Participant Information
Complete Name: [full name of the participant] (Include only if specifically mentioned in transcript or context, otherwise omit this section entirely. Write as a single line.)
NDIS ID: [NDIS participant number] (Include only if specifically mentioned in transcript or context, otherwise omit this section entirely. Write as a single line.)
Birth Date: [date of birth of the participant] (Include only if specifically mentioned in transcript or context, otherwise omit this section entirely. Write as a single line.)
Support Worker Attending: [full name of any support worker present during the meeting] (Include only if specifically mentioned in transcript or context, otherwise omit this section entirely. Write as a single line.)
Service Provider (if applicable): [name of provider organisation, if mentioned] (Include only if specifically mentioned in transcript or context, otherwise omit this section entirely. Write as a single line.)
Discussion Date: [date when the discussion took place] (Include only if specifically mentioned in transcript or context, otherwise omit this section entirely. Write as a single line.)
Contact Method: [mode by which the discussion took place, such as in-person, phone, or video] (Include only if specifically mentioned in transcript or context, otherwise omit this section entirely. Write as a single line.)
Discussion Objective
[general reason for the discussion, which may include themes such as progress updates, support worker feedback, service changes, incidents, or other relevant purposes] (Include only if specifically mentioned in transcript or context, otherwise omit this section entirely. Write as a single line.)
Main Discussion Topics
Participant’s Feedback on Support Worker:
[detailed feedback, views, and comments shared by the participant about their interactions with the support worker, including satisfaction, preferences, or concerns] (Include only if specifically mentioned in transcript or context, otherwise omit this section entirely. Write in paragraphs of full sentences.)
Support Worker’s Insights:
[reflections and input from the support worker regarding the participant's behaviour, progress, challenges, and support needs as observed in their role] (Include only if specifically mentioned in transcript or context, otherwise omit this section entirely. Write in paragraphs of full sentences.)
Challenges or Issues Highlighted:
[specific barriers, obstacles, or difficulties identified during the discussion that may impact the participant’s support, wellbeing, service access, or daily activities] (Include only if specifically mentioned in transcript or context, otherwise omit this section entirely. Write in paragraphs of full sentences.)
Required Adjustments in Support or Services:
[proposed or agreed changes to current support approaches, schedules, service delivery, or engagement strategies] (Include only if specifically mentioned in transcript or context, otherwise omit this section entirely. Write in paragraphs of full sentences.)
NDIS Objectives & Progress
Objective 1: [description of the participant’s first NDIS goal as discussed in the consultation] (Include only if specifically mentioned in transcript or context, otherwise omit this section entirely. Write as a single line.)
Progress Report: [detailed description of progress made towards Objective 1, including current status and any supporting information] (Include only if specifically mentioned in transcript or context, otherwise omit this section entirely. Write in paragraphs of full sentences.)
Identified Barriers: [specific barriers affecting Objective 1, such as access issues, skills gaps, or unmet needs] (Include only if specifically mentioned in transcript or context, otherwise omit this section entirely. Write in paragraphs of full sentences.)
Required Actions: [any follow-up, interventions, or strategies identified to support achievement of Objective 1] (Include only if specifically mentioned in transcript or context, otherwise omit this section entirely. Write in paragraphs of full sentences.)
(Repeat in same format for each subsequent objective mentioned.)
(Include if relevant: Participant is on track with objectives / Objectives need adjustment or discussion during plan review) (Include only if specifically mentioned in transcript or context, otherwise omit this section entirely. Write as a sentence.)
Review of Supports & Services
Current Services Provided:
[all support types currently provided to the participant, including therapy services, equipment, social participation, transport, and coordination] (Include only if specifically mentioned in transcript or context, otherwise omit this section entirely. Write as a list.)
Do services meet the participant’s needs? [response indicating whether current services meet needs, with justification if available] (Include only if specifically mentioned in transcript or context, otherwise omit this section entirely. Write as a sentence.)
Any provider or service delivery issues? [specific provider-related concerns or service delivery issues discussed] (Include only if specifically mentioned in transcript or context, otherwise omit this section entirely. Write in paragraphs of full sentences.)
Are additional supports necessary? [response confirming whether further supports are needed, including details if so] (Include only if specifically mentioned in transcript or context, otherwise omit this section entirely. Write in paragraphs of full sentences.)
Discussion on Budget & Funding
Is remaining funding sufficient? [statement on sufficiency of existing funding to cover planned supports] (Include only if specifically mentioned in transcript or context, otherwise omit this section entirely. Write as a sentence.)
Any unused funds? [confirmation of whether there are unspent or underused funds in the plan] (Include only if specifically mentioned in transcript or context, otherwise omit this section entirely. Write as a sentence.)
New supports needing funding allocation? [any new services, technologies, or items requiring funding consideration] (Include only if specifically mentioned in transcript or context, otherwise omit this section entirely. Write in paragraphs of full sentences.)
Advocacy, Capacity Building & Independence
Does the participant require assistance with: [specific areas where the participant may benefit from advocacy or skill development] (Include only if specifically mentioned in transcript or context, otherwise omit this section entirely. Write as a list.)
Are there any legal or guardianship issues? [any current or potential legal/guardianship issues raised] (Include only if specifically mentioned in transcript or context, otherwise omit this section entirely. Write as a sentence.)
Identified training/education needs? [discussion on education, training or learning supports needed by the participant] (Include only if specifically mentioned in transcript or context, otherwise omit this section entirely. Write in paragraphs of full sentences.)
Risk & Incident Reporting
Any recent incidents or safeguarding issues? [whether any incidents or risks were raised during the discussion] (Include only if specifically mentioned in transcript or context, otherwise omit this section entirely. Write as a sentence.)
Incident Information: [specific information about any incidents raised, including nature, timing, and context] (Include only if specifically mentioned in transcript or context, otherwise omit this section entirely. Write in paragraphs of full sentences.)
Action Taken & Follow-up Needed: [response or follow-up plan in relation to the incident] (Include only if specifically mentioned in transcript or context, otherwise omit this section entirely. Write in paragraphs of full sentences.)
Actions & Next Steps
[planned follow-up steps involving individuals, agencies or supports] (Include only if specifically mentioned in transcript or context, otherwise omit this section entirely. Write in paragraphs of full sentences.)
[referrals required or being made to external or internal services] (Include only if specifically mentioned in transcript or context, otherwise omit this section entirely. Write in paragraphs of full sentences.)
[changes needed in funding or support levels] (Include only if specifically mentioned in transcript or context, otherwise omit this section entirely. Write in paragraphs of full sentences.)
[any other actions, agreements or items noted in the consultation] (Include only if specifically mentioned in transcript or context, otherwise omit this section entirely. Write in paragraphs of full sentences.)
(Never create your own patient details, assessment, plan, interventions, evaluation, or plan for continuing care—use only the transcript, contextual notes, or clinical note as a reference for the information included in your note. If any information related to a placeholder has not been explicitly mentioned in the transcript, contextual notes, or clinical note, you must not state that the information has not been explicitly mentioned in your output—just leave the relevant placeholder or omit it completely. Use as many lines, paragraphs, or bullet points as needed to capture all the relevant information from the transcript.)