Managing and reviewing a plan
Keeping Evidence and Support Records
Good records help you monitor funding, check claims, and explain what you need when your plan changes.
Keep financial records
Invoices, receipts, claims and payment information.
Keep support records
Agreements, schedules, reports and important correspondence.
Check regularly
Compare provider claims against the services you actually received.
Plain language guide
The detail, broken into useful sections.
Read the sections that matter to you. The content has not been shortened or changed, only organised so it is easier to scan.
Why records matter
They help you monitor funding, confirm what was delivered, check invoices and claims, prepare for a reassessment, show progress towards goals, explain a change, challenge an incorrect claim, make a complaint, or request a review of an NDIA decision.
What to keep
- Invoices, receipts and payment records
- Provider claims and Plan Manager statements
- Quotes, travel charges and cancellation charges
- Your NDIS plan, Service Agreements and support schedules
- Support Plans, Emergency Plans and risk assessments
- Assessments, provider reports and progress summaries
- Equipment prescriptions and behaviour support information
- Important emails, service change notices, complaints and outcomes
- NDIA decisions and reasons
Check invoices carefully
That the provider, participant, date, support delivered, hours or quantity, rate, additional charges and total are all correct.
Self managed participants
You have additional record keeping responsibilities. Keep receipts, invoices, dates and notes for at least five years, showing the provider name and ABN, dates of support, support category, description, hours or quantity, rate, total paid, and a receipt or tax invoice.
Never share your logins
Do not give providers your myGov password, participant portal password or app login details. A provider never needs them.
Who can provide evidence
Your treating doctor, occupational therapist, physiotherapist, speech pathologist, psychologist, behaviour support practitioner, nurse or another qualified professional, plus your providers, Support Coordinator, and you and your family. Clinical recommendations should come from appropriately qualified professionals — provider information explains service delivery and observed needs, but does not replace independent clinical evidence.
SCL Support Services
What SCL can help with
SCL may provide:
- Copies of SCL Service Agreements and support schedules
- SCL invoices and relevant service records
- Progress summaries where appropriate
- Incident or risk information involving you
- Quotes for proposed SCL supports
- Information about services delivered
Some records contain private information about other people. We review each request and may remove information that cannot lawfully or appropriately be released.
Official information
This page explains things in plain language. The NDIS is the authority on the rules, and they change. Check the official pages for the current position.
Last checked: August 2026
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