This editable NDIS Intake and Service Matching Policy Template is designed to help providers document clear processes for referrals, intake, participant needs, service suitability, and worker matching.
It provides a practical structure for outlining enquiry steps, referral information, participant preferences, risk considerations, staff responsibilities, service availability, and documentation requirements.
The template can be customised in Canva to suit your organisation, participants, staff roles, service delivery model, and internal procedures.
Suitable for NDIS providers, support coordinators, allied health providers, support workers, and small service-based teams wanting clearer intake and service matching documentation.
This template is provided for general administrative guidance only and should be reviewed and customised to suit your service and current requirements.
NDIS Intake and Service Matching Policy Template
After purchase, you will receive an access file containing your Canva template link. You can open and customise the template immediately using a free Canva account.
PDF or Word versions may be requested after purchase by emailing worksmarttemplates@gmail.com. Please allow up to 2 business days.
This template is general guidance only and must be reviewed and customised to suit your service and current requirements. Redistribution, resale, sharing, or copying is not permitted. © WorkSmart Templates.
