dynamic-content-widget-062f9f7-2 – Im Online Online Courses

Step 1

Initial Contact

Send out the links to the client for the forms to be completed prior to their meeting.

Step 2

Client Contact System

Log the returned information into your client contact system, so that you have a trackable record of all communication with each individual client.

Step 3

Know Clients Specific Disability

Have a thorough understanding of the clients disability before your appointment with them. Research their disability to ensure you have a comprehensive understanding of the disability.

Step 4

NDIS Starting Point

Know what stage of the NDIS process the client is currently at. This will be your starting point. Pre plan what information you will be required to cover with the client.

Step 5

Building Rapport

Spend 15 minutes developing a thorough understanding of the clients situation. Gaining their trust, demonstrating your compassion and empathy towards their specific position. Breaking down the barriers thus enabling the Mentor to gain the appropriate knowledge from the client and utilise their skill set to support the client to move forward with the clients situation.

Step 6

Relevant Information

It is important to guide the client to information that relates to the process they are undertaking with the NDIS. Be it Access Request or Plan Preparation to Appeals.

Step 7

Recap

Take the last 15 minutes of the meeting to ensure the client understands the steps they need to take . This will ensure they have the best documentation, information, and strategy for their meeting or submission of the Access Request Documentation.

Step 8

Essential Information

It is essential to educate the client about their rights and the roles of the Local Area Co-ordinator (LAC) or Planner.

In addition it is important to understand the role of the NDIA.

Step 9

Imperative Information

It is imperative that you explain what the clients rights are.....if the funding plan they receive is NOT what they require or need.