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Define a routine restrictive practice for NDIS reporting

  • Updated

This article explains how to add information about a routine restrictive practice to a client's contact record for NDIS reporting.

This functionality requires at least Lumary 16.

A routine restrictive practice is a restrictive practice that is used on an ongoing basis. To help meet NDIS reporting requirements for restrictive practices, users need to define any routine restrictive practice planned for a client.

Before you begin...

To access this functionality, you'll need the Lumary - Restrictive Practice Definition permission set. You may need to request that a system administrator assign the permission set to your user account.

To define a restrictive practice for NDIS reporting, the client must have a Personal Support Plan that uses one of the following record types:

  • Positive Behaviour Support Plan, or
  • Restrictive Practices.

Find out how to create a personal support plan.

To add routine restrictive practice information to a client's contact record for NDIS reporting:

  1. Navigate to the client's contact record.
  2. Click on the Plans tab.
  3. Scroll down to the Personal Support Plans section.
  4. Click on the Personal Support Plan ID for the relevant Positive Behaviour Support Plan or Restrictive Practices plan.

If no plans are listed you'll need to create a personal support plan.

Personal support plan ID link

  1. This will open the personal support plan (PSP) record.
  2. Click on the Related tab.
  3. On the Restrictive Practices list, click on the New button.

New button

  1. Click on the Routine radio button.
  2. Click on the Next button.

Select record type

  1. Click on the Restrictive Practice Type drop-down list and select the type of restrictive practice that will be used. Make sure you select the correct type, as this cannot be changed once the record has been created.
  2. Click on the Authorisation Status drop-down list to indicate the current status of authorisation.
  3. Use the Description and Instructions text entry fields to add any additional information.

Restrictive practice routine form

  1. Scroll down to the Routine Restrictive Practice section.
  2. Use the Schedule Status drop-down list to indicate whether the practice is Active or Inactive.
  3. Under Schedule Start Date / Time, use the Date and Time fields to indicate the when the practice will commence.
  4. Under Schedule End Date / Time, use the Date and Time fields to indicate when the practice will end.

Routine schedule

  1. Scroll down to the Behaviour of Concern section.
  2. Click on the Related Behaviour of Concern drop-down list and select a behaviour. If you select Other, click in the Other Behaviour of Concern text field and describe the related behaviour.
  3. The Personal Support Plan field should be auto-populated with the ID of the client's personal support plan record.
  4. You can also add a medication using the Medication search field.
  5. Click on the Save button.

Behaviour of concern fields

This will create a new routine restrictive practice (RP) record. From that record, users will be able to add exceptions and variations.

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