NDIA Accountability Project

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Changes to your plan - Program Guide

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Changes to your plan -

Program Guide

The contents of this document are OFFICIAL.

Program guide to support the training for the Changes to your plan facilitated modules. This program guide provides additional information to the PowerPoint for facilitators.

                         OFFICIAL

ndis.gov.au Page 335 of 438

Table of Contents

  • Changes to your plan - Program Guide
    • Course Information: 1
    • Session Outline: 4
    • Welcome and Introduction: 5
      • Acknowledgement of Country: 8
      • Accessibility: 9
      • Housekeeping: 10
      • Session Outline: 12
      • Learning Outcomes: 12
  • Recap quiz: Check-ins: 13
  • Recap quiz: Discretionary check-ins: 14
  • Recap quiz: Frequent check-ins: 15
  • Topic 1: Legislation relating to Plan Changes: 16
    • The NDIS Act: 17
    • The NDIS Act Part 2: 18
      • Plan Changes in the NDIS Act: 18
      • S47A- New Additions to Legislation: 20
  • Topic 2: Who completes the Plan Change process: 21
    • The NDIS Pathway: 21
    • Who completes the Plan Change process?: 22
  • Topic 3: Plan Changes: 24
    • Who can request a Plan Change?: 24
      • Plan Variation s47a Decision framework: 26
      • Group Activity 1: Plan Variation scenario: 26
      • Plan Reassessment: 28
      • Group Activity 2: Angus: 28
      • No Reassessment: 31
      • Group Activity 3: Scenarios: 32

Group Activity 3: Scenarios Continued

Debrief Group 1 Scenario: Geoff Debrief Group 2 Scenario: Bob Debrief Group 3 Scenario: Alice Debrief Group 4 Scenario: Ari

Topic 4: Plan changes in PACE

Demonstration: Plan Change Request

Topic 5: Leaving the NDIS

Leaving the NDIS – Children Leaving the NDIS – Adults

Topic 6: Eligibility Reassessment

Eligibility Reassessment Referral Demonstration: Eligibility Reassessment Group Activity 4: Otis

Topic 7: Internal Review of decisions

What Decisions can be Reviewed? Example of an Internal Review Urgent Internal Reviews What Internal Review Decisions can we make? Learning Review Recap quiz: Changes to your plan Recap quiz: Plan reassessments Recap quiz: Plan variation Recap quiz: Eligibility reassessment Self-Directed Learning Table 2 – Version Control National Disability Insurance Agency

Topic 4: Plan changes in PACE

Display slide 31

Demonstration: Plan Change Request

Display slide 32

State: You learned about a plan change request and a plan change case in these morning’s self-directed eLearn, we are now going to look into this a bit more.

State: I am going to demonstrate how to complete the plan change request case. It’s important to remember that these are just examples, and you should refer to guidance in the knowledge articles or consult with your team leader or buddy. You will just be observing me complete this however you will practice this in the training environment after todays session.

If you need support or have any questions after this session your Team Leader or Buddy will go through this with you.

In this example, we have received a request from our participant Sally to initiate a plan reassessment, due to new functional capacity assessment being supplied and stating the plan no longer meets the participant’s needs.

Initiate Request:

  1. From the Person Account, select the Cases tab.
  2. Select the plan change case from the list of open cases as we opened it during our check in case yesterday.

Plan change case:

  1. In the plan change case, Select the request tab
  2. Select Date (calendar) for Requested date. Leave it as the default date for the demonstration.
  3. In How is the request being initiated? Select Participant requested - S48
  4. In Who is requesting the plan change? Select Participant

Change in situation

  1. In Changes in situation Select Functional capacity
  2. In When did this change happen? Select a date in the last month State: We would enter this as the date of the report.
  3. In Provide details of the situation type New functional capacity assessment received with a request for additional supports
  4. If the new plan requires a change in fund management, select the checkbox next to Change to fund management required. For this example, leave unchecked
  5. Select Next

Document/Evidence:

Answer: The Functional Capacity Assessment Report

  1. Select next.

Risk Matrix:

If you don’t identify any risks:

Ask: Have we identified any risks for Sally?

Answer: No

  1. Select No.
  2. Select Next to progress the case.

Request Confirmation:

  1. Select confirm.
  2. Select submit.
  3. Plan change case is completed.

Demonstrate: Show learners that the plan has now changed queue as the decision is awaiting approval.

Time: 15 minutes

Table 2 – Version Control

Version Amended by Description Status Date
V1.0 Amelia s22(1)(a)(ii) - irr First Issue Final 23/10/2023
V1.1 Kate s22(1)(a)(ii) - irrelevant m Edited slide numbers and links Final 24/10/2023
V2.0 RWP064 Updated links Final 07/03/24
V2.1 RWP064 Updated Content Final 03/05/24
V2.2 RWP064 Added PACE demonstrations & Legislation changes Draft 06/09/24

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