Participant Intake Form

The first conversation, captured in one place — basics, NDIS plan, communication, culture, decision-making, risk flags, next steps.

Use it the first time you meet a new participant. Captures everything you need to start supports safely, plus the early flags about communication, decision-making, risk and culture that shape every downstream document.

Twelve clear sections walk through: date and attendees; participant details; NDIS plan; nominee and decision-making; disability and health snapshot; communication preferences; cultural and identity considerations; current supports; what they want from you; initial risk flags; consent and next steps; and sign-off.

Includes specific handoffs to every downstream document — service agreement, goal-setting, risk assessment, support plan, consent pack. Designed to be filled in WITH the participant, not for them.

What's included

• 12-section intake form (editable .docx)
• NDIS plan capture section
• Decision-making support section
• Cultural & identity capture
• Health and disability snapshot
• Initial risk flags checklist
• Consent and next-steps tracker
• Practice Standards reference (Access to Supports, Person-Centred)

FAQs

Q. Is this enough on its own?
A. It's the FIRST document. Service Agreement, Goal-Setting, Support Plan, Consent Pack and Risk Assessment all follow.

Q. How long does it take?
A. 30–45 minutes with the participant. Don't rush — first visits set the tone.

Q. Editable?
A. Yes, Word .docx.

Q. Affiliated with NDIS Commission?
A. No. Independent. Not legal advice.

Q. Refund policy?
A. Non-refundable once accessed.

Format: Single .docx (6 pages, 12 sections)

Template by Northform Health. Not legal, regulatory or clinical advice. Not affiliated with the NDIS Quality and Safeguards Commission. Single-user licence. Digital downloads are non-refundable once accessed.