Project Description
Project Overview
We are an NDIS service provider based in Australia looking to digitise our participant onboarding process.
We currently use multiple Word documents for intake, assessment, and risk management. These need to be converted into a single, streamlined online form where participants (or their families) can enter information once, and the system automatically populates all required documents.
The goal is to make onboarding simple, fast, and user-friendly, while maintaining compliance and professional documentation.
Scope of Work
1. Smart Multi-Step Online Form
Convert existing Word documents into one guided online form
Clean, simple, and easy for participants and families to complete
Mobile-friendly design
Ability to save and continue later
2. Single Data Entry (Auto-Fill System)
All Common participant information (name, DOB, NDIS number, contacts, etc.) should be entered once Data must automatically populate across all sections and generated documents
3. Conditional Logic
Form should dynamically show/hide sections based on responses.
For Examples only:
Medication section appears only if required
Funding fields change based on plan type
Risk-related questions expand based on answers
4. PDF Document Generation
Convert 15+ existing Word forms into professional PDF templates:
Example :
Participant Intake Form
Initial Assessment & Support Plan
Risk Assessment and so on...
Auto-fill PDFs using submitted form data
Maintain clean, professional formatting suitable for compliance
5. E-Signature Integration
Add participant and/or nominee signature functionality
Documents should be signable digitally
6. Automation & Notifications
Automatically send completed documents to admin and participant
Store documents in organised folders (e.g. Google Drive or similar)
Preferred Tools (Open to Suggestions)
Jotform (preferred)
Typeform / similar form builders
Zapier / Make (for automation if required)
Deliverables
Fully functional online form (live link)
3 auto-generated PDF documents
E-signature working
Basic handover instructions
Minor revisions included
Timeline
Expected completion: 3–7 days
Budget
Please provide a fixed quote, Open to reasonable proposals based on experience
Ideal Freelancer
Experience with form automation / no-code tools
Strong attention to detail (important for compliance documents)
Experience with healthcare or NDIS (preferred but not essential)
Good communication and ability to suggest improvements
To Apply Please include:
Examples of similar form/automation work
Tools you recommend for this project
Estimated timeline
Any suggestions to improve the system