Allied Health NDIS Audit Checklist: worksheet
Occupational Therapy Board registration standards. Edition held: CPD, professional indemnity insurance and recency of practice standards effective 1 December 2019; checked current on 6 October 2026 (Occupational Therapy Board registration standards page read 6 October 2026).
Under review, not in force: Revised CPD and recency of practice standards were consulted on (consultation closed 17 July 2026); the current standards stay in force until revised ones take their place.
Standards library: https://compliance.theartofservice.com/frameworks/australia-occupational-therapy-board-registration-standards-2019. Page: https://allied-health-ndis-audit-checklist.theartofservice.com/rules/occupational-therapy-board-standards/cpd/
| Ref | Requirement (our statement of the clause) | Evidence an auditor or the regulator asks for | Common gap to check | Held (yes, partly, no, not applicable) | Where it is kept | Owner | Last reviewed | Next review |
|---|---|---|---|---|---|---|---|---|
| C-1 | Each registered occupational therapist (not students or non-practising registrants) completes at least 20 hours of CPD each registration year that seeks to improve patient or client outcomes and experiences, draws on the best available evidence, directly improves competence and keeps the therapist current in their scope and setting, builds on existing knowledge, and includes at least five hours in an interactive setting with other practitioners (a two-way flow of information, face to face or interactive online). Source: https://www.occupationaltherapyboard.gov.au/Registration-Standards.aspx | CPD log with hours per activity and the interactive hours identified; Evidence of participation such as certificates or attendance records | Interactive hours below five; Activities unrelated to the therapist's scope and setting | ☐ yes ☐ partly ☐ no ☐ n/a | ||||
| C-2 | Maintain a portfolio, paper or electronic, documenting learning goals, all planned CPD activities, and reflection on how the activities are expected to improve, or have improved, practice. Source: https://www.occupationaltherapyboard.gov.au/Registration-Standards.aspx | Portfolio showing goals set at the start of the year; Reflection entries linked to each activity | Log of hours only, with no goals or reflection; Goals written retrospectively | ☐ yes ☐ partly ☐ no ☐ n/a | ||||
| C-3 | Education, training, mentoring or supervision required by the Board or a tribunal, for example under a condition or undertaking, is not counted towards the CPD requirement. Source: https://www.occupationaltherapyboard.gov.au/Registration-Standards.aspx | CPD log separating mandated education from voluntary CPD; Copy of any condition or undertaking and the related education record | Condition-required course counted towards the 20 hours | ☐ yes ☐ partly ☐ no ☐ n/a | ||||
| C-4 | A therapist who registers during a registration period does five hours of CPD for each remaining quarter of that period; a first-time applicant for registration in Australia does not need to meet the standard on application. Source: https://www.occupationaltherapyboard.gov.au/Registration-Standards.aspx | Registration start date and the pro rata calculation; CPD log for the part year | Full-year hours assumed not needed at all in the first part year | ☐ yes ☐ partly ☐ no ☐ n/a | ||||
| C-5 | Declare at each renewal whether the standard was met; keep CPD records for five years; provide the portfolio or other information the Board asks for if audited or if a notification is received. Exemptions or variations, whole or partial, are available only in exceptional circumstances. Source: https://www.occupationaltherapyboard.gov.au/Registration-Standards.aspx | Renewal declaration; Five years of CPD portfolios; Exemption application and decision where relevant | Records discarded before five years; Declaration made while hours were short | ☐ yes ☐ partly ☐ no ☐ n/a |
Completing this worksheet records what your practice holds and where. It does not make a practice compliant or ready for audit, and it is not legal advice.