NDIA Accountability Project

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Add or Change Disability

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Add or Change Disability

The content of this document is OFFICIAL. This Standard Operating Procedure (SOP) will help you change the participant’s primary and/or secondary disability in the NDIS Business System (System).

1. Recent updates

Date What’s changed
July 2021 Clarify actions for non-delegates when requesting to add or change the participant’s disability information in the System.

2. Checklist

Topic Checklist
Pre-requisites You have: * Q checked the participant’s disability information in the System. * QO information or evidence the participant’s disability information needs to be updated.
Actions * 3.1 Add or change disability * 3.2 Approve a request to add or change disability

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Add or change disability

  1. From the participant’s NDIS Account select Add Items and select Disability.

  2. Select the expander in the Reported Impairment field.

  3. Search for and select the participant’s disability.

Standard Operating Procedure

OFFICIAL For Internal Use Only

• If you are adding a secondary disability go to step 5.

  1. Select the check box next to Primary to show the Reported Impairment is the primary disability. Continue to step 6.

Note: After the access decision is made there can only be one Primary disability.

  1. Enter the Effective Start and Effective End dates for any secondary disabilities.

  2. At Onset Date enter the date the participant first acquired, developed or experienced their disability (if known).

  3. At Evidence of Diagnosis select the type of evidence from the drop down list.

  4. Select Submit.

  5. A success message displays. The message is different depending on your role in the System. If you are a:

• Access or Planning delegate – go to 3.1.1 Complete add or change disability • Non-delegate – go to 3.1.2 Request to add or change disability

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3.1.1 Complete add or change disability (Access and planning delegates)

  1. The Disability created successfully message displays. Select OK.

  2. Create an interaction using the Interaction Template – General –Primary Disability Change Complete. If you:

    • Made the request make sure the Interaction status is Completed. • Did not make the request make sure the Interaction status is Open. Reassign the interaction back to the requestor to notify their request is complete.

Note: If you are updating a secondary disability, change the details of the interaction to reflect this.

3.1.2 Request to add or change disability (non-delegates)

  1. The No authorization to create impairment message displays. Select OK. Your request will be drawn down by an Access or Planning delegate from Work Load Manager (WLM).

  2. Create an interaction using the Interaction Template – General –Request to Change Primary Disability. Make sure the Interaction status is Completed.

Note: In your interaction make sure you include:

• details of the evidence provided • where the evidence is recorded in the System, for example the date and description of the Inbound Document • whether your request is for a primary or secondary disability.

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Standard Operating Procedure

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  1. The approver will assign an Open Interaction using the Primary disability change complete template to you when the request is complete or if you need to take further action.

3.2 Approve a request to add or change disability (access or planning delegate only)

  1. From My Inbox select the Ready for Work.

  2. Select Change of Circumstances (CoC) task.

  3. Review the information in the Notes Log. Record additional information in the Add Note field, if required.

  4. Once you have made a decision, select Mark as Complete.

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Standard Operating Procedure

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  1. The Change of Circumstances task completed successfully message displays. Select OK.

3.2.1 Approve Request for Disability Update

  1. Complete steps in 3.1 Add or change disability.

  2. Create an Open Interaction using the Primary disability change complete template.

  3. Re-assign the interaction to the requestor advising the disability request is approved and they can start planning tasks.

3.2.2 Decline Request for Disability Update

  1. Create an Open Interaction and record the reason you declined the request. Reassign the interaction to the person who made the request.

Note: If the request is declined due to insufficient information, note what further information or action is required in the interaction.

4. Next steps

  1. Make sure the participant’s disability information is updated before you commence planning activities.
  • Standard Operating Procedure - Create, Assign, Search and Edit an Interaction
  • Interaction Templates – General
6. Feedback

If you have any feedback about this Standard Operating Procedure please complete our Feedback Form.

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Version control

Standard Operating Procedure OFFICIAL For Internal Use Only

Version Amended by Brief Description of Change Status Date
1.0 CS0074 Class 1 Approval
Update guidance on assigning tasks and interactions		 APPROVED 2020-02-20
3.0 NAN927 Class 1 Approval APPROVED 2020-05-07
4.0 CS0074 Class 1 Approval
Updated image of buttons in CRM to show changes from icon to text to describe their purpose.		 APPROVED 2020-05-29
5.0 JSO082 Class 1 Approval
Guidance included to change interaction status to Complete after submitting Change Disability requests in the System.		 APPROVED 2020-12-18
6.0 JSO082 Class 1 Approval
Restructure to clarify actions for non-delegates		 APPROVED 2021-07-07

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