Assessment and Reporting Foundational Skills
Build strong foundations in NDIS assessment and report writing with this essential skills workshop for OTs.
Are you confident in how you assess and report across the NDIS?
This workshop covers the core principles of Occupational Therapy assessment and reporting within the NDIS, with practical strategies that apply across a range of areas of practice.
Principles discussed are not exclusive to FCAs and can be transferred across AT Forms, Home Modification reports, SIL, ILO, SDA etc
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This workshop will build on your clinical assessment and analysis skills to enhance your approach to completing assessments and reports. The skills you will develop are specific to OTs working in the NDIS, however are general in nature. If you are new to NDIS assessment and reporting, this workshop is recommended prior to completing other service specific workshops such as AT, home modifications, SIL/SDA/ILO or general NDIS functional assessments.
If you are already skilled in undertaking assessments and writing reports, but seeking to increase your knowledge of the process of functional assessments in the NDIS, then explore the NDIS Functional Assessments and Reports workshop.
What will you learn?
In this workshop, you will gain practical knowledge and tools to:
- Conduct structured assessments that align with NDIS requirements
- Use a combination of observation, task analysis and self-reports to gather functional evidence
- Apply clinical reasoning to connect disability impact with support needs
- Structure reports that clearly demonstrate functional limitations and justify recommendations
- Align recommendations with NDIS reasonable and necessary criteria
- Enhance your ability to advocate effectively for funding through well-evidenced reporting
Who is this workshop for?
This workshop is designed for Occupational Therapists working with NDIS participants across a range of assessments, including functional capacity assessment, AT, home modifications, SIL, SDA and ILO.
Whether you're a new graduate or an experienced clinician, this training will refine your assessment and reporting skills to enhance funding outcomes.
The skills learned in this workshop are transferable across all areas of Occupational Therapy assessment and report writing in the NDIS.
From supporting participants with complex disabilities to those with more straightforward needs, the principles of robust assessment and effective report writing will strengthen your approach across various settings.
The skills you learn will improve your ability to advocate for participants, justify funding and ensure your reports align with NDIS decision-making criteria.
Why attend?
In this workshop, you will:
- Gain confidence in conducting structured NDIS assessments
- Learn strategies to gather strong functional evidence
- Develop clinical reasoning skills to justify support needs
- Improve your ability to write clear and compelling reports
- Strengthen your advocacy for participants through high-quality documentation
- This workshop provides the essential knowledge and tools to help you navigate the complexities of NDIS assessment and reporting with confidence
How is Assessment and Reporting Foundational Skills different from Navigating NDIS Functional Capacity Assessments?
This workshop provides the foundations skills for:
- Robust assessments with gathering of clinical evidence from a range of sources to assist in informing sound clinical recommendations.
- Developing clear, evidence-based reports aligned with NDIS expectations (beneficial for FCAs but not specific to this assessment as information is transferrable across all NDIS OT reports)
- Understanding how to interpret clinical findings and link them to participant goals and daily life
- Building confidence in clinical reasoning and report writing fundamentals for funding applications
Alternatively, Navigating NDIS Functional Capacity Assessments focuses on:
- Understanding the structure, timing and scope of functional capacity assessments within the NDIS framework
- Navigating the full assessment process – from referral and screening through to report finalisation
- Conducting FCAs using both standardised tools and informal methods (e.g. task analysis, observations, interviews)
- Analysing functional impact and justifying support needs using NDIA-aligned language, support descriptors and ratios
About the Presenter
Sarah Collison is an Occupational Therapist and the Director of Verve OT, specialising in assistive technology, home modifications, and complex functional assessments for NDIS participants. She leads a team of 55 OTs servicing the Sydney and Blue Mountains regions, delivering in-home and community-based supports to NDIS participants.
As a trainer and presenter, Sarah has educated thousands of OTs across Australia, equipping them to confidently navigate the complexities of the NDIS. She is the founder of Verve OT Learning, an education hub that empowers OTs to deliver high-quality, evidence-based services.
Sarah is also the facilitator of the NDIS OT Community of Practice, a network of over 11,500 OTs, fostering collaboration, knowledge sharing, and advocacy for better participant outcomes. In addition, she is the co-host of the OT Unplugged podcast, where she brings real conversations and practical insights to OTs navigating the NDIS space.
WHAT OTHERS ARE SAYING
"Overall, the session was what every new or newish OT needs and those new to NDIS assessments needs. The examples given were real life and believable. Sarah's ability to speak, answer questions fairly and move on is what makes such a thorough and comprehensive workshop"
- Richard A.
