Describe what changed before proposing a solution
Start with the participant’s circumstances in their own words. Record when the change began, what daily activities it affects and which existing supports no longer fit. Keep an urgent safety concern within your organisation’s escalation process rather than waiting for a report to be completed.
Build an evidence list
- The participant’s explanation and preferences.
- A dated sequence of the relevant changes.
- Current support arrangements and the gap being described.
- Relevant practitioner assessments or other supporting records.
- What has been tried and what happened.
- Missing information and who will obtain it.
Link each material statement to its source. Distinguish your observations from a participant’s report or another professional’s opinion. Avoid copying the complete file when a smaller, relevant set of evidence will explain the situation.
Make the request easy to follow
Organise the report around the change, its practical effect, current support and evidence. Keep recommendations within the author’s role and identify uncertainty. Check the participant details, dates, permissions and attachments before sharing.
Confirm the current pathway
The NDIA describes different ways to change a plan. Use its current plan-change guidance to confirm the appropriate process. A report or software-generated draft does not guarantee a decision or additional funding.
See how CordoCare keeps participant records and follow-up together. For the drafting step, read how to review an AI-assisted report.