Referring a client for a Functional Capacity Assessment is one of the most significant things a support coordinator can do to influence their client’s NDIS outcomes. A well-timed, well-prepared referral leads to a thorough assessment that gives the participant the best possible chance of a plan that actually reflects their needs.

When should you refer for an FCA?

• New NDIS access — to ensure the first plan reflects actual support needs, particularly for participants with psychosocial disability
• Plan review — where the current plan does not adequately reflect needs or the participant’s condition has changed
• Home and Living application — refer early, as these assessments take time and delays in getting the assessment done create delays in the whole application process
• NDIS appeal or ART matter — consider coordinating with a solicitor first
• Significant change in functional capacity following deterioration, hospitalisation, or a major life event

What type of assessment does your client need?

Before referring, consider whether your client needs a general FCA or a Home and Living Assessment, whether independence matters given the purpose of the referral, and whether specific domains need particular clinical focus given the participant’s diagnosis or circumstances. If you are unsure, call the practice before making a formal referral — a brief conversation can save a lot of time.

What to include in your referral

A good referral includes: participant details; the purpose of the referral and key questions the report needs to address; the current NDIS plan; existing reports and clinical documentation; a brief description of the current living situation; and any access, safety, or communication considerations for the home visit.

What happens after you refer?

Once a referral is received, Sina OT will review it, make contact to discuss any questions, and arrange a suitable time for the in-person assessment. Reports are typically provided within two to four weeks of the assessment. Complex matters may take longer — turnaround time can be discussed at the time of referral if there is a specific deadline.

Refer to Sina OT

Sina OT is an independent Occupational Therapy practice providing Functional Capacity Assessments across Adelaide, Melbourne and Sydney. All assessments are completed by experienced, registered Occupational Therapists. Services are available in English and Farsi (Persian). 400+ FCAs completed.