✅ Now updated to the 2026–27 NDIS Price Guide — all rates and support item codes reflect the latest NDIA schedule.
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Care For People Pty Ltd — NDIS Registered Provider

NEW Client Intake Form

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Pre-Intake Checklist

Do you provide a copy of your own Service Agreement?
Do you provide a copy of your own Consent Form?
Do you have a copy of the Participant's Plan?
Do you provide a quote for services before offering a Service Agreement?
Do you require to complete a Conflict of Interest Form?
Do you have consent from a participant directly OR a participant's Plan Nominee directly OR another authorised party who has consent to “act on behalf” of the participant?
Have you explained to the participant / plan nominee / authority that you are a partner of Care For People and working under our NDIS Registration?
Does the participant have any protection orders in place? OR any court orders against them?
Does the participant have anaphylaxis?

What is the PIA? The Participant Information Access (PIA) request lets a participant (or their Plan Nominee) ask the NDIA for a copy of the records it holds about them — such as their plan, goals, assessments, and correspondence. Reviewing these helps the participant confirm accuracy, request corrections, and make informed decisions about their plan.
Why apply? So the participant understands exactly what the NDIA has recorded and can stay in control of their own information.
Important — Care For People consent requirement: if Care For People requests the PIA on the participant's behalf, our NDIS Consent Document must be completed during the Service Agreement signing — even if the participant already has their own consent form. Our consent document is built into the Service Agreement workflow and will reach the participant (or their Plan Nominee) for signing shortly after this intake is processed.

Will you obtain a copy of the participant PIA record from NDIA? PIA Online Request
1

Participant Details

On Every Update/Change to NDIS Plan + Every 12 Months
2

Plan Nominee / Other Nominee Details

If the participant is signing up directly with no Plan Nominee / other nominee needed, mark this section as not applicable to hide the fields below.
IF NO: This Person is an Emergency Contact ONLY and CAN NOT SIGN any DOCUMENT/S.
IF YES: This Person CAN complete the NDIA Endorsement Process — You have verified the Person Signing is a formal consent with NDIS and CAN ACT on behalf of the participant.
3

Guardian / Legal / Other Appointed Person Details

If the participant is signing up directly with no Guardian / Legal / other appointed person needed, mark this section as not applicable to hide the fields below.
IF NO: This Person is an Emergency Contact ONLY and CAN NOT SIGN any DOCUMENT/S.
IF YES: This Person CAN complete the NDIA Endorsement Process — You have verified the Person Signing is a formal consent with NDIS and CAN ACT on behalf of the participant.
4

Plan Funding Type

Per NDIS category — managed how? Many participants have mixed management types in their plan (some categories Plan-Managed, others Self-Managed or Agency-Managed). Pick the NDIS support category from the first dropdown and how it is managed from the second; use + Add another category to record as many as apply. The more we know from the start, the easier it is to pre-arrange Plan Manager invoicing and self-managed claim reimbursement.

managed
5

Your Organisation / Company Details

Choose Provider Partner

Selecting a recognised partner pre-fills your organisation details below.

Employees

6

Service Delivery Type

Service you will deliver to the participant named in this document. Search for an NDIS support, select it to auto-fill the code and rate, enter hours, then use “Add another service” as needed.
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$0.00
Grand Total$0.00
Alert: More than 1 Service Delivery is considered possible Conflict of Interest.
Travel note: Use a separate service line IF Face-to-Face delivery Non-Labour Travel is planned to be charged to the participant for completion of delivery of the services you are offering.
7

Continuation of Service Delivery Plan

Do you need Care For People to offer redirect calls for times you are away?
Do you need Care For People to offer stand in matching role staff for times you are away?
Do you need Care For People to offer matching role type supervision and training?
Do you need Care For People Staff to communicate with NDIA on your behalf?
Do you need Care For People Staff to communicate with the participant/nominee or any person consented to act on your behalf?
Do you need Care For People to maintain records and compliance documentation on your behalf?
Do you need Care For People to report to the NDIA / NDIA Commission on your behalf?
Do you understand and agree that a participant named in this form is classified as a participant of Care For People UNLESS a full and formal exit is completed?
Further charges to you (the Provider Partner) may apply. Where any of the Care For People additional services above are marked as YES, a separate quote will be prepared and provided to you for written approval before any of those services are activated or supplied. No additional work begins until you have signed off the quote and granted contracted approval. Service charges are assessed per client based on their individual needs and the specific services requested — they do not automatically apply across all Care For People + Provider Partner clients.
8

Complete and Submit

Complete and Submit to have a Final Service Agreement Sent for all parties to sign with Care For People and Provider Partner.

Send the following documents:

Send Service Agreement
Send NDIS Consent Document
Send NDIS Conflict of Interest Document
9

Send a Copy to Additional Recipients

Want a colleague, plan manager, or the participant to receive the same email + PDF Care For People gets on submit? Add their email below — each address gets an identical copy. Leave blank if not needed.

Note: The Care For People processing team automatically receives a copy of this form and will start on the next steps — you don’t need to add our email here.

On submit, this form is emailed to Care For People and the form clears automatically. Want a copy for your own records first? Use Download a copy (PDF) — your form is not submitted and stays exactly as you left it.

Care for People Pty Ltd · ABN 56 662 715 746 · NDIS Provider No. 4050147957

Level 1/457-459 Elizabeth Street, Surry Hills NSW 2010

Phone: 0475 898 632 · Email: manager@careforpeopleinc.com.au · www.careforpeopleinc.com.au

© 2026 Care For People Pty Ltd · EST 2022