Action a plan approval case when access is granted without pre-access information gathering
SGP KP Publishing
Exported on 2025-01-09 00:19:05
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SGP KP Publishing – Action a plan approval case when access is granted without pre-access information gathering
Table of Contents
1 Recent updates …………………………………………………………………………………………………….. 4 2 Before you start …………………………………………………………………………………………………….. 5 3 A plan approval case with no pre-access information gathering …………………………….. 6 4 Gathering information about the participant …………………………………………………………… 7 5 When to update streaming and my NDIS contact ……………………………………………………. 8 6 Next steps …………………………………………………………………………………………………………….. 9
SGP KP Publishing – Action a plan approval case when access is granted without pre-access information gathering
This article provides guidance for a planner delegate to understand:
- a plan approval case with no pre-access information gathering
- gathering information about the participant
- when to update streaming and my NDIS contact.
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SGP KP Publishing – Action a plan approval case when access is granted without pre-access information gathering
Recent updates
12 August 2024
Guidance updated to mention the Plan Conversation Support Tool (PCST) must be used for all new plans and plan reassessments.
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SGP KP Publishing – Action a plan approval case when access is granted without pre-access information gathering
Before you start
You have received a plan approval case with no information included.
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SGP KP Publishing – Action a plan approval case when access is granted without pre-access information gathering
A plan approval case with no pre-access information gathering
Sometimes you’ll receive a plan approval case to action where a community connection or early supports case was not needed and there’s no information or only limited information included. This may result in a $0 typical support package (TSP). This can happen when an access request is managed through an alternate pathway such as SAP CRM or a Telephone Access Request (TAR). A Telephone Access Request can only be completed if the person applying meets certain criteria.
If the participant or their authorised representative completed a Telephone Access Request, you should read all notes in the Log Activity tab which will include text of NCC TL TAR.
If you identify a plan approval case doesn’t have the information you need, speak with the participant or their authorised representative. This includes talking with the participant about their goals. You’ll need to complete the personal and environmental circumstance case (PEC), functional capacity assessment (FCA) and short form outcomes framework (SFOF) to provide you with the information necessary to progress the plan approval case. You’ll also need to check the streaming and my NDIS contact and update them if needed.
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Page 154 of 4384 Gathering information about the participant
If you’ve identified the information hasn’t been captured previously, you’ll need to gather this before progressing with the plan approval case. Gather this information through a Check-in case, refer to article Create a check-in case. Complete the check-in process including recording the following information:
- About Me
- Goals
- Informal, Community and Mainstream Supports
- Relationships
- Budget and funded supports
- Changes in situation
- Potential risks and vulnerabilities
- Next steps.
In Next Steps you’ll need to select Complete Personal and environmental circumstance, Update functional capacity assessment and Complete SFOF. Refer to articles:
- Understand functional capacity assessments
- Complete personal and environmental circumstance case
- Complete the Short Form Outcomes Framework (SFOF).
Note: For participants younger than 7 years of age, when you complete the FCA you’ll select PEDICAT to either complete a new PEDICAT or enter the score for a PEDICAT already completed. Refer to article Record assessment – PEDI-CAT. When you complete the PEC, you’ll need to refer to article EC – PEC General overview.
Once all needed information has been gathered and the check-in case is completed, you should progress with completing the plan approval case.
After all information is gathered the TSP will still not generate and you’ll need to develop the participant’s plan. Use the Plan Conversation Support Tool to help develop a budget that meets the participant’s disability-related support needs. You must use the PCST for all new plans and plan reassessments and attach to the participant record. Go to article Understand and update the plan conversation support tool.
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SGP KP Publishing – Action a plan approval case when access is granted without pre-access information gathering
When to update streaming and my NDIS contact
If the information we need wasn’t gathered prior to the participant meeting access, the participant’s stream will be recorded Intensive or Super Intensive. You must check the participant’s current stream. If the participant or their authorised representative completed a TAR and advised they don’t want to work with a partner, their stream will need to stay as Intensive regardless of streaming factors, unless the Super Intensive streaming factors apply.
Note: You’ll need to think about what level of support coordination funding to include in the plan based on the information you gathered in the check-in case and streaming factors that should apply. If the participant or their authorised representative completed a TAR for another reason or access via SAP CRM, you should discuss linking the participant to a partner if this aligns to their correct streaming. The partner will help the participant with plan implementation and future check-ins. If you need to update the streaming refer to article, Complete a streaming case (Streaming and Restreaming).
You’ll also need to check the participant’s my NDIS contact and update if needed. Where the participant doesn’t want to work with a partner, you should assign yourself as the my NDIS contact. Refer to article Update the my NDIS contact.
SGP KP Publishing – Action a plan approval case when access is granted without pre-access information gathering
Next steps
- Update the draft budget in the plan approval case, using article [Change the draft budget](#).
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