Participant File Index Form

Product Details

• Product Type: Forms
• Version: 1
• Tags:
  1.1 Person-Centred Support 1.2 Individual Values and Beliefs
• Description:

  This fully customisable, comprehensive, ready-to-use Participant File Index Form template is designed to support you as an NDIS provider in developing a safe, consistent, and person-centred approach to participant intake, onboarding or service delivery. It helps organise, track, and ensure completeness of all documents contained in a participant’s file. In other words, it serves as the master checklist or table of contents for that file, aligning with the NDIS Practice Standards, relevant legislation, and best-practice guidelines.

  This template helps you to list all required documents (e.g., profile forms, ndis plans, consents, assessments, progress notes) so they can be easily located, verify that all mandatory paperwork and signatures are on file for auditing or reporting purposes, save time by allowing anyone reviewing the file to quickly see which documents are included and which may be missing, standardize how participant information is filed across services or programs and keeps a clear record of what information is stored, reducing the risk of lost or misplaced documents.

  Suitable for independent support workers, sole traders, unregistered & registered providers, medical and allied health professionals across Australia.  

  Also known as 

  • Participant File Checklist
  • Client Record Index
  • Participant File Summary Sheet
  • Program File Inventory
  • Client Document Tracker
  • Participant Record Contents List
  • Case File Index
  • Participant Documentation Log
  • File Contents Checklist
  • Participant Record Audit Sheet