
Navigating NDIS Functional Capacity Assessments
A step-by-step guide to conducting OT functional capacity assessments in line with NDIS expectations
Are your functional assessments aligned with NDIS requirements?
Do your reports clearly support funding applications and participant needs?
This workshop focuses specifically on the process of conducting functional assessments under the NDIS, from referral to report.
Access workshop nowWhat will you learn?
- A clear understanding of what a functional capacity assessment is in the NDIS context, including its purpose, timing and referral pathways.
- How to apply the ICF framework and assess function across the six NDIS domains and broader areas of daily life.
- The full assessment process, from referral and screening through to assessment planning, observation, evidence gathering, standardised assessments and final report preparation.
- Practical guidance on selecting and interpreting standardised assessment tools that strengthen your clinical justification.
- How to evidence functional impact in line with NDIA expectations – including assessing substantial impact and linking impairments to support needs.
- Strategies to communicate functional analysis clearly, using support descriptors (type, level, frequency and intensity) and recommended support ratios.
- The principles of writing clear, persuasive and deficit-focused reports that align with NDIS funding rules and operational guidelines.
- Tips for structuring reports that meet NDIS requirements – including functional benefit, funding categories and linking recommendations to relevant supports.
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If you are new to completing NDIS functional assessments, this workshop will help you understand the steps that are involved.
Please note this workshop assumes you have existing skills and competencies in OT assessment and clinical analysis.
If you need to develop these skills, it is recommended you explore the following workshop:Â Assessment and Reporting Foundational Skills
The assessment and reporting principles explores in this workshop are general in nature and can be applied across any NDIS OT report (FCA, AT, CHM, SIL, ILO, SDA)
Who is this workshop for?
This workshop is designed for Occupational Therapists who conduct functional assessments under the NDIS – whether you're new to the process or looking to sharpen your approach.
It will be particularly useful for:
OTs in private practice – strengthen your clinical reasoning, align reports to funding needs and refine how you gather and document evidence.
Community and home-based OTs – learn how to capture real-world function and support needs in dynamic, everyday environments.
OTs involved in report writing – boost your skills in presenting persuasive, NDIA-aligned reports that support funding applications.
Why attend?
Enhance your professional practice with exclusive access to:
- Build confidence in conducting and reporting functional assessments that align with NDIS expectations.
- Gain practical tools, templates and language strategies to streamline your process.
- Learn from real-world examples, tips and techniques used by experienced NDIS OTs.
- Understand how to deliver assessments that balance participant needs, funding criteria and ethical practice.
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How is Navigating NDIS Functional Capacity Assessments different from Assessment and Reporting Foundational Skills?
This workshop 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 holistic assessments 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
Assessment and Reporting Foundational Skills on the other hand focuses on:
- Strengthening core assessment and reporting skills that apply across all types of NDIS OT reports
- Gathering robust clinical evidence from multiple sources to support funding requests
- Building confidence in linking assessment findings to participant goals and everyday life
- Developing clear, persuasive reports with sound clinical reasoning – useful for FCAs but applicable across broader OT practice within the NDIS
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

I found the workshop very informative and helpful. The framework used to write NDIS Functional Assessments which was outlined in the workshop, was clear and comprehensive. Its important OTs are aware of all components within such an assessment so as to ensure clients receive the funding they need.

It was a great resource for an OT who isn't too familiar with NDIS and just needed a basic overview of what a functional Ax entails and what NDIS is looking for. Really brought back core OT skills and assessments into the webinar which was great!