Assistive technology request organiser
Need summary, document tracker and clarification message. Not every item needs an application, assessment, quote or trial; confirm the pathway for this item.
Prepared 22 September 2026.
Full guide and official source links: https://www.kinovo.com.au/resources/ndis-assistive-technology-request-checklist

Assistive technology request summary
Start with the person's activity and need. Leave clinical recommendations to the appropriate adviser or assessor.

Participant / preferred name: ___
Prepared with the participant on: ___
Everyday activity they want support with: ___
What is difficult now, in the participant's words: ___
Existing equipment or strategies and what is / is not working: ___
Item or options being explored (not a purchase decision): ___
Relevant adviser / assessor and contact: ___
Cost category and risk advice confirmed by / on: ___
Current guidance or written advice used: ___
Evidence / quote / trial needed for this item, or not applicable: ___
Who will clarify the funding and purchase pathway: ___
Any actual deadline and where it came from: ___
Information the participant agrees to share, with whom and why: ___
One next step, accepted owner and next check-in date: ___


Assessment, quote or next-step tracker
Use one card for each document or action that is actually needed. Mark irrelevant steps 'not applicable' with the reason.

Item / request reference: ___
Document or action needed, and why: ___
Status: to clarify / requested / received / correction needed / complete / not applicable
Owner and date they accepted: ___
Person or organisation asked to respond: ___
Date requested: ___
Agreed due date, if any: ___
Next follow-up date: ___
Current filename, author, date and version: ___
Missing information or question: ___
Submitted to / date / receipt, only if submission is required: ___
Written outcome, conditions and date, if applicable: ___
Purchase or rental pathway confirmed by / on: ___
Delivery, setup, training or review still to arrange: ___
Reminder: a quote, report or submission receipt is not funding approval.


Request or follow up missing information
Choose the adviser, supplier or coordinator who can answer this question. Send a specific request rather than the whole file history.

Subject: [Item / request reference] - clarification of [specific point]
Hi [name],
With [participant's] agreement, I am helping organise [request].
The activity they want support with is [brief context].
We currently have [document title, author and date].
The question we still need answered is [one specific question].
Could you [confirm the pathway / clarify the recommendation / update the quote]?
The relevant attachment or current document is [location].
If this is outside your role, please tell us who should address it.
Can you let us know an expected response date?
Our next agreed check-in is [date]. This is not an NDIA decision deadline.
For a follow-up: We requested [item] on [date]. Has the expected timing changed?
We will keep this step open until the answer is confirmed.
Thank you, [name and contact details]


Optional coordination tool. Not an NDIA form, clinical instruction or funding approval.
Store completed copies appropriately and share only with the people who need them.