NDIA Accountability Project

This project is in DRAFT

Add or update psychosocial recovery coach funding in a plan approval case

‹ PrevPage 1 of 8 · Source p. 22Next ›

Add or update psychosocial recovery coach funding in a plan approval case

This article provides guidance for a planner delegate to:

  • understand when to include recovery coach support
  • understand factors to consider when determining level of funding
  • add psychosocial recovery coach support funding
  • update psychosocial recovery coach support funding.

Refer to [Guide – Psychosocial disability](Guide – Psychosocial disability) for information about planning with participants with a psychosocial disability.

Recent updates

October 2023

Current guidance

Before you start

You have:

  • read and understood Our Guideline – Reasonable and necessary supports
  • made a decision to include psychosocial recovery coach funding in a participant’s plan
  • read and understood [article Understand the product catalogue](Understand the product catalogue)
  • read and understood [article Support Categories](Support Categories)

When to include recovery coach support

The inclusion of recovery coach support in the participant’s plan must be determined to be reasonable and necessary. A recovery coach will be available to participants across all streams – General, Supported, Intensive and Super Intensive.

V2.0 2023-09-28

WP02-45

Page 1 of 8

This document is uncontrolled when printed

SGP Knowledge Article Template

For Internal Use Only

Generally, if a participant’s primary disability is psychosocial disability, you should consider including the support of a recovery coach. Recovery coach support should be included if, in your discussions with the participant, you identify they require support to:

  • link to and maintain engagement with informal, community, mainstream and funded supports
  • build capacity, including strengths and resilience.

The provision of recovery coaching should be prioritised for the first five years of the participant’s involvement in the Scheme. The level of funding should consider both the period of engagement with the NDIS and the functional capacity of the participant.

Effective recovery coaching results in improved engagement in recovery, self-management and capacity building. The rate of improvement will vary based on the individual, their life circumstances and the patterns of their mental health condition. However, it is reasonable to expect progress over a five-year period.

If recovery coach support is included in the plan, submit the Request for Service during plan implementation. Refer to article Complete the request for service.

Support Coordination

Generally, the participant should not have funding for both recovery coach support and support coordination included in their plan.

If the participant’s previous plan had funding for support coordination, talk about the supports a recovery coach can provide. Explain how a recovery coach can provide targeted support in relation to their psychosocial disability and can support them in their recovery journey.

If the participant is already connected with a support coordinator, they can choose:

  • if they want to use their recovery coach funding to continue receiving support from their support coordinator
  • or change to support provided by a recovery coach.

For more information, refer to article Add or update support coordination funding in a plan approval case.

Levels of recovery coach support

You should consider the participant’s individual circumstances when you determine the level and number of hours to be included in their plan. Consider existing informal supports and any additional barriers when you determine the level and number of hours to include in their plan.

Provision of recovery coach hours should be based on the needs and expressed preferences of the participant and feedback from their support network.

V2.0 2023-09-28 WP02-45 Page 2 of 8

This document is uncontrolled when printed

SGP Knowledge Article Template

For Internal Use Only

There are three indicative levels of funding for a psychosocial recovery coach:

  • Level 1: 100 hours per year
  • Level 2: 50 hours per year
  • Level 3: 30 hours per year.

Use these levels as a guide for reasonable and necessary decision making. Participants generally require level 1 funding if:

  • this is their first plan with recovery coach funding included
  • it is during the first three years of engagement with the NDIS.

Funding may be adjusted to level 2 and 3 after this period. The level of funding can be reduced over time as the participant builds on their strengths and capacity.

Factors to consider when determining level of funding

Factors to consider when determining reasonable and necessary level of funding include:

  • Level of support required to connect and maintain engagement with informal, community, mainstream and funded supports. Consider historical levels of engagement with supports and if recovery coaching supports are needed to maintain engagement and/or to support to reconnect after a period of disengagement. Consider the level of support required to ensure other funded supports are working in a recovery-oriented way.
  • Period of time in the Scheme. The provision of recovery coaching should be prioritised in the first five years of a participant’s involvement with the Scheme. Effective recovery coaching should build participant capacity in engagement, self-management and use of recovery plans and clinical supports.
  • Level of engagement with clinical supports. For example, a participant engaged with an appropriate level of coordinated clinical supports will generally require a lower level of recovery coach supports.
  • Level of social isolation. For example, a participant with low levels of social and economic participation will generally require increased levels of recovery coaching. These increased levels will address barriers, identify, and build strengths and increase motivation.

V2.0 2023-09-28 WP02-45 Page 3 of 8

This document is uncontrolled when printed

OFFICIAL Page 24 of 54

SGP Knowledge Article Template

For Internal Use Only

  • Fluctuating needs. Many people with psychosocial disability experience fluctuating needs. Consider what level of recovery coaching support is needed for the duration of the plan period to address fluctuating needs. An increase in funding may be required for some participants who experience an acute episode of mental ill-health. This will address further decline in functional capacity.

For further guidance use the Plan Conversation Support Tool. Find the Plan Conversation Support Tool in the Tasmania Resource library (intranet).

Add psychosocial recovery coach funding

Add psychosocial recovery coach funding

To add psychosocial recovery coach funding in a draft budget, complete the following PACE steps:

  1. In a Plan Approval case, select the Draft Budget tab.
  2. Select New Support Category.
  3. Enter Support Coordination and Psychosocial Recovery Coaches into the Support Category field. Note: The support budget will be locked to Capacity Building.
  4. The Budget Type for this support will default to ‘Stated’.
  5. Select the Instalment Type. Note: The Frequency and Plan Duration fields will be locked. To change the plan duration, refer to article Change plan duration.
  6. Enter the Amount of this support. Note: For instalment type ‘regular’, this amount is the monthly amount. PACE will calculate the frequency amount and the total plan amount. Use the Plan Conversation Support Tool. Find the Plan Conversation Support Tool in the Tasmania Resource library.
  7. Record the TSP Variance Reason from the drop-down list.
  8. Record Additional Description about why this support is needed. Note: These comments will not display on the participant’s plan. Use these comments to discuss funded supports as part of a plan implementation meeting.
  9. If the support meets all of the NDIS funding criteria under the Justifications heading, select the checkbox.

V2.0 2023-09-28

WP02-45

Page 4 of 8

This document is uncontrolled when printed

OFFICIAL

Page 25 of 54

SGP Knowledge Article Template

For Internal Use Only

  1. Record Justification in the free text field. For some supports, this might automatically populate. For more information about recording justifications, refer to article Add budget justifications. Note: This field has a character limit of 3000. Certain special characters in this field may cause an error. This is generally caused when copying justifications from SAP CRM into PACE. If you see the characters |%, you will need to remove these before you can select save.

  2. If you’re using evidence to support your justification, select the Evidence Used checkbox.

  3. Select the Evidence Type from the drop-down list. • if the Evidence Type is Document, go to step 13 • if the Evidence Type is Other, go to step 14.

  4. Enter the Evidence Link name. You can view linked evidence on the Evidence tab of the Plan Approval case. To learn more about linking evidence, refer to article Add and link evidence to a case.

  5. Enter the Evidence Explanation into the free text field

  6. If you need to add more evidence to support your justification, select the checkbox Add further evidence links and repeat step 12.

  7. Select Save.

Update psychosocial recovery coach funding

Update psychosocial recovery coach funding To update psychosocial recovery coach funding in a draft budget, complete the following PACE steps:

  1. In a Plan Approval case, select the Draft Budget tab.
  2. Select Support Coordination and Psychosocial Recovery Coaches from the Stated Budget items.
  3. The Budget Type for this support will default to ‘Stated’.
  4. Select the Instalment Type. Note: The Frequency and Plan Duration fields will be locked. To change the plan duration, refer to article Change plan duration.
  5. Enter the Amount of this support.

V2.0 2023-09-28 WP02-45 Page 5 of 8 This document is uncontrolled when printed OFFICIAL Page 26 of 54

SGP Knowledge Article Template

For Internal Use Only

  1. Note: For instalment type ‘regular’, this amount is the monthly amount. PACE will calculate the frequency amount and the total plan amount. Use the Plan Conversation Support Tool. Find the Plan Conversation Support Tool in the Tasmania Resource library.

  2. Record the TSP Variance Reason from the drop-down list.

  3. Record Additional Description about why this support is needed. Note: These comments will not display on the participant’s plan. Use these comments to discuss funded supports as part of a plan implementation meeting.

  4. If the support meets all of the NDIS funding criteria under the Justifications heading, select the checkbox.

  5. Record Justification in the free text field. For some supports, this might automatically populate. For more information about recording justifications, refer to article Add budget justifications. Note: This field has a character limit of 3000. Certain special characters in this field may cause an error. This is generally caused when copying justifications from SAP CRM into PACE. If you see the characters |%, you will need to remove these before you can select save.

  6. If you’re using evidence to support your justification, select the Evidence Used checkbox.

  7. Select the Evidence Type from the drop-down list.

    • if the Evidence Type is Document, go to step 13
    • if the Evidence Type is Other, go to step 14.

  8. Enter the Evidence Link name. You can view linked evidence on the Evidence tab of the Plan Approval case. To learn more about linking evidence, refer to article Add and link evidence to a case.

  9. Enter the Evidence Explanation into the free text field.

  10. If you need to add more evidence to support your justification, select the checkbox Add further evidence links and repeat step 12.

  11. Select Save.

Remove psychosocial recovery coach funding

To remove psychosocial recovery coach funding in a draft budget, complete the following PACE steps:

  1. In a Plan Approval case, select the Draft Budget tab.

V2.0 2023-09-28 WP02-45 Page 6 of 8 This document is uncontrolled when printed OFFICIAL Page 27 of 54

SGP Knowledge Article Template

For Internal Use Only

  1. Select Support Coordination and Psychosocial Recovery Coaches from the Stated Budget items.
  2. If removing the support item, scroll to bottom and select Remove Support from Budget.
  3. Select Yes to Are you sure you want to remove?.
  4. Select Save.

Next steps

  1. If you have added or updated psychosocial recovery coach funding, you will need to make a fund management decision. Refer to article [Make fund management decision](Make fund management decision).
  2. If you need to add further supports, refer to article [Change the draft budget](Change the draft budget).
  3. If you are ready for the plan meeting, refer to article [Prepare for the plan meeting](Prepare for the plan meeting).

Article topics and case names – internal use only

Topics

This article relates to the following topics:

  • Add: t_createaplan
  • Add: t_planchanges
  • Add: t_psychosocialdisability
  • Add: t_reasonableandnecessary

Case names

You can use this guidance for the:

  • Add: case_planapproval
  • Add: case_planchange

Version control

V2.0 2023-09-28

W P02-45

Page 7 of 8

This document is uncontrolled when printed

OFFICIAL

Page 28 of 54

SGP Knowledge Article Template

For Internal Use Only

Version Amended by Brief Description of Change Status Date
1.1 BTM847 KA transferred to correct template
KA title updated
Aligned to Pace system steps and language
Included system steps for update and remove support
Added before you start and next steps sections		 DRAFT 2023-08-09
1.2 REB5S63 Peer review DRAFT 2023-09-20
1.3 BTM847 Action peer review
Sent for VT review
VT results:
Long sentences 8.25%
Passive voice 10.31%
Readability 45/100
Grade level 9.1		 DRAFT 2023-09-20
1.4 JS0082 EL2 review to progress to BiLs DRAFT 2023-09-21
1.5 BTM847 BIL feedback transferred
Action BIL feedback
BIL endorsement received		 DRAFT 2023-09-28
2.0 JS0082 Class 1 Approval APPROVED 2023-09-28

V2.0 2023-09-28

WP02-45

This document is uncontrolled when printed

Page 8 of 8