| Category | Task | Billable? | ||
| Communication with client/nominee | Calling, emailing, sending messages to discuss plan implementation, progress of requests, check in’s to ensure all is well with client and supports | ✅ Yes | ||
| Plan Understanding | Reviewing the participant's NDIS plan and goals | ✅ Yes | ||
| Provider Engagement | Contacting providers to arrange services or follow up | ✅ Yes | ||
| Service Agreements | Coordinating and managing service agreements or bookings with other providers | ✅ Yes | ||
| Meetings (with or for) | Attending relevant participant meetings (school, hospital, etc.) | ✅ Yes | ||
| Case Notes | Writing participant-specific progress notes | ✅ Yes | ||
| Crisis Management | Supporting participant during crises or safeguarding | ✅ Yes | ||
| Plan Review Prep | Gathering reports, supporting evidence for plan reviews | ✅ Yes | ||
| Travel (within limits) | Travel to/from participant or provider meetings (as per NDIS rules) | ✅ Yes | ||
| Skill Building | Helping participant build capacity or self-management | ✅ Yes | ||
| Liaising with NDIA/LAC/PM | Contacting NDIA, LAC, or Plan Manager about participant-specific issues | ✅ Yes | ||
| Report Writing | Writing outcome reports (if required in agreement or for review) | ✅ Yes | ||
| Family Support | Supporting carers (only if linked to participant outcomes) | ✅ Yes | ||
| Client Research | Research to identify and support client-specific needs and services | ✅ Yes | ||
| External Handover | Handover document preparation and distribution | ✅ Yes | ||
| Missed Contact | Repeatedly calling/texting with no response | ✅ Yes | ||
| General Provider Enquiry | Calling providers for general info, not linked to participant needs | ❌ No | ||
| Internal Admin | Team meetings, general admin, supervision | ❌ No | ||
| Training | Staff development, training sessions | ❌ No | ||
| Internal Handover | Handover discussions between internal staff | ❌ No | ||
| Billing Corrections | Fixing timesheets or invoice errors | ❌ No | ||
| System Updates | Updating CRM or systems (not related to outcomes) | ❌ No | ||
| Marketing | Promoting services or community networking | ❌ No | ||
| Generic Reading | Reading NDIS newsletters or generic updates | ❌ No |
