Reviews come around quickly. Most people arrive underprepared, rely on memory, and leave without the support they need. A little preparation changes the outcome more than most people expect.
Start three months out
Collect the evidence while you still have time to ask for it. Reports take weeks, and clinicians are busy. A last-minute request usually produces a short letter.
- Your current plan and any previous review notes.
- Reports from your GP, specialists, occupational therapist, physiotherapist or psychologist.
- Service records showing what support you used and what it achieved.
- Your own notes on what has changed: health, function, home, work, relationships.
- A plain list of the goals you want in the next plan.
Describe function, not diagnosis
"I have arthritis" is a diagnosis. "I cannot shower without help, and I cannot stand long enough to cook" is function. The second one is what the scheme funds.
Ask your treating professionals to write about function and the support needed. A short, specific letter is worth more than a long general one.
Show what the support achieved
If you used personal care and it reduced falls, say so. If transport let you keep a job, say so. If cleaning reduced respiratory infections, say so. Outcomes are the argument for continuing the funding.
Ask your provider for a service summary. Good providers keep records that make this easy.
What to ask for
Be specific about hours, frequency and the reason. "Two hours of cleaning a fortnight, because I cannot bend or lift and the bathroom becomes unsafe" is easier to assess than "more cleaning".
The conversation itself
Bring someone with you if you can. Take notes. Ask what evidence is missing before the meeting ends. Ask when you will receive the decision and what to do if you disagree.
Do not exaggerate, and do not minimise
Both produce a plan that does not fit. Describe your worst days honestly, and say what helps on the good days. The assessor needs the real picture.
If the outcome is wrong
Ask for the decision and reasons in writing. You can request an internal review, and then external review. Deadlines are short. An advocate or social worker can help you decide whether to appeal.
Common questions
When should I start preparing?
About three months before the review. Reports take time to obtain.
Do I need new reports every time?
Not always. Ask your treating team whether an updated letter is enough. New functional assessments help if your needs have changed.
Can my provider come to the review?
Some providers will attend or write a summary. Ask them well in advance.
What if I disagree with the decision?
Ask for the reasons in writing and seek review within the deadline. Get advocacy support.
Can I ask for a review sooner?
Yes, if your needs change significantly. Ask for a change of circumstances review.
Sources and further reading
This guide is general information, not medical, legal or financial advice. If you are worried about your health, call your GP. In an emergency, call 000.