How to prepare for a plan review

Plan reviews happen at least once a year. They are your opportunity to update your goals, report progress, and request changes to your funding.

Before the review, collect:

Invoices and receipts from the past year

Progress reports from your therapists

Any hospital discharge summaries or new diagnoses

A list of supports that worked well and ones that did not

Your goals drive the plan. Consider:

What did you achieve in the past year?

What new goals do you have?

Have your circumstances changed?

If you need more funding in a category, bring evidence. For example:

"I used all my therapy budget by March because I started weekly physio."

"I need a new wheelchair and the quote is $4,200."

You can have a family member, advocate, or support coordinator attend with you. You do not have to do it alone.

Ready to start?