Amend an existing NDIS, individual grant or other service agreement

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

The steps for changing NDIS, individual grant or other (fee for service service) 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 how to edit agreements that have a status of:

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

Service agreements with a status of Cancelled cannot be edited.

Status

To check the status of the service agreement:

1. Go to the client's record.
2. Click on the Funding tab.
3. Scroll down to the Individual Service Agreements section. This will list agreements with a status of Draft, Quote Submitted or Current.
4. Click on the View text link to go to an agreement.

For a list that includes agreements with a status of Cancelled, Rollover or Expired, click on the View All text link.

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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 generated, 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 can be notified of the changes when the quote is re-submitted during the finalisation process.

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Current or Expired

If you've set up a service agreement to allow service delivery before approval, you'll need to amend the agreement to include SD records in extracts. Find out how to confirm the client's approval.

To make other types of changes to a current or expired agreement, you need to add an amendment reason. To amend a current or expired 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.
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. To do this:

1. Click on the service agreement name text link or the View text link of the new agreement.
2. Follow the relevant steps based on that agreement's status.

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