NDIS Reporting Guide

How to structure an NDIS assistive technology report

A practical guide for occupational therapists and speech pathologists writing NDIS AT reports. Covers every required section, ATSNAVI codes, trial evidence requirements, and what NDIA planners expect.

NDIS assistive technology reports are distinct from progress reports. A progress report documents what happened during a service period. An AT report makes a case for a specific piece of equipment or technology: it is an evidence document that must satisfy the NDIA's reasonable and necessary criteria for that item.

AT reports are most commonly authored by occupational therapists, who assess the participant's functional needs and trial equipment. Speech pathologists write AT reports for AAC (augmentative and alternative communication) devices. The core structure is the same across disciplines; the clinical content differs.

The NDIA has tiered requirements based on AT cost. Items under $1,500 may not require a formal AT report. Items over $1,500 require a formal assessment and supplier quote. Items over $15,000 require assessment by a recognised AT advisor or specialist. This template covers the formal report required for mid-cost and complex AT requests.

AT recommendations are often included within broader OT reports. When the AT is the primary purpose of the assessment, or when the cost requires a standalone submission, a dedicated AT report is required. Here is how to structure each section.

01

When is an AT report required?

NDIS AT reports are required when requesting assistive technology that meets the NDIA's reasonable and necessary criteria. AT requests over $1,500 require a formal AT assessment with a supplier quote. AT requests over $15,000 require an assessment by a recognised AT advisor or specialist. High-cost items including powered wheelchairs, communication devices, and complex home modification systems always require a written AT report from a registered allied health practitioner.

AT reports are primarily authored by occupational therapists. Speech pathologists author AT reports for AAC (augmentative and alternative communication) devices and systems.

02

Participant and practitioner details

Full participant name, NDIS number, and date of birth. Practitioner full name, qualifications, and AHPRA registration number. Clinic name, NDIS provider number, and contact details. Date of assessment and report date. OT authors use AHPRA registration in OCC format; speech pathologists authoring AAC reports use their AHPRA registration in SLP format.

03

AT needs assessment

Describe the participant's disability-related functional limitation that the recommended AT is intended to address. State current functional status without the AT: what tasks the participant cannot do, or cannot do safely, without the recommended item. Provide observed functional impact evidence from the assessment, not solely self-report or carer report. Where standardised tools were used (COPM, FIM, Functional Mobility Assessment, or a communication needs assessment for AAC), include the tool name, date, version, and relevant scores with a plain-language interpretation.

AT must address a functional limitation arising from the participant's disability, not a general lifestyle preference. The NDIA funds disability-related need.

04

Evidence of trial and alternatives considered

Name and describe every AT item or system that was trialled. State the duration and context of each trial: home visit, clinic, or community setting. Explain why each trialled option was unsuitable: inadequate function, inappropriate for the environment, risk to the participant, or incompatibility with the participant's access needs. For high-cost AT, document lower-cost alternatives and the clinical reasons they were ruled out. For AAC devices: trial evidence is required for any device over $1,500 and must include the vocabulary system trialled, access method used, and how the device performed in context.

Insufficient trial documentation is the most common reason AT requests are declined. Document trials thoroughly even when the recommended item is clearly the right choice.

05

Recommended AT item specification

Full product name, manufacturer, and model number. ATSNAVI code: mandatory for all AT requests submitted to the NDIA. Recommended access method for powered equipment or AAC systems. Required accessories and consumables, with separate ATSNAVI codes where applicable. Supplier name and ABN, quote amount including GST, and quote date. For custom or modified items: a detailed description of the modification and the clinical reason standard items are unsuitable.

06

Clinical justification

State explicitly which of the participant's funded NDIS goals the AT supports. Link the AT to the correct NDIS support category: Assistive Technology (05) for equipment, Capital Supports (06) for home modifications. State the expected functional outcome in measurable terms: what will the participant be able to do with this AT that they cannot do without it. Where the AT replaces support worker hours, quantify the expected reduction.

07

Maintenance and training plan

Who will train the participant and carers in use of the AT. Estimated training hours and whether training is included in the quote or requires separate funding. Maintenance and servicing requirements including warranty period and annual service costs. Replacement schedules for consumables such as batteries, mounting hardware, and communication device vocabulary updates.

08

Practitioner declaration

Signed declaration with full name, credentials, AHPRA number, and date. Confirm the assessment was conducted in person: if conducted via telehealth, provide clinical justification. Sign and date every page of the report. The practitioner who signs must be the one who conducted the assessment.

Writing effective NDIS AT reports

Always include an ATSNAVI code

Every AT item in an NDIA submission requires an ATSNAVI code. Missing or incorrect codes are a leading cause of AT request delays. The NDIA AT ATSNAVI lookup tool is available on the NDIS website.

Document trial evidence in detail

The NDIA expects evidence that the participant trialled the AT in a relevant context. State what was trialled, when, where, and what happened. For high-cost items, document why cheaper alternatives were ruled out.

Get the quote right

AT quotes must include the supplier's ABN, the full product specification, and a GST-inclusive price. Quotes older than three months are typically not accepted. Obtain quotes before submitting the report.

Link everything to disability-related function

The NDIA funds AT that addresses disability-related functional limitation. Every section of your AT report should connect the recommended item back to a specific functional barrier arising from the participant's disability.

For AAC: detail the communication system, not just the device

NDIA planners assessing AAC requests need to understand the vocabulary system, the access method, and how the device will be programmed and supported. The device model is the least important detail.

AT recommendations frequently appear within broader OT reports. See the NDIS OT report template for the full OT progress report structure, including the AT and home modifications section. For AAC-specific reports, see the NDIS speech pathology report template.

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