Rostery
ComplianceForms Engine

NDIS Forms Engine & Templates

Eight NDIS templates and a builder for your own forms, filled in on screen, signed and saved against the participant, with review dates tracked.

  • 8 NDIS templates
  • Your own forms
  • Signatures on forms
  • PDF downloads
Forms built once and completed on shift

7 years

NDIS providers should keep participant records for at least seven years after the service is provided.

Source: NDIS Commission

The forms a participant needs over a year

Each one has to be completed, signed, filed and reviewed on time.

Intake

Who the participant is, what they need and who to contact.

Risk assessment

The risks in their supports and how they are managed.

Consent

Permission to collect and share their information.

Support plan

The goals and supports agreed with the participant.

Emergency plan

What happens in an emergency or a health crisis.

Reviews

Each of these needs revisiting on a regular cycle.

Intake, risk assessments, consent, support plans: every participant brings paperwork, and every coordinator fills it in a little differently. The forms engine gives your team the same form each time, filled in on screen, signed, saved against the participant and ready as a PDF.

How NDIS forms work in Rostery

Rostery comes with eight NDIS templates: Intake and Assessment, Risk Assessment, Emergency and Safety Plan, Consent for Privacy and Information Sharing, Support Plan, Restrictive Practices Authorisation, Mental Health Safety Plan and Service Agreement. Duplicate a template to make your own version, or build a form from scratch with text, number, date, time, choice, yes/no, signature and heading fields, and mark the questions that must be answered.

Office staff fill a form in for a participant, save a draft and come back to it, then complete and submit. Forms can be signed, downloaded as a PDF one at a time or all together for a participant, and AI pre-fill can draft answers from the participant's profile, contacts, medications and care plan for you to check. If a form has a review date, Rostery tracks it and flags completed forms that are overdue for review.

How the forms engine handles them

1

Eight NDIS templates

Intake and Assessment, Risk Assessment, Emergency and Safety Plan, Consent, Support Plan, Restrictive Practices Authorisation, Mental Health Safety Plan and Service Agreement.

2

Build your own

Text, number, date, time, choice, yes/no, signature and heading fields, required questions, and up to 200 questions per form. Duplicate a shared template to edit it.

3

Fill in, sign and download

Save drafts and come back, complete and submit, sign on screen, and download a PDF of one form or every completed form for a participant.

4

Review dates and AI pre-fill

A review date on the form sets the next review, and overdue forms are flagged. AI pre-fill drafts answers from the participant's records for you to check before submitting.

Who uses it

Intake and coordinators

Complete intake, consent and support plan forms with the participant.

Team leaders

Keep risk assessments and emergency plans current, and act on overdue reviews.

Quality and compliance

Build the forms your policies require and download completed forms for an audit.

What an auditor may ask about participant forms

  • Current, signed consent for collecting and sharing information
  • A risk assessment that has been reviewed on time
  • A support plan agreed with the participant
  • An emergency and safety plan
  • Restrictive practices authorisation, where it applies
  • Records kept for at least seven years

The rule behind it

The NDIS Commission's Code of Conduct guidance says providers should keep participant records for at least seven years after the service is provided. Completed forms saved against the participant, with their dates and signatures, are part of that record.

NDIS Code of Conduct: guidance for providers (NDIS Commission)

Start using forms in four steps

  1. 1

    Turn on Forms

    Forms is on the Growth plan and above. Switch it on for your organisation.

  2. 2

    Review the templates

    Read the eight NDIS templates and duplicate any you want to change.

  3. 3

    Build your own

    Add the forms your policies call for.

  4. 4

    Fill one in

    Open a participant, complete a form and download the PDF.

See Forms Engine on your own data

A guided demo with your participants, staff and price book. No obligation.

Book a Demo

Forms Engine: questions

Eight: Intake and Assessment, Risk Assessment, Emergency and Safety Plan, Consent for Privacy and Information Sharing, Support Plan, Restrictive Practices Authorisation, Mental Health Safety Plan and Service Agreement.

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