The NDIS Provider Referral Playbook
The nine referral pathways, the twelve checks a support coordinator runs before naming you, the compliance bright lines, the referral pack template and five reply templates.
Download the PDFThe referral playbook for Australian NDIS providers. Written from the referrer's side of the table, using published NDIA and NDIS Commission guidance.
For information purposes only. Not legal, financial or compliance advice.
Most advice on how to get NDIS clients is written from the provider's side. This guide is written from the other side. Providers talk about marketing. Support coordinators, plan managers and families talk about risk. When a coordinator gives a participant a provider's name, they put their own judgement on the file. Get that distinction right and the strategy is clear. You are not trying to persuade anyone that you are good. You are trying to be safe to recommend, easy to present alongside two other options, and quick to answer.
The figures below come from the NDIA's Quarterly Report for the quarter ending 31 March 2026. The rules come from the NDIS Code of Conduct. The dates come from the reform timeline published by the Department of Health, Disability and Ageing. All were current in September 2026. This page is general information only, not advice. See the notice at the end.
Three facts from that data change how you should plan. First, the provider market is enormous in headcount and very thin in revenue. Of the 207,052 providers paid through plan managers in the March quarter, only 16,895 were registered at some point in the quarter. Registered providers are 8 per cent of that group, and they receive 58 per cent of the money. Only 2 per cent of unregistered providers were paid more than $100,000 in the quarter. For registered providers the figure is 40 per cent. Most of those 277,376 names are not competing with you seriously.
Second, the gatekeepers are far more concentrated than the provider market. Sixty-eight per cent of participants use a plan manager for some or all of their funding. During the quarter, 526,376 participants used one. There were only 1,462 plan managers. That number has sat between 1,443 and 1,481 for two years, while the participants they carry grew from 408,652. Nationally the referral market sounds vast. In your service area it is dozens of organisations, and they all know each other.
Third, value per participant is rising faster than participant numbers. There were 36,808 participants receiving supported independent living, with $16.4 billion in SIL payments over the year, an average of $447,100 per SIL participant. If you deliver home and living supports, an empty room is the most expensive problem in your business.
Every NDIS provider, registered or not, must comply with the NDIS Code of Conduct. The NDIA also expects providers to avoid conflicts of interest. A conflict may be actual, potential or perceived, and unavoidable ones must be declared and managed. So when a coordinator helps a participant choose a provider, four things are expected of them. Recommend what suits the participant. Provide alternative options, so the participant has real choice and control. Declare any relationship that could look like influence. And stay away from what the NDIA calls sharp practices, including over servicing, high pressure sales and inducements.
Be one of the two or three names that are safe to present. Then be the one the participant chooses.
| Pathway | Who decides | Lead time | What earns it |
|---|---|---|---|
| Support coordinators | Participant chooses, coordinator shortlists | Days to weeks | A current one page referral pack, a real start date, reports that arrive without chasing |
| Plan managers | Participant chooses, plan manager often asked first | Weeks | Accurate invoicing and being easy to pay. Never money, never a fee |
| Local Area Coordinators and NDIA partners | Participant chooses, partners hold the information | Weeks to months | Accurate service descriptions and suburb level coverage |
| Allied health and behaviour support practitioners | Participant, on clinical advice | Weeks | Following the plan and writing notes a clinician can use |
| Hospital discharge and community mental health teams | The team plus the participant, under time pressure | Hours to days | Same day yes or no. Average wait from medically ready to discharge is 15 days, and over half are discharged the same day |
| GPs and health professionals | Participant, longer horizon | Months | Plain English one pagers they can use for access and reassessment evidence |
| Participants, families and peer networks | Participant, on trust | Months, then compounds | Service quality people talk about, plus asking for a review at the right moment |
| Search, directories and the NDIS provider finder | The family, usually at night | Immediate | Answering the questions people type, correct listings, a human who replies after hours |
| Complementary providers | Mutual, participant confirms | Weeks | A published list of what you do not do |
Do not work all nine. Pick three that match your supports and your postcodes, and do them properly.
The NDIA launched a targeted campaign on misleading advertising in August 2024. By the Government's announcement of 4 December 2025 it had made three sets of referrals. It sent 604 instances of concerning practices to the ACCC under Australian Consumer Law. It sent 112 likely breaches of the NDIS Code of Conduct to the NDIS Commission. It sent 6 integrity matters to the Fraud Fusion Taskforce. More than $100,000 in fines has been paid. Separately, more than 2,500 problematic providers have been removed from the NDIS since the Fraud Fusion Taskforce began in November 2022.
| Instead of this | Do this |
|---|---|
| Paying a coordinator a referral fee | Send a current referral pack that saves them half an hour of research per participant |
| Gift cards or gifts at sign up | Give something genuinely useful with no obligation, such as an enquiry checklist or an access evidence guide |
| "NDIS approved" in your advertising | State your registration number, registration groups and the plan types you can serve |
| Cold calling participants | Be findable when a family searches at nine at night, and answer that night |
| Chasing fifty coordinators | Serve eight exceptionally and ask each for a written review |
| Guaranteeing outcomes | Publish your median days from enquiry to first service and your fill rate |
Registered providers may use the approved NDIS logos with the tagline "Registered Provider", under the NDIS logo guidelines. The NDIA does not endorse or approve any product or service, so anything implying endorsement crosses the line.
Two of the channels most providers rely on are being redesigned. Three channels you own are untouched by every date on that list. Those are your reputation with families, your presence when someone searches, and your own contact list.
The full version includes the referral pack template and five reply templates. It also covers the intake response standard, the PACE "my providers" mechanics, a 90 day plan and a scorecard out of 40.
Download either one straight away, or have it emailed to you.
The nine referral pathways, the twelve checks a support coordinator runs before naming you, the compliance bright lines, the referral pack template and five reply templates.
Download the PDFThe enquiries you are quietly losing after 5pm, and the simple system to catch every one. The seven enquiries most providers miss, a response checklist, the missed-enquiry cost calculator and ready-to-use reply templates.
Download the PDFYou make yourself easy to recommend and quick to reach. That means four things. A current two page referral pack with a real start date. A published suburb list. An intake standard that answers within four business hours. Correct listings wherever participants search. Advertising does not fix a slow inbox.
No. Offering, asking for or accepting anything of value for a referral risks breaching the NDIS Code of Conduct, which applies to registered and unregistered providers alike. That covers cash, gift cards, holidays, per participant fees, and marketing agreements that pay on a referral trigger.
No, but registration decides who you can serve, because agency managed participants need a registered provider. In the March 2026 quarter, registered providers were 8 per cent of those paid through plan managers. They received 58 per cent of the money.
Only the participant, their nominee or their guardian can do it. They call the NDIA on 1800 800 110, or go through their my NDIS contact. Give them your provider name as registered, your NDIS provider registration number and your ABN. Providers of SDA, home and living including SIL, or behaviour supports must be recorded whatever the plan management type. Otherwise claims can be rejected.
No. The NDIA does not endorse or approve any product or service. Claims such as NDIS approved or 100 per cent NDIS funded are likely to breach Australian Consumer Law. Registered providers may use the approved NDIS logos with the tagline "Registered Provider".
Important notice. For information purposes only.
Information only. This page is general information for NDIS providers. It is not legal, financial, accounting, tax, compliance or other professional advice, and it creates no professional or advisory relationship.
No reliance. Do not rely on this page. It does not take account of your circumstances, your registration or your participants. Get your own professional advice before you act.
No warranty. Content is drawn from the public sources listed below and was current in September 2026. Legislation, rules, prices and commencement dates change, and several measures described here remain subject to consultation. Sharktech Global gives no warranty that the content is accurate, complete or current.
Limitation of liability. To the maximum extent permitted by law, Sharktech Global and its related entities, officers, employees and contractors exclude all liability for loss, damage, cost or expense arising from any use of, or reliance on, this page. Nothing here excludes, restricts or modifies any right or remedy under the Australian Consumer Law that cannot lawfully be excluded.
No affiliation or endorsement. Sharktech Global and Launch Your Dream NDIS are not affiliated with, endorsed by, approved by, or acting for the National Disability Insurance Agency, the NDIS Quality and Safeguards Commission, or any government body. The NDIA does not endorse or approve any product or service. NDIS and related names and logos belong to their respective owners and are referred to here for identification only.
Third party material. Statistics attributed to the NDIA are summarised from its published reports rather than reproduced, and remain the copyright of the National Disability Insurance Agency. External references are provided for convenience only.
Perspective, not a personal account. Descriptions of how coordinators, plan managers and families decide are a general account based on published guidance and common sector practice. They are not statements about, or advice from, any identified individual, organisation or participant, and no examples refer to real people.
Your obligations remain yours. You are responsible for complying with the National Disability Insurance Scheme Act 2013, the NDIS Code of Conduct, the NDIS Practice Standards, the current NDIS pricing arrangements, the Australian Consumer Law, privacy law and every other law that applies to your business.
© Sharktech Global 2026. All rights reserved.
A short walkthrough of the live system, mapped against how enquiries reach your business today.
PDF · 12 pages · 0.6 MB. The document a decision-maker can read without needing the call.