FW: For endorsement: AAT CM guides [SEC=OFFICIAL]

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DOCUMENT 5

From: Alice Sent: Wednesday, 25 October 2023 4:37 PM To: Misty Subject: FW: For endorsement: AAT CM guides [SEC=OFFICIAL]

Hi Misty,

Please see below.

Kind regards,

Alice Director (A/g) Quality, Reporting, Strategy and Training Administrative Appeals Branch

National Disability Insurance Agency

an E alice 7 @ndis.gov.au


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The NDIA acknowledges the Traditional Custodians of Country throughout Australia and their continuing connection to land, sea and community. We pay our respects to them and their cultures and to Elders past, present and emerging.


From: Flowers, Daniel Daniel.Flowers@ndis.gov.au Sent: Wednesday, October 25, 2023 2:49 PM To: | | Alice <Alice @ndis.gov.au> Subject: FW: For endorsement: AAT CM guides [SEC=OFFICIAL]

Hi Alice,

This is the only email trail I could locate.

Thanks,

Daniel Flowers Branch Manager AAT Case Management

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National Disability Insurance Agency

Email daniel.flowers@ndis.gov.au

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The NDIA acknowledges the Traditional Custodians of Country throughout Australia and their continuing connection to land, sea and community. We pay our respects to them and their cultures and to Elders past, present and emerging.

From: Philip Philip@ndis.gov.au Sent: Friday, January 6, 2023 10:18 AM To: Flowers, Daniel Daniel.Flowers@ndis.gov.au; Swainson, Matthew Matthew.Swainson@ndis.gov.au; Lee Lee@ndis.gov.au Cc: Marija Marija@ndis.gov.au; Emma Emma@ndis.gov.au; Jess Jess@ndis.gov.au; Simon Simon@ndis.gov.au Subject: RE: For endorsement: AAT CM guides [SEC=OFFICIAL]

Hi Matt et al,

We are currently drafting an AAT CM SOP Document Control which will address your first question below directly with Six monthly review after the creation of a AAT CM document. This SOP will cover all AAT CM documents including SOPs, Guides, Forms and templates.

We will also have a review/continuous improvement process in place through this SOP where all staff and other interested parties are able to make suggestions etc. re changes to any AAT CM document.

We are currently in first draft but it is progressing well.

Regards

Philip Assistant Director, Strategy and Policy AAT Case Management Branch

National Disability Insurance Agency

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National Disability Insurance Agency

From: Flowers, Daniel Daniel.Flowers@ndis.gov.au Sent: Thursday, 5 January 2023 8:26 PM To: Swainson, Matthew Matthew.Swainson@ndis.gov.au; Philip Philip@ndis.gov.au; Lee Lee@ndis.gov.au Cc: Marija Marija@ndis.gov.au; Emma Emma@ndis.gov.au;

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Jess Jess@ndis.gov.au; Simon Simon@ndis.gov.au Subject: RE: For endorsement: AAT CM guides [SEC=OFFICIAL]

Hi Matt,

Re #1 below. Yes, there will need to be a scheduled review (initially 6 monthly, Lee, please confirm) in addition to any considerations as part of the post decision SOP that is also being updated (DR&L are the lead on this).

Phil/Lee, feel free to add/correct anything above.

Thanks,

Daniel Flowers Branch Manager AAT Case Management National Disability Insurance Agency

The NDIA acknowledges the Traditional Custodians of Country throughout Australia and their continuing connection to land, sea and community. We pay our respects to them and their cultures and to Elders past, present and emerging.

From: Swainson, Matthew Matthew.Swainson@ndis.gov.au Sent: Thursday, 5 January 2023 5:22 PM To: Philip Philip@ndis.gov.au; Lee Lee.@ndis.gov.au Cc: Flowers, Daniel Daniel.Flowers@ndis.gov.au; Marija Marija@ndis.gov.au; Emma Emma@ndis.gov.au; Jess Jess@ndis.gov.au; Simon Simon@ndis.gov.au Subject: RE: For endorsement: AAT CM guides [SEC=OFFICIAL]

Hi Philip and team

Great piece of work, much appreciated.

You’ll see I’ve been working through the documents and I can see Philip has been responding to comments – thanks. I will keep working my way through, though possibly Monday now.

I have a two broader comments:

  1. Confirmation about the process for keeping these updated. Do we review after an AAT decision or HOC position that changes the posture. Also where we have identified model litigant issues with our approach.

Ideally I would like a continuous improvement loop that connects to model litigant/participant experience – is this the vehicle?

Matt

From: Philip Philig@ndis.gov.au

Sent: Thursday, 22 December 2022 3:26 PM

To: Swainson, Matthew Matthew.Swainson@ndis.gov.au

Cc: Flowers, Daniel Daniel.Flowers@ndis.gov.au;

.ZOV.au>; Lee Le@ndis.gov.au Marija Marija@ndis.ov.au; | Emma Emma@ndis.gov.au

Subject: RE: For endorsement: AAT CM guides [SEC=OFFICIAL]

Hi Matthew,

The link to the folder where the policy document and all of the Guides is Operational Support - Final Drafts (23 Nov 22) w MLO and PSC amendments - All Documents (sharepoint.com)

Hope you have/had a great Christmas!

Regards

Philip Assistant Director, Strategy and Policy AAT Case Management Branch

National Disability Insurance Agency

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National Disability Insurance Agency

From: Swainson, Matthew Matthew.Swainson@ndis.gov.au Sent: Wednesday, 21 December 2022 5:47 PM

To: Lee Le@ndis.gov.au Cc: Flowers, Daniel <Daniel!.Flowers@ndis.gov.au>;

Philip <Philich7) ndis.ov.au>; |e Emma <Emm

Subject: RE: For endorsement: AAT CM guides [SEC=OFFICIAL]

Marija <Marija Ny @ndis.gov.au>; Say

dis.gov.au>

Thanks Lee

Could you send the link.

Last day for me today, | will see if | can review,

Matt

From: Lee Le@ndis.gov.au Sent: Tuesday, 20 December 2022 4:37 PM

To: Swainson, Matthew Matthew.Swainson@ndis.gov.au

Cc: Flowers, Daniel Daniel.Flowers@ndis.ov.au; “Marija ; ay

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Philip <Philigf 9“ @ndis.gov.au> Subject: For endorsement: AAT CM guides [SEC=OFFICIAL:Sensitive]

Matt,

Noting your recent endorsement of the Dispute Resolution policy, we would now like to proceed with publishing the Case Management Guides to Case Managers AND the DR&L team. Please advise your endorsement to proceed. You can access the final versions of the 29 Guides in the following Sharepoint folder: Operational_Support - Documents\Quality Strategy & Training\AAT CM Guide Project\Final Drafts (23 Nov 22) w MLO and PSC amendments. The versions attached have incorporated your feedback from previous rounds, as well as Daniel’s and the CM Directors.

If endorsed, we will publish in early January, with a brief info session to explain purpose etc. And then we will draw up a revisions schedule

Happy to discuss Cheers

Lee | Director

AAT Case Management Branch National Disability Insurance Agency redacted: s22(1)(a){i) - irrelevant material

Email lee @ndis.gov.au

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