NDIS Plan Review Reports — Evidence for Plan Reassessments and Changes of Circumstance

An NDIS plan review report is a structured piece of clinical evidence written specifically to inform an upcoming NDIS plan reassessment, an unscheduled review, a plan variation request or a change-of-circumstances submission. Unlike a Functional Capacity Assessment — which establishes the participant's baseline functional profile — a plan review report focuses on what has *changed* since the last plan, what is currently working, what is not, and what needs to change in the next plan.

A high-quality plan review report is the single most influential piece of evidence in a participant's reassessment meeting. It gives the NDIA delegate clinical justification for adjustment, helps Support Coordinators advocate effectively, and reduces the risk of a plan being rolled over unchanged when the participant's circumstances have evolved.

A formal plan review or reassessment is approaching, and the participant's circumstances differ from those captured in the current plan.

A change of circumstances has occurred — informal-support change (loss of a carer, change in family arrangement), housing change, functional change, new diagnosis, or worsening of an existing condition.

An unscheduled plan review is being requested — for example, where a critical support is under-funded and needs urgent variation.

An NDIA delegate has requested updated evidence to support a funding decision.

A previous FCA is more than two years old and the participant's profile has evolved.

Plan-period review — what was funded, what was used, what was unspent, and the clinical reason for the variance.

Functional change analysis — quantified comparison of the participant's function at the start of the current plan vs now.

Change of circumstances summary — any housing, informal-support, employment or health changes documented with date stamps and impact analysis.

Updated support recommendations — quantified hour-by-hour recommendations for the next plan, mapped against the eight NDIS functional domains.

Risk and safeguarding update — particularly important where the participant's current plan is under-funded and is generating clinical risk.

Goal review — comment on goal progress and recommended adjustments to the next plan's goal framework.

A Functional Capacity Assessment establishes the participant's baseline — diagnosis, function across all eight NDIS domains, supervision intensity, safeguarding profile. It is the foundational evidence document and is typically refreshed every two to three years.

A plan review report builds *on top of* an FCA. It assumes the underlying functional profile is known and focuses on change, plan effectiveness, evidence gaps and recommended adjustments for the next plan period. Where the participant does not have a current FCA — or where the functional baseline has changed significantly — we will recommend the FCA and plan review report be paired as a single coordinated submission.