NDIA Accountability Project

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Create a new functional capacity assessment case

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Create a new functional capacity assessment case

SGP KP Publishing

Exported on 2025-01-08 23:23:56

Page 9 of 438

SGP KP Publishing – Create a new functional capacity assessment case

Table of Contents

  • Recent updates … 4
  • Before you start … 5
  • Create a new functional capacity assessment case … 6
  • Next steps … 7

SGP KP Publishing – Create a new functional capacity assessment case

This article provides guidance for a local area coordinator, early childhood partner and all NDIA staff (planner delegate, payments officer, internal review delegate, complaints officer, participant support officer, access delegate, technical advisors, National Contact Centre, liaison officers (HLO/JLO), complex support needs (CSN) planner, national reassessment delegate) to:

  • create a new functional capacity assessment case.

Recent updates – 3 Page 11 of 438

SGP KP Publishing – Create a new functional capacity assessment case

Recent updates

December 2023

  • Current guidance with updated PACE steps that include process steps to create a new functional capacity assessment case
  • Article split from existing article Understand functional capacity assessments with information consolidated and removal of redundant and common capability content.

Recent updates – 4 Page 12 of 438

SGP KP Publishing – Create a new functional capacity assessment case

Before you start

You have:

  • read article Understand functional capacity assessments
  • read Our Guidelines – Applying to the NDIS, including section Does your impairment substantially reduce your functional capacity?
  • read article How to apply for the NDIS in PACE to understand when during the application process you need to create a new functional capacity assessment case
  • discussed with the applicant the daily impact their disability has on them, to decide the type of assessment that will best suit their support needs.

Create a new functional capacity assessment case

  1. From the Person Account, in account view, select Cases tab.
  2. Select New in the top-right corner of the cases panel.
  3. Select Functional Capacity Assessment.
  4. Select Next.
  5. In Categorisation section, select Origin.
  6. Select Save.
  7. From the functional capacity assessment view, select Assessment tab.
  8. Review the details before proceeding.
  9. Select Next.
  10. Select Yes or No for an authorised representative.
  11. Select Next.

The next steps will depend on the type of functional capacity assessment you need to complete or record.

Next steps

  1. Determine from your discussion with the applicant, if a new or manual assessment is required. For more information on assessment types, refer to article Understand functional capacity assessments.
  2. Then select the article for the relevant assessment you will complete: