We’ll check in with you during your plan to make sure your plan is working for you and that you have the right supports in place. We want to make sure we understand your needs and situation so we can help you manage any problems and make the most of your plan.
We have some guides you can use to help you prepare for your check in. You can find the check-ins factsheet and checklist on our website.
We may check-in with you:
- at regular intervals, for example each year
- before the ‘plan reassessment date’ shown in your plan
- if we think your plan might not be working for you, including if you’re using your funding quicker than expected
- if you would like help to use the supports in your plan.
For example, we may check-in with you if you’re using much more or much less of your funding than we would expect.
You can also contact us to organise a check-in with us at any time.
During a check-in, your my NDIS contact will contact you to discuss your plan.
We’ll ask:
- how you’re going
- if you have any questions about your current plan
- how you’re going with your goals
- if you have any new goals, or want to change your goals
- how you’re using local services in the community or other government services
- how you’re using the NDIS supports in your plan
- how your supports are helping you pursue your goals
- if your supports meet your disability needs
- if your situation has changed
- if you need help with big changes coming up in your life, like starting or finishing school or starting a new job.
Will we change your plan after a check-in?
If the check-in shows your plan is working well for you, we won’t need to make any changes to your plan. Your plan will continue. We’ll talk to you at your next check-in to see if your plan still meets your needs.
If the check-in shows that you have the right supports in place, but you need more help using your plan, we’ll talk about how we can support you to better implement your plan. For example, we might check-in with you more regularly, or support you to connect with providers. We may also be able to fund a support coordinator or recovery coach if it’s a reasonable and necessary support for you.
If the check-in shows your plan doesn’t meet your needs, we’ll talk with you about changing your plan. We may change your plan if your support needs have changed and you need more, less or different NDIS supports. This means you could have a minor change included in your current plan, or we might need to reassess your current plan and replace it with a new one.
You’ll be involved in any changes we make to your plan. We won’t change your plan without telling you.
Learn more about changing your plan.
Based on the information we talk about in your check-in, we might also need to check your eligibility. This is usually because you meet access to the NDIS under the early intervention requirements. If the check-in shows that your capacity has increased and you no longer need NDIS supports, you might not need to be a participant anymore. If we need to check your eligibility, you’ll have time to give us more information if you feel you still need NDIS supports.
Learn more in Our Guideline – Leaving the NDIS.
Example 1
Kath is 3 months into her first plan, but she hasn’t used any funding yet. Kath’s local area coordinator calls her and asks if we can help her in any way.
Kath is self-managing her funding and has been using her NDIS supports. But she’s not too sure how to claim the funding through the my NDIS portal and app. Kath’s local area coordinator teaches her the process step-by-step.
Kath’s plan will continue, as she doesn’t need any changes to her NDIS supports.
Example 2
Artem is 18 months into his plan. His planner notices Artem has been using a lot more funding in the past month.
Artem’s planner contacts him and books a check-in so they can see if there are any issues. Artem tells his planner that his parents suddenly became sick, so he’s had to use more NDIS supports for the past month.
His parents probably won’t be able to support him for some time.
Artem and his planner discuss his situation. Artem’s planner decides Artem needs a new plan with different NDIS supports. Artem’s current plan doesn’t meet his needs due to his change in circumstances.
Artem’s planner explores the changes Artem needs in his plan. His planner will let Artem know the evidence we’ll need to support the changes and how to give us this information. We’ll then work with Artem to approve a new plan with different NDIS supports for his new situation.
How do we check in with you before your plan reassessment date?
Your plan includes an ‘NDIS plan reassessment due date’. We need to do a plan reassessment by this date, even if you don’t need any changes to your plan.
We’ll check in with you before your plan reassessment date and talk about how your plan has worked for you. We’ll talk about any changes to your situation that mean you might need different supports in your next plan, or that your funding components and funding periods need to be organised differently. We’ll use this information to start creating your new plan.
When we reassess your plan, we follow the same steps as when we created your plan for the first time. We need to think about your support needs, the principles we follow to create your plan and the NDIS funding criteria when we decide what reasonable and necessary supports we can include in your plan.
We’ll also think about how well your current plan is working for you. If your plan is working well for you and your supports still meet the NDIS funding criteria, we could give you a new plan with the same supports.
Your new plan might also have less NDIS supports if there are some you no longer need. Or you might need a plan with more support.
Learn more about creating your plan.