Your individual NDIS review

NDIS plans can last from 12 months up to 3 years, and sometimes longer. Before your plan concludes, the NDIA will reach out to discuss whether a full review of your current plan is necessary.

Review options

If your current funding adequately meets your needs, you can request that the NDIA simply carry over your existing plan without changes. However, if your needs are not being fully met, a plan review meeting provides an opportunity to discuss necessary adjustments with the NDIA.

What happens during a plan review meeting? 

The plan review meeting is your chance to assess your progress, set new goals, and discuss any aspects of your support that might need modification, including your current equipment and aids.

Scope of review

The review will evaluate how effectively your supports are facilitating your daily life and helping you achieve your goals. It will cover the expenditure and effectiveness of each funded support, and discuss any equipment, aids, or assistive technology you use.

Preparing for your NDIS plan review

Typically, the NDIA contacts you three months before your plan's expiration. This gives you ample time to prepare, gathering any necessary documents and considering any changes in your needs. Supporting documents might include clinical reports from doctors, specialists, or therapists, especially if you are requesting additional funds.

Conducting the review

You can conduct the review in a manner that suits you, whether alone, with a family member, a CPL representative, or your Support Coordinator. Consider what goals you want to set for the future and what supports you might need to achieve them.

One-on-one NDIS plan review sessions 

CPL offers personalised sessions to help you:

  • Understand the review process.
  • Evaluate your current supports.
  • Reflect on your achievements and set goals for your next plan.
  • Discuss the services and support necessary to achieve these goals.
  • Prepare the evidence required by the NDIA for additional support requests.

After you receive your new NDIS plan

If you feel your new plan doesn’t meet your needs, you can request a review within the first three months. The request form is available on the NDIS website. If your circumstances change significantly at any point, impacting your support needs, notify the NDIA by completing a change of circumstances form.

For more information about plan reviews or to initiate a change of circumstances, contact the NDIA directly at 1800 800 110 or visit their website. If you need assistance applying for a plan review, CPL is here to help.

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