FOI 24/25-0754 DOCUMENT 3

Request a participant disability change

SGP KP Publishing

Exported on 2025-01-19 22:57:54

Page 18 of 208

SGP KP Publishing – Request a participant disability change

Table of Contents

1. Recent updates …………………………………………………………………………………………………….. 4
2. Before you start …………………………………………………………………………………………………….. 5
3. Request a participant disability change …………………………………………………………………. 6
4. Next steps …………………………………………………………………………………………………………….. 7

Table of Contents – 2

Page 19 of 208

SGP KP Publishing – Request a participant disability change

This article provides guidance for all NDIA and partners to request a participant disability change.

Recent updates – 3

Page 20 of 208

SGP KP Publishing – Request a participant disability change

1 Recent updates

3 October 2024

Update to the title of linked article from ‘Understand eligibility reassessment referral requirements’ to ‘When to refer the participant for an eligibility reassessment’.

Recent updates – 4

Page 21 of 208

SGP KP Publishing – Request a participant disability change

2 Before you start

You have:

• received information to add or change the participant’s primary disability.
• checked if the participant joined the NDIS under the early intervention requirements. If yes, then you must refer them for an eligibility reassessment. Use article When to refer the participant for an eligibility reassessment. End of process. Note: Do not request a participant disability change for an early intervention participant.
• checked whether the request is from an authorised representative and looked at the representative’s authority. Use either article Consent to act on applicant behalf or Check consent, nominee, child representative or self-representation authorities.
• completed a security check and identity confirmation, if required, with article Consider a request for personal information.

Before you start – 5

Page 22 of 208

SGP KP Publishing – Request a participant disability change

3 Request a participant disability change

Only delegates with the relevant permissions can change a participant’s recorded disability in their Person Account. Staff that are not authorised to action a participant disability change, can request an update at any part of the participant’s journey.

The National Planning Support Team manage these requests. However, delegates in some specialist work groups may complete these updates.

1. Create an Enquiry by following steps 1- 6 in article Create an enquiry case.
2. Under Categorisation select the following:
   • Enquiry Type select Planning & Monitoring
   • Category select Reports and Evidence
   • Subcategory select Updated.
3. Select Next.
4. In the Risk Matrix view, select Yes to see a risk list and select all which apply. Otherwise, select No if there are no risks.
5. Select Next.
6. Complete the Enquiry note section using the following template:
   • Current primary disability:
   • Proposed primary disability (if applicable):
   • Current secondary disability (if applicable):
   • Proposed secondary disability (if applicable):
   • Evidence of disability provided, and documents linked:
7. At Enquiry Outcome select Re-assign this enquiry to another user.
8. At Case Reassignment Reason, select Referral National Delivery.
9. At Select User or Queue, select Queue.
10. At Case Owner, do a manual search and select Re-Streaming Routing Queue.
11. Select Next.
12. Review the details and select Submit, or select Previous to make any changes.
13. The Enquiry case will open. Upload evidence in the Documents tab of the case as required.
    • To check disability evidence, use articles What evidence of disability is required? and Check treating professional details.
    • Use article to Add documents to a case.

Request a participant disability change – 6

Page 23 of 208

SGP KP Publishing – Request a participant disability change

4 Next steps

1. The case will progress to the next appropriate staff member for a decision.
2. When this request progresses, the outcome is communicated via the enquiry case’s activity log. It’ll re-assign to the creator. The creator is responsible for closing the case. Use article Manage an enquiry, in section Action enquiries related to an open case.
3. The task function will ask for more information if needed.

Next steps – 7

Page 24 of 208