.png)
To streamline the process of accessing and utilising NDIS-related templates within participant profiles, follow the steps outlined below. This efficient approach not only saves time but also ensures accuracy by automatically filling in participant details on certain documents.
Navigate to the participant profile by clicking on the profile of interest.
Within the participant's profile, find the templates section by clicking on 'Templates' in the left-hand side menu.
At the top of the templates section, you can view and choose between custom templates and NDIA (National Disability Insurance Agency) templates.
Under NDIA templates, you'll find various options including:
NDIS Consent Form
Support Coordinator Progress Report
Recovery Coach Progress Report
Support Coordinator Implementation Report
Recovery Coach Implementation Report
For progress and implementation reports, click 'Download' to obtain a prefilled report with the participant's details. This feature simplifies the form-filling process significantly.
To generate an NDIS consent form, select 'Generate'.
Fill in the required information, such as:
Part B: Identify who will sign the consent form (participant or participant’s representative).
Specify to whom the consent is being given (a person within your organisation or an external organisation).
Select the information to be shared (choose 'All' or specific headings relevant to your organisation’s requirements).
Determine the scope of the consent regarding changes to the participant’s personal details, communication preferences, and other consents on behalf of the participant.
Specify the duration of the consent (one-time, ongoing, or until a specified date).
After completing the form, generate it to download a Word document with all the prefilled information.