How to apply for the NDIS in PACE

SGP KP Publishing

Exported on 2025-01-09 00:17:08

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SGP KP Publishing – How to apply for the NDIS in PACE

Table of Contents

1 Recent updates …………………………………………………………………………………………………….. 4 2 Before you start …………………………………………………………………………………………………….. 5 3 Cases to complete when applying for the NDIS ……………………………………………………… 6 - Information gathering cases ………………………………………………………………………………….. 6 - Information: evidence, notes, and documents………………………………………………………….. 6 - Information: streaming ………………………………………………………………………………………….. 7 4 When can we prioritise an application? …………………………………………………………………. 8 - Required priority evidence …………………………………………………………………………………….. 8 - Priority application assessment ……………………………………………………………………………… 8 5 Who needs to provide evidence of identity? …………………………………………………………… 9 - What documents can we accept as evidence of identity? ………………………………………….. 9 6 Identify possible integrity issues …………………………………………………………………………. 10 7 Extra information privacy …………………………………………………………………………………….. 11 8 When to do assessments? …………………………………………………………………………………… 12 9 Next steps …………………………………………………………………………………………………………… 13

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SGP KP Publishing – How to apply for the NDIS in PACE

This article provides guidance for a local area coordinator, early childhood partner, planner delegate, liaison officers (HLO/JLO) and planner (non-partnered area) to:

• understand cases to complete when applying for the NDIS
• understand when an application can be prioritised
• understand who needs to provide evidence of identity
• identify possible integrity issues with an application
• know how to action an extra information privacy request
• know when to complete an assessment.

Recent updates – 3 Page 138 of 438

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SGP KP Publishing – How to apply for the NDIS in PACE

Recent updates

27 May 2024

• Included a note to detail the benefits of a community connections case
• Included reference to article Log an activity or internal note in section Information: evidence, notes, and documents.

6 May 2024

• Added guidance for cases that don’t need to be completed for applicants through the terminal illness priority pathway.

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SGP KP Publishing – How to apply for the NDIS in PACE

Before you start

You have read and understood Our Guideline – Applying for the NDIS.

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3 Cases to complete when applying for the NDIS

The following cases are required when applying for the NDIS:

• Create Person Account. Use article Create a person account
• Streaming. Use article Complete a streaming case (Streaming and Restreaming)
• Access Request. Use article Create an access request case.

You must also verify the applicant’s identity, and their authorised representative’s identity (if applicable). Use articles Understand how to verify identity documents and Upload evidence of identity documents.

3.1 Information gathering cases

Before you finalise the NDIS application, complete the following cases, unless there’s a reason you can’t:

• Community Connections. Use article Create and complete a community connections case.

Note: Information gathering as part of community connections is important. If they become eligible, the information in the community connections case will populate in their NDIS plan. You can complete a community connections case to record the information without needing to generate a community connections plan.

• Update Person Account. Use article Update a person account to update the person’s details. Use article Add or cancel a relationship to add or cancel a relationship.
• Manage authorised representative. Use article Understand the articles to use for the Manage Authorised Representative case to add or cancel an authorised representative.
• Personal and environmental circumstances. Use article Create a new personal and environmental circumstances case.
• Short Form Outcomes Framework named SFOF. Use article Complete the Short Form Outcomes Framework (SFOF).
• Functional capacity assessment. Use article Create a new functional capacity assessment case.

If they’re eligible, the information you gather will be used to inform their first plan.

Note: For applicants with terminal illness, don’t complete cases for Community Connections, Early supports, Participant environmental circumstances (PEC), Functional capacity assessment (FCA), or Short Form Outcomes Framework (SFOF). This will help progress these applicants quickly.

3.2 Information: evidence, notes, and documents

You must include all notes and documents, including attachments and emails, in relevant cases and records. Learn more by reading articles:

• Add documents to a case
• Add and link evidence to a case
• Log an activity or internal note.

Check for an existing enquiry case for any access-related information and documents. This could also include an attached access request form (ARF).

Information: streaming

You must complete a streaming case before creating an Access Request case.

This is critical to make sure the Typical Support Package (TSP) is generated if the applicant is eligible, so they’re assigned to the correct team. Use article Complete a streaming case (Streaming and Restreaming). A delegate will then approve or override the streaming request.

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4 When can we prioritise an application?

4.1 Required priority evidence

An applicant needs to provide evidence of their situation. It’ll need to match with at least one requirement for a priority eligibility decision.

The required evidence type will depend on each applicant’s situation. Read article Request priority eligibility decision.

4.2 Priority application assessment

The Scheme Eligibility Branch will look at the request. If approved, they’ll action the priority application within 2-5 business days. If declined, they’ll contact the applicant within 21 days.

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5 Who needs to provide evidence of identity?

Evidence of identity must be provided by:

• a person applying to be a participant
• an authorised representative for an applicant or participant (if applicable).

5.1 What documents can we accept as evidence of identity?

The applicant must provide evidence of one ‘Birth or Arrival Document’ and at least two ‘Use in Community Documents’.

To learn more about identity documents, read Fact Sheet – Evidence of identity

To receive and upload identity documents, use articles Understand how to verify identity documents and Upload evidence of identity documents.

Note: Make sure you record the person’s name who helps give documents. This will allow for a request for further information to be direct with the relevant person. For more information on how to record a person’s name, read article Log an activity or internal note.

Identify possible integrity issues

You need to make sure that evidence of identity, age, residency, and disability information provided is genuine. For more information on how to identify an integrity issue, read article Understand how to verify identity documents.

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Extra information privacy

A person may ask to have extra privacy for their information when they apply to the NDIS. This is called restricted access. Read article Understand restricted access.

8 When to do assessments?

With the applicant, complete the personal and environmental circumstances case and a functional capacity assessment. You should do this before you finalise their NDIS application.

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Next steps

1. To start the application read article Create an access request case.
2. For more information about the community connections case and early supports, read articles:
   • Create and complete a community connections case
   • Create and complete an early supports plan.
3. For more information about assessments read articles:
   • Understand functional capacity assessments
   • Complete personal and environmental circumstances case
   • Complete the Short Form Outcomes Framework (SFOF).

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