Terms and Conditions

Tertiary Transition | Telehealth OT
Provider: Tom Underhay (B Occ Thy) | Occupational Therapist
ABN: 29 583 898 839
Last updated: September 2026

PLEASE READ CAREFULLY

These Terms and Conditions explain how the Tertiary Transition Functional Profile service is delivered, what is included, what the service and Report do not provide, how information is handled, how the Report may be used, and the conditions applying to fees, NDIS invoicing, payment, Report release, follow-up, cancellation, refunds and permitted sharing.

Private Clients and NDIS-funded Participants accept these Terms and Conditions by signing and returning the applicable Service Agreement and Consent Form to the Provider.

1. Definitions

1.1 “Provider”, “we”, “us” or “our” means Tertiary Transition and/or Telehealth OT, operated by Tom Underhay, Occupational Therapist.

1.2 “Client” means the person receiving the Tertiary Transition Functional Profile service.

1.3 “Participant” means a Client who is an NDIS participant.

1.4 “You” means the person accepting these Terms and Conditions, including the Client or, where applicable, a Legal Guardian, Nominee or other authorised representative.

1.5 “Legal Guardian” means a person with legal authority to provide consent or make relevant decisions on behalf of the Client.

1.6 “Nominee” means a person authorised to act on behalf of an NDIS Participant where applicable.

1.7 “TTFP” means the Tertiary Transition Functional Profile service.

1.8 “Report” means the final written TTFP Report prepared by the Occupational Therapist.

1.9 “Nominated email” means the email address nominated to receive service correspondence, assessment instructions, service documents and the final Report.

1.10 “Clinical record” means the records created and held in relation to delivery of the service, including referral information, consent information, correspondence, assessment information, questionnaire responses, results and the Report.

1.11 “Licensed copy” means a copy of the Report provided for permitted use under these Terms and Conditions. It does not transfer ownership of copyright or intellectual property.

1.12 “NDIS Pricing Schedule” means the NDIS pricing schedule in effect at the relevant time.

1.13 “Specified Support Items” means the following Occupational Therapist - Non-Face-to-Face support items that may be used for NDIS invoicing of the TTFP:

10_617_0128_5_3_NF: Employment Therapy - Occupational Therapist - Non-Face-to-Face
15_617_0128_1_3_NF: Therapy - Occupational Therapist - Non-Face-to-Face

1.14 “Support Fee” means the total TTFP service fee stated in section 10.

2. Purpose and scope of the TTFP

2.1 The TTFP is an Occupational Therapist-led functional profile designed to support informed planning for tertiary study or training.

2.2 The TTFP brings together assessment and questionnaire information across three pillars:

Career Pathway Fit
Study Participation and Sustainability
Readiness for Study

2.3 Career Pathway Fit explores work-related interest patterns and the values, motivators, work activities and role-environment conditions that may support sustained engagement when considering career pathway directions.

2.4 Study Participation and Sustainability considers how the Client may participate in, manage and sustain common tertiary study and training demands, together with practical conditions that may support consistency.

2.5 Readiness for Study considers practical systems, routines and arrangements relevant to beginning or returning to tertiary study or training.

2.6 The TTFP is intended to help the Client, family members, Nominees, support networks, education or training providers and other relevant stakeholders understand factors that may influence tertiary transition planning.

2.7 The TTFP may identify participation patterns, potential pressure points, and practical conditions, strategies, arrangements or set-ups that may support planning, preparation and participation in tertiary study or training. These are planning considerations that may be considered or trialled. They are not prescribed interventions, therapy recommendations, funded support recommendations or requirements that another person or organisation implement them.

2.8 The TTFP is non-diagnostic and non-therapeutic. It does not replace medical, psychological, psychiatric, educational, functional capacity or other specialist assessment.

2.9 The TTFP is provided as one complete three-pillar service. The pillars are not separately priced and cannot be purchased individually.

3. What the service includes

The TTFP includes the assessment and reporting process required to produce the three-pillar Report, including:

review of referral information and relevant supporting documentation
access to the required assessments and questionnaires
a brief welcome call outlining the assessment process
assessment instructions and links
review and interpretation of completed assessment information
synthesis of findings across the three pillars
preparation of the final TTFP Report
electronic issue of the Report to the Nominated email
written email follow-up for clarification of the Report within the period stated in section 14

4. What the service and Report do not provide

Service exclusions

4.1 The TTFP service does not include:

a clinical assessment appointment
therapy or treatment
counselling or coaching
ongoing clinical or advisory support
ongoing communication with third parties on the Client’s behalf
completion of third-party forms
additional letters, reports or supporting documentation
services outside the agreed TTFP scope

4.2 The Support Fee covers only the agreed TTFP service, the final TTFP Report and the included written follow-up. Any separate letter, form, additional report, third-party correspondence or other documentation requested outside the TTFP is not included unless expressly agreed.

Report limitations

4.3 The Report does not provide or constitute:

diagnosis or diagnostic confirmation
a Functional Capacity and Support Needs Assessment
a therapy plan or treatment plan
behaviour support planning
risk assessment
access audit
formal assistive technology assessment or prescription
medical, legal, financial, tenancy or educational advice
recommendations for specific courses or education providers
recommendations for specific occupations, employment pathways or career pathways
support worker recommendations, hours, ratios or frequency
supervision recommendations
personal care recommendations
funded support amounts
NDIS funding recommendations or guarantees

4.4 The Report does not determine disability support needs, funded support requirements, support worker allocation, supervision levels, personal care requirements or NDIS funding outcomes. It does not guarantee admission, progression, course completion, academic performance, employment outcomes, wellbeing outcomes, funding approval or service access.

5. Service delivery and communication

5.1 The TTFP is delivered online.

5.2 After the service has commenced, the Client will receive a brief welcome call outlining the assessment process. This call forms part of the TTFP process and is not a clinical assessment appointment. Assessment instructions and links are then sent to the Nominated email.

5.3 The Client completes the required assessments and questionnaires in their own time, following the instructions provided.

5.4 Some assessments or questionnaires may allow or require information from a parent, Legal Guardian, Nominee, family member, support worker or another person familiar with the Client’s day-to-day functioning. Any involvement or information sharing remains subject to the applicable consent and authority arrangements.

5.5 During the assessment phase, the Client or authorised representative may contact the Provider by phone or email where practical assistance or clarification is required to progress the assessments, including an issue accessing an assessment or understanding the assessment instructions.

5.6 After the Report is issued, questions or requests for clarification about the Report are handled by email in accordance with section 14.

5.7 The TTFP is not an emergency or crisis service. If there is an immediate risk to safety, contact emergency services or an appropriate crisis service.

6. Consent and authorised representatives

6.1 Consent must be provided by the Client where the Client has legal capacity to consent to the service.

6.2 Where the Client does not have legal capacity to consent, consent must be provided by a Legal Guardian or another person with legal authority to act on behalf of the Client.

6.3 An NDIS Nominee or other authorised representative may provide consent only where their authority extends to the relevant decision.

6.4 Payment by another person or organisation does not automatically grant that person or organisation access to the Client’s information or Report. Access remains subject to the applicable consent arrangements, authority to act and privacy law.

6.5 You agree to notify us promptly of any change to consent arrangements, guardianship, Nominee status, authority to act, NDIS plan status, contact details or other relevant circumstances that may affect delivery or administration of the service.

7. Privacy and information handling

7.1 Delivery of the TTFP requires us to collect, hold, use and store personal information and, where relevant, health information. We handle this information in accordance with applicable privacy laws, including the Australian Privacy Principles.

7.2 Information collected may be used for:

administration and delivery of the service
reviewing referral information and determining the assessments and questionnaires required
providing access to, and facilitating completion of, assessments and questionnaires
clinical review, interpretation, synthesis and Report preparation
invoicing, billing and payment processing
communication with the Client, Legal Guardian, Nominee, Plan Manager, Support Coordinator or another authorised contact where required to deliver or administer the service
issuing the Report to the Nominated email after full payment has been received and cleared

7.3 Clinical records may include referral information, supporting documentation, assessment responses, questionnaire results, correspondence, the Service Agreement and Consent Form, invoices and the Report. Clinical records are stored in secure systems used for clinical practice, administration and document management, and are retained in accordance with applicable legal and professional obligations.

7.4 Some systems used to deliver or administer the service may include artificial intelligence or automated features and may store or process information outside Australia. We select and use third-party systems with reasonable care and handle personal information in accordance with our applicable legal obligations. Where artificial intelligence or automated features are used, the Occupational Therapist remains responsible for reviewing, interpreting and finalising all Report content.

7.5 You may withdraw consent at any time. Withdrawal of consent may limit or prevent our ability to continue or complete the service. Some limited uses or disclosures may still be required or permitted by law after consent is withdrawn, including where disclosure is legally required or there is a serious risk to safety. Any refund following withdrawal of consent after the service has commenced will be considered under section 15.

7.6 You may request access to personal information held in the Clinical record. Requests will be considered in accordance with applicable privacy laws and professional obligations.

8. Assessments, questionnaires and information requirements

8.1 All required assessments, questionnaires and relevant information must be received before the Report can be completed.

8.2 If relevant information is incomplete, inaccurate, withheld or changes after it is submitted, this may affect the accuracy, usefulness or completeness of the Report.

8.3 Assessments and questionnaires are generally completed once as part of the service and will not ordinarily be re-administered unless we determine that a verified technical issue, Provider error or other exceptional circumstance affected valid completion.

8.4 Incomplete or delayed assessment information, missing documentation, incorrect contact details, email delivery issues, delayed payment or other circumstances outside our reasonable control may delay completion or issue of the Report.

9. NDIS-funded services

9.1 Tertiary Transition is not a registered NDIS provider and accepts NDIS-funded referrals from self-managed and plan-managed Participants only. Agency-managed referrals are not accepted.

9.2 An NDIS-funded service requires a completed NDIS Service Agreement and Consent Form before the service proceeds.

9.3 The TTFP may be considered for NDIS funding only where it is relevant to the Participant’s disability-related needs, supports a relevant employment, work or study-related NDIS goal, and is appropriate to the Participant’s plan and circumstances.

9.4 Subject to section 9.3, potential claiming pathways are limited to the following Specified Support Items:

Finding and Keeping a Job: 10_617_0128_5_3_NF, Employment Therapy - Occupational Therapist - Non-Face-to-Face
Improved Daily Living Skills: 15_617_0128_1_3_NF, Therapy - Occupational Therapist - Non-Face-to-Face

9.5 The Participant, Nominee, Legal Guardian or other authorised representative is responsible for confirming the Participant-specific funding position with the Plan Manager and/or Local Area Coordinator before proceeding. Enquiries may also be made directly with the NDIS where further clarification is required.

9.6 NDIS funding, sufficient available funding and payment approval remain subject to the Participant’s plan, funding arrangements, Plan Manager processes and applicable NDIS requirements. Tertiary Transition does not guarantee that the TTFP or an invoice will be funded, approved, reimbursed or paid.

9.7 Depending on the Participant’s funding arrangements at the time of invoicing, the Support Fee may be invoiced wholly under either Specified Support Item or apportioned across both, following consultation with the Participant, Nominee, Plan Manager, Support Coordinator or another authorised funding representative. Any apportionment does not change the TTFP service or the Support Fee.

9.8 The Participant remains responsible for payment of the Support Fee where the Participant’s NDIS plan, available funding, Plan Manager or funding arrangement does not cover the service or does not pay the invoice. This does not apply to any amount that is incorrectly invoiced by the Provider.

10. Fees, invoicing and payment

10.1 The total Support Fee for the TTFP is AUD $1,544.00. The service is GST-free and no GST is included in the Support Fee. The Support Fee covers the complete three-pillar TTFP service, including Clinical Review, Interpretation, Synthesis and Report Writing.

10.2 For private Clients, the TTFP is invoiced as a total service fee of $1,544.00, and full payment must be received and cleared before the service commences.

10.3 For NDIS-funded Participants, the total Support Fee is $1,544.00. For NDIS invoicing purposes, the TTFP is invoiced as 8 hours at Tertiary Transition’s rate of $193.00 per hour. This rate is below the applicable national Occupational Therapist rate shown in the current NDIS Pricing Schedule.

10.4 For NDIS-funded Participants, the invoice will be issued after the Report has been completed and any required apportionment has been confirmed. The invoice will be sent to the Plan Manager for plan-managed Participants or to the Participant or Nominee for self-managed Participants.

11. Report issue and payment clearance

11.1 The Report will be issued electronically to the Nominated email after the full Support Fee has been received and cleared. It will not be issued or released before cleared payment is received.

11.2 Confirmation that funding is available, an invoice has been approved or payment is being processed does not constitute cleared payment. This requirement applies to private, self-managed and plan-managed services.

11.3 The Report is issued as a Licensed copy for permitted use under these Terms and Conditions and may include identifying information, its date of issue, copyright notices, confidentiality notices and standard footer notices.

12. Permitted use and sharing

12.1 You may use, retain and print the Report for the Client’s tertiary transition planning and support purposes.

12.2 You may share the Report with relevant stakeholders involved in the Client’s tertiary transition planning and support, such as family members, school staff, tertiary support staff, Support Coordinators, treating clinicians or other relevant support people. Sharing must be proportionate and consistent with the purpose for which the Report was prepared.

12.3 Once you choose to share the Report with a third party, you are responsible for that decision and for taking reasonable steps to ensure that the third party understands the Report is confidential and is to be used only for its intended purpose.

12.4 The Report must not be shared publicly or distributed broadly.

13. Intellectual property, prohibited use and AI use

13.1 Copyright in the Report and its original written content remains with Tertiary Transition and/or Tom Underhay. You receive a limited licence to possess, print, share and use the Report for the Client’s tertiary transition planning and support purposes in accordance with these Terms and Conditions.

13.2 Except for the possession, printing, sharing and use expressly permitted under section 12, the Report must not be reproduced, adapted, redistributed, published, commercialised or used to create templates, tools, frameworks, training materials, commercial documents or other derivative materials without prior written permission.

13.3 The Report, in whole or in part, must not be uploaded into artificial intelligence tools, automated analysis systems, machine learning systems, text and data mining tools or reference systems for the purpose of training, developing, benchmarking, improving, commercialising or supporting another product, service, tool, framework, model or dataset without prior written permission.

13.4 Misuse includes posting the Report publicly, sharing it through social media, websites, forums or large group chats, distributing it beyond relevant stakeholders, copying or adapting Report content to create derivative or commercial materials, using it to develop or support a competing service or product, removing or altering copyright, confidentiality or footer notices, or attempting to circumvent any document security measures.

13.5 Where this section is breached, we may take reasonable and proportionate steps to protect confidentiality and intellectual property, including requiring the misuse to cease and taking further action where appropriate.

13.6 Assessment instruments, third-party reports, publisher materials and source materials remain the property of their respective rights holders.

14. Follow-up questions

14.1 Written follow-up questions about the Report may be submitted by email for 14 days after the Report is issued.

14.2 Follow-up is limited to clarification of the Report as written.

14.3 Follow-up does not include new assessment, additional analysis based on new information, changes arising from circumstances that changed after the Report was prepared, course or education provider recommendations, communication with third parties, ongoing advisory support, therapy, coaching or additional Report writing.

14.4 If you believe the Report contains a material factual or administrative error, you are encouraged to notify us by email within the 14-day follow-up period. We will review the concern and correct a verified material error. Other requested changes will be considered within the scope of the TTFP. This clause does not limit any rights or remedies available under the Australian Consumer Law.

14.5 Follow-up or clarification after the 14-day period is not included in the TTFP service.

15. Service commencement, cancellation and refunds

15.1 You accept the TTFP service and these Terms and Conditions by signing and returning the completed Service Agreement and Consent Form to the Provider.

15.2 For a private Client, the service commences after the completed Service Agreement and Consent Form have been received and full payment has cleared.

15.3 For an NDIS-funded Participant, the service commences when we begin work specifically for the Participant after receiving the completed NDIS Service Agreement and Consent Form, including by purchasing or providing access to required assessments.

15.4 The TTFP involves third-party assessment and report costs, assessment access and facilitation, review of referral and assessment information, clinical interpretation, synthesis and Report writing.

15.5 Fees are not automatically refundable for change of mind after the service has commenced. If you cancel the service, withdraw consent or choose not to complete the required assessments or questionnaires after the service has commenced, this may prevent completion of the Report.

15.6 Any refund will be considered having regard to work already completed for the Client, non-recoverable third-party assessment, report or material costs already incurred, other reasonable costs already incurred in delivering the service, and any rights or remedies available under the Australian Consumer Law.

15.7 If we are unable to deliver the service due to circumstances within our control, we will provide an appropriate remedy in accordance with the Australian Consumer Law, which may include a refund where required.

15.8 If events outside our reasonable control prevent or significantly delay delivery of the service, including major technology outages, natural disasters, serious illness or other significant disruptions, we will take reasonable steps to resume or complete the service where possible. If the service cannot ultimately be completed for these reasons, any refund will be considered on the basis set out in section 15.6.

15.9 Nothing in these Terms and Conditions excludes, restricts or modifies any rights or remedies that cannot lawfully be excluded, restricted or modified under the Australian Consumer Law.

16. Client responsibilities

16.1 You agree to provide accurate, complete and current information to the best of your knowledge, and to notify us promptly if relevant information changes or you become aware that information provided was inaccurate or incomplete.

16.2 You agree to complete the required assessments, questionnaires, forms and information requests, and understand that the accuracy and usefulness of the Report depend on the quality and completeness of the information provided.

16.3 You are responsible for ensuring that the Nominated email is accurate, secure, regularly monitored and authorised to receive service documents and the Report.

16.4 You are responsible for deciding who you share the Report with after it has been issued, and agree to use and share the Report only for the permitted purposes and in accordance with these Terms and Conditions.

16.5 Where NDIS funding is proposed, you are responsible for participating in any consultation required to confirm invoicing or apportionment under the Specified Support Items, and notifying us of any known change to consent arrangements, authority to act, contact information or NDIS funding arrangements that may affect the service or invoicing.

17. Limitation of reliance

17.1 The Report is prepared solely for the Client and for the tertiary transition planning and support purposes stated in these Terms and Conditions. It is based on the referral information, supporting documentation, assessment information and questionnaire responses available when it is prepared. To the extent permitted by law, we do not assume responsibility to a third party who uses or relies on the Report for another purpose.

17.2 The Report is not prepared for legal proceedings, insurance purposes, medico-legal purposes, access audits, NDIS funding decisions, disability support-needs determination, support worker allocation, supervision determination or personal care planning.

17.3 The Report may be shared with and considered by relevant stakeholders involved in tertiary transition planning and support. Any decisions made by third parties using the Report remain the responsibility of those decision-makers.

17.4 The Report should be read as a planning document rather than a fixed determination of ability, capacity, eligibility, funding, support hours or future outcomes.

17.5 Identification of the Specified Support Items in these Terms and Conditions does not constitute an NDIS funding recommendation or guarantee that either support item is available, appropriate, approved or sufficiently funded for a particular Participant.

18. Complaints and feedback

18.1 If you have concerns about the service, please contact us by email so we can attempt to resolve the matter promptly and fairly.

18.2 If the service is NDIS-funded and you remain dissatisfied, you may also raise your concerns through the applicable NDIS complaints pathway.

19. Changes to Terms, pricing or service documents

19.1 We may update these Terms and Conditions from time to time. The version accepted through the Service Agreement continues to apply to that service unless the parties agree in writing to a change. A later update does not automatically replace the version already accepted for an existing service.

19.2 If the agreed Support Fee, hourly rate, Specified Support Item number, support item name or invoicing unit requires alteration after the Service Agreement has been signed, the change will not apply unless it is recorded in a replacement Service Agreement or written variation accepted by the relevant parties.

19.3 An apportionment of the agreed Support Fee across the Specified Support Items in accordance with the existing NDIS Service Agreement does not change the TTFP service or total Support Fee.

20. Governing law

20.1 These Terms and Conditions are governed by the laws of Queensland, Australia, and the parties submit to the jurisdiction of the courts of Queensland, Australia.

21. Acceptance

21.1 By signing and returning the completed Service Agreement and Consent Form to the Provider, you confirm that you have read and understood these Terms and Conditions and agree to be bound by them.

21.2 You confirm that you understand the TTFP is an Occupational Therapist-led functional profile for tertiary transition planning and is not a Functional Capacity and Support Needs Assessment, therapy or treatment plan, behaviour support plan, risk assessment, access audit or a Report prepared for funding justification or support-needs determination.