NDIA Accountability Project

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Request a participant disability change

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

Request a participant disability change

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

This article provides guidance for all NDIA and partner staff to 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:

• received information to add or change the participant’s primary disability. • checked if the participant joined the NDIS under the early intervention

requirements. If yes, then you must refer them for an eligibility reassessment. Use

article Understand eligibility reassessment referral requirements. End of process.

Note: Do not request a participant disability change for an early intervention participant.

• checked whether the request is from an authorised representative and looked at the

representative’s authority. Use either article Consent to act on applicant behalf or

Check consent, nominee, child representative or self-representation authorities. • completed a security check and identity confirmation, if required, with article

Consider a request for personal information.

Request a participant disability change

Only delegates with the relevant permissions can change a participant’s recorded disability in their Person Account. Staff that are not authorised to action a participant disability change, can request an update at any part of the participant’s journey.

Note: The National Planning Support Team manage these requests. However, delegates in some specialist work groups may complete these updates.

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For Internal Use Only

  1. Create an Enquiry by following steps 1- 6 in article Create an enquiry case.

  2. Under Categorisation select the following:

• Enquiry Type select Planning & Monitoring • Category select Reports and Evidence • Subcategory select Updated.

  1. Select Next.

  2. In the Risk Matrix view, select Yes to see a risk list and select all which apply.

Otherwise, select No if there are no risks.

  1. Select Next.

  2. Complete the Enquiry note section using the following template:

• Current primary disability: • Proposed primary disability (if applicable): • Current secondary disability (if applicable) • Proposed secondary disability (if applicable): • Evidence of disability provided, and documents linked:

  1. At Enquiry Outcome select Re-assign this enquiry to another user.

  2. At Case Reassignment Reason, select Referral National Delivery.

  3. At Select User or Queue, select Queue.

  4. At Case Owner, do a manual search and select Re-Streaming Routing Queue.

  5. Select Next.

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

  7. The Enquiry case will open. Upload evidence in the Documents tab of the case as

required.

• To check disability evidence, use articles What evidence of disability is required?

and Check treating professional details. • Use article to Add documents to a case.

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For Internal Use Only Next steps

  1. The case will progress to the next appropriate staff member for a decision.

  2. When this request progresses, the outcome is communicated via the enquiry case’s

activity log. It’ll re-assign to the creator. The creator is responsible for closing the case.

Use article Manage an enquiry, in section Action enquiries releated to an open case.

  1. The task function will ask for more information if needed.

Article labels – internal use only

PACE user role names

Add:

User role name label

Topics

Add:

Delete:

Case names

Add:

Delete:

Ownership

Add:

Delete:

Version control

Amended Version Brief Description of Change Status Date by

1.0 EMN960 EL2 Review and approval APPROVED 2023-12-15

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For Internal Use Only EL2 Review and approval to QA and 2.0 EMN960 APPROVED 2024-03-25 Publish

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