Change an NDIS service agreement for allied health

Lumary AH - This article explains how to change an NDIS service agreement for an allied health client.

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.

Status

To check the status of the service agreement:

1. Go to the client's record.
2. Click on the Funding tab.
3. In the Individual Service Agreements section, the status is shown for each service agreement.
4. You may need to click on the View All text link to see the relevant service agreement.

Top

Draft

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

1. Go to the client's record.
2. Click on the Funding tab.
3. Under Individual Service Agreements, find the service agreement you want to edit and click on the View button.
4. The service agreement will open in a new browser tab. On the service agreement screen, click on the Edit button.

5. Make any changes and finalise the agreement as per the usual process.

Top

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 client's record.
2. Click on the Funding tab.
3. Under Individual Service Agreements, find the service agreement you want to edit and click on the View button.
4. The service agreement will open in a new browser tab. On the service agreement screen, click on the Cancel Quote button. The client will not be notified of the cancellation.

5. On the Are you sure you want to cancel the quote? pop-up window, click the OK button.
6. Back on the service agreement screen, click on the Edit button.
7. Make any changes and finalise the agreement as per the usual process.
8. The client will be notified of the changes when the quote is re-submitted during the finalisation process.

Top

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 client's record.
2. Click on the Funding tab.
3. Under Individual Service Agreements, find the service agreement you want to edit and click on the View button.
4. The service agreement will open in a new browser tab. On the service agreement screen, click on the Amend button.

5. In the Edit form, scroll down to the Amendment Information section.
6. 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.
7. Click on the Save button. This will return the service agreement to a Draft status.

8. Back on the service agreement screen, click on the Edit button. Make any changes and finalise the agreement as per the usual process.

Top

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 View link of the current agreement and then clicking on the Amend button.

Top