A simple referral guide for support coordinators

When a referral is clear, the intake process is smoother. This guide helps support coordinators send the information Due Care Services needs to review a participant’s support request.

What Due Care needs to know

A good referral gives enough information to understand the participant’s needs before the first call. This helps the team ask better questions, match the right service and avoid delays.

Referral checklist

• Participant name, date of birth, phone, email and preferred contact method.
• Consent or representative authority where relevant.
• NDIS number, plan dates and funding management type.
• Requested support: daily living, community access, transport, OT, report, progress note or another service.
• Goals from the plan and what the participant wants to achieve.
• Risk notes, access information, behaviour support details and safety needs.
• Current providers, informal supports and who should be involved in communication.
• Urgent dates such as plan review, discharge date or report deadline.

When to call before sending a referral

It may be better to call first if the matter is urgent, complex, close to a plan review, linked to hospital discharge, or involves significant risk. A quick call can help decide what information is needed and whether the service may be suitable.