Understanding NDIS Plan Reviews: How to Prepare and What to Expect

If you’re an NDIS participant, you’ll go through regular plan reviews to assess whether your current funding is meeting your needs. These reviews are crucial for ensuring you receive the right level of support to achieve your goals. At SwiftPay, we help NDIS participants in Brisbane prepare for their plan reviews, ensuring they get the best outcomes possible.

Why Are NDIS Plan Reviews Important?

NDIS plan reviews help to:

✅ Assess whether your current funding is sufficient ✅ Adjust support levels based on changes in your circumstances ✅ Ensure your plan aligns with your short-term and long-term goals ✅ Provide an opportunity to discuss new supports or services

Regular plan reviews prevent participants from being locked into a plan that no longer suits their needs.

Learn more about the NDIS plan review process.

How to Prepare for Your NDIS Plan Review

1. Track Your Spending – Review how your funding has been used over the past year and identify any shortfalls.

2. Assess Your Goals – Have your personal goals changed? Make sure your plan reflects your current needs.

3. Collect Reports – Gather reports from therapists, support workers, and providers to show evidence of your support needs.

4. Document Challenges – If you faced difficulties accessing certain services, highlight them in your review.

5. Seek Professional Help – A plan manager like SwiftPay can help you organise financial reports and advocate for appropriate funding.

Find out how SwiftPay can support your NDIS plan review.

What to Expect in a Plan Review Meeting

The NDIS will contact you to schedule a review meeting, which can be held in person, over the phone, or online. During the meeting, you’ll discuss:

• How your funding was used

• Any challenges you faced

• Changes in your support needs

• Future goals and aspirations

Being well-prepared ensures that your NDIS plan remains flexible and relevant to your needs.