A coordinator's checklist for continence assessments

Confirm the basics in five minutes:

• Plan dates and the participant's NDIS number.
• Plan management type (self, plan or agency managed).
• Available funding under Capacity Building – Improved Daily Living and/or Core – Nursing.
• Consent to share clinical information with our team and any third parties (GP, OT, equipment supplier).

To prepare the report, we usually need:

1. A copy of the current NDIS plan (or the relevant pages).
2. Recent allied-health reports (OT, physio, dietitian) where they exist.
3. Any equipment lists or supplier contacts already in use.
4. A point of contact for the participant — themselves, a family member, or your team.

We work in-home, in the community and via telehealth. To book efficiently, share:

• The participant's preferred days and times.
• Address and any access notes (parking, intercom, key safe, support animals).
• Whether you, a family member or another professional will attend.

We will deliver a written report within 5 to 7 business days. The report is structured to support funding requests and includes:

• A clinical summary.
• Recommended products, routines and equipment.
• Goals aligned to the participant's plan.
• Suggested supports for the next plan period.

If anything in the report needs clarification, we are happy to dial in to a planning meeting at no extra charge.

Refer a participant when you are ready.