Referral and Intake Management Procedure
$24.99
Instant download. One-time purchase. Fully editable Word (DOCX).
A referral and intake management procedure for NDIS providers. Intake staff and service managers follow it from first enquiry through to the signed service agreement and a review 30 days after commencement.
What is inside:
- Referral sources, from self-referrals to hospitals and support coordinators
- Referral integrity: no referral fees or inducements, and conflict of interest disclosure
- Stage 1 enquiry receipt, with acknowledgement within 1 business day, consent and a privacy notice
- Fair waiting list management and recording of declines with alternatives offered
- Stage 2 intake consultation and Stage 3 assessment and onboarding
- Stage 4 service agreement signing, with decision-making support if the participant wants it
- Stage 5 review 30 days after commencement
- Intake register, records and evidence, legislation and approval
- Reviewed against the current NDIS Rules, Practice Standards and Commission guidance
- Editable DOCX with a placeholder legend, so you enter your details once
- Instant download
These templates are general information, not legal advice. No template can guarantee registration or audit outcomes.
Buying more than one template? This one is also in
On its own this template is $24.99. Each pack below includes it, plus the rest of the set.
Digital product. Because these are instant downloads, we do not offer refunds for change of mind once your files have been accessed. This does not affect your rights under the Australian Consumer Law. Bought the wrong pack? Contact us within 30 days and we will credit what you paid towards the right one. If you have a technical issue accessing your files, contact us and we will sort it out. See our refund policy.
Your responsibility. These are editable templates provided as a starting point, not legal, compliance or professional advice. You are responsible for reviewing each template, adapting it to your service, and making sure the information is current, accurate and appropriate for your circumstances and your state or territory before you rely on it. Moreton Regional Support Services is not liable for any loss, penalty or outcome arising from your use of these templates, and no template can guarantee NDIS registration, audit or compliance outcomes.
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