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NDIS outcomes report: What is it and how can it help me?

Updated: Nov 27, 2019


The report that can make a big difference to your funding outcomes


So, you’ve started your journey with the National Disability Insurance Scheme (NDIS) and you want to make sure you get the right amount of funding to support your needs.


Meeting with a Planner to identify the requirements and supports you require is part of the journey, but you may be unsure what to bring along with you to support your request. One of the most powerful tools you can arm yourself with is an NDIS outcomes report, otherwise known as a statement of outcomes from your existing service providers.


Woman in conversation


What is a Statement of Outcomes?


In a nutshell, an outcomes report is provided to you by your existing specialist support team. They will need to compile a NDIS Participant Progress Report to show the goals you are working towards. This should include any progress that has been made towards the objective and to outline any future goals they may recommend.



What should be included in the NDIS Outcomes Report?


Ideally you will have a report provided to you by each service provider. Each report should include the following information:

1. An overview of the existing support provided to the participant, including what the service provider is, or has been working on in the past 12-month period.


2. An update on how the service has been supporting the participant to achieve the goals they have identified.

a. Are there any slight or significant improvements in the functional ability of the participant?

b. Has the service achieved a goal the participant has been working towards?

c. What impact has the service had on the participants independence or increase in skill level?


3. Have any barriers been identified that the participant has been challenged with? Are there strategies in place to resolve these barriers?


4. Have any risks been identified to the participant or others?


5. Include any evidence or other information that may be relevant for the NDIA (the agency) to consider when assessing reasonable or necessary supports.


6. Any recommendations for additional services going into the new plan. This should also include justification of the service and how it will achieve the identified goals. Outlining any proposed outcomes and how this can supplement or work together with existing supports (including any risks associated) will be of benefit.


For more detailed information on what to include in the report you can refer to the NDIS Provider Toolkit or even provide a copy to your Service Provider



Why is this Statement of Outcomes so important?

NDIS funding is provided to help support participants to increase their skills and to gain independence. For the NDIA to approve your application, they will look closely at any goals identified as part of the participants planning meeting or planning review meeting.


The NDIA will look at any existing services provided by specialists to assist with increased skills or independence for the participant.


The NDIA will look for a NDIS Participant Outcome Report to articulate the reasons for these services and what the participant is trying to achieve. When compiled by the participant’s existing service provider, these reports will give the NDIA a professional’s view on how aligned and useful the service has been to achieve the participant’s goals.



But what is the Statement of Outcomes used for?

The NDIA and your planner will use the report(s) to identify the services that are currently being provided and the goals you are trying to meet with these services. They will then compare the report to your newly identified goals and look for evidence of the following:

1. Progress being made towards the participants existing goals

2. Any plans to address any new goals for the participant

3. The recommendation for additional supports aligned to the participants goals

Remember, the planning meeting is where you need to provide evidence and support for any reasonable requests for therapy and other services.



When should I use the Statement of Outcomes?

The Statement of Outcomes should be produced:


1. During your initial planning meeting with an NDIS Planner

2. During your annual review meeting with an NDIS Planner


It is important to have these reports produced prior to the meeting with the Planner so that your application can be compiled and submitted without delay.



Do I have to pay for the Statement of Outcomes?


When engaging your specialists, the NDIS require a Service Agreement to be written up between the service provider and the participant. This Agreement will outline how much they charge for their services and should identify the costs (if any) of the NDIS Outcomes Report or any reports required as a result of the service.


Remember, a participant can always negotiate with their provider for the cost of reports before signing the Service Agreement.



How do I ask for this Outcomes Report from my Service Provider?


Most service providers will know what an Outcomes Report is and what is required of them. The report has several names which may be useful to know when discussing with your service provider such as:

  • NDIS Outcomes Report

  • NDIS Statement of Outcomes

  • NDIS Participant Progress Report

  • NDIS Progress Report Template

  • NDIS Therapy Report Template

  • NDIS Plan Review Template

  • NDIS Support Coordination

  • Progress Report Templates

When asking for the report to be produced, make sure you identify the cost in advance (either by asking them or referring to the Service Agreement).


After the report has been provided to you, make sure you have read and agree with the written information and that it covers what needs to be included in the NDIS Outcomes Report. If it doesn’t, then you are within your right to request that it be amended, it is useful to provide guidance on where you feel the amendments need to take place. The NDIS Participant Progress Report will have a significant influence on your NDIS outcomes, so you need to ensure you agree with the content and it has all the information the NDIA need to make an informed assessment.



Where do I store my Statement of Outcomes?

So, you have received and are happy with your Statement of Outcomes from your service provider. Now where do you store this important information safely and securely?


First2Care is a step-by-step self-management software built to guide and support you. Not only can you store your Statement of Outcomes, but you can contain all your invoices and Service Agreements in the one place. With the ability to also track spending, work towards a budget, your goals and house your payee information, it takes the pain out of Self-Managing NDIS funding.



Over to you


Have you ever come across the NDIS Outcomes Report? Do you now feel confident to request one from your service provider? If you know someone else who may benefit for this article, please comment and share below.


Man with glasses smiling, sitting at table in meeting