Build the report around the participant’s goals
A plan report should explain what has happened and what the evidence supports. Begin with the participant’s priorities and the period covered. Keep the report specific enough that the reader can distinguish this person’s circumstances from a generic template.
A working report outline
- Purpose and period: why the report was prepared, by whom and which dates it covers.
- Participant priorities: what the person wants to achieve and how their views were gathered.
- Activity: services and coordination work relevant to those goals.
- Progress: dated observations, reported changes and supporting evidence.
- Barriers: what has limited progress, including missing services or information.
- Next steps: proposed actions, supporting reasons and who should review them.
Replace conclusions with evidence where possible
“More independent” is hard to assess on its own. Describe the activity, what support was needed before, what is observed now and who provided the information. If the comparison is uncertain, say so rather than filling the gap.
Run the final review
Check identities, dates, consent, sources and attachments. Remove unused prompts and any material outside the purpose of the report. Give the participant an appropriate opportunity to review their information through your practice’s process.
Confirm the current NDIA pathway using its plan-change guidance. Browse the template library and see the records used to prepare a report in CordoCare.