember you can submit more documentation just after your planning meeting whether that be specialist reports or quotes for products.