Plan Reviews
About Plan Reviews
An NDIS plan is not meant to stay the same forever. A plan review checks whether the plan still fits the participant’s goals, circumstances and support needs, and adjusts the funding if it does not.
Reviews happen on a schedule, generally set when the plan is approved, and can be requested earlier if something significant changes. Preparation affects the outcome. Gather evidence of how supports are being used, any new reports from allied health professionals, and be clear about what has changed and why. The NDIA, through myplace or the contact centre, is the source for current review processes and timing.
At a glance
- Reviews are scheduled, and can be asked for earlier.
- Evidence of how supports are used helps the NDIA decide.
- New reports from allied health professionals can help.
- A support coordinator or plan manager can help you prepare.
This is general information, not financial or funding advice. Program names, amounts and eligibility rules change over time. Always confirm current detail with the relevant official body before relying on it.
How to prepare before arranging support
- Find out when your scheduled review is, or ask for one earlier if something significant has changed.
- Gather evidence of how your supports are being used.
- Collect any new reports from allied health professionals.
- Write down what has changed and why different funding is needed.
- Ask a support coordinator or plan manager to help you prepare.
Information and records to have ready
- The current NDIS plan and implementation notes
- Service agreements, quotes and cancellation terms
- Invoices, budget statements and payment records
- Assessments, reports and evidence relevant to plan decisions
Questions to ask a provider
- Can you work with this plan-management arrangement, and must you be registered for this support?
- Which support item or budget do you expect to use, and why?
- What are your rates for sessions, travel, reports, cancellations and non-face-to-face work?
- How will you report progress, spending or concerns before the budget runs short?
- What happens if the NDIA rejects a claim or an invoice is disputed?
Common mistakes to avoid
- Assuming a funded category covers every service
- Using an outdated price limit or support-item description
- Starting without written rates and cancellation terms
- Waiting until the plan is nearly exhausted before reviewing spending
Frequently asked questions
Can I ask for a review before the scheduled date?
Yes, if something significant has changed. Before you ask, gather evidence of how your supports are being used and any new reports from allied health professionals.
Who can confirm what Plan Reviews means for me?
Ask the NDIA. A provider can explain its services and billing, but it cannot make a binding funding decision for the responsible body.
What if the rules or my circumstances change?
Check the current guidance with the NDIA, tell your providers promptly and update written agreements or approvals before relying on the changed arrangement.
Official sources
Other NDIS Plans topics
Browse providers or explore other funding topics.
Helpful reading
- NDIS jargon explained: the terms you will hear and what they mean: Plans, supports, coordinators, managers, registered providers: a plain-language glossary of the words that come up most often.
- NDIS or My Aged Care: which system supports you?: Two government systems support people with disability and older people. Here is how to think about which one applies and what to do if you are not sure.
- Keeping records of your NDIS supports: a simple system: Good records make plan reviews, claim queries and changes of provider far easier. Here is a light-touch way to keep them.