Identify which form applies
First, who is the assessment for? There is one intake form each way. Choose below and your form will show in step 2.
Complete your intake form
Your intake form is a fillable PDF — the same one linked in your agreement email. Open it in a PDF app on a computer (Adobe Acrobat Reader is free), type your answers straight into the fields, and save as you go. Take it in as many sittings as you need — nothing is lost between them, and nothing reaches us until you send it. The one date to work back from is the five days in step 3.
Please keep it digital. A printout, photo or scan of the form can't be read at our end, so we would have to come back to you and start again.
If completing the form on a screen feels difficult, let us know and we'll work out an alternative together.
Send everything through the upload portal
When your intake form is finished and your documents are gathered, send it all in one visit to our secure upload portal. You'll need the client ID from your agreement email — it looks like FCA-AGR-0123.
The portal takes your completed intake form plus up to 12 supporting documents. It is a single upload: we begin preparing your assessment the moment it arrives, so have everything ready before you start.
Please have it all with us at least five days before your appointment. Your form and your documents are read in full before we meet you, and the interview is shaped around what we have read — five days is what that preparation takes. Work back from your appointment rather than forward from today. If your appointment is already sooner than that, send what you have as soon as you can and email [email protected]; we would far rather move the time than meet you unprepared.
- GP health summary
- NDIS plan
- Specialist letters
- Therapy reports — OT, psychology, speech, physio, behaviour support
- School, workplace or community reports
- Hospital or clinic discharge summaries
- Imaging or investigation results
- A medication list, with side effects
- Support-worker or carer notes
- Previous assessments such as WHODAS, COPM or ABAS-3
More than 12? Combine related reports into one PDF, or send the most recent of each kind — recent and relevant beats everything. And if something has gone wrong, or you can't find your client ID, email [email protected] and we'll sort it out.