NDIS Support Coordinators – Case Note Template

Participant Name: John Smith Date of Case Note: 01/11/2024 Support Coordinator: Sarah Jones Type of Contact: In-Person 1. Purpose of Contact John attended a scheduled in-person meeting to discuss his current NDIS plan and support needs. 2. Key Discussion Points Sarah reviewed John's current support plan, discussing the progress made towards his goals. John expressed satisfaction with his current support providers but raised concerns about the funding allocated for therapy services. Sarah explained the budget review process and the options available to address his concerns. They also discussed potential changes in his living situation and the impact on his support needs. 3. Actions Taken Sarah provided John with information on how to request a plan review. She also offered to contact his therapy provider to discuss his concerns about funding. Sarah scheduled a follow-up phone call to check in on the progress of the plan review request and to provide further support. 4. Financial Summary & Plan Management Details Budget Overview: Support Category: Therapy Budget Allocated: £5,000 Amount Spent: £3,000 Remaining Balance: £2,000 Notes/Observations: John is utilising his therapy budget at a steady rate. There is a risk of underspending if he does not increase his therapy sessions. 5. Participant Response & Engagement John actively participated in the discussion and demonstrated a clear understanding of the information provided. He expressed appreciation for the support and guidance offered by Sarah. He agreed to the actions outlined and confirmed his understanding of the next steps. 6. Risks / Issues Identified John expressed concerns about his mental health and the impact of his living situation on his well-being. Sarah identified a potential risk of social isolation and recommended exploring additional community support options. 7. Recommendations & Plan Adjustments Sarah recommended that John consider increasing his therapy sessions to address his mental health concerns. She also suggested exploring local community groups to increase social interaction. Sarah recommended a plan review in six months to assess the effectiveness of the support plan. 8. Additional Notes / Observations John reported a positive relationship with his current support providers. He is actively working towards his goals and is engaged in his support plan. 9. Next Steps & Follow-Up Sarah will contact John's therapy provider to discuss his funding concerns. Sarah will also follow up with John in two weeks to check on the progress of his plan review request. Sarah will also provide John with information on local community groups.