NDIA Accountability Project

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Add a new primary disability

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DISCLOSURE LOG DOCUMENTS

FOI 24/25-0754

DOCUMENT 1

Add a new primary disability

SGP KP Publishing

Exported on 2025-01-19 22:53:59

Page 1 of 208

DISCLOSURE LOG DOCUMENTS

FOI 24/25-0754

SGP KP Publishing – Add a new primary disability

Table of Contents

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

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

  3. Add a new primary disability …………………………………………………………………………………. 6

3.1 Change current disability ………………………………………………………………………………………. 6

3.2 Add new disability ………………………………………………………………………………………………… 6

3.3 Add evidence documents ……………………………………………………………………………………… 7

3.4 Record decision reason ………………………………………………………………………………………… 7

3.5 Case review ………………………………………………………………………………………………………… 7

  1. Next steps …………………………………………………………………………………………………………….. 8

Table of Contents – 2

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DISCLOSURE LOG DOCUMENTS

FOI 24/25-0754

SGP KP Publishing – Add a new primary disability

This article provides guidance for access delegate, review officer, planner delegate, planner (non-partnered area) to add a new primary disability.

Note: For partner and National Contact Centre staff, use article Request a participant disability change.

Recent updates – 3

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DISCLOSURE LOG DOCUMENTS

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SGP KP Publishing – Add a new primary disability

1 Recent updates

3 October 2024

Update to the title of linked article from ‘Understand eligibility reassessment referral requirements’ to ‘When to refer the participant for an eligibility reassessment’.

Recent updates – 4

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SGP KP Publishing – Add a new primary disability

2 Before you start

You have either:

  • received information the participant’s primary disability needs to be added to their person account, or
  • been allocated an Enquiry case to add a new primary disability

And have:

  • checked if the participant joined the NDIS under the early intervention requirements. If yes, then they must have an eligibility reassessment. Use article When to refer the participant for an eligibility reassessment. End of process.
  • assessed the proposed primary disability with the disability requirements of the NDIS Act (2013). Use article Understand disability requirements and Our Guideline – Applying to the NDIS (external), in section Do you meet the disability requirements?
    • If you’re still not sure, use article Request a participant disability change to contact the National Planning Support Team (NPST) for support with an Enquiry case.
  • contacted the Technical Advice and Practice Improvement Branch if the proposed primary disability is either a chronic or potential terminal health condition

And, if you noted it’s not a participant request, you have:

  • checked if it’s an authorised representative request and looked at the representative’s authority, using articles Consent to act on applicant behalf and Check consent, nominee, child representative or self-representation authorities.
  • completed a security check and identity confirmation if required, use article Consider a request for personal information.

Before you start – 5

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SGP KP Publishing – Add a new primary disability

3 Add a new primary disability

There can only be one reported condition identified as the primary disability.

To add a new primary disability, first you’ll need to change the current disability.

Do not add an end date to expire the current recorded primary disability.

3.1 Change current disability

  1. From the Person Account, select Cases tab, then New.
  2. Select Update Person Account then Next.
  3. Complete the relevant details and select Save.
  4. Select the Update Person Account tab and choose who is making the request from the drop-down.
  5. Select Next.
  6. In What would you like to update? select Disabilities, then select Next. Note: This option is only available for users with the relevant permissions. For example, the Planner Delegate skill permission.
  7. The Disabilities screen will display the Primary Disability.
  8. At Primary Disability, select the drop-down arrow, then select Edit. The Disabilities screen will appear.
  9. Deselect the Primary Disability checkbox. Note: Do not add an End Date to any disability, current or previous.
  10. Select Save.

3.2 Add new disability

Do not add a new current disability for an early intervention participant. They must have their NDIS eligibility checked. Use article When to refer the participant for an eligibility reassessment.

  1. Select New to display a new Disabilities screen.
  2. Add the new primary disability, for:
    • access delegates, use the Select reported condition or Select assessed impairment fields
    • planner delegates, use the Select assessed Impairment field.
  3. Select the Primary Disability checkbox.
  4. Only authorised delegates with relevant permissions can verify a disability. Authorised delegates should select the Is Verified checkbox, for example, access assessor or the NPST Delegates.
  5. Enter today’s date at the Start Date. Do not future date the primary disability. Note: There can’t be multiple primary disabilities.
  6. Enter Onset Date, if known. Do not enter an End Date. Note: If the disability has an end-date, it will no longer show in the participant’s Person Account. Even if this disability no longer relates to the participant, it forms part of their account history.
  7. Select the Evidence type from the drop-down list, then select Save.
  8. Select Next.

Add a new primary disability – 6

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SGP KP Publishing – Add a new primary disability

3.3 Add evidence documents

  1. Select Documents tab.
  2. Upload required evidence using articles:
    • Add documents to a case
    • What evidence of disability is required?

3.4 Record decision reason

You must explain the Person Account update. Log an internal communication activity to explain the reason. Use article Log an activity or internal note.

3.5 Case review

  1. Select Update Person Account tab.
  2. Review the details and select Submit or select Previous to make any changes.

Add a new primary disability – 7

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DISCLOSURE LOG DOCUMENTS

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SGP KP Publishing – Add a new primary disability

4 Next steps

  1. You must log an activity, if you’ve had contact with a:
    • person with disability
    • participant
    • their provider
    • an authorised representative.

Use article Log an activity or internal note.

Next steps – 8

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