How will we check-in with you during your plan?

We’ll check-in with you during your plan to see how you’re going. We’ll ask if the supports in your plan are meeting your needs. We also do check-ins to see if you’re having any problems using your plan.

We may check-in with you:

  • at regular intervals, for example each year
  • before the ‘plan review date’ shown in your plan
  • if we think your plan might not be working for you.

For example, we may check-in with you if you’re using too much or too little of your funding.

During a check-in, your Early Childhood Partner, Local Area Coordinator or planner will contact you and 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 your funded 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 review your plan after a check-in?

If the check-in shows your plan is working well for you, we usually won’t need to do a plan review. Your plan will continue. We’ll touch base at your next check-in to see if your plan still meets your needs.

If the check-in shows your plan doesn’t meet your needs, we may need to do a plan review. This means we’ll change your plan and replace it with a new one.

There’s also a date we need to do a plan review, even if you don’t need any changes to your plan.  This is shown on your plan as the ‘plan review date’.

We’ll check-in with you and create your new plan before this date. 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 supports if there are some you no longer need. Or you might need a plan with more support

We’ll make this decision based on your support needs, the principles we follow to create your plan and the NDIS funding criteria. 

We’ll check each support is reasonable and necessary individually, as well as when considered as a package.

These types of plan reviews are called ‘Agency-initiated plan reviews’. Learn more about plan reviews.

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 supports. But she’s not too sure how to claim the funding through the myplace portal. 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 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 to check if there are any issues. Artem tells his planner how his parents suddenly became sick, so he’s had to use more paid 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 supports. Artem’s current plan doesn’t meet his needs due to his change in circumstances.

Artem’s planner then books a planning meeting with Artem. Together, they’ll create a new plan with different supports for his new circumstances.

This page current as of
13 September 2021
Indicates required field
Was this page useful?
Why?
Why not?