Make every participant's plan defensible under the 2026 rules.
Upload every document you have, get a robustness score across ten factors, and download a review-ready plan review pack.
Every new account gets 1 free participant defence on signup. No credit card to trial. No subscription. Credits never expire.
Advisory only - SRTD Plan Review is a documentation and preparation tool, not legal or NDIS planning advice. You remain responsible for what's submitted to the NDIS for any participant.
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of 100
Weak plan review posture · weak
Jamie's document set has a strong clinical evidence base in the behaviour support stream, but it's undermined by an incomplete support coordination plan, aspirational goals with no measurable outcomes, and a critically underspent Core budget with no documented rationale - all high-exposure issues under 2026. The most urgent risks are the interim BSP status, the severe Core underspend heading into plan end, and the absence of measurable functional goals across every document.
Improvements addressed
0 / 18· 18 to review
Example output. Names, providers, and figures changed for privacy.
The NDIS Amendment (Integrity and Safeguarding) Act 2026 and the funding-periods framework have changed what passes a plan review. Supports need to be defensibly disability-related, goals need to be functional and measurable, and providers need a clear rationale. Plan Review helps Support Coordinators (and anyone else making the case) get that work done per participant - fast.
The NDIS regulatory environment is evolving. SRTD updates Plan Defence as official guidance is published; nothing on this page should be taken as a definitive interpretation of the 2026 rules. Where the rules affect a participant's plan, professional advice should be sought.
What you get
Per-participant, review-ready
Funding
See where the money is exposed
Plan progress versus spend, broken down by Core, Capacity Building, and Capital. Every funding-related recommendation - underspend, overspend, plan-management changes, funding-period misalignment - gets surfaced as a draft task you can accept and action before reassessment.
Funding
Funding snapshot
91% · 32 days left
Core
$42,800.00
Capacity Building
$26,150.00
Capital
$0
Suggested funding improvements
Core supports underspend — urgent documentation
highCurrent: Core Supports are at 9.1% utilisation ($3,925 of $42,800) with 32 days to plan end. Assistance with Daily Life is 6.2% spent.
Suggested: Document the reasons for low Core utilisation in a formal support coordination case note. Where supports can be increased, establish or expand service agreements immediately. Prepare a written explanation for the NDIA ahead of reassessment.
Goals · Suggested improvements
Goal rewrites for Jamie Ross
Vague goals get challenged at review. These rewrites make each goal measurable and functional.
Original
I would like to build my social and communication skills so that I can make and maintain friendships.
Reframed
Jamie will develop and independently use three specific social communication strategies — identified collaboratively with their behaviour support practitioner and OT — to initiate and sustain peer conversations, with progress reviewed at three-month intervals using session observation data and carer report.
Measurable outcome: Jamie independently initiates and sustains a reciprocal conversation with a peer on at least three out of five observed opportunities, without adult prompting, within six months.
Goals
Aspirational goals rewritten as measurable ones
The 2026 evidence-language rules treat vague goals as exposure. Plan Review rewrites every goal in the participant's documents into measurable, functional language - with an observable outcome a reviewer can check. Copy them straight into the next plan.
Providers
Compliance and capability, in one checklist
Every provider type tracked for NDIS registration and current service agreement. Anything missing surfaces as a draft task. Provider-specific recommendations - worker capability, COI, registration status, supervision arrangements - sit alongside, ready to action.
Provider compliance
4 complete · 1 partial · 1 to check
Support Coordinator
RegisteredSA currentNot applicablePlan Manager
RegisteredSA currentNot applicableOccupational Therapist
RegisteredSA currentNot applicableBehaviour Support Practitioner
RegisteredSA currentNot applicableSpeech Pathologist
RegisteredSA currentNot applicable
Allied Health Assistant — worker capability and registration
highCurrent:Allied Health Assistant Sam Tran (Greenlane Therapy) is described as a ‘new relationship’ in both support coordination plans with no documented registration status, scope, qualifications, or supervision arrangements.
Suggested:Document the specific supports being provided, confirm Greenlane Therapy's NDIS registration status, record the supervising allied health professional and supervision frequency, and attach a current service agreement.
Plan review pack
Jamie Ross
Jamie's plan requires urgent strengthening across goals, Core budget utilisation, and provider documentation before the September 2026 reassessment.
Generated · Overall robustness: Weak · Score 38 / 100
Executive summary
This pack assembles the available evidence for Jamie Ross's plan review ahead of the September 2026 reassessment. The strongest elements are the Behaviour Assessment Report and Interim Behaviour Support Plan, which together provide a well-evidenced clinical rationale for specialist behaviour support and psychology...
Reports to request from providers
Comprehensive Behaviour Support Plan (PBSP)
Specialist Behaviour Support Practitionerhigh- Upgrade from Interim BSP to Comprehensive BSP — reference Interim BSP date
- Include measurable functional outcome targets for each behaviour of concern
- Specify a formal review schedule with dates and trigger criteria
Evidence pack
A review-ready document in your hand
One-click export: headline, executive summary, functional profile, support rationales, reframed goals, evidence index, risks and mitigations, and reports to commission from each provider with bullet-point briefs. Print or save as PDF.
Alternates
A backup plan if funding is reduced
For supports the NDIA is most likely to move off-plan, the pack lists community and mainstream alternatives the participant can pivot to. Plus a narrative transition plan if robustness is weak and reduction looks plausible.
If funding is reduced
Jamie Ross's alternate options
Community / mainstream alternatives for supports the NDIA may move off-plan, plus a narrative transition plan.
Overnight camps — independent living skill development
- Scouts Australia or similar youth organisations with inclusive programs
- Local council youth programs offering structured activities
- School-based camps with existing welfare support structures
Transition: If the NDIA does not fund this as a disability-specific support in the next plan, mainstream youth programs offer a viable alternative.
Transition plan
Jamie's plan is at risk of a reduced Core allocation due to the critically low utilisation rate (9.1% spent with 32 days remaining). If Core funding is reduced, the priority supports to protect are those directly linked to the behaviour support plan — structured daily routine support and disability-supported community participation.
2 new docs found in this participant's library
Attach anything relevant or dismiss what you don't need.
- Attach
OT Functional Capacity Statement — Jamie Ross
Occupational Therapy Assessment
- Attach
Psychology Progress Report Q1 2026
Psychology Report
Library
New evidence, automatically surfaced
When you upload documents to the participant's library between sessions, Plan Review spots anything that should be attached to the current workup and offers a one-click attach. Duplicates of docs you've already attached are filtered out.
Caseload dashboard
Every participant ranked by plan review risk. See at a glance where to focus first.
Works with every NDIS document type
NDIS plans, OT assessments, psychology reports, BSPs, provider reports, progress reports - extract once, roll up across the set.
Australia-only AI
PDFs and extractions are processed via AWS Bedrock's Australian inference profile (Sydney + Melbourne only). Participant data never leaves Australia.
The lens
Ten factors aligned to the 2026 rules
Every document you attach is scored against the lens the Commission actually uses: functional goals, disability link, evidence depth, funding-period alignment, helpful-vs-fundable, provider evidence, worker capability, coordinator independence, plan review readiness, and safe directions.
Strong (75+)
Plan-defence-ready. Functional goals, clear disability link, evidence visible, structurally sound.
Moderate (55-74)
Mostly defensible but with specific gaps. The recommendations show exactly what to strengthen.
Weak (below 55)
Material exposure under the new rules. The pack gives you the structural rework you need to bring to review.
How it works
One credit. One participant. Done.
- 1
Sign up and trial it
Every new account gets 1 free participant defence credit to try the tool. No credit card. Buy a pack when you're ready.
- 2
Pick a participant
One credit opens a workup for that participant. You can run as many documents and regenerations as you need inside it.
- 3
Upload every document
NDIS plan, OT reports, BSP, progress reports, provider reports. Attach existing analyses or upload fresh PDFs.
- 4
Score + generate pack
Run scoring to get the robustness view. Generate the plan review pack when you're happy. Print or save as PDF.
Try it free with one of your participants first
Every new account gets 1 free participant defence credit on signup. Pick your most exposed participant, upload their documents, run scoring, and download the pack — no credit card, no subscription. If it earns its keep, buy a pack and use the credits across the rest of your caseload at your own pace.
Pricing
$20 per plan review - pay as you go
One credit opens a plan review workup for one participant: upload every relevant document, run scoring, and generate the pack. Regenerate the pack as many times as you need. Credits never expire.
Plan defence credit
Per participant · pay as you go
One participant plan review. Pay-as-you-go - buy as many as you need.
A$20
Get a pack in your hand before your next review.
Sign up, buy a credit, upload the docs, generate the pack. Credits never expire so you can use them across your caseload at your own pace.