FOI 25/26-3720 DOCUMENT 2

Record a declined support

     SGP KP Publishing

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SGP KP Publishing – Record a declined support

1 Recent updates …………………………………………………………………………………………………….. 4

2 Before you start ………………………………………………………………………………………………….. 5

3 Record a declined support …………………………………………………………………………………….. 6 3.1 Decision ……………………………………………………………………………………………………………… 6 3.2 Justification …………………………………………………………………………………………………………. 6 3.3 Evidence …………………………………………………………………………………………………………….. 7

4 Next steps …………………………………………………………………………………………………………….. 8

                                                                       Table of Contents – 2
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SGP KP Publishing – Record a declined support

This article provides guidance for a planner delegate, planner (non-partnered area), or review officer to record a declined support.

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1 Recent updates

6 October 2025 Clarified that Support Category and Support Item fields will print in Supports we haven’t funded section of the plan approval cover letter once the plan has been approved.

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SGP KP Publishing – Record a declined support

2 Before you start

You have:

read and understood Our Guideline – Reasonable and necessary supports (external)

received a participant requested support that you need to decline.

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3 Record a declined support

Follow this process if you have fully declined a participant requested support. This request may be before or during a plan meeting.

If you’re partially declining a support, you’ll still need to record this as a declined support and select the correct justification.

In the Plan Approval case, select the Record a Declined Support tab.

1.  Select New Decision.

3.1 Decision

1.  Add a Decision Name. This is the name of the requested support you've declined. For
   example, Art Therapy sessions.

2.  At the Support Category drop-down list, select the relevant option.

3.  At the Support Item drop-down list, select the relevant option.

   Note: Both Support Category and Support Item fields will print in the Supports we
   haven't funded section of the plan approval cover letter once the plan has been
   approved. If you select Other/Not included elsewhere in Support Category, only the
   Support Item will print on the letter.

4.  At the Reviewable Indicator drop-down list, select Reviewable under Section 99.

    This is because supports declined as part of the participant's statement of supports are
    reviewable under section 99 of the National Disability Insurance Scheme Act 2013
     (external).

  To learn more about what decisions can be reviewed and by who, go to Our Guideline –
   Reviewing our decisions (external).

5.  At the Decision Type drop-down list, select the relevant option.

6.  At the Decision Outcome drop-down list, select the relevant option.

7.  Add Additional Information in the free-text field to explain your decision to decline the
    support. This could be used to explain the decision to the participant or authorised
    representative.

8.  Select Next – Justification.

3.2 Justification

1.  At the Justification drop-down list, select the relevant option.

   Note: for partially declined supports, you'll need to select the option we weren't able to
   include the full amount of the support you asked for. We have included less than
  you asked for in your plan.

2.  At the Sub-Justification drop-down list, select the relevant option that best describes
    the reason you're declining the support. You will only be able to select one Sub-

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SGP KP Publishing – Record a declined support

    Justification.

   Note: both of these fields will print in the Supports we haven't funded section of the
    plan approval cover letter once the plan has been approved.

  The character limit is 1500. Special characters can cause an error when you copy
     justifications from SAP CRM to PACE. Remove characters |% before you select save.

3.  Add an Explanation for why you are declining this support. Go to article Understand
    support justifications.

4.  Select Next - Evidence.

3.3 Evidence

1.  Add the Evidence Name. For example, Art therapist report.

2.  Select the Evidence Type from the drop-down list:

     o  Document – go to step 3.

     o  Other – go to step 4.

3.  Enter the Evidence Link. To bring up a list of evidence that's linked to the case, press
    the spacebar. Select the correct evidence document to link to the decision. You can
   view linked evidence on the Evidence tab of the Plan Approval case.

  To learn more about linking evidence, refer to article [Add and link evidence to a case](/library/documents/35091cb68d3b-foi-24-25-0754-document-disclosure-log/document-018__add-and-link-evidence-to-a-case/).

4.  Enter the Explanation of the evidence into the free text field. Examples include:

     o  Report from art therapist requesting 30 sessions of art therapy.

5.    If you need to add additional evidence to support your decision, select Add located on
    the right side of Evidence screen, above the Evidence Name field, and go to step 1. If
   you don't need to add additional evidence, select Next.

6.  Select Done. The declined support will display in the Record a Declined Support tab.
  Once the plan has been approved, declined supports can be viewed on the Decisions
    tab on a Person Account by selecting Statement of Supports.

Declined supports need to be recorded in the Handover Notes tab in the Plan Approval case. This will need to be discussed with the participant at the plan meeting. Refer to article Add handover notes for a plan approval case.

If you need to record another declined support, go back to step 1 in section Record a declined support. Otherwise, continue reading from Next steps.

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4 Next steps

If you:

need to add or update support categories in the draft budget, go to article Change the draft budget
need to make a fund management decision, go to article Make fund management decision

are ready to progress to the plan meeting, go to article Book and prepare for the plan meeting.

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