Reviewing your plan and goals

Plan review - participant check-in

Your plan review is an opportunity for you to check if your supports are working for you and they are helping you work towards your goals.

During the COVID-19 pandemic, we delivered a more flexible approach to plan reviews, simplified where possible, to make sure participants could continue to access their funding to get the supports they needed. 

We launched participant check-ins, an improved planning experience which continues the more flexible scheduled plan review approaches we delivered during the COVID-19 pandemic. 

The participant check-in focuses on meaningful conversations with you, checking on your wellbeing and making sure your NDIS supports and other supports are meeting your needs. Find out what to expect from a participant check-in.

Your first NDIS plan review usually falls 12 months after your plan started. If you haven't heard from us six weeks prior, call us on 1800 800 110 or find and call your nearest office.

Improved approach to plan reviews

During your next scheduled plan review meeting, we will talk to you about the new flexible approaches we may take with you to review your NDIS plan. This may be a:

  • new NDIS plan with similar supports,
  • new NDIS plan with minor changes to your current supports, or;
  • a full plan review. 

Your Local Area Coordinator (LAC) or NDIA planner will talk with you about your circumstances, and discuss which review approach would work for you. 

For some participants, a full plan review will not be needed and we will not need to ask you all of the usual planning questions. Find out who may need a full plan review and information about children younger than 7.

If your current supports are still meeting your needs and your circumstances have not changed, you may be able to continue with similar supports in a new plan, or a new plan with minor changes.

This means your LAC, early childhood partner or NDIA planner can spend more time checking in with you, see how you’re going, and answer any questions you may have about your NDIS plan. 

It is important to note that receiving a new plan with similar supports or a new plan with minor changes won’t be right for all participants. This decision will be made by the NDIA, based on your reasonable and necessary needs. 

If your circumstances have changed or you would like a full plan review, we will work with you to understand what information you may need to provide.

Early childhood provider reports for children younger than 7

The NDIA requires providers working with children younger than 7 who are NDIS participants, to report on the services and supports they provide to you and your child.  

Provider reports give you a written summary of the progress you and your child have made towards your goals and the outcomes achieved as a result of services and supports received.  Reports are also helpful when your child’s plan is being reviewed.  

To learn more about plan reviews, go to our guidelines – plan reviews  

We encourage you to speak with your provider(s) about writing a report for your child which can be provided to us at least annually.  You can talk to your provider(s) about including some funding in your plan for a report when setting up a service agreement with them.

How we make decisions

When it comes to working out if a participant needs a full plan review, we look at what are reasonable and necessary supports for that participant. You can read more about reasonable and necessary supports here. 

The NDIA makes decisions based on the National Disability Insurance Scheme Act 2013 (NDIS Act) and the rules made under the NDIS Act. The operational guidelines also provide practical guidance for decision makers.

What if I only need small changes to the plan?

If it is appropriate for you to continue with the same supports, but would like some small changes, we might be able to give you a new plan that includes those changes if they are reasonable and necessary. 

For example:

  • If your home address has changed, but you’re in-home supports remain the same.
  • If you’d like to self-manage part of your NDIS funding so you have more flexibility in who you’d like to choose as a provider
  • You expect some of your assistive technology will need repairs in the next 12 months.

Home and living supports

The NDIA may fund reasonable and necessary home and living supports, if they are unable to be met through mainstream, community, informal or other supports.

Participants can request these supports by completing the Supporting Evidence Form – Home and Living.

This form can be returned for consideration within 100 days of a scheduled plan review, or with a request for a change of circumstances.

Further information, including how to return this form is available.

Your plan may change over time 

The NDIS is designed to increase a person’s skills and independence so they can live a better life. As you work towards your goals, the amount of support you need will likely change.

If a service, early intervention support or assistive technology has increased your independence and decreased your need for additional support, you may need less funding, or no longer need any funding through an NDIS plan. This means you may not need NDIS funding now, but you can contact us again in the future if you need to.

People who have an episodic disability (a disability where the impact on your day-to-day life fluctuates) may also see their NDIS funding levels change over time, just as their disability changes over time.

When there is a gap between plans

The NDIA made changes to the NDIS myplace portal to improve the process when there is a gap between new and old participant plans.

All plans that are due to end will be automatically extended by 12 months on the day the plan is set to end.

The NDIA is making further improvements including:

  • Specialist Disability Accommodation (SDA) and Supported Independent Living (SIL) supports will have service bookings increased automatically where a 28 day extension has been applied to a plan.
  • Unclaimed funds within a participant’s previous plan and service bookings will now be available for 90 days after a new plan has been approved. This gives participants and providers more time to make payment requests for services delivered during the previous plan period. 

This means participants can receive services regardless of a delay in the scheduled plan review process. It also means providers can continue to claim for services while the participant prepares for a plan review.

Letting your providers know

There will be an alert for participants in the NDIS myplace participant portal when a plan has been extended.

Check if your plan has been extended in the NDIS myplace participant portal and let your providers know the plan end date has been extended, and they can continue to request payment for supports.

What will happen to my service bookings?

The system will make sure the service bookings that are due to end on your plan review date do not end.

Will this affect the supports in my old plan?

We will make additional funding available in your NDIS plan if your plan is extended, except in the case of home modifications and assistive technology. 

Please make sure you do not purchase supports which are not consistent with your plan.

What happens when I try to claim payments after a new plan is place?

You can now successfully make payment requests in the NDIS myplace portal for services delivered during the old plan period for up to 90 days after the new plan has been approved, if there are enough funds available. 

You will see a message in service booking details in the NDIS myplace portal letting you know that unspent funds will remain available for 90 days after the plan is approved.

More information: Our Guidelines

Updated information about what we consider when we make decisions under the NDIS is available in Our Guidelines

The guidelines are based on the NDIS Legislation and Rules. They explain what we need to consider and how we make decisions based on the legislation.

The updated guidelines make the NDIS more transparent, clearer and easier to understand. You can read more about this in the Participant Service Charter.

This page current as of
3 June 2022