Change an existing individual service agreement

This article explains the steps for making changes to an existing NDIS, individual or other service agreement. It replaces the previous Amend a Service Agreement article.

The process for changing an existing service agreement will depend on the status of the agreement. The steps are different depending on whether the status is:

• Draft
• Quote Submitted
• Current or Expired, or
• Rollover.

Service agreements with a Cancelled status cannot be edited.

Status

To check the status of the service agreement:

1. Navigate to the client's record.
2. Click on the Contracts tab.
3. Scroll down to the Individual Service Agreements section. The Status is listed for each service agreement.
4. You may need to click on the View All text link to see the relevant service agreement.

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Draft

Service agreements with a Draft status are fully editable. To edit:

1. Navigate to the service agreement.
2. Click on the Edit button.
3. Make any changes and finalise the agreement as per the usual process.

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Quote Submitted

Once a quote has been submitted, the best way to edit the service agreement is to cancel the quote. To do this:

1. Navigate to the service agreement.
2. Click on the Cancel Quote button. The client will not be notified of the cancellation.

3. Click on the Edit button.
4. Make any changes and finalise the agreement as per the usual process.
5. The client will be notified of the changes when the quote is re-submitted during the finalisation process.

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Current or Expired

Before a current or expired agreement can be edited, you need to add an amendment reason. To amend an agreement:

1. Navigate to the service agreement.
2. Click on the Amend button.

3. In the Edit form, scroll down to the Amendment Information section.
4. Click in the Amendment Reason Type drop-down list and select an amendment reason. You can provide more details by filling in the Amendment Reason text field, though this is not a mandatory field.
5. Click on the Save button.

6. This will return the service agreement to a Draft status. Click on the Edit button.
7. Make any changes and finalise the agreement as per the usual process.

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Rollover

A service agreement with a status of Rollover cannot be edited. The Amend button only allows changes to the service booking. Any changes to categories or service line items need to be made to the new version of the agreement that was generated during the rollover process. You can do this by clicking on the Service Agreement Name text link of the current agreement and then clicking on the Amend button.

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