Reviewing your plan and goals

NDIS participant plan review

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

Depending on your preference, a plan review can be done face-to-face or over the phone. You are welcome to bring along, or include in the call, a family member, friend, advocate or other person when your plan is reviewed.

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.

If you feel your needs are unlikely to change and you don't think you will need a plan review in 12 months time, we can offer you a future plan up to 3 years.

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 and achieve 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.

Plan reviews for children under seven

The aim of early intervention is to provide support as early as possible to reduce the impact of a child's disability or developmental delay on their daily life.

If your child receives Early Childhood Early Intervention (ECEI) support, their ECEI Coordinator will usually do their review.

At each review your child’s NDIS access is assessed and each review's timing depends on their needs. We need to check all their ECEI supports are right and working effectively. If your child’s development has improved and they have achieved their goals, they may not need support from the NDIS anymore.

Before your child's 7th birthday, your ECEI Coordinator will consider their future support needs. If they have not had an NDIS plan before, your ECEI Coordinator will consider whether they might be eligible to become an NDIS participant and get a plan.

When there is a gap between plans

From August 2019, 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 due to expire within seven days are now extended by 365 days.

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.

This page current as of
31 March 2020