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NDIS Progress Reports for Psychologists & OTs

Generate reports from your assessment data.

200+ Outcome Measures
Section 34 Compliant
From $9/month
Australian Servers

Includes psychology assessments (PHQ-9, GAD-7, K10) and OT outcome measures (FES-I, Berg Balance, ARAT).

This guide coversPsychology·Occupational Therapy·Creative Arts Therapy

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.

ClientForms generates NDIS progress reports for psychologists and occupational therapists in under 60 seconds from pre-scored clinical assessment data. Used across Australia, ClientForms is a clinical assessment platform that replaces manual NDIS report writing with auto-generated, evidence-rich documentation for NDIA plan reviews and reassessments. Supports 200+ validated outcome measures — PHQ-9, GAD-7, K10, DASS-21 for psychology, FES-I, Berg Balance Scale, ARAT, GAS for occupational therapy — with auto-scoring, clinical severity bands, and Reliable Change Index tracking. All data hosted on Australian servers in Sydney.

Why Do NDIS Reports Take So Long?

NDIS progress reports take 2-4 hours per client because psychologists manually copy assessment scores, screenshot trend charts, and structure reports from scratch. The NDIA requires outcome evidence, functional impact across six domains, and Section 34 justification — all formatted consistently.

Manual Score Copying

You administer PHQ-9, GAD-7, K10 across sessions — then manually copy each score into your Word template. One client, 4 assessments, 6 months of data = 30 minutes of copy-paste.

No Trend Evidence

NDIA planners want measurable change. But pasting numbers into a table doesn't show trajectory. You screenshot charts, resize them in Word, hope the formatting holds.

Template Guesswork

Every psychologist has their own template. Some miss functional impact domains. Some forget Section 34 criteria. The NDIA returns incomplete reports, adding weeks to plan reviews.

ClientForms generates your NDIS progress report in under 60 seconds — with outcome trends, clinical change indicators, and all sections pre-structured.

Generate NDIS Reports in Three Steps

NDIS reporting is built into ClientForms — not a separate product. Use your existing assessments to build outcome evidence, then generate your report when it's time for plan reassessment.

1

Administer Assessments

Use ClientForms to administer scored outcome measures (PHQ-9, GAD-7, K10, DASS-21, CORE-10, and 180+ more) across sessions. Each score is automatically calculated, classified by severity band, and tracked over time.

2

Build Outcome Evidence

As you assess across sessions, ClientForms builds severity timelines with clinical bands, Reliable Change Index indicators, and risk monitoring. This becomes your outcome evidence — ready when you need it.

3

Generate Your Report

When plan reassessment is due, one click generates an editable Word document. Outcome evidence is pre-filled from your assessment data, trend charts are embedded, and all 12 NDIS-compliant sections are structured. Add your clinical narrative, save as PDF, and upload to myNDIS. If you use Cliniko, scored results and the full report sync straight into the patient's treatment note.

Works With the Outcome Measures You Already Use

NDIS outcome reporting works with scored outcome measures — assessments that track symptom severity over time. Administer these through ClientForms, and your NDIS report auto-fills with the outcome evidence.

Psychology Assessments

PHQ-9Depression severity
GAD-7Anxiety severity
K10Psychological distress
DASS-21Depression, Anxiety, Stress
CORE-10Global psychological distress
PCL-5PTSD severity
WEMWBSMental wellbeing
OCI-RObsessive-compulsive symptoms
IES-RTrauma impact
AQ-10Autism screening
EPDSPerinatal depression
+ 180 more scored assessments

OT Assessments

Not sure which form? Start with the K10 — it takes 3 minutes and gives you a quick mental health baseline for any client.

Note: Diagnostic assessments (e.g. DIVA-5, ASRS) are used for initial diagnosis, not outcome tracking. NDIS outcome reporting requires scored measures that track severity change over time. Diagnostic assessment integration for NDIS reporting is on our roadmap.

NDIS Report Generator in Action

Report Builder

Select your assessments, set the date range, and generate. The Report Builder shows all available outcome measures for this client with a single click.

Severity Timeline

Trend charts with clinical severity bands embed automatically into your Word document. No screenshots, no resizing, no formatting battles.

Section 34 Checklist

The interactive Section 34 checklist ensures your report meets ‘Reasonable and Necessary’ requirements before download. No more NDIA returns for incomplete reports.

From click to download in under 60 seconds. Select forms, configure, and download — your NDIS progress report generates instantly.

What a Good NDIS Progress Report Looks Like

Walk through the key sections with real-world examples from psychology and occupational therapy.

Psychology ExampleDepression & Anxiety Case
Section 1

Participant Summary

James Okonkwo, 34, NDIS plan #87654321. Primary disability: psychosocial (major depressive disorder, generalised anxiety). Goals: return to part-time employment, independent community participation.

Include participant name, age, NDIS number, primary disability, and therapy goals. Keep it concise — plan managers read dozens of reports.

Section 2Auto-filled by ClientForms

Outcome Evidence

PHQ-9 dropped from 19 ("Moderately Severe") to 11 ("Moderate") over 10 sessions. GAD-7 dropped from 15 ("Severe") to 8 ("Mild"). Both changes exceed the Reliable Change Index threshold.

Present pre/post scores with severity labels. Mention the Reliable Change Index if the score change exceeds it — this tells the NDIA the improvement is genuine, not measurement error.

Section 3Auto-filled by ClientForms

Functional Impact

Mr Okonkwo has progressed from being unable to leave his home for appointments to independently attending fortnightly sessions and weekly volunteering at his local community garden.

Connect assessment scores to daily life impact. Plan managers need to understand what the number means in practice.

Section 4Auto-filled by ClientForms

Goals & Recommendations

Recommendation: Continue psychological therapy for 10 sessions over 16 weeks targeting employment readiness and social participation. Goal: PHQ-9 below 5 ("Minimal"), independent employment 2 days/week.

Frame continued funding as an investment in further measurable progress. Reference specific score targets for the next review.

Occupational Therapy ExampleFalls Prevention Case
Section 1

Participant Summary

Margaret Chen, 72, NDIS plan #12345678. Primary disability: mobility impairment following right hip replacement (2025). Goals: independent community access, safe home mobility.

Include the participant's name, age, NDIS number, primary disability, and therapy goals. Keep it concise — plan managers read dozens of reports. Two to three sentences maximum.

Section 2Auto-filled by ClientForms

Functional Impact

Mrs Chen's fear of falling (FES-I score 22/28, "High Concern") was limiting her ability to walk to her letterbox independently. She reported avoiding all outdoor activities, relying on her daughter for grocery shopping and medical appointments.

Connect the assessment score to daily life impact. Plan managers need to understand what the number means in practice — not just that the score is high, but what the participant can't do because of it.

Section 3Auto-filled by ClientForms

Progress Evidence

After 8 weeks of balance training (12 sessions), Mrs Chen's FES-I score dropped from 22 to 14, moving from "High Concern" to "Moderate Concern". This represents a clinically significant improvement (Reliable Change Index exceeded).

Present pre/post scores with severity labels and time frame. Mention the Reliable Change Index if the score change exceeds it — this tells the NDIA the improvement is genuine, not measurement error. ClientForms calculates this automatically.

Section 4Auto-filled by ClientForms

Goals & Recommendations

Recommendation: Continue OT for 8 sessions over 12 weeks targeting community mobility and home safety. Goal: FES-I score below 10 ("Low Concern"), independent community walks of 200m+.

Frame continued funding as an investment in further measurable progress. Reference specific score targets where possible — this gives the NDIA a clear benchmark for the next review.

Need a clinical assessment report instead of an NDIS progress report? → OT Assessment Report

How Does ClientForms Compare for NDIS Reporting?

ClientForms is the only platform that auto-embeds trend charts in editable Word documents for NDIS reporting. Competitors require manual chart screenshots or generate read-only text.

FeatureClientFormsNovoPsychManual (Word Template)
Trend charts in reportAuto-embeddedManual screenshotManual screenshot
Functional domain auto-fill6 NDIS domainsNoNo
Section 34 complianceInteractive checklistNoNo
Scoring methodDeterministic (no AI risk)AI-generated textN/A
Starting price$9/mo (included)$30/moFree (2–4 hrs/report)

NDIS PACE 2026: Why Outcome Evidence Matters More Now

The NDIS PACE system shifts from activity-based to outcome-based reporting. NDIA planners now rely on provider reports with standardised outcome measures when making funding decisions. Reports that demonstrate measurable clinical improvement carry more weight than narrative-only submissions.

ClientForms embeds trend charts, Reliable Change Index badges, and severity classifications directly into your report — the exact evidence PACE prioritises. Providers who adopt outcome measurement now will be ahead when PACE reporting requirements take full effect.

Based on NDIA guidelines for plan reassessment reports (opens in new tab) and outcome measurement (opens in new tab).

Get PACE-Ready — Start Free

Free for 10 patients · NDIS reports included from $9/mo

12 Sections. Pre-Structured. NDIS-Compliant.

Every report follows NDIA (National Disability Insurance Agency) guidelines with 12 structured sections. As you administer assessments through ClientForms, outcome evidence, trend charts, and risk analysis build automatically. When you generate your report, these sections are pre-filled — you add the clinical narrative.

Auto-generated from your data Choose from options — text composes You write — with guided prompts
1
Executive SummarySmart selector

Choose recommendation (continue / increase / step-down / discharge) — text auto-composes from your scoring data

2
Participant InformationPre-filled

NDIS number, plan dates, disability, and living arrangement from your client profile

3
Therapy ApproachGuided prompts

Profession-aware template with capacity-building language guide

4
Outcome EvidenceAuto-filled + charts

Severity timelines, score tables, and Reliable Change Index badges embedded directly from assessment data

5
Functional Impact — 6 NDIS DomainsPhrase bank

Clickable sentence starters per domain, profession-specific — builds your narrative in clicks

6
Progress Towards GoalsGuided prompts

Add goals with progress notes and 5-point rating scale. Copy from previous report supported

7
Risk if Supports RemovedSmart selector

Choose risk level + risk domains — text auto-composes with change-direction-aware language

8
Recommendations & FundingCalculator

Session hours, report hours, and rate auto-calculate total. Profession-aware NDIS line items

9
Engagement SummaryAuto-generated

Session count derived from assessment dates. Profession-aware service labels

10
Barriers & ChallengesChip selector

Toggle barrier categories (transport, housing, mental health, etc.) plus free-text notes

11
Funding Summary TableAuto-calculated

Line items, rates, hours, and total — calculated from your Recommendations input

12
Section 34 AppendixInteractive checklist

Compliance checklist — must be completed before download. Ensures "Reasonable and Necessary" criteria are met

Plan Reassessment? +3 additional sections

Switch to Plan Reassessment mode and three additional sections appear: Changed Circumstances (new diagnoses, medication, living changes), Intake vs Current Comparison (pre/post scores with Reliable Change Index), and Recommended Supports for Next Plan (increase, decrease, continue, change, or discharge). All your progress data carries across — no re-entry needed.

NDIS Line Item Codes

Section 8 (Recommendations & Funding) auto-populates these profession-specific line items.

PPsychology

CodeDescriptionRate
15_056_0118_6_3Assessment$232.99/hr
15_058_0118_6_3Therapy$232.99/hr
15_060_0118_6_3Group Therapy$99.09/hr
15_062_0118_6_3Report Writing$232.99/hr

OTOccupational Therapy

CodeDescriptionRate
15_056_0128_1_3Assessment$193.99/hr
15_058_0128_1_3Therapy — Capacity Building$193.99/hr
15_060_0128_1_3Group Therapy$99.09/hr
15_062_0128_1_3Report Writing$193.99/hr

Indicative rates from NDIS Pricing Arrangements. Always verify against the current Price Guide at ndis.gov.au.

NDIS Progress Report — Common Questions

NDIS Reporting Fundamentals

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 auto-fills outcome evidence from your assessment data.

How do I write an NDIS progress report?

Administer validated outcome measures (PHQ-9, GAD-7, K10) across sessions, document score changes with severity labels, map improvements to the 6 NDIS functional domains, and justify ongoing funding using Section 34 "Reasonable and Necessary" criteria. ClientForms automates the outcome evidence and functional mapping — you focus on clinical narrative and recommendations.

What outcome measures should a psychologist include in an NDIS report?

PHQ-9 (depression), GAD-7 (anxiety), K10 (psychological distress), and DASS-21 (depression/anxiety/stress) are the most commonly used outcome measures for NDIS psychology reporting. The NDIA values validated instruments administered at regular intervals to demonstrate clinical change over time. ClientForms supports all of these with automatic scoring, severity bands, and trend tracking across sessions.

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, not measurement error. For example, 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 RCI automatically using published psychometric thresholds.

How does an NDIS report generator work?

An NDIS report generator takes your scored assessment data (PHQ-9, GAD-7, K10, etc.) and produces a structured Word document with outcome evidence pre-filled. ClientForms does this by auto-scoring assessments as you administer them, tracking severity across sessions, calculating Reliable Change Index, and embedding trend charts directly into the report. You add clinical narrative to the pre-structured sections, then download as an editable .docx.

Report Generation

Is the generated report editable?

Yes. The report downloads as a .docx Word document. Auto-generated sections (outcome evidence, functional impact starting text, risk analysis) are pre-filled. Clinical narrative sections include guided prompts for you to complete. Save as PDF when finished and upload to the myNDIS portal.

What are the six NDIS functional domains?

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

NDIS Policy & Compliance

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.

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, ensuring compliance.

How long should an NDIS progress report take to write?

Manually, 2-4 hours per client — copying scores, formatting charts, structuring sections. With a tool like ClientForms, outcome evidence and functional impact text are pre-filled from your assessment data. You add clinical narrative to pre-structured sections. Most clinicians complete their report in 30-45 minutes, and the report generation itself takes under 60 seconds.

About ClientForms

Can I use ClientForms for non-NDIS reports too?

Yes. ClientForms also generates outcome summary reports (email, Word, PDF, CSV) for GP letters, supervisor case reviews, insurance reports, and general clinical documentation. The NDIS report template is one of several export options.

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 additional sections — Changed Circumstances (new diagnoses, medication changes, living changes), Intake vs Current comparison table with Reliable Change Index, and Recommended Supports for the next plan (increase, decrease, continue, change, or discharge). ClientForms lets you toggle between both modes in a single modal — your progress data carries across.

How does ClientForms compare to NovoPsych for NDIS reporting?

ClientForms auto-embeds trend charts in editable Word documents, auto-fills functional impact across 6 NDIS domains, 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.

Is my client data secure and NDIS-compliant?

ClientForms is hosted in Australia (Sydney region), encrypted with AES-256 at rest and in transit, and compliant with Australian Privacy Principles. All report exports are logged with a 7-year audit trail, meeting NDIS record-keeping requirements. Row-level security ensures clinicians only access their own client data.

Generating Reports

Is there a free NDIS client progress report template?

Yes. We offer a free downloadable Word template pre-structured with all 12 report sections, NDIS functional domain tables, psychology line item codes ($232.99/hr), and a Section 34 compliance checklist. Enter your email on this page to download the template instantly.

What does an NDIS progress report look like?

Download our annotated sample report to see a fully completed example with outcome evidence from PHQ-9 and GAD-7 assessments, Reliable Change Index badges, trend visualisations, and functional impact mapping across all 6 NDIS domains. The sample includes callouts showing which sections are auto-generated by ClientForms.

What plan do I need to generate NDIS reports?

NDIS progress reports are included in the Starter plan ($9/month) and Professional plan ($19/month) at no extra cost — it's a built-in feature, not a separate product. The Free plan includes assessment scoring and trend tracking so you can evaluate the platform. Upgrade to Starter to unlock report generation and all export features.

How do I generate an NDIS progress report?

Open the client page in ClientForms, click Generate Report, select your date range and assessments, and download an editable Word document with outcome evidence, trend charts, and all 12 NDIS sections pre-filled. Works with PHQ-9, GAD-7, K10, DASS-21, CORE-10, and 200+ other validated outcome measures administered across sessions.

What outcome measures are used for NDIS reports?

PHQ-9 (depression), GAD-7 (anxiety), K10 (psychological distress), DASS-21 (depression/anxiety/stress), CORE-10 (global distress), PCL-5 (PTSD), and WEMWBS (mental wellbeing) are the most commonly used. For OTs: FES-I (falls risk), Berg Balance Scale, ARAT, NEADL, and GAS. ClientForms supports all of these plus 200+ total scored assessments with automatic scoring, severity classification, and trend tracking.

Is this NDIS report template Section 34 compliant?

Yes. Every report generated by ClientForms includes an interactive Section 34 compliance checklist that must be completed before download. The checklist covers all four "Reasonable and Necessary" criteria: the support is related to the participant's disability, represents value for money, is likely to be effective, and takes account of informal supports. This ensures your report meets NDIA requirements before submission.

OT & Allied Health

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 6 NDIS domains, goal progress, risk analysis, and Section 34 funding justification. Scores should show pre/post comparison with severity band labels and ideally Reliable Change Index to demonstrate genuine improvement. ClientForms generates this structure automatically from your scored assessment data — you add the clinical narrative.

I'm new to NDIS reporting — where do I start?

Start by choosing one or two outcome measures relevant to your client's goals. For psychologists, the K10 (3 minutes, psychological distress) or PHQ-9 (3 minutes, depression) are good starting points. For OTs, the FES-I (3 minutes, falls risk) or NEADL (10 minutes, daily living) work well. Administer at the start and end of a therapy block, then use ClientForms to generate a progress report from the score data.

What if my client can't complete a self-report form?

Use clinician-rated assessments instead. Tools like the Berg Balance Scale, ARAT, Tinetti, and CAHAI are completed by the clinician during observation. For clients with cognitive or communication barriers, clinician-rated tools provide the same quality of outcome evidence for NDIS reporting.

What assessments does an occupational therapist use for NDIS reports?

OTs typically use outcome measures relevant to their client's functional goals. For falls prevention: FES-I, Berg Balance Scale (BBS), ABC, and Tinetti. For upper limb rehabilitation: ARAT, CAHAI, FMA-UE, and PRWHE. For daily living: NEADL, SCIM-III, and RNLI. ClientForms includes 30+ OT-specific outcome measures across seven categories, all auto-scored with severity bands and trend tracking. The same assessment data feeds into both OT clinical reports and NDIS progress reports.

How do I explain scores to a plan manager?

Focus on what the score means in everyday terms. Instead of 'FES-I dropped from 22 to 14', say 'Mrs Chen went from being afraid to walk to her letterbox to confidently walking around the block.' ClientForms generates plain-language severity labels (e.g., 'High Concern' to 'Moderate Concern') alongside scores.

Stop Copying Scores. Start Generating Reports.

NDIS progress reports are included in every Starter and Professional plan — no add-ons, no extra cost. Administer your assessments through ClientForms, and generate your report when it's time.

Included in Starter ($9/mo) and Professional ($19/mo) · No add-ons · Cancel anytime