What each stage × route requires. The planner re-reads this every run — edits apply to all participants on the next run.
RequirementRoutesStagesCondition tagsCycleActorActive
Care Plan (2026 Template)care-plan-2026all routesNext Steps, Quality & Risk—12moclaude
Personal Emergency Preparation Plan (2026)pepp-2026all routesNext Steps, Quality & Risk—12moclaude
Individual Risk Assessment Profile (V6.1)irp-v6-1all routesNext Steps, Quality & Risk—12moclaude
Comprehensive High Intensity Support Assessment Form (V6.0)hi-assessment-v6all routesNext Steps, Quality & Riskseizure, dysphagia, enteral feeding6moeither
Seizure Management Care Plan (V6.0)seizure-mgmt-plan-v6all routesNext Steps, Quality & Riskseizure6moeither
Participant Medication Plan & Consent Form (V6.1)medication-plan-consent-v6-1all routesNext Steps, Quality & Riskseizure6moeither
PRN Medication Plan (V6.02)prn-medication-plan-v6-02all routesNext Steps, Quality & Riskseizure6moeither
Manual Handling Participant Care Plan (V6.0)manual-handling-plan-v6all routesNext Steps, Quality & Riskseizure6moeither
Seizure Record Form (V6.02)seizure-record-v6-02all routesNext Steps, Quality & Riskseizure6mohuman
Nutrition and Swallowing Risk Checklist (V6.0)nutrition-swallowing-checklist-v6all routesNext Steps, Quality & Riskdysphagia6moeither
Severe Dysphagia Management Plan (V6.12)dysphagia-mgmt-plan-v6-12all routesNext Steps, Quality & Riskdysphagia6moeither
Mealtime Support Plan (V6.02)mealtime-support-plan-v6-02all routesNext Steps, Quality & Riskdysphagia, enteral feeding6moeither
Medication Administration Chart (V6.0)medication-admin-chart-v6all routesNext Steps, Quality & Riskdysphagia, enteral feeding6mohuman
Weight Chartweight-chartall routesNext Steps, Quality & Riskdysphagia, enteral feeding6mohuman
Enteral Feed Care Plan (v6.0)enteral-feed-care-plan-v6all routesNext Steps, Quality & Riskenteral feeding6moeither
PEG Tube Feeding Nursing Assessment Formpeg-tube-nursing-assessmentall routesNext Steps, Quality & Riskenteral feeding6moeither
Mouth Care Plan (V6.0)mouth-care-plan-v6all routesNext Steps, Quality & Riskenteral feeding6moeither
Enteral Feeding Delivery Chart (V6.02)enteral-feeding-delivery-chart-v6-02all routesNext Steps, Quality & Riskenteral feeding6mohuman
Daily Fluid Intake and Output Form (V6.0)daily-fluid-intake-output-v6all routesNext Steps, Quality & Riskenteral feeding6mohuman
Progress File Notes (V6.0)progress-file-notes-v6all routesNext Steps, Quality & Riskenteral feeding6mohuman
Participant Intake Formparticipant-intake-formall routesOnboarding—onceclaude
Service Agreementservice-agreement-signedIn-Home Supports, PBS Implementing, PBS Provider, Support Coordination, High Intensity, SDAOnboarding—onceeither
Service Agreement - SILservice-agreement-sil-signedSILOnboarding—onceeither
Participant Information Consent Formparticipant-information-consentall routesOnboarding—onceeither
Third Party Information Release Consent Formthird-party-info-release-consentall routesOnboarding—onceeither
Current NDIS Plan on Filendis-plan-on-fileall routesOnboarding—oncehuman
Individual Participant Profileindividual-participant-profileall routesOnboarding—onceclaude
Participant Orientation Checklistparticipant-orientation-checklistall routesOnboarding—oncehuman
Support Matching Assessment Formsupport-matching-assessmentall routesOnboarding—oncehuman
Participant Money and Property Consent Formmoney-property-consentall routesOnboardingmoney-handlingonceeither
Participant Intake Form - SDAsda-participant-intake-formSDAOnboarding—onceclaude
FM Consent for your NDIS informationsc-ndis-information-consentSupport CoordinationOnboarding—onceeither
NDIS Interim Behaviour Support Planinterim-bspPBS ProviderNext Steps—onceeither
NDIS Comprehensive Behaviour Support Plancomprehensive-bspPBS ProviderNext Steps—12moeither
Behaviour Support Plan on File (implementing provider)bsp-on-file-implementingPBS ImplementingNext Steps—12mohuman
Consent Form - Restrictive Practice Submissionrp-authorisation-consentPBS Implementing, PBS ProviderNext Stepsrestrictive-practice12mohuman
Safe Environment Risk Assessmentsafe-environment-risk-assessmentSIL, In-Home Supports, High IntensityNext Steps—12moclaude
Risk Assessment for Client Receiving Personal Care Support from a Sole Workersole-worker-personal-care-risk-assessmentIn-Home Supports, High IntensityNext Stepssole-worker-personal-care12moclaude
SDA Tenancy / Occupancy Agreement on Filesda-tenancy-agreement-on-fileSDANext Steps—oncehuman
SDA and SIL Collaboration Agreementsda-sil-collaboration-agreementSDANext Steps—oncehuman
Support Coordinator Implementation Reportsc-implementation-reportSupport CoordinationNext Steps—onceclaude
Support Plan Progress Reportsupport-plan-progress-reportall routesService Delivery—6moclaude
Support Coordinator Progress Reportsc-progress-reportSupport CoordinationService Delivery—6moclaude
Behaviour Logbehaviour-log-currentPBS Implementing, PBS ProviderService Delivery—3mohuman
Monthly Restrictive Practice Usage Report to NDIS Commissionrp-usage-monthly-reportPBS Implementing, PBS ProviderService Deliveryrestrictive-practice1mohuman
New NDIS Plan on File (plan rollover)new-ndis-plan-on-fileall routesRollover—oncehuman
Service Agreement Renewalservice-agreement-renewalall routesRollover—onceeither
Support Plan Review Reportsupport-plan-review-reportall routesRollover—onceclaude
Behaviour Support Plan Review Outcomes Reportbsp-review-outcomes-reportPBS ProviderRollover—onceeither
Service Agreement Variation (new service type)service-agreement-variation-new-serviceall routesNew Service—onceeither
Support Matching Assessment - New Servicenew-service-support-matchingall routesNew Service—oncehuman
Client Transition and Exit Planclient-transition-exit-planall routesOffboarding—onceclaude
Participant Exit Feedback Surveyparticipant-exit-feedback-surveyall routesOffboarding—oncehuman
Participant File Closure and Archivalparticipant-file-closureall routesOffboarding—oncehuman
SDA Vacancy Notificationsda-vacancy-notificationSDAOffboarding—oncehuman
55 requirements · 20 active