NDIS Plan Review (Reassessment) Report
Everything in the progress report, plus three sections for plan review:
Last updated:
- Changed Circumstances
- Intake vs Current comparison
- Funding recommendations for the next plan
Full Professional access for 30 days. No card. The trial starts when you send your first assessment.
| Measure | Intake | Current | Reliable change |
|---|---|---|---|
| PHQ-9 (depression) | 19 · Mod. severe | 8 · Mild | Improved |
| GAD-7 (anxiety) | 15 · Severe | 8 · Mild | Improved |
| K10 (distress) | 28 · Moderate | 25 · Moderate | Unchanged |
ClientForms generates NDIS plan reassessment reports from scored clinical assessment data, producing an editable Word document with all required sections. Used by psychologists and occupational therapists across Australia, the reassessment report includes everything in a progress report plus Changed Circumstances evidence, an Intake vs Current comparison table with Reliable Change Index badges, and calculated funding recommendations. Works with PHQ-9, GAD-7, K10 and DASS-21 for psychology and FES-I, Berg Balance Scale, GAS and PRWHE for occupational therapy, each scored with severity bands and trend tracking.
Progress Report vs Reassessment Report
Progress Report
- Ongoing clinical updates during the plan cycle
- Regular reporting on treatment progress
- Documenting session-by-session improvement
Reassessment Report
- NDIS plan is up for review
- Funding needs to be justified for the next plan
- Circumstances have changed since last plan
- Need intake vs current comparison with RCI
Mid-plan update → progress report. Plan ending or funding decision → reassessment report.
Need the progress-report template? Download it free →
See the Reassessment Report
Intake vs current comparison, Reliable Change Index badges, and calculated funding recommendations, all in an editable Word document.
NDIS Plan Reassessment Report · Herbert Powell
Your progress data carries across. No re-entry required.
Baseline and current scores with Reliable Change Index badges, generated from your assessment data.
| Measure | Intake | Current | Reliable change |
|---|---|---|---|
| PHQ-9 (depression) | 19 · Moderately Severe | 8 · Mild | ✓ Improved |
| GAD-7 (anxiety) | 15 · Severe | 8 · Mild | ✓ Improved |
| K10 (distress) | 28 · Moderate Disorder | 25 · Moderate Disorder | Unchanged |
What the Reassessment Report Adds
When a client's plan is up for review, you need more than a progress update. Three sections join the standard 12, shown here as they appear in the Word document.
Since the last plan, Herbert has commenced sertraline (Nov 2025) under GP review and moved to supported independent living. Both changes affect his support needs as documented below.
Structured prompts: new diagnoses · medication · living situation · informal supports
Reliable change computed per measure against published thresholds. Honest badges, no averaging.
| Support | Direction | Hrs/wk |
|---|---|---|
| Therapy sessions | Step-down | 1.0 → 0.5 |
| Reporting | Continue | 0.25 |
Hours, rates and totals calculated from your session frequency. You choose the direction per support category.
Related Reports
NDIS Progress Reports
Auto-generated progress reports with trend charts, Reliable Change Index, and Section 34 compliance for ongoing therapy blocks.
Clinical Outcome Letters
Professional letters for GPs, referrers, and NDIS planners with auto-populated assessment scores and clinical change indicators.
Browse the assessment library that feeds into these reports.
Need consent, intake, or bulk billing forms? Free practice forms for psychologists.
NDIS plan review reports, common questions
Is an NDIS plan review the same as a plan reassessment?
The NDIA now uses "plan reassessment" for what was previously called a plan review: the process of deciding the participant's next plan and funding. Reports prepared for this process need to justify funding for the next plan, not just document progress in the current one. This page's report covers both terms.
What is an NDIS plan reassessment report?
A plan reassessment report contains everything in a standard 12-section progress report plus three additional sections: Changed Circumstances since the last plan, an Intake vs Current comparison table with Reliable Change Index badges, and Recommended Supports for the next plan with calculated hours, rates and totals. It is the document NDIA planners rely on when deciding the next plan's funding. ClientForms generates it from your scored assessment data as an editable Word document.
How does ClientForms build the changed circumstances evidence?
Changed Circumstances is clinician-authored with structured prompts covering new diagnoses, medication changes, living situation changes and shifts in informal supports. Where a change is visible in the assessment data (for example a severity band shift after a medication change), the report links the two so the planner can see the evidence trail.
What is the Reliable Change Index in NDIS reporting?
The Reliable Change Index (RCI) is the minimum change on a validated measure that represents genuine clinical change rather than measurement error, computed against each instrument's published threshold. In the intake vs current table, each measure gets an Improved, Unchanged or Deteriorated badge. The honest badges matter: the K10 row showing Unchanged tells the planner the report is describing the participant, not selling an outcome.
Generate your first reassessment report
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