NDIA Accountability Project

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Add a new primary disability

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FOI 23/24-1405 DOCUMENT 2 OFFICIAL Knowledge Article

For Internal Use Only The contents of this document are OFFICIAL.

Add a new primary disability

Guidance in this document is not approved for use unless you view it in PACE.

This article provides guidance for access delegate, internal review delegate, 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

2 April 2024

Guidance update to eligibility reassessment referrals for early intervention participants.

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 Understand

eligibility reassessment referral requirements. 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, in section Do you meet the disability requirements? If you’re still not

sure, use article [Request a participant disability change](/foi-library/releases/1fb2b858dbf9-foi-25-26-1857/document-001__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

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For Internal Use Only 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.

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.

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.

  1. Select Next.

  2. 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.

  1. The Disabilities screen will display the Primary Disability.

  2. At Primary Disability, select the drop-down arrow, then select Edit. The Disabilities

screen will appear.

  1. Deselect the Primary Disability checkbox.

Note: Do not add an End Date to any disability, current or previous.

  1. Select Save.

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For Internal Use Only Add new disability

Do not add a new current disability for an early intervention participant. They must have their NDIS eligibility checked. Use article Understand eligibility reassessment referral requirements.

  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.

  1. Select the Primary Disability checkbox.

  2. 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.

  1. Enter today’s date at the Start Date. Do not future date the primary disability.

Note: There can’t be multiple primary disabilities.

  1. 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.

  1. Select the Evidence type from the drop-down list, then select Save.

  2. Select Next.

Add evidence documents

  1. Select Documents tab.

  2. Upload required evidence using articles:

• Add documents to a case • What evidence of disability is required?

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For Internal Use Only Record decision reason

  1. You must explain the Person Account update. Log an internal communication activity

to explain the reason. Use article [Log an activity or internal note](/foi-library/releases/23fb25e35a95-foi-24-25-0519-decison-document/document-001__log-an-activity-or-internal-note/).

Case review

  1. Select Update Person Account tab.

  2. Review the details and select Submit or select Previous to make any changes.

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.

Article labels – internal use only

PACE user role names

Add:

Delete:

Topics

Add:

Delete:

Case names

Add:

Delete:

Ownership

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For Internal Use Only Add:

Delete:

Version control

Amended Version Brief Description of Change Status Date by

1.0  EMN960 EL2 review – progress to QA and APPROVED  2023-12-15 publishing

2.0  EMN960  EL2 review and approval to QA and APPROVED  2024-02-20 publish

EL2 review and approval to QA and 3.0 EMN960 APPROVED 2024-03-25 publish

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