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Every person has the right to make decisions for themselves, and to take risks that help them to learn, grow, and experience life at its fullest. And for people with disability, it’s no different.

That’s why it’s important they and their loved ones know about ‘dignity of risk’ – the right of every person to, within their capacity, make the choices they want, even if they involve some level of risk.

Dignity of risk is a basic human right. Examples might include:

Where dignity of risk can get complicated is when it is balanced with duty of care – the legal responsibility to keep a person and their property safe. For example, a support worker assisting a person living in disability accommodation should honour the person’s decision to walk outside alone, even if it may be a risk to their safety.

Duty of care also means having systems in place to help reduce risk, but not at the cost of a person’s right to choose for themselves.

An example of this is, if a healthcare provider recommends a patient (who may be a person with disability) stops consuming alcohol, but the person instead decides to only reduce their intake, those who provide support to the person can check in regularly to see how they’re going with minimising their consumption.

It’s less about removing risk and more about helping someone do what they want in a safer way.

With dignity of risk, you have the right to make decisions about your life, and your support networks – family members, providers and others – should respect them, even if they don’t agree with them.

Running out of National Disability Insurance Scheme (NDIS) funds isn't good for anyone. For your clients, a budget blowout could mean they miss out on continuity of supports that are vital to achieving their goals. For you, a budget blowout could have a significant impact on your workflow and income.

It's clear it's in everyone's best interests for plan funding to be spent at a Goldilocks pace – not too quickly and not too slowly, but just right!

We spoke with five experienced support coordinators/recovery coaches to get their advice on how providers can attract and serve loyal clients by supporting them to avoid over and underspending their plan funds. Our editorial roundtable – a think tank that brings together support coordinators from across Australia to share insights, experiences, challenges and solutions with others in the disability community – has unpacked the issue for you.

Read on to find out which budgeting tools they recommend, what to do if a client is running low on NDIS funding, and how to support participants to get the most out of their NDIS plans.

Partnering with participants – panel members:

Here’s the questions we posed and the answers they gave. Click on each question to open up their answers and learn more. We hope you get as much out of it as we did!

1. Why is it important for participants to budget their NDIS plan spending? How do they do that and what tools and supports are available to assist them?

2. What are the impacts of overspending and/or underspending an NDIS plan budget?

3. What role does a support coordinator play in assisting their clients to understand their overall budget and the different categories of funding within it – and helping them to budget and allocate their funding to the supports they need?

4. How closely do support coordinators work with plan managers and other providers to assist participants to manage their funding?

5. What are your top three tips for helping participants to get the most out of their NDIS plans and avoid budget blowouts?

6. How can providers (e.g., allied health, accommodation etc) support their clients with budgeting? What can a provider do to set their clients up for success from the outset, so their NDIS plan funding is available for continued supports.

7. If a participant is running low on funding and thinks they won’t be able to continue to access the supports they need, what can support coordinators and other providers do to help them?

8. What are some creative ways participants can get more bang for their NDIS buck so they can access supports for the entire duration of their plans (e.g., booking therapy sessions that are less frequent, but run longer, to reduce overall spend on provider travel)?

9. What are some alternative funding streams and supports that participants and their family members may be able to access via mainstream services (e.g., Medicare)?

If you or your employer provides a service to a National Disability Insurance Scheme (NDIS) participant, and either or both of you gets paid under the NDIS, then you’re required to adhere to the NDIS Code of Conduct.

The NDIS Code of Conduct is designed to promote a safe and skilled workforce to serve participants in the Scheme, and it applies to every provider – both NDIS registered and unregistered – and to NDIS workers.

Brush up on what the NDIS Code of Conduct sets out for providers and workers – and find out what we’re doing at My Plan Manager to protect the health, safety and wellbeing of people with disability – by reading on.

Why the NDIS Code of Conduct is important

The NDIS Code of Conduct helps protect the health, safety and wellbeing of people with disability by setting out acceptable, appropriate and ethical conduct for NDIS providers and workers. The requirements in the NDIS Code of Conduct are fundamental to the rights of people with disability, as set out in the United Nations Convention on the Rights of Persons with Disabilities.

The NDIS Code of Conduct

NDIS providers and workers must:

1. Act with respect for individual rights to freedom of expression, self-determination and decision-making in accordance with applicable laws and conventions.

People with disability have the right to make their own decisions, to be free to live the life they choose, and to have the same rights and freedoms as any other member of the community. (NDIS Quality and Safeguards Commission)

That’s why, at My Plan Manager, we place huge emphasis on supporting choice and control for every client – a commitment that forms the basis of every decision we make.

We aim to present information to our clients that they can use to make decisions – like what kind of providers they want to use and where they want to spend their funding. Then, if requested, we assist them to act on those decisions by helping with budgeting and setting funding aside to access the providers they want to see. This gives our clients more control of their NDIS plans, their budget and their lives.

2. Respect the privacy of people with disability

Everybody has the right not to have their personal information disclosed without their informed consent. NDIS providers should respect and protect the privacy of everyone they provide services to and have policy and procedures to ensure they manage information in accordance with privacy laws. (NDIS Quality and Safeguards Commission)

At My Plan Manager, our staff are trained to protect the personal information of our clients and we’ve created policies (if ever there’s a case where client privacy is compromised) to minimise exposure of personal information and the subsequent damage that may arise from it.

We also undertake proof of identity checks when clients and providers call us and request private information.

We have specific training about privacy and dignity that we approach from a rights-based agenda (as opposed to a box our team members have to tick). This means our clients’ privacy is at the heart of the training we provide to our team members and is emphasised through it, as part of the person centred approach we take.

We’re also currently working towards being accredited with the International Standards Organisation (ISO) 27001 Standard, which assesses and accredits information security management. The 27001 Standard entails an external and independent review of our policies and systems to ensure we protect the confidentiality, integrity and accessibility of our client data at a world class level.

Once accredited, we’ll be one of the first plan managers to achieve this external validation of our systems.

3. Provide supports and services in a safe and competent manner with care and skill

Providers should ensure they have competent workers to serve their clients. They should ensure their workers have the necessary training, skill and qualifications for the services they provide. (NDIS Quality and Safeguards Commission)

At My Plan Manager, our team members are provided with training at key stages of their employment, including induction and refresher training, to have competence in assisting our clients in a range of areas – in addition to processing their NDIS invoices.

We also have a competency framework that’s used to structure our team member training, which is externally reviewed as part of our ISO 9001 accreditation. We’re one of only a few plan managers to have the ISO 9001 accreditation at present.

We also adhere to NDIS Practice Standards that are audited every three years.

4. Act with integrity, honesty and transparency

People with disability have a right to accurate, accessible and timely information that includes the cost and efficacy of services. (NDIS Quality and Safeguards Commission)

At My Plan Manager, we scrutinise every invoice to make sure clients aren’t being charged more than the rates set out in the NDIS Pricing Arrangements and Price Limits. We also help clients to verify the services they’ve been invoiced for, and they can let us know if they have any concerns about invoices or the charges being made by their providers.

We’re able to provide accurate, accessible and timely information through technology that lets our clients see their information – including their NDIS plan budget – in real time, via the client portal and mobile app.

Our clients can choose to receive SMS text notifications when their invoices are processed, and we have service level standards – including call response and invoice processing times – that we monitor and are reviewed under our ISO 9001 accreditation.

5. Promptly take steps to raise and act on concerns about matters that may impact the quality and safety of supports and services provided to people with disability.

NDIS providers have a responsibility to provide safe and quality services. That’s why they should have effective complaints, resolution, incident management, investigation and disciplinary processes. (NDIS Quality and Safeguards Commission)

At My Plan Manager, we can provide information if clients have concerns that need to be reported to the NDIS Qualify and Safeguards Commission or to the National Disability Insurance Agency.

If a client has a concern about fraud, if something goes wrong with their supports or services, or if they’re at risk of danger, we can provide information on who to report it to and how, and we’re committed to reporting first and third party reports if ever required.

This basically means we’ll provide a report to the NDIS Quality and Safeguards Commission if ever we become aware that a My Plan Manager team member or provider is involved in a ‘reportable incident’.

The NDIS Quality and Safeguards Commission considers a reportable incident to include these scenarios when they’re related to NDIS services provided:

We have a dedicated Quality and Risk team that’s in charge of notifying the NDIS Quality and Safeguards Commission if a reportable incident does occur. The team looks after subsequent requests, and answers communication from the NDIS Quality and Safeguards Commission, once informed.

6. Take all reasonable steps to prevent and respond to all forms of violence against, and exploitation, neglect and abuse of, people with disability.

Evidence demonstrates that people with disability are at a far greater risk of experiencing violence, abuse, neglect and exploitation than others in the population and this often goes unrecognised and unaddressed. Women and girls with disability are at far greater risk of violence, and children and young people with disability experience violence and abuse at approximately three times the rate of children without disability. (NDIS Quality and Safeguards Commission)

We know that people with significant or profound disability are particularly vulnerable to systemic and opportunistic harm, and we’re often their first line of defence in raising concerns about actual and potential risks.

That’s why we proactively work to detect and report vulnerability, safety and safeguarding concerns, to improve outcomes for the thousands of Australians with disability who we support.

7. Take all reasonable steps to prevent and respond to sexual misconduct.

Sexual misconduct is a broad term encompassing any unwelcome acts or behaviour that are experienced by the person with disability as being sexual in nature. This includes physical and verbal actions committed without consent or by force, intimidation, coercion or manipulation. It includes sexual violence and exploitation but is not limited to actions which constitute a criminal offence. (NDIS Quality and Safeguards Commission)

The relationship between a worker and a person with disability relies on a great degree of trust. All forms of sexual misconduct constitute a breach of this trust and a breach of the NDIS Code of Conduct.

The NDIS Quality and Safeguards Commission states that an NDIS provider’s guidance for their workers should:

As we’ve outlined above, we know that people with significant or profound disability are particularly vulnerable to systemic and opportunistic harm, and we’re often their first line of defence in raising concerns about actual and potential risks.

That’s why we proactively work to detect and report vulnerability, safety and safeguarding concerns, to improve outcomes for the thousands of Australians with disability who we support.

What’s the difference between the NDIS Practice Standards and the NDIS Code of Conduct?

We often get asked the difference between the NDIS Practice Standards and the NDIS Code of Conduct, and here’s the simplest response:

The Practice Standards outline the legally binding quality standards that registered providers must adhere to, while the NDIS Code of Conduct sets out expectations of how providers and workers will conduct themselves when delivering services.

More information about the NDIS Code of Conduct

For the latest information about the NDIS Code of Conduct, visit the NDIS Quality and Safeguards Commission website.

The National Disability Insurance Scheme (NDIS) review is underway and it’s an opportunity for providers to have a say about how to make the Scheme better for everyone.

As a former National Disability Insurance Agency (NDIA) staffer, who went on to create My Plan Manager from her kitchen table in 2014, our founder, Claire Wittwer-Smith, knows the NDIS inside and out. We spoke with her about the review, her vision for how the NDIS can return to its roots, and why it’s so important to hear from everyone in the Scheme – providers and participants.

To start with, Claire says she believes the Albanese government is truly committed to implementing the Scheme in the way it was designed in legislation.

“I think the Federal Government really wants the opportunity to shape it and get it right, true to the legislation,” Claire says.

“After all, it was a Gillard government that implemented it and it follows on from Medicare, which was the Whitlam government. Both initiatives are based on the principles of fairness and equity for all, and that everyone has the opportunity to develop to their full potential, and that’s what we’re aligned to here at My Plan Manager.”

About the NDIS review

Bill Shorten, Minister for the National Disability Insurance Scheme, announced a review of the NDIS in October 2022. The review, led by an expert panel and co-chaired by Professor Bruce Bonyhady AM and Lisa Paul AO, has the goal of putting people with disability back at the centre of the NDIS and restoring trust, confidence and pride in the Scheme.

The review will have two parts:

Crucially, Minister Shorten has said that changes will begin happening to the NDIS before the review’s completion date. He’s already made changes to the way the NDIS operates, with a commitment to putting more people with lived experience at the helm – including NDIA Chair, Kurt Fearnley – and a new culture at the Agency.

Provider contributions are vital

Claire says providers should be contributing to the review as it will take feedback from everyone involved in the NDIS to make the review – and the Scheme – a success.

“I think we have to work together to make the Scheme a success. I’m sure we would all agree that the most important voices are the participants and ensuring that participants are able to reach their potential and live their lives with the intended quality that an insurance scheme brings,” she says.

“I think we should look at how the caring sector actually starts to work together. We have the disability sector, aged care, child care – I think we should start streamlining our education in those areas, so your qualifications and skills are transferable and we’re not duplicating training and paperwork unnecessarily.

“There are such similarities in terms of supporting vulnerable people – children and adults – how participants access funding and so on, and we should be capitalising on that.”

Claire says it’s also important that the wider community understands the benefits of the NDIS and recognises it’s an insurance scheme – not welfare.

“It shouldn’t be seen as a burden. I think we need to get better at measuring the benefits of the Scheme – what it’s providing – not only in terms of economics, but in terms of quality of life for people with disability and their families. It’s about everyone having a fair go.”

The value of participant feedback

Claire says listening to client feedback and implementing it has been a gamechanger at My Plan Manager, so she knows the NDIS review has the power to make change.

“Clients have been able to help us understand what a plan manager should be providing for a participant, and the information and insight they give us about that is so rich,” she says. “If you want to be able to provide a good service, you have to be able to listen and be informed by your consumers.”

The NDIS review is open for feedback until the end of the year. However, early feedback is always valuable, and Minister Shorten has said changes will be implemented while the review is open.

To provide feedback, or for more information on supporting your clients to provide their feedback, go here: https://www.ndisreview.gov.au/have-your-say/have-your-say-online

Thinking of registering for the National Disability Insurance Scheme (NDIS) to attract new clients? We wanted to recap the pros and cons of registering for the NDIS if you have a business that works with – or has the capacity to work with – participants.

Registered providers have committed to practicing and upholding the quality standards that are set out by the NDIS, and they can also deliver some services that unregistered providers can’t.

But, while registering for the NDIS can open your business up to more customers, lift service quality and reputation, and help you cut through a cluttered market, there are also downsides to consider, which is why we’ve created this pros and cons list.

Before we get started, we want to explain what a registered provider is, and what it can mean to NDIS participants.

Service providers – or 'providers', as we generally call them – are businesses or individuals that provide participants in the NDIS with services and products that relate to their NDIS goals. They can be cleaners, physiotherapists, support workers, gardeners and more.

An organisation or individual can apply to be a registered NDIS provider with the NDIS Quality and Safeguards Commission. Registered providers must meet the NDIS Practice Standards that create an important benchmark to assess performance and demonstrate that providers deliver high quality and safe supports and services to NDIS participants.

Registered providers are recognised as providers that are committed to practicing and upholding the quality standards that are set out by the NDIS, but they can also deliver some services that unregistered providers can’t.

These registered provider-exclusive services are plan management, Specialist Disability Accommodation, Supported Independent Living, behaviour support or behaviour management planning, and supports that involve restrictive practices (these are practices that have the effect of restricting the rights or freedom of movement of a person with disability, like physical restraint).

With that being said, here are some of the pros and cons of registering for the NDIS:

Why you may choose to register for the NDIS

Why you may choose not to register for the NDIS

Support coordinators have a lot of responsibility on their shoulders. They need to get to know their clients, build relationships of trust with them and their support networks, foster positive engagement with the National Disability Insurance Agency (NDIA) and providers of disability and mainstream supports, and coordinate a team of wrap around supports designed to assist their clients to achieve their goals.

But what about their own goals? Where do they find time for those?

In recent months, we’ve convened an editorial roundtable to bring together support coordinators from across Australia in a virtual forum to discuss a range of topics and issues impacting them and their work. We’ve passed the baton to Elizabeth Hickey of AFA Support Coordination, one of our roundtable members, to cover off on a key issue arising from recent discussions – how to build a successful business in the National Disability Insurance Scheme (NDIS) marketplace.

In this article, Elizabeth shares her perspectives and learnings on how to build a business and juggle client needs and the delivery of quality service at the same time.

By Elizabeth Hickey

Elizabeth Hickey.

For any National Disability Insurance Scheme (NDIS) business, no matter the size or type, balancing service delivery and business processes with bringing in the next client is vitally important.

One of the biggest issues facing many support coordinators today is ensuring they’re able to juggle the jobs that bring in money, along with administration and business building tasks – all while ensuring they deliver a quality service and avoid falling casualty to burnout.

For every business, but especially NDIS businesses, ensuring every client receives quality service is paramount, and should be the number one focus. As disability service providers, we should be aiming to assist all people with disability and their supports by delivering quality services that empower people, support choice and control, and help our clients to live in their communities in the way they’d like to.

When asked, most clients say they want a provider who’s approachable, able to assist and help in developing solutions to their problems, available when needed and willing to help them achieve their goals. Remember, without clients you don’t have a business, so the clients you already have on your books are more important than the clients you may potentially have tomorrow. By focusing on a quality product, everything else will fall into place.

Client load

Client load is one of the make-or-break points for quality service, staff retention and business reputation. Understanding how many clients you can work with, and what the client need actually is, is as individual as the clients you work with, and typically it can’t be pinned down to one number.

Every support coordinator will have a different skill level and different strengths, and this may impact on the number and type of clients they’re able to manage. While billable hours are key to the equation, remembering that your hourly rate includes an amount to cover administration and training (and then ensuring it’s implemented!) is important, as those two things will directly relate to the end quality of your service.

When looking at client load, you also need to consider the type of clients you work with and where they are on their NDIS journey. Ensuring there are a variety of clients with different levels of need in your business is important, so you can spread what’s required of you a little more evenly.

Allow for a balance of need, but also for movement through the service. When looking at client need, clients will typically fall into two different categories:

  1. The clients who require support to implement their plan when something goes wrong, and help to prepare for planning; and
  2. The clients who require more ongoing, regular input (on a weekly or fortnightly basis) to ensure they’re able to manage ongoing support and avoid or manage problems as they occur.

Having a mix of both types of clients can help to ensure that when things get busy, you’re less likely to have everyone calling at once.

Regular and ongoing review of your client load is critical, as is consideration for how many new clients you can manage at one time.

When onboarding a new client, you should think about the amount of time you have available to help get them set up and fully engaged, which can be intensive.

Making sure you know how many new clients you can work with, while also providing ongoing services to your current clients, should be a consideration for all businesses, and remaining focused on reporting and planning – and scheduling time to do this – is important also.

It isn’t unusual for a number of clients to need support and reports all at once, so knowing what your schedule looks like for reporting and planning can be important in ensuring ongoing quality.

Communication

One of the comments I regularly hear from clients and providers alike is that communication is key to providing great service.

Clients are individuals and, as such, each client will communicate differently. Ensuring their communication needs are met – both for routine needs, like putting service agreements in place and booking appointments, as well as for service delivery – can be a huge part of ensuring quality. If you can communicate in a way that meets each client’s needs, you’ll have the basis for a great service.

The NDIS Code of Conduct

All NDIS service providers (registered and unregistered) are bound by the NDIS Code of Conduct, which is a great place to start when measuring how well you’re working to provide quality service, and deciding where to focus for further business and worker development.

As an NDIS business, working to empower people with disability and their informal supports to make decisions about their lives, and providing supports that are safe and respected, is the basis of great service.

Understanding the concept of choice and control, and dignity of risk, allows providers to support people with disability to exercise their freedom of choice and explore what their life means. A good worker is someone who’s able to support a person in their choice, even when they may not agree with the decision the person has made.

The NDIS Code of Conduct is also a roadmap for reviewing your service delivery. You should regularly seek feedback from your clients – whether it’s through a casual conversation, informal and formal reviews or surveys, or even complaints – to identify potential improvements that can help serve them better.

Ongoing improvement and training for workers is paramount to ensuring that a business continually develops. Improvement can be something as small as changing an invoice number to better identify your business and make it easier for a self managed client to pay the bills, or as big as training in customer service, if that’s a weakness.

Systems and processes

Documenting every business process is vital to support delivery of a consistent, quality service, but there are times when documentation can cut into client time and compromise outcomes.

One of the biggest things I’ve learnt in business is that having the right systems in place can save time, help serve clients better, ensure you’re compliant and you meet the standards you’re upheld to, help manage risk, and make you even more attractive to new clients.

Many new businesses may not have the time or capital to invest in streamlined systems. However, even a simple system that’s easy to implement can make a huge difference to compliance and risk and the ease with which you can grow your business.

One of the easiest and cheapest ways I found to set up systems to manage different processes was to use the inbuilt forms tool through Google Workspace. This allowed me to create easy spreadsheet data entry for processing – including risk management, continuous improvement recording, personnel training/education registers, client intake and exit processes, and quality review recording. It allowed me to design and record the information my business needed, while keeping an easy-to-use record.

Once you have them in place, it's important to review systems and processes to make sure they’re working and helping to reduce time spent on tasks that don’t create income. One consideration should be the time spent completing the different workflow tasks – both client directed and administration focused – and if you’re able to implement a system that will reduce the time required, sometimes paying for it up front is a better investment in your business in the long run.

Systems that assist, including business registers, and accounting and client management software, should be reviewed regularly and not set and forgotten. By continuing to consider different options and improving your business in small steps, continued growth will naturally occur, along with the ability to easily show compliant systems and supports are in place.

Comparison and why it can compromise service and growth

Every business is different, and both the systems you need and the clients you work with will vary. Identifying what makes your business special, and different to others, is important when considering how to balance the client experience and business development.

No NDIS business will, or should, suit all clients – because, just like the people we serve, each business is individual. Focusing on what you do well and providing a niche service can help to ensure everything your business delivers is quality.

It’s easy to fall into the mindset that you’re competing against all the other providers who do the same thing as you do for clients. But comparing yourself to others is probably the worst thing you can do.
The NDIS is still growing. In December 2022, there were approximately 573,000 participants, and this is expected to grow to 670,000 by 2025. By identifying your perfect client, letting people know who you work with, having a great reputation, knowing who else is out there, and then referring clients you can’t serve to others, you’ll benefit your business and ensure you get to work with the people you can best support.

Word of mouth

Working in the disability industry for more than 20 years has taught me one big lesson. For an NDIS participant, the best way to find support is to ask around.

Word of mouth is the best form of advertising for a business within in this sector, simply because people talk and the disability community is just that – a community. It’s close knit, extremely supportive, and will offer guidance to its members. So, doing the right thing – and being known for it – will serve you well.

When it comes to word of mouth, networking is key. Connecting with other businesses and having great relationships with others will ensure you’re able to access services, get help when you need it, and also refer clients if you’re not the right service or you don’t have availability at the time.

Connection to networking and training opportunities is also a fantastic way to ensure your business is participating in ongoing education and training and keeping up to date with changes, both in the NDIS and your local area.

Top tips for building a successful business

I’ve come to learn the following five things are important to building a successful business:

Communication

Work with clients to find the way they need you to communicate with them to get the best results. Communication can look like an in-person catch up, a phone call, an email, an SMS, a direct message through social media, or a physical letter. Every client will have a difference preference for communicating.

Respect your client and the decisions they make

Their decisions are not yours, and your job is to assist them to be supported, so they can make the right decisions for them – even if they’re not decisions you might make for yourself.

Develop and implement quality systems for your business

Make sure you document everything, but don’t let it compromise service. Whether you own the business or work in it, you should aim to document things in a way that someone new can easily understand. This ensures clients can continue to receive services and the business is compliant.

Don’t be afraid of spending money on systems that save time and work

Even though the initial investment in systems may be daunting, in the long run it may mean you’ll actually free up time and capacity and make more money than before. You might even find a little time in the day for yourself!

Specialise

Figure out what you do best and don’t try to be everything to everyone. By developing a business that serves a specific group of people well, word of mouth will do most of your advertising for you, and you won’t need to worry about getting clients.

When looking at how to build a business that balances client expectations and growth, providing quality service should be the top priority for every business owner.

By ensuring you have a quality service that sells itself, a sustainable client load, and that you focus on continually improving your service, you can know that your business will be sustainable and continue for many years to come.

In its role as a global children’s charity, UNICEF, the United Nations Children’s Fund, has developed the Disability Inclusion Policy and Strategy (DIPAS) as a roadmap to removing barriers for children living with disabilities.

Through intensive internal and external consultations, UNICEF has determined the following six key strategic priorities:

The organisation is wasting no time, with actions being implemented as early as this year, including the development of a divisional/regional action plan scheduled for December 2023.

Other actions include:

Click here to view the full DIPAS.

Support coordinators play a key role in the delivery of the National Disability Insurance Scheme (NDIS), supporting people to implement their plans and exercise choice and control over the supports and services they choose.

They’re also vital supports in helping to secure the funding you need to achieve the goals in your plan, as well as better outcomes and more independence.

But, as we all know, support coordinators and their clients can take every measure to secure funding and it still may not come through from the National Disability Insurance Agency (NDIA).

What do support coordinators need to do to aid their clients in putting forward the best case for a funding increase? And, if you don’t get it, or your funding is cut, what happens next, and how can a great support coordinator help you get back on track for success?

We invited one of our support coordinator editorial roundtable panel members – Zena Dyson of Esteem Care Services – to discuss this important topic. Here’s what she had to say.

Zena Dyson

Q. What do you believe are the biggest factors that influence a participant’s NDIS plan and the funding allocated to them?

A. The number one factor that influences a participant’s NDIS plan and the amount of funding they receive is EVIDENCE, EVIDENCE, EVIDENCE, related directly to the participant’s disabilities, which proves that their daily living is affected by their disabilities. The newer the evidence, the better!

Q. What steps can a participant proactively take to help themselves achieve the funding they need – both in their first plan and their subsequent plans?

A. The participant can proactively help themselves achieve the funding they need by asking their GP, specialists, allied health professionals, or any other services involved with them in regard to their disabilities for current reports, recommendation letters, or test results that prove their incapacity to complete their daily living tasks.

Q. What role do support coordinators play in helping their clients to secure the funding they need to achieve the goals in their plan, better outcomes, and more independence?

A. To help my clients to secure the funding they need to achieve their NDIS goals, I encourage them to gather all the correct, relevant evidence directly related to their disabilities and their NDIS goals combined.

To do this, I advise my clients of what they need to relay to their health professionals and service providers for better outcomes. If the participant does not have the capacity to do this, I ask if they would like me to attend appointments with them, if they would like me to write down information to give to their service providers, or if they would like me to email all their service providers with the correct information required for the best outcomes.

Q. What is the expectation of providers in this regard – how can they assist their clients to put forward the strongest case for supports and funding?

A. Service providers can assist their clients to put forward their strongest case for supports and funding by offering comprehensive reports and recommendations for further funding for their clients’ NDIS supports.

I also expect service providers to relate their reports directly to the client’s NDIS goals.

Q. How can support coordinators and providers work together to ensure the best funding outcomes for their mutual clients?

A. I always ensure I have supplied the client’s NDIS goals to all their service providers, so they can best support our mutual clients to achieve their goals.

Communication between myself and my clients’ support providers is a huge key to ensuring the best funding outcomes for all clients.

Q. When it comes to planning meetings, reviews, reassessments, and everything in between, how important is the relationship between the support coordinator and the NDIA planner in achieving a positive outcome for your client – and what tips can you offer other support coordinators about building strong working relationships?

A. The relationship between the support coordinator and the NDIA planner and/or their partner in the community, such as Carers QLD – who often conduct plan meetings – is extremely important. Respect goes a long way within these relationships, as well as effective communication, great rapport and knowing the NDIA’s rules and responsibilities.

I have built wonderful working relationships, particularly with many of the Carers QLD Local Area Coordinators (LAC), from Rockhampton to the Gold Coast, to the point where they contact me with many referrals of NDIS participants for support coordination.

Q. During your career in the sector you must have seen times when things have not gone according to plan. What are some of the biggest mistakes you’ve seen made that have negatively influenced the outcome of a participant’s plan/funding – and what can people do to avoid making similar mistakes?

A. The single biggest mistake that participants make is filling in the NDIS access request form and sending it in themselves, or getting help from people who do not have the knowledge of what is required, and submitting it without any evidence to support their needs associated with their disabilities.

These access applications generally come back from the NDIA unapproved or with the absolute least amount of funding to support the participant to achieve their NDIS goals.

To avoid making this mistake, the participants must source help to apply for the NDIS from either an NDIS partner in the community, such as Carers QLD, or a support coordinator who is willing to help with this process, such as myself.

Q. What happens if a client receives their NDIS plan and doesn’t agree with the funding that’s in it? What are the next steps and what actions can they be supported to take?

A. If a client receives their NDIS plan and they don’t agree with it, then it is up to their support coordinator to contest the plan with supporting evidence for a review. The participant has three months to do this. If this fails and the NDIA disapproves of any changes, then the next step is to take it to the tribunal.

Q. What are the greatest challenges you and your clients are currently seeing and/or experiencing in the area of NDIS funding?

A. The greatest challenge I am currently seeing and/or experiencing in the area of NDIS funding is with child/teen participants not receiving funding for respite and support workers.

It is extremely frustrating when I see a family suffering and struggling due to their child with disabilities not having the help of support workers, especially where the parents either both work full time jobs or do not have the capacity to support their child’s daily needs due to their own disabilities.

Q. We all know that sometimes the best laid plans don’t turn out exactly as we hope. Can you provide an example of a time when a client had a poor funding decision delivered to them and they and you turned the situation around? What was the challenge and what steps did you and/or your client take to remedy it and achieve the required funding?

A. I have had many clients come to me asking for help because they have put in their NDIS access application and have been denied access to the NDIS, usually due to no evidence going in with the application.

I have then helped the client to collect all the correct evidence and helped them to reapply. They have then received approval for access and gained their first NDIS plan. This happens quite frequently.

Q. As a support coordinator, how do you manage news about a client’s plan funding that’s not positive, and how do you best deliver it to them?

A. I believe honesty is the key in this situation. Explain to the participant why their funding was not approved and explain the next steps to take in gathering evidence etc to try applying again. Do not give up!

Q. We often see stories in the media and elsewhere about NDIS participants who have seen their funding drastically cut. This comes in the context of serious concerns about whether the NDIS is financially sustainable. How do you think things will play out in the long run? Do you believe the Scheme is sustainable – and if not, what needs to be done to make it more robust?

A. The only time I have seen funding drastically cut is when the participant did not use that particular funding prior to their plan review. In this case, I agree their funding should be cut if they are simply refusing support services and not using their funding.

I believe the NDIS is sustainable if the NDIA ensures all participants only receive funding that they absolutely need to support their disabilities and NDIS goals.

Q. The Labor party promised a sweeping review of the NDIS if it was elected, vowing to save money by cutting excessive costs and cracking down on fraud. How do you think the review of the NDIS is going and what do you think the likely outcome will be?

A. I have seen a few cases in the media where the NDIA has cracked down on fraud and exposed people who have been exploiting the NDIS and participant funding, and I agree with the Labor party that cutting excessive costs and cracking down on fraud is correct and justifiable.

These are the types of things that will ruin the NDIS for participants with disabilities that absolutely require the Scheme. Therefore, ‘nipping it in the bud’ now is the correct and the right way to keep the NDIS sustainable.

Q. There’s a statistic that says the NDIS produces more than double in the Australian economy for every dollar spent, creating jobs and better lives for people with disability and their families. What are your thoughts?

A. I would say that is a fantastic statistic, if it is correct.

As a support coordinator, I see the huge differences that the NDIS creates for people with disabilities and their families. I have seen clients go from complete hermits to outgoing community members who now enjoy their life, which would be impossible without NDIS funded support services.

The smile on my clients' faces when they are achieving in life says it all!

Q. Lastly, what are your top three tips for support coordinators and participants wanting to put forward the best case for a funding increase?

  1. Gain the relevant evidence needed to support your client’s current disability needs and their NDIS goals.
  2. Make sure you attach the relevant NDIS forms, such as change of situation form or home and living form etc, with all the evidence.
  3. Make sure you have a good support coordinator who is interested in putting your best case forward to the NDIA, who cares about your wellbeing and wants you to succeed in achieving your NDIS goals.

We know that cashflow and swift payment of invoices are critical for keeping your business running. That’s why we encourage providers to consider putting a service agreement in place between them and their clients.

A service agreement that sets out the cost and quantity of the services you’ll deliver (a Schedule of Supports) means we can lock in funds in your client’s National Disability Insurance Scheme (NDIS) plan to make sure they're available each time you invoice (as per the service agreement). Doing this can avoid a payment delay caused by a potential budget blow out.

As Australia's largest (and leading!) NDIS plan manager, we receive hundreds of invoices daily and recommend this tip to get the money from the NDIS and into your bank account faster.

This NDIS resource will help you to set service agreements in place.

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