Start and coordinate supports
Waiting for an NDIS therapist: questions to ask and a referral tracker
Sending an enquiry, having a referral accepted and having a confirmed place on a waiting list are different things. Keep the provider's latest answer beside the next action so you can see which stage each enquiry has actually reached.
- For:
- Participants, families and coordinators managing allied-health enquiries and waiting lists
- Includes:
- Copyable provider tracker + confirmation message + examples
- Time:
- 6 minute read
Published 6 September 2026
Written by Callum Cruikshank — Founder of Kinovo
Callum draws on his family's lived experience of coordinating support. These resources offer practical coordination ideas, not clinical, legal or NDIS funding advice. No independent clinical review is claimed.

The tracker below helps participants, families and coordinators manage those details across services. It cannot show live availability, shorten a waiting list or decide which therapy someone needs. It is an optional organising tool you can use without an account.
The NDIA's published provider wait-list tip sheet suggests asking how offers are communicated, whether you need to check in and whether ongoing appointments will be available. Providers' arrangements can differ, so record the answer you receive rather than assuming one process applies everywhere. NDIA: Provider wait lists tip sheet.
Copy one tracker card for each provider
- Provider and service being discussed: ___
- What the participant wants help exploring or arranging: ___
- Current stage, using the provider's wording where possible: ___
- Latest confirmation: who said what, and on which date: ___
- Information the provider still needs: ___
- Next action: ___
- Person who has agreed to take that action: ___
- Next contact date or trigger agreed with the provider: ___
- How the provider will contact the person about an offer: ___
- Location of the relevant correspondence: ___
- Latest outcome or change: ___
Optional details, only if useful
- Estimated wait, quoted by ___ on ___; this is an estimate.
- What is known about continuing appointments after the first visit: ___
- Communication or appointment preferences the provider needs to know: ___
- Provider reference number, if supplied: ___
- What the participant would like to do if the wait changes: ___
Keep the card somewhere appropriate for the information it contains. Do not put participant names, referral details or private correspondence into a public spreadsheet or an open link.
Give each stage a clear meaning
You can use these labels, but they are Kinovo's suggested tracking language, not official NDIS statuses. A provider may combine stages or use different terms.
- Suggested stage
- Enquiry sent
- What the record should make clear
- You asked about a service. Acceptance has not been confirmed.
- Suggested stage
- More information requested
- What the record should make clear
- The provider asked for something before it can confirm the next step.
- Suggested stage
- Intake or referral accepted
- What the record should make clear
- The provider confirmed acceptance. Check separately whether a wait-list place is confirmed.
- Suggested stage
- Wait-list place confirmed
- What the record should make clear
- The provider has explicitly said the person is on its list. Record when and how.
- Suggested stage
- Appointment offered
- What the record should make clear
- An option has been offered; the participant may still need to decide.
- Suggested stage
- Booked
- What the record should make clear
- The provider has confirmed the agreed appointment details.
- Suggested stage
- Withdrawn or closed
- What the record should make clear
- The enquiry is no longer being progressed; record the reason and any provider confirmation.
| Suggested stage | What the record should make clear |
|---|---|
| Enquiry sent | You asked about a service. Acceptance has not been confirmed. |
| More information requested | The provider asked for something before it can confirm the next step. |
| Intake or referral accepted | The provider confirmed acceptance. Check separately whether a wait-list place is confirmed. |
| Wait-list place confirmed | The provider has explicitly said the person is on its list. Record when and how. |
| Appointment offered | An option has been offered; the participant may still need to decide. |
| Booked | The provider has confirmed the agreed appointment details. |
| Withdrawn or closed | The enquiry is no longer being progressed; record the reason and any provider confirmation. |
An automatic “we received your message” email may only confirm delivery. If its meaning is unclear, ask. Do not turn an estimated wait into a guaranteed start date or assume that an initial appointment means ongoing frequency is available.
Ask for confirmation with one clear message
Use the provider's preferred contact method and adapt this message to what is still unknown:
Copy this message
Hello [name or intake team],
I am checking the enquiry or referral sent on [date], using reference [reference, if supplied].
Could you confirm its current stage? We are not sure whether [the referral has been accepted / a place on the waiting list has been confirmed / something is still needed].
If information is missing, please let us know what you need and the appropriate way to provide it. Could you also confirm who should initiate the next contact and how an appointment offer will reach us?
The best agreed contact method is [method]. Thank you.
You do not need to include a complete personal history to ask about an enquiry's status. If the provider requests documents, check relevance and the appropriate way to share them. The guide to sharing NDIS plan information can help with that decision.
A fictional example: three enquiries, three different situations
Taylor is exploring an OT service. Taylor and their coordinator have contacted three fictional providers and agreed who will manage the replies.
Harbour OT: wait-list place confirmed. The intake team confirmed the place by email on 2 September. It said it would contact Taylor by phone about an offer and asked for a check-in if contact details change. The next action is to keep those details current. There is no invented weekly chasing task.
Parkside OT: more information requested. The provider has asked for clarification about the purpose of the referral. It has not confirmed a place on its list. The coordinator accepted the task of clarifying the request with Taylor and the referrer. The record does not simply say “waiting for OT”.
Westview OT: appointment offered. The provider offered a time. Taylor wants to check whether it fits other commitments before accepting. The next action belongs to Taylor with their chosen support; nobody has marked the appointment booked.
These are made-up providers and circumstances. The example shows how a useful record distinguishes confirmation, missing information and a choice. It does not recommend a service or imply that any arrangement is funded.
Agree when to check again
Follow the provider's contact arrangements where these have been explained. If no next contact is clear, ask when and how an update would be useful. Record “no check date agreed” rather than quietly adding a deadline the provider has never accepted.
After a call, keep a short record:
- Date and person spoken to.
- The answer received, including anything still uncertain.
- The action each person agreed to take.
- The next contact method or trigger.
If several supporters are involved, agree who makes the next enquiry. That helps prevent conflicting messages without making one person responsible for every task. Use the general follow-up guide for clearer ownership and waiting reasons.
Update the record when circumstances change
If the person's needs or situation change, contact the appropriate provider, referrer or professional through the agreed channels. This tracker is not monitored and should not become the route for urgent health or safety concerns.
If the preferred service cannot help, the NDIA's provider-choice guidance explains where to seek help exploring providers. A tracker cannot determine a suitable clinical alternative.
When an offer is accepted, ask the participant which other enquiries they want to keep or close. Inform the relevant providers rather than assuming lists update each other. Record closure when it is confirmed. Once an OT appointment is arranged, move to the new-OT briefing guide.
If a newly approved plan is the starting point, organise the wider next steps with the plan-approved checklist.