Disability Guide
Guides/How-to

Your Name, Your Contacts, Your Shift Notes: What Should Actually Be on File With Your Support Provider

A plain-language guide to what your NDIS provider should record about you, including your preferred name, contact details and arrival information for shifts.

The Disability Guide team · Sparks Support Pty Ltd · 4 min read

In short

Your provider should keep your legal name, the name you actually want used on the roster, your contact details and home address, plus short practical notes for arriving at a shift, such as parking or entry instructions, kept separate from any health information.

If a support worker turns up and calls you by the wrong name, or cannot find your front door, it usually traces back to one thing: the information on file was never quite right, or it was never updated. Here is what should actually be recorded about you, and why each piece matters.

Your official name and the name on the roster can be different

Providers typically record your full legal name for paperwork and invoicing, alongside your date of birth. Separately, many systems also hold a preferred name, which is the name that actually appears on the weekly roster and the name a worker uses when they knock on your door. If you go by a middle name, a shortened name or a name that differs from your legal one, it is worth checking which name new workers are actually shown.

Contact details and address are not just admin

Your phone number and email are how a provider reaches you about a changed time or a late worker. Your home address matters too, and it is usually broken into separate fields, street, unit or building, suburb, state and postcode, because that level of detail affects whether a new worker finds the right building on a street with three similar-looking blocks. Updating an address should not quietly rewrite your past shift history or past invoices. If you move house, it is reasonable to ask your provider to confirm that old records stay as they were.

Arrival information and health information are different things

A good provider separates two kinds of notes. One is practical information for before a shift, things like which gate to use, where to park, whether a dog needs to be put away, or who to call if nobody answers the door. The other is health and support information, which belongs in a different part of your file altogether. Keeping these apart matters because a casual worker filling in for a shift needs the first kind quickly and should not have to dig through clinical detail to find out how to get inside.

Emergency contact details should be current

An emergency contact name and phone number is usually stored alongside arrival information for a shift, since it is the detail a worker needs fastest if something goes wrong. If your emergency contact has changed, a new phone number, a different family member, this is worth updating as soon as it happens rather than waiting for your next plan review.

A fictional example

This is a fictional, anonymous example to illustrate the idea, not a real person. Imagine a participant we will call Jordan. Jordan's legal name is on all the paperwork, but Jordan has always gone by a nickname. A new casual worker rings the doorbell and calls out the legal name, and Jordan does not respond at first because nobody calls them that. The roster had never been updated with the preferred name, only the formal one. A five-minute conversation with the provider to confirm which name should show on the roster would have avoided the awkward start to the shift.

What to do if something is wrong on your file

  • Ask your provider which name actually appears on the worker's roster or shift notice, not just which name is on your service agreement
  • Confirm your current phone number and email are the ones workers and coordinators will actually use to reach you
  • Check that arrival instructions are current, especially after you move house, change a gate code, or get a new pet
  • Update your emergency contact as soon as it changes, rather than waiting for a scheduled review
  • Ask where health information is kept separately, so you understand who sees what

Questions

Frequently asked questions

Can I ask my provider to use a different name than the one on my NDIS plan?
Many providers can record a preferred name for day-to-day use, such as on the roster, while keeping your full legal name for formal paperwork. Ask your provider directly how they handle this.
Who actually sees my address and arrival notes?
This depends on the provider's own systems and policies. Ask your coordinator which staff can see your home address and shift notes, and whether casual or relief workers see the same information as your regular worker.
Should my health information be on the same page as my arrival instructions?
Good practice is to keep them separate, since a worker arriving for a shift needs quick practical details, while health information is usually more detailed and more sensitive. If you are unsure how your provider organises this, it is reasonable to ask.
What should I do if a worker arrives and clearly has the wrong information about me?
Raise it with your provider as soon as possible so they can correct the record. This is general information, not NDIS advice. For questions about your specific plan or funding, contact the NDIA, your Plan Manager or your Support Coordinator.

This article is general information about provider operations and Sparks Provider. It is not legal, financial, employment, NDIS or compliance advice. Check current requirements with the relevant authority or an adviser for your business.