SGP KP Publishing - Update the Participant’s Disabilities Using the Update Person Account Case

Recent Updates

• Recent updates

Before You Start

Check if you can use the update person account to update this participant’s disabilities:

Check for impairment categories assigned.

Check an open Vary Impairment Categories case (if applicable).

####### Consider referring them back for eligibility reassessment, as needed,

Updating a participant with current disability using Update Person Account case

Update their current disabilities:

Add new or select primary disability.

Include evidence documents where necessary;

Record decision reason clearly; then submit and review your case.

FOI 25/26-1857

SGP KP Publishing - Update the participant’s disabilities using the update person account case

This article provides guidance for access delegate(s), review officer/s, planner delegate(s), or non-partnered area planners: • check if they can update disabilities via the ‘update person account’ process. • update participants’ disabilities through that same method.

FOI 25/26-1857

SGP KP Publishing - Update the participant’s disabilities using the update person account case

Recent Updates

Guidance Updated: Decemeber 15th (Year not specified)

• Remove a reference from an old article titled ‘Consent for Acting as Agent’. The relevant information can be found within another related piece called ‘Check Consent Nominee Child Representative Self Representation Authorities’.
• Add links that direct users towards understanding how they should use their disabilities on file with them through personal accounts, specifically highlighting where these details are located to ensure clarity regarding onset date end dates associated directly linked impairments.

SGP KP Publishing - Update the participant’s disabilities using the update person account

Before you start

You have either:

• received information that the participant’s disabilities need updating on their Person Account. or- begun with an Inquiry Case intended specifically for this purpose, having read and understood Article: Understand The Disabilities Tab In A Person Account, called upon Technical Advice And Practice Improvement Branch (TAPIB) if dealing with chronic or terminal health conditions as per Article: Create An Enquiry For TAPIB Assistance, as well as any other relevant advice provided in Requesting Advice.

Update Participant Disabilities Using Person Account Case

You can check if your system allows updating participants’ disabilities through their personal accounts.

Checking for Assigned Impairment Categories

From Person Account, select:

• My Profile tab, or-
• Impairment Categories, and proceed based on what appears there (if no categories are listed at ‘Approved’, refer next section).

Checking Open Varying Impairment Category Cases From Personal Accounts Select Cases, then in column Case Record Type look out specifically for cases marked as Vary Impairment Categories. If none exist or need further action with attached documents, follow steps below including adding any necessary evidence via article Add Evidence before logging an activity note using another article.Log Activity/Note.

If a delegate is assigned within this process step, notify them about new evidence added under Enquiry.

Consider if you need to refer the participant for an

eligibility reassessment

• Do you have information to suggest that this participant may not longer be eligible? If:

• No - Go on.
• Yes (you should consider referring them) see more.

Step Two

Use Section Review their original access decision in this article and check whether they met NDIS early intervention or disability requirements under both conditions.

Step Three

Did your participant meet these criteria with primary developmental delay, now likely meeting permanent impairment? If so, do a referral using When_to_refer_the_participant_for_an_eligibility_reassessment.

SGP KP Publishing - Update the Participant’s Disabilities Using the Update Person Account Case

Step-by-Step Instructions:

• From Person Account, choose Cases tab.
  • Click “New” button next step.
  • Choose and click ‘Update Person Account’, then proceed with clicking Next.
  • Fill out relevant details carefully before saving your changes (click Save).
  • Select Tab labeled as ‘Update Person Account’. At Requested By?, select who made this request from drop-down menu; continue pressing “Next” until you reach Disabilities screen where you can update conditions listed there.

SGP KP Publishing - Update the Participant’s Disabilities Using the Update Person Account Case

Instructions for Updating Primary and New Disabilities:

• Changing The Participant’s Primary Disability: o At Primary Disability, select arrow then click ‘Edit’. The screen will show underlined text. do Deselect checkbox labeled 'Disability' (underlined). do Click Save after making changes; go next section titled “Select A new primary disability” with note that there can’t have more than one reported condition identified as this.

Section 4 Add a New Disability

Step-by-step guide adding additional conditions:

io Use either field marked: select reported condition OR assessed Impairment or use field marked: Assess assessed Impairments. ii If you are an access delegate, check if evidence is correct to mark verified box or skip it otherwise. note Verify when checked: Evidence provided from treating professional confirming disability AND verifying details via article link. tip Planner delegates don’t need verification unless planning decision-making requires so. il Enter today’s date at Start Date without future dates allowed. in Note only single primary disabilities exist per participant record. v If acquiring specific onset of disablement known enter Onset Date based on medical report else leave blank. Don’t add End Dates unnecessarily. note Only include end-date for cases where the impairment no longer applies e.g., added in error or not experienced anymore by individual involved.