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Before you start

To create a service agreement:
  • The participant must be in CoordHub with an active status
  • They must have an active NDIS plan with at least one support budget set up
  • Their intake assessment should be completed — this pre-fills most of the agreement

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Steps

1

Go to the participant's Service Agreements tab

Open the participant profile and click Service Agreements in the left sidebar.
2

Click New Service Agreement

Click New Service Agreement in the top-right corner. CoordHub pre-fills the form from the participant’s intake data and linked plan.
3

Review the pre-filled details

Check that the participant details, organisation details, and plan period dates are correct. Most of these will come through from intake — update anything that’s changed.
4

Add support items and rates

Under the Support Items section, add each line item that will be included in this service agreement. For each item:
  • Select the NDIS support item (e.g. Support Coordination 07_002_0106_8)
  • Enter the hourly rate (CoordHub may auto-fill this from your organisation’s pricing configuration)
  • Set the agreed hours or dollar cap if applicable
5

Review and save as draft

Read through the full agreement. When you’re satisfied, click Save as Draft. The agreement is saved and you can return to it before sending.
6

Export as PDF

Once the draft is ready to send, click Export PDF to download the agreement as a PDF. Print this or send it digitally for signing.
If your organisation has a pricing configuration set up under Settings, support item rates fill automatically when you add a line item. Check with your administrator if rates aren’t appearing.
What support items should I include in the service agreement? Include all NDIS support items your organisation may bill to this participant during the plan period. It’s better to include items you might need than to have to issue a new SA later because an item isn’t covered. Check the participant’s plan budget categories and include relevant items from those categories.What rates should I use? The NDIS Price Guide sets the maximum rate for each support item. Your organisation can charge at or below the maximum. If your administrator has configured pricing in Settings, CoordHub will auto-fill the rate. If no rates appear, check with your administrator.Can I duplicate a service agreement from a previous plan period? Yes — open the previous SA and click Duplicate. This creates a new Draft with the same details. Update the plan period dates and any support items or rates that have changed (e.g. due to NDIS Price Guide updates).