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NDIS reporting · Australia

NDIS progress report template

The 12-section progress report NDIA planners expect, for psychologists and occupational therapists. Outcome evidence, severity bands and Section 34 compliance come straight from your scored assessments. Editable Word document.

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12 sectionsSection 34 checklist6 NDIS domainsEditable DOCX

Full Professional access for 30 days. No card. The trial starts when you send your first assessment.

NDIS Progress Report · Herbert Powell
Plan period Feb to Jul 2026 · Prepared 10 June 2026
Section 34 ✓
4 · Outcome evidenceAuto-filled + charts
MeasureBaselineCurrentReliable change
PHQ-9 (depression)19 · Mod. severe8 · MildImproved
GAD-7 (anxiety)15 · Severe8 · MildImproved
K10 (distress)28 · Moderate25 · ModerateUnchanged
Page 1 of 8 · 12 sectionsclientforms.app
Works with PHQ-9, GAD-7, K10, DASS-21 and CORE-10OT measures too: FES-I, Berg Balance, GAS, NEADLUpload-ready for the myNDIS portal

Download NDIS Progress Report Template

See what a completed NDIS progress report looks like, or download a blank template pre-structured with NDIS domain tables and line item codes.

Sample Report

Fully populated example with annotated automation callouts showing what ClientForms generates from your assessment data. Includes trend charts, RCI badges, and functional impact mapping.

Download Sample (PDF)

Blank Template

Pre-structured Word template with all 12 sections, NDIS domain tables, funding line item codes, and Section 34 compliance checklist.

We'll email you the template.

ClientForms generates NDIS progress reports for psychologists and occupational therapists from scored clinical assessment data. The report is a 12-section editable Word document structured for NDIA plan reviews: outcome evidence with severity timelines and Reliable Change Index badges, functional impact across the six NDIS domains, funding recommendations with profession-aware line items, and a Section 34 compliance checklist. Supported outcome measures include PHQ-9, GAD-7, K10, DASS-21 and CORE-10 for psychology, and FES-I, Berg Balance Scale, ARAT and GAS for occupational therapy, each scored with clinical severity bands and trend tracking. All data is hosted on Australian servers in Sydney.

The 12 sections, and where each one's evidence comes from

Green sections fill from your scored assessment data. Blue sections give you guided prompts. Purple sections compose text from selections you make.

NDIS Progress Report · contents
01
Executive Summary  Choose the recommendation (continue, increase, step-down, discharge); text composes from your scoring data.
Smart selector
02
Participant Information  NDIS number, plan dates, disability and living arrangement from the client profile.
Pre-filled
03
Therapy Approach  Profession-aware template with capacity-building language guide.
Guided prompts
04
Outcome Evidence  Severity timelines, score tables and Reliable Change Index badges embedded from assessment data.
Auto-filled + charts
05
Functional Impact, 6 NDIS Domains  Communication, social interaction, learning, mobility, self-care, self-management. Clickable sentence starters per domain.
Phrase bank
06
Progress Towards Goals  Goals with progress notes and a 5-point rating scale. Copy from previous report supported.
Guided prompts
07
Risk if Supports Removed  Choose risk level and domains; text composes with change-direction-aware language.
Smart selector
08
Recommendations & Funding  Session hours, report hours and rate calculate the total, with profession-aware NDIS line items.
Calculator
09
Engagement Summary  Session count derived from assessment dates, with profession-aware service labels.
Auto-generated
10
Barriers & Challenges  Toggle barrier categories (transport, housing, mental health) plus free-text notes.
Chip selector
11
Funding Summary Table  Line items, rates, hours and total, calculated from your Recommendations input.
Auto-calculated
12
Section 34 Appendix  Compliance checklist completed before download, covering all four Reasonable and Necessary criteria.
Interactive checklist

Evidence the planner can check

Fragments from the document itself. Every score traces back to a dated, validated assessment; reliable change is flagged against each instrument's published threshold, not eyeballed from a chart.

Herbert-Powell-NDIS-Progress-Report.docx (editable Word document)

4. Outcome evidence · PHQ-9 severity timeline

Participant: Herbert Powell · Plan period Feb – Jul 2026

PHQ-9 (depression): score by administration, clinical severity bands shaded

SevereMod. severeModerateMildMinimal279019141184 Feb18 Mar29 Apr10 Jun✓ Reliable improvement: change of 11 exceeds the PHQ-9 Reliable Change Index (6 points)

Chart and severity labels embedded into the Word document automatically. No screenshots, no resizing.

1Lands inside the editable .docx. The chart is embedded in the Word document you download: formatted, captioned, and sized for the NDIA reader.
2Reliable Change Index badge. The 19 → 8 change exceeds the published PHQ-9 threshold of 6 points, so the improvement is flagged as genuine clinical change, not measurement noise.
4.2 · Reliable Change IndexAuto-calculated
PHQ-9  19 → 8✓ Improved · RCI met
GAD-7  15 → 8✓ Improved · RCI met
K10  28 → 25Unchanged · below threshold

PHQ-9 fell 11 points against a published reliable-change threshold of 6: genuine clinical improvement, not measurement error. The K10's 3-point change sits below its threshold and is reported honestly as Unchanged.

Honest badges build planner trust. A report that only ever says Improved reads as marketing.

What a Good Psychology NDIS Report Contains

A strong psychology NDIS report does not rest on clinical opinion alone. It shows the NDIA where the patient started, where they are now, and what the next plan period should fund, with the reasoning visible at each step. The strongest reports share four qualities.

Functional impact, not just symptoms

Describe what the patient can and cannot do in everyday life: getting to appointments, managing a household, sustaining work or study, staying connected to others. The NDIA funds function, so the report should translate distress into its effect on daily participation across the relevant functional domains.

Evidence from validated outcome measures

Anchor the narrative in scored instruments administered across the plan period. For psychology that usually means the DASS-21 (depression, anxiety, stress) and the K-10 (psychological distress). Report pre and post scores with their severity bands so a reviewer can see the direction and size of change rather than a single snapshot.

Goal-linked recommendations

Tie each recommendation back to a plan goal and to the evidence above. State what further support is suggested, for how long, and what measurable change it is expected to produce. Frame continued funding as an investment in further progress, and let the scores and functional picture point toward it rather than asserting a verdict.

Plain, reviewer-ready language

Plan reviewers read dozens of reports and are not always clinically trained. Pair every score with its everyday meaning, keep sections clearly labelled, and avoid unexplained jargon. A report a reviewer can follow on first read is far less likely to be returned for clarification.

Used together, these qualities let the report suggest a clear funding direction while leaving the clinical judgement with you. The DASS-21 and K-10 results administered through ClientForms feed the outcome evidence and severity bands directly.

Three steps, most of them already done

1

Administer assessments

PHQ-9, GAD-7, K10 or the OT set, sent by link and scored the moment your client submits.

2

Outcome evidence builds itself

Each administration adds a point to the severity timeline. Reliable change is flagged automatically.

3

Generate the report

Pick the date range, complete the Section 34 checklist, add your narrative, download the Word document.

Manually this takes 2 to 4 hours per participant. With the evidence pre-filled, your time goes into the narrative and recommendations. If you use Cliniko, scored results and the finished report sync straight into the patient's treatment note.

Plan review coming up instead?

The plan reassessment report adds three sections to this one: Changed Circumstances, an Intake vs Current comparison with Reliable Change Index, and Recommended Supports for the next plan. One toggle in the builder; your progress data carries across with no re-entry.

See the reassessment report →

NDIS progress reports, common questions

What should an NDIS progress report include?

An NDIS progress report requires participant information, therapy approach, standardised outcome evidence, functional impact across six NDIS domains, goal progress, risk analysis and funding justification. ClientForms structures all 12 required sections and fills the outcome evidence in from your assessment data.

Is there a free NDIS client progress report template?

Yes. The free downloadable Word template is pre-structured with all 12 report sections, NDIS functional domain tables, psychology line item codes and a Section 34 compliance checklist. Enter your email on this page and we send it straight away. The annotated sample PDF needs no email at all.

What does an NDIS progress report look like?

Download the annotated sample to see a fully completed example: outcome evidence from PHQ-9 and GAD-7 assessments, Reliable Change Index badges, trend charts, and functional impact mapping across all six NDIS domains, with callouts showing which sections come pre-filled.

What is the Reliable Change Index and why does the NDIA care?

The Reliable Change Index (RCI) is the minimum score change on a validated assessment that represents genuine clinical improvement rather than measurement error. A PHQ-9 score must change by at least 6 points to indicate reliable improvement. NDIA planners use RCI to distinguish real progress from statistical noise. ClientForms calculates it automatically using published psychometric thresholds.

What are the six NDIS functional domains?

Communication, Social Interaction, Learning, Mobility, Self-Care and Self-Management. Progress reports should address how therapeutic progress maps to each relevant domain. ClientForms generates starting text for each domain based on your client's assessment severity levels.

What is Section 34 "Reasonable and Necessary"?

Section 34 of the NDIS Act defines the criteria for support funding: the support must be related to the participant's disability, represent value for money, be likely to be effective, and take account of informal supports. ClientForms includes an interactive Section 34 checklist that must be completed before report download.

What should a psychology NDIS report look like?

A psychology NDIS report should include participant details, therapy approach, standardised outcome evidence (PHQ-9, GAD-7, K10, DASS-21), functional impact across six NDIS domains, goal progress, risk analysis and Section 34 funding justification. Scores should show pre and post comparison with severity band labels and ideally the Reliable Change Index to demonstrate genuine improvement. ClientForms generates this structure from your scored assessment data; you add the clinical narrative.

Is a psychological assessment report for NDIS different from a progress report?

Yes. A psychological assessment report for NDIS is typically prepared to support an access request or eligibility decision: it documents diagnosis, functional capacity across the six NDIS domains, and the permanence and impact of the disability. A progress report documents clinical change during an existing plan. The same scored assessment data supports both: baseline scores captured at intake (K10, DASS-21, functional measures) become the outcome evidence in later progress and plan reassessment reports.

What assessments does an occupational therapist use for NDIS reports?

OTs typically use measures matched to the participant's functional goals. Falls prevention: FES-I, Berg Balance Scale, ABC, Tinetti. Upper limb rehabilitation: ARAT, CAHAI, FMA-UE, PRWHE. Daily living: NEADL, SCIM-III, RNLI. ClientForms includes 30+ OT-specific outcome measures, scored with severity bands and trend tracking; the same data feeds both OT clinical reports and NDIS progress reports.

What's the difference between a progress report and a plan reassessment report?

A progress report documents ongoing clinical change during the current plan cycle. A plan reassessment report adds three sections: Changed Circumstances, an Intake vs Current comparison table with Reliable Change Index, and Recommended Supports for the next plan. ClientForms lets you toggle between both modes in the same builder; your progress data carries across.

How does PACE affect NDIS reporting in 2026?

The PACE system shifts NDIS from activity-based to outcome-based reporting. Providers who demonstrate measurable clinical improvement with validated tools will see participant funding maintained or increased. Data-rich progress reports with embedded outcome evidence can override low algorithm scores in the new system.

How does ClientForms compare to NovoPsych for NDIS reporting?

ClientForms embeds trend charts in editable Word documents, fills functional impact across six NDIS domains from a phrase bank, and includes a Section 34 compliance checklist: features NovoPsych does not offer. ClientForms uses deterministic scoring (no AI hallucination risk) and starts at $9/month versus NovoPsych's $30/month. See the full ClientForms vs NovoPsych comparison.

What plan do I need to generate NDIS reports?

Every new account starts with 30 days of full Professional access (no card, beginning when you send your first assessment), which includes report generation. After the trial, NDIS progress reports are included in Starter ($9/month) and Professional ($19/month) at no extra cost. The Free plan keeps assessment scoring and trend tracking so your evidence keeps building.

Comparing platforms? See the full ClientForms vs NovoPsych comparison.

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