New PR Report
Capacoty PR
Progress 1 / 7
Customise
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Cover
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Background
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Functional Performance
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Assessments
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Goals Review
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Supports
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Generate

Customise Your Reports

Set the assessor details, logo, and colour theme that appear on every report. These settings persist across all reports you generate.

Assessor Details

These details appear on the cover page of every report. They are linked to your account and cannot be changed here.

🔒 Linked to your account — edit via your account registration details
Company Logo

Upload your company logo to appear on the cover page and document header. PNG or JPG, maximum 2 MB. Displayed at up to 200px wide, maintaining aspect ratio.

Drop image here or click to browse
Report Colour Theme

Choose a colour scheme applied to all headings, tables, and accents in the generated document.

Cover Details

Information that appears on the cover page and identifies the participant. Required fields are marked with an asterisk.

Cover Page

Background & History

Disability, social context, NDIS goals, and previous reports. This sets the clinical backdrop for everything that follows.

Disability & Diagnoses
Social History & Living Situation
Previous Reports (optional — PDF or .docx, max 3)

Functional Performance Summary

A high-level snapshot of current capacity across four activity domains. Replaces the granular domain-by-domain bullets used in an FCA — a Progress Report uses a more compact summary table.

💡 How this differs from FCA: instead of writing 3-bullet narratives per sub-domain, set a single support level per activity area and add brief contextual notes. Detailed clinical narrative comes through in the Goals Review section.
Activity Levels & Detail
Mobility & Transfers Walking, transfers, ambulation, falls risk
Personal Activities of Daily Living (PADLs) Bathing, dressing, grooming, toileting, eating
Instrumental Activities of Daily Living (IADLs) Cooking, cleaning, shopping, medication, finances
Social & Community Participation Community access, social engagement, participation
Behavioural Concerns (leave blank if nil) · 0 of 0 concerns

Standardised Assessments

Select the tools administered. Score entry panels appear below the catalog once a tool is selected. Leave scores blank if results aren't yet available.

Goals Review

Document the participant's currently-active goals and progress against each, plus any goals that have been achieved or discontinued since the last review.

📌 Heart of the report. Up to 6 active goals — add as many progress entries per goal as needed (empty entries are excised at generation time). Inactive/achieved goals appear as a brief retrospective list.
Active Goals
Goal 1
1
Goal 2
1
Goal 3
1
Goal 4
1
Goal 5
1
Goal 6
1
Inactive / Achieved Goals

List any prior goals no longer being worked on. Brief context only — the report renders these as a short retrospective summary.

Inactive 1
Inactive 2
Inactive 3
Inactive 4
Inactive 5
Inactive 6

Supports & Recommendations

Specify support needs, capacity building therapies, and assistive technology. Auto mode generates clinically appropriate recommendations from the data above.

↓ Core Supports ↓ Capacity Building ↓ AT & Consumables
Core Supports
Capacity Building Supports
Assistive Technology & Consumables

Review & Generate

Final check before generation. Save your progress first — generation can take up to 10 minutes and reduces your monthly allowance by one report.

⚠️ Capacoty recommends saving your progress using the Save button above before generating your report.
Executive Summary Write last

2–4 paragraphs covering progress made, current capacity, and forward focus. This is the first thing the reader sees in the report. Leave blank if you want the AI to draft a fallback from your other inputs.

Review summary
Generate report
Reports are not instant and can take up to 15 minutes to generate. Check your downloads folder after 15 minutes if the download has not started.
Generates a fully filled Word document (.docx) — all files are saved to your Downloads folder (set by your web browser).
Clicking generate will reduce your allowance by 1 report for the month. If you abort prior to generation it will not apply.