NDIA Accountability Project

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Referral Checklist: Eligibility Reassessment or Access Status Change – Early Intervention

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Referral Checklist: Eligibility Reassessment or Access Status Change – Early Intervention

The contents of this document are OFFICIAL.

Standard Operating Procedure

For Internal Use Only

This checklist will help you decide if a participant who joined the NDIS under early intervention requirements should be referred for an:

  • Eligibility Reassessment (ER); or
  • Access status change from early intervention to disability.

A participant must leave the NDIS if they don’t meet the following requirements:

  • Residence
  • Disability or Early Intervention.

They must also leave the NDIS if they are over 65 and:

  • in permanent residential aged care for the first time after turning 65, or
  • are receiving an aged care package

This needs to be verified by receiving a copy of the participant’s aged care residential service agreement to view the date of entry. If you identify a participant over 65, in this situation, you must help them to leave the NDIS using the SOP – Finalise the plan before a participant leaves the NDIS. Don’t complete this checklist.

redacted: s22(1)(a)(ii) - irrelevant

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Standard Operating Procedure

For Internal Use Only

What’s changed

  • New instruction to check if participants over 65 are in residential aged care or receiving an aged care package, then follow SOP — Cease participant status to leave the NDIS.
  • New prompt: Is the participant over 65 and:
    • first entered aged care permanently after the age of 65 years, or
    • receiving an aged care package
  • New action 3.2: Attach completed checklist to participant’s record
  • Existing content updated to highlight the different considerations for global developmental delay and developmental delay.

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Standard Operating Procedure

For Internal Use Only

2.1 Complete the checklist

  1. Complete the checklist and follow the instructions in SOP – Refer the participant for an Eligibility Reassessment (ER) or Access Status Change. Unless specified otherwise, complete the checklist by progressing through each question consecutively.

Participant information

Details
Participant’s name:
Staff member completing checklist:
Date completed:
  1. Is the participant over 65 and:
    • Yes, do not refer to NARB If selected, do not complete remainder of checklist. Instead, refer to Finalise the plan before a participant leaves the NDIA.
    • No

This needs to be verified by receiving a copy of the participant’s aged care residential service agreement to view the date of entry.

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