We are always looking to support people to achieve their goals, whether that is through accessing additional services or referring people to another provider. We aim to make these transitions as smooth as possible, and have created a simple process for you to follow.
Step One: Complete Transition Form
Existing client’s information and support needs are already known to Endeavour Foundation. It doesn’t make sense that we ask clients to re-provide this information. The updated Internal client transition plan (QF 1329.03) empowers our frontline to make practice based assessments on people already in our services, reducing the need for a second round of onboarding.
If you have a person who would like to access an additional service, the current team supporting the person should complete the form and send it to the new team and the Growth team to commence the process. For further information, see our onboarding process.
Step Two: Connect with Local Team
The Growth team will contact the person to set up a tour/meeting time. Like people new to Endeavour Foundation, it is important that we create the best first impression by quickly arranging a tour and making sure our local team is prepared to show a new person around.
To help with this make sure you use the checklists in the resources section below.
The NDIS Coordinator who supports the client will be invited to the tour / meeting to confirm additional funding is available to access additional services or to support the client to take steps to access this funding.
If the person is okay to onboard, advise the Growth team so that they can update Salesforce and hand over to the NDIS team.
Step Three: Welcome and Client Set Up
Once the person is confirmed to commence services, the NDIS team will send them updated client documentation and set them up in the system to receive additional services. See NDIS Quote and Bill Procedure (QP 9105) for additional information on the procedure for this.