Build the evidence pack before the draft
List what changed, when it changed and the effect described by the participant. Gather the relevant records and professional evidence with appropriate permission. Keep missing information visible. AI should help organise that material rather than fill gaps in the participant’s circumstances.
Give the drafting task boundaries
Ask for sections covering the change, practical impact, current supports and supporting evidence. Require references to the material supplied. Instruct the tool to flag unsupported statements and avoid new diagnoses, recommendations or funding amounts.
Review in two passes
- Evidence: check each material statement against its source, including dates, names, quantities and who reported it.
- Meaning: check that the draft represents the participant’s preferences, distinguishes opinion from fact and stays within the author’s professional role.
Remove persuasive language that makes the evidence sound stronger than it is. A clear account is more useful than a confident claim that cannot be substantiated.
Confirm the next official step
Use the NDIA’s current plan-change guidance to establish the process. Record the review and submission separately. A prepared draft is not an accepted request or a funding decision.
Use the evidence checklist. Before using participant data with an AI service, check the privacy and access questions and your organisation’s approved tools.