NDIS Record Keeping: Documentation by Support Type
The NDIS requires specific documentation for each support type you deliver. This guide maps every support category to its required documentation — based directly on the NDIS Provider Toolkit.
Minimum Documentation Requirements
For every claim, you must record at minimum: the participant's name, dates of support, total quantity delivered each session, and the support type. Include the participant's NDIS number whenever possible.
Support Log
Records the support type (including ratio/intensity) and must be signed by the participant, nominee or carer confirming receipt of each support instance.
Roster
Records activities engaged in, staff-to-participant ratios, and that the participant attended as scheduled.
Case Note
Documents the activities engaged in and how they relate to the specific support item and the participant's goals.
Service Agreement
Records the schedule, cost, nature and quality of supports to be provided and the expected outcomes.
Capital supports (continence products, HEN, assistive technology, vehicle/home modifications) should be invoiced. Invoices, assessments and reports with minimum identifying info may not require additional evidence of quantity.
Wherever possible, logs should be signed by the participant, parent/guardian, nominee or carer as confirmation support was delivered as claimed.
Documentation Required by Support Type
* Where support involves writing a report, additional documentation is not required if participant and session info is in the report.
** If a report results from a team meeting, the report/case note should document all team members present.
*** Could use support log or group roster, but should have an accompanying case note for each participant.
Assistance with Daily Life
Assistance with self-care activities (day)
Assistance with self-care activities (overnight)
Assistance to access community, social and recreational activities
Group based community, social and recreational activities
Assistance from live-in carer
Assistance with personal domestic activities
Specialised home based assistance for a child
Community and social activities
House and/or yard maintenance
Linen service
Housecleaning and other household activities
Assistance with meal preparation and delivery
Telephone or video translating
Auslan or signed English training
Interpreting and translating
Transitional support
Transport
Transport
Specialised transport to school/educational facility/employment/community
Supported Independent Living
Assistance in a shared living arrangement
Short term accommodation and assistance
Assistance in living arrangements
Assistance in individual living arrangement for complex needs
Improved Daily Living Skills
Training for carers/parents
Assistance with decision making, daily planning, budgeting
Specialist driver training
Individual assessment, therapy and/or training (incl. AT)*
Group therapy***
Therapy assistant
Multidisciplinary team intervention**
Counselling group***
Individual assessment and support by a nurse*
Specialised group early childhood interventions
Transdisciplinary early childhood intervention*
Specialised individual therapy for early childhood
Increased Social & Community Participation
Individual skills development and training
Skills development in a group
Community participation activities
Innovative community participation
Life transition planning incl. mentoring and peer support
Finding and Keeping a Job
Employment preparation and support in a group
Individual employment support
Employment related assessments and counselling*
Assistance in specialised supported employment
Support in employment (ADE)
Supported employment start-up fee
Improved Relationships
Intensive behavioural intervention — development and monitoring*
Behaviour management plan, training in strategies
Individual social skills development
Improved Health and Wellbeing
Exercise physiology
Exercise physiology group
Personal training
Dietitian consultation and plan development*
Dietitian group session
Improved Life Choices
Support connection
Coordination of supports
Specialist support coordination
Financial intermediary — set up costs
Financial intermediary monthly processing
Financial and service intermediary set up costs
Financial and service intermediary activities
Training in planning and plan management
What Makes a Good Case Note?
An effective case note should document:
- The activities engaged in during the session
- How those activities relate to the specific support item being claimed
- Progress made by the participant
- Plans for future sessions
- Participant goals being worked toward
Case notes should be completed as close to the time of support delivery as possible — ideally within 24 hours.
Manage Progress Notes & Case Notes in Seekara
Seekara's progress notes feature lets you write, store and attach case notes directly to client sessions — keeping your documentation audit-ready at all times.