To ensure transparency and full understanding of services you will be providing, there are forms that you should email to the clients upon making the appointments.

1. Introduction

2. Disclaimer

3. Information Gathering

4. Service Agreement

These forms are confirmation of services being provided by the Mentor. 

The information gathering form aides the Mentor by giving opportunity to prepare prior to the meeting and to ensure that the information provided will encompass the expanse of information the client is going to require.

Steps to a successful Meeting:

  • Send out relevant forms for completion prior to meeting.
  • Log the returned information.
  • Do your research.  Especially if you are not up to date on the types of disabilities they have.
  • Plan the types of information you will cover, given the stage of the NDIS Journey they are up to.
  • If a Mentor has already seen the client you will have a copy of the items that are required to be covered with the client, your assistance will allow them to achieve the outcome they require.
  • The last 15 minutes of the meeting is ensuring that the client understands the steps they need to take to ensure they have the best documentation, information, and strategy for their meeting or submission of the Access Request Documentation.