Edit an existing NDIS, individual grant or other service agreement

This article explains the steps for making changes to existing NDIS, individual grant or other service agreements.

The steps for changing NDIS, individual grant or other service agreements are the same. However, they depend on the agreement's status. The first part of this article explains how to check the status of a service agreement.

The rest of the article shows the steps for editing agreements that have a status of:

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

Service agreements with a Cancelled status cannot be edited.

Status

To check the status of the service agreement:

1. Go 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.
5. You can click on the Service Agreement Name text link to go to an agreement.

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Draft

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

1. Go 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. Go 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. Go 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 drop-down list and select an amendment reason. If you select Other, you'll also need to describe the reason in the Amendment Reason text 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 agreement 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 new agreement and following the relevant steps based on that agreement's status.

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