NDIA Accountability Project

This project is in DRAFT

Standard Operating Procedure

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OFFICIAL

dis’ Standard Operating Procedure For Internal Use Only

  1. Review all open tasks in the participant record that relate to the Internal Review Request and make sure they are all closed with the exception of the Implementation interaction.
  • NDIS Act
  • NDIS Rules
  • NDIS Operational Guidelines
  • Intake of a Planning Internal Review Request Standard Operating Procedure
  • Internal Review of a Planning Request Interaction Templates
  • Our Guideline — Your privacy and information
  • Standard Operating Procedure — Check third party consent or authority
  • Standard Operating Procedure — Record and verify identity for an individual
  • Standard Operating Procedure — Record third party consent
  • Standard Operating Procedure — Verify identity for a third party organisation
  • Operational Guidelines — Reasonable and Necessary Supports
  • Standard Operating Procedure — Finalise and Approve a plan

6. Feedback

If you have any feedback about this Standard Operating Procedure, please complete the Internal Review Team Quality and Continuous Improvement Form and email it to the Business Improvement Team. In your email, remember to include the title of the product you are referring to and describe your suggestion or issue concisely.

7. Version control

Version Amended by Brief Description of Change Status Date
11.0 DII394 Class 1 approval. APPROVED 2021-11-26
KMM575 Changes after Directors Review. Updating based on director feedback. Linked all new SOPs. Quality check and accessibility. DLL320
SW0065

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Standard Operating Procedure

For Internal Use Only

Version Amended by Brief Description of Change Status Date
12.0 DII394 Class 1 Approval
Updated the HDD referral process.		 APPROVED 2021-12-10
13.0 LW0022 KMM5/75 HDD process update. Document pre contact SMS sent. Wording updates for LH staff. Linked to mid cost AT SOPs. Pre-requisite added for change to section 100(5) of the Act. Wording change at the desktop review where there are changes to the disability. Justification to include TSP has been considered. APS5 and IROs without delegation to seek team leader support prior to contacting TAB. Removal of NDIS contact. APPROVED 2022-03-11
14.0 LW0022 KMM575 Added - Initial contact required for all s100 requests where a participant funding has been reduced by more than 20% in the most recent plan. Call required if decision reduces plan funding by more then 20%. APPROVED 2022-09-08
15.0 LW0022 KMM575 Initial contact required when the Acknowledgement letter time frame of 14 days has not passed. Change from 40% to 50% inflation for endorsement by Assistant Director. DRFAT 2022-09-09

Appendices

8.1 Appendix A — Assigning a Review Application or Interaction for action by ND and PiTC

A Review Application is created when you set aside a decision not to review a plan. The Review Application needs to be assigned to ND or PiTC for the plan review to be undertaken.

Participants who belong to Young People in Residential Aged Care (YPIRAC) and Complex Support Needs (CSN) cohort need to be identified and assigned manually:

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Standard Operating Procedure

For Internal Use Only

YPIRAC Participants

  1. Create an Open Interaction using s100 – Request to complete a plan review from Internal Review of a Planning Request Interaction Templates outlining the request for review, and that due to the participant residing in aged care the review application is to be actioned by a YPIRAC planner.
  2. Assign the Interaction and Review Application to the NDIS business system inbox for employee redacted: s22(1)(a)(ii) - irrelevant materia(SV0008). redacted: s22(1)(a)(ii) - ir will then allocate the application for progression.

CSN Participants

  1. Create an Open Interaction using s100 – Request to complete a plan review from Internal Review of a Planning Request Interaction Templates. The Interaction provides information to the assignee to advise what has occurred and what is required. Assign the Interaction and Review application to the correct inbox as per the super intensive Stream in the Workflow Rules.

For all other participants, Review Applications are to be assigned using the Workflow Identifier. Refer to the Standard Operating Procedure – Add or remove workflow identifiers. For all Participants (except those who are in the YPIRAC and CSN cohorts) no matter the streaming undertake the following steps: From the Participant Details tab select Workflow Identifiers.

  1. Select Edit and then the + symbol to add a new workflow identifier.
  2. Select the Change and Review Request identifier from the drop down.

[Image not converted to Markdown – “Screenshot of Workflow identifer drop down listing selection Change and Review Request, Extreme, Hearing Stream, High, Unable to Contact, Compensation, Auto Extended Plan and Review Reminder Cointact Initiated The Valid From date is the date the review application was approved.” – check the source PDF page for the actual content]

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Standard Operating Procedure

For Internal Use Only

  1. Add a Valid To date for four calendar months from the date the review application was approved.
  2. Select Submit.

Priority referral of Review Application

For those participants whose risk is considered High/Extreme discuss with your TL if the review application requires priority referral resulting in the Review Application being drawn from WLM in the next business day.

If Priority referral has been endorsed Refer again to Standard Operating Procedure – Add or remove workflow identifiers.

  1. Select the additional Workflow Identifier for Extreme or High depending on the risk rating.

[Image not converted to Markdown – “Image of Workflow identifier drop down listing selection” – check the source PDF page for the actual content]

Image caption: Screenshot of Workflow identifer drop down listing selection Change and Review Request, Extreme, Hearing Stream, High, Unable to Contact, Compensation, Auto Extended Plan and Review Reminder Cointact Initiated The Valid From date is the date the review application was approved. Extreme and High highlighted in red.

  1. The Valid From date will be the date the review application was approved.
  2. Add a Valid To date for 4 calendar months from the date the review application was approved.
  3. Select Submit.

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