How to Refer Someone to an NDIS Provider — A Step by Step Guide

Whether you are a family member, carer, Local Area Coordinator, support planner or allied health professional, referring someone to an NDIS provider is one of the most important steps you can take to help a participant access the specialist support they need. But for many people the referral process can feel confusing, uncertain and overwhelming.

In this step by step guide we explain everything you need to know about referring someone to an NDIS provider including who can make a referral, what information you need to provide and what happens after a referral is submitted.

Who Can Make an NDIS Referral

One of the most common misconceptions about NDIS referrals is that they can only be made by professionals. In reality a wide range of people can refer a participant to an NDIS provider. Those who can make an NDIS referral include:

The participant themselves through a self referral
Family members or carers acting on behalf of a participant
Local Area Coordinators and NDIS planners
Support coordinators and specialist support coordinators
Allied health professionals including occupational therapists, psychologists and social workers
Mental health clinicians and community mental health teams
Justice and correctional services staff referring justice involved participants
Hospital discharge planners and community health workers
Other NDIS service providers referring participants for additional or specialist support

What Is a Self Referral

A self referral is when an NDIS participant contacts an NDIS provider directly to request support without going through a third party. Self referrals are completely valid and are a great option for participants who are self managed or plan managed and want to take an active role in choosing their own support providers.

If you are an NDIS participant looking to access support from Montsun you can refer yourself directly by submitting a referral through our referral page or by contacting our team via our contact page.

What Information Do You Need to Make a Referral

To make an effective NDIS referral you will need to provide some basic information about the participant and their support needs. The key information typically required includes:

Referrer Details

Your full name and role or relationship to the participant
Your agency or organisation if applicable
Your contact details including email address and phone number

Participant Details

The participant’s full name and date of birth
The participant’s NDIS number if known
The participant’s primary disability or diagnosis
The participant’s NDIS funding type — self managed or plan managed
The participant’s contact details and residential location
Details of any guardianship or administration orders in place

Support Requirements

The type of NDIS support or supports being requested
Any urgency factors or immediate risk considerations
Relevant background information about the participant’s current circumstances and support needs
Current NDIS plan goals and plan dates if available

At Montsun our secure online referral form collects all of this information in a straightforward and confidential format. You can access our referral form at any time through our referral page.

Step by Step Guide to Making an NDIS Referral to Montsun

Step 1. Check That the Participant Is Eligible for the Service

Before submitting a referral confirm that the participant has an active NDIS plan that includes funding for the support you are requesting. Montsun works with self managed and plan managed participants. If you are unsure whether the participant’s plan includes the relevant funding contact our team directly and we will help you clarify this before proceeding.

Step 2. Obtain Participant Consent

Before making a referral on behalf of a participant it is essential to obtain their informed consent or the consent of their legal guardian if applicable. Submitting a referral without consent is a breach of the participant’s privacy rights and may delay the referral process. Ensure the participant understands what information will be shared and with whom before you proceed.

Step 3. Gather the Relevant Information

Collect all the information you will need to complete the referral form including the participant’s personal details, NDIS number, funding type, primary disability and the specific support or supports being requested. If available gather any relevant supporting documents such as the participant’s current NDIS plan or goals document.

Step 4. Complete and Submit the Referral Form

Visit our referral page and complete our secure online referral form. The form is straightforward and should take no more than a few minutes to complete. Once you have filled in all the required fields and confirmed consent has been provided submit the form securely. All information submitted through our referral form is handled confidentially in accordance with the Privacy Act 1988.

Step 5. Wait for Our Response

Once your referral has been submitted our specialist team will review the information provided and respond within 1 business day. We will contact you or the participant directly to discuss the next steps, confirm availability and outline the process for establishing a service agreement.

Step 6. Service Agreement and Support Commencement

Once we have reviewed the referral and confirmed that we can meet the participant’s needs we will prepare a clear service agreement outlining the scope of support, agreed terms and expected outcomes. Support will commence as soon as the service agreement is signed and all necessary documentation is in place.

What Happens After You Submit a Referral to Montsun

After submitting a referral to Montsun here is what you can expect:

Our specialist team will review your referral within 1 business day and contact you or the participant to discuss next steps
We will confirm whether we can meet the participant’s needs and advise on availability and timeframes for commencing support
We will request any additional information needed to complete our intake assessment
We will prepare and issue a service agreement for review and signing before support commences
Once the service agreement is in place our qualified team will begin delivering the requested support as promptly as possible

Which NDIS Services Can You Refer For

At Montsun you can make a referral for any of the following specialist NDIS support services:

Level 3 Specialist Support Coordination for participants with complex, high risk or crisis related NDIS needs
Level 2 Support Coordination for participants needing practical NDIS plan navigation and provider connection
Psychosocial Recovery Coaching for participants living with mental health conditions and psychosocial disabilities
Functional Capacity Assessments for participants requiring comprehensive functional evidence for NDIS applications or plan reviews
NDIS Consultancy and Report Writing for participants, families and providers requiring professional NDIS documentation and advisory support

Tips for Making an Effective NDIS Referral

Here are some practical tips to help you make the most effective referral possible:

Always obtain informed consent from the participant or their legal guardian before submitting a referral
Provide as much relevant information as possible about the participant’s circumstances, needs and goals to help us assess the referral quickly and accurately
Include details of any urgency factors or immediate risk considerations so we can prioritise accordingly
Attach the participant’s current NDIS plan or goals document if available to help us understand their funding and support requirements
Be clear about which specific service or services you are referring for to ensure the referral is directed to the right team
Follow up with the participant after submitting the referral to let them know what to expect and when they are likely to hear from us

Make a Referral to Montsun Today

At Montsun we make the referral process as simple, fast and stress free as possible. Our secure online referral form can be completed in minutes and our specialist team will respond within 1 business day to discuss next steps.

We deliver specialist NDIS support services for participants across Darwin, Palmerston, Katherine, Alice Springs, Remote NT and Australia wide. Whether you are a participant, family member, LAC, support planner or allied health professional we welcome referrals from all sources.

Ready to refer? Visit our referral page to submit a referral today or get in touch via our contact page if you have any questions before proceeding. Our specialist team is here to help and will respond within 1 business day.

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