Training for
Independence Wellbeing
Advisory Service
Operational Guidelines
July 2009
This is a living document and will be updated as required
Training for Independence Wellbeing Advisory Service - Operational Guidelines
Contents
About Training for Independence Wellbeing Advisory Service ..................................................... 1
Programme deliverables and eligibility criteria ....................................................................... 1
Vendor qualifications & key contact ...................................................................................... 1
TI Wellbeing Advisory Service: Inclusions and Exclusions ........................................................... 3
Reports and Timeframes ........................................................................................................ 6
Completing the various ACC2126 sections ............................................................................. 6
Service delivery timeframes ................................................................................................ 8
Equipment ............................................................................................................................ 8
TI Wellbeing Advisory Service: Process Overview ...................................................................... 9
Referral Phase ...................................................................................................................... 9
ACC’s responsibilities .......................................................................................................... 9
Vendor selection ................................................................................................................ 9
Receiving the referral ....................................................................................................... 10
Checking the referral ........................................................................................................ 11
Accepting or declining the referral ...................................................................................... 12
Development Phase ............................................................................................................. 12
Developing the TI Wellbeing Advisory Service plan ............................................................... 12
How to complete the TI Wellbeing Advisory Service plan form ............................................... 12
Approving the programme plan .......................................................................................... 13
Intervention Phase .............................................................................................................. 13
Non-attendance notification ............................................................................................... 13
Completion Phase ................................................................................................................ 14
How to complete the TI Wellbeing Advisory Service completion report .................................... 14
Ending or Suspending the Programme ................................................................................... 14
Invoicing ............................................................................................................................ 15
Training for Independence Wellbeing Advisory Service - Operational Guidelines
About Training for Independence Wellbeing Advisory Service
ACC’s Training for Independence Wellbeing Advisory Service provides timely advice, education or
support, rehabilitation and oversight services to clients in their own chosen environment for the
purpose of restoring and/or maintaining the client’s health and ability to participate in their wider
community to the maximum extent practicable, while reducing their likely need for further
rehabilitation.
Programme deliverables and eligibility criteria
The TI-Wellbeing Advisory Service is for serious injury clients, or clients who have a comparable
complex injury and need intermittent oversight or monitoring/supervision by a Rehabilitation
Professional over an extended period of time, to ensure maintenance of the client’s function or skills
and prevent secondary injury.
The purpose is to help the client maintain skills they have gained and/or prevent deterioration in
health.
Specific objectives:

Supporting clients to continue living and participating in the community in a durable and
sustainable way.

Maintaining clients’ functional abilities and skills through ongoing monitoring, education and
support to clients’ natural supports such as family/whanau, or support workers.

Reducing deterioration in health caused by preventable means such as pressure sores or other
secondary injury.
Eligibility criteria
A person is eligible to receive services from the vendor if they have been referred by ACC client
service staff.
A client service staff member may refer a client for Training for Independence Wellbeing Advisory
Services when the client:

has a serious injury or a comparable complex injury

has received training and has reached their individual maximum level of independence possible

now requires ongoing oversight including education of self, and/or carers and maintenance of
their functional skills.
Vendor qualifications & key contact
The vendor must hold a specific pre-requisite Training for Independence contract that is appropriate
for the referred client such as Training for Independence Traumatic Brain Injury where the client has
a traumatic brain injury.
All rehabilitation professionals providing services must maintain registration with the appropriate
responsible authority under the Health Practitioners Competency Assurance Act 2003.
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The vendor must establish and maintain a team of staff consisting of the following rehabilitation
professionals:

Registered nurse

Occupational therapist

Physiotherapist

Speech therapist

Dietician

Social worker.
The vendor is required to hold a TI contract in the specialisation for which they intend to provide
services, eg:

TI Brain injury

TI Children and young people

TI Sensitive claims

TI Other injuries.
Key contact
For each client, the vendor will nominate a rehabilitation professional to be the main contact for
ACC. In many cases this would be the attending rehabilitation professional who will:

Be responsible for relationships with ACC, and the operation of the service on a day-to-day basis.

Raise issues and suggest solutions.

Be proactive in informing ACC of issues with providing the service.

Ensure that reports are provided on time and accurately reflect the services provided.

Maintain links with community groups and other organisations.
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TI Wellbeing Advisory Service: Inclusions and Exclusions
The following table shows what is included and excluded in a TI Wellbeing Advisory Service.
Included
Excluded


Other Training for Independence
Programmes

Vocational Rehabilitation

Recreation, Treatment

Psychological services or counselling
for acceptance of injury

Advocacy

Training clients to undertake domestic
tasks eg cooking, shopping and
vacuuming, self cares eg bathing,
showering and grooming, childcare,
and to access transport

Any services for a client who does not
meet the relevant eligibility criteria

Social Rehabilitation Assessments

Pain management assessments and
services

Provision of Home and Community
Support services

Services or intervention to any client
in a residential facility (excluding
Individual Residential Support
Service)

Supported Activities

Assessment of treatment needs

Supported Employment

Supported Living
Preventing secondary injury by educating the
client’s family/whanau/carers about specific
techniques/skils taught to the client or the
impact of the injury

Empowering the family/whanau/carers

Providing oversight by identifying and
managing risks in relation to the injury, and
teaching safety management

Monitoring safe re-introduction of the client to
community-based activities, and building the
client’s confidence to be able to access these
activities safely and appropriately

Supervision of safe and appropriate integration
of behaviour management strategies, fatigue
management, health and hygiene, and
compensatory strategies into everyday
activities


Promoting lifestyle changes through monitoring
and supervision, which may include education
around drugs and alcohol, exercise, and
nutrition
Monitoring functioning and independence in
one or more areas of independence (as
outlined in clause 12, schedule 1, AC Act 2001)
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TI for children and young people
In addition to the TI Wellbeing Advisory Service: inclusions and exclusions the following table shows
what is included and excluded from TI for children and young people.
Included
Excluded

Incorporating social activities, play, and
age-appropriate activities.


Providing support, education, training and
coaching to the carers/
parents/family/whanau for acceptance and
understanding of the impact of the injury,
and for them to be able to take
responsibility, use effective parenting skills
for their child, and participate fully in the
rehabilitation programme.
Aspects funded by Ministry of Education, such
as the Ongoing and Reviewable Resourcing
Scheme (ORRS) funding.

Accessing curriculum.

Education, additional teaching or tutoring of
school materials.

Teacher aides.

Conductive education.

Clients over 21 or over 18 and not still at
school.

Encourage and allow interaction with other
children/young people.

Teach strategies to help concentration and
attention, and increase or maintain
independence in personal and domestic daily
living activities.

Age-appropriate cognitive daily living
activities.

Training to be able to participate in school.

Transitioning, eg to or between schools,
school to community, home to flatting, or
higher education and work.
TI for adults with a traumatic brain injury
In addition to the TI Wellbeing Advisory Service: inclusions and exclusions the following table shows
what is included and excluded from TI for adults with a traumatic brain injury.
Included
Excluded

Teach strategies to help concentration and
attention, and increase or maintain
independence in personal and domestic daily
living activities.


Age-appropriate cognitive daily living
activities.
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Children and young people, under 16, or
under 21 if still at school.
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TI for adults with sensitive claims
In addition to the TI Wellbeing Advisory Service: inclusions and exclusions the following table shows
what is included and excluded from TI for adults with sensitive claims.
Included
Excluded


Children and young people under 16, or up to
21 if still at school.

Clients with a moderate to serious brain
injury, or who require training and coaching
primarily for a mild brain injury.

Recreation and recreational activities.

Counselling or psychological services from a
counsellor or psychologist.
Teach strategies for increasing or
maintaining independence in ordinary
personal and domestic daily living activities.
TI for adults with other injuries
In addition to the TI Wellbeing Advisory Service: inclusions and exclusions the following table shows
what is included and excluded from TI for adults with other injuries.
Included
Excluded

Rebuild a client’s confidence though
reintegration into ordinary life roles.

Children and young people under 16, or up to
21 if still at school).

Use physical activities that will durably
maintain the level of physical fitness.


Train and coach in strengthening and range
of motion activities that the client can
continue independently with or without
family or carer support.
Clients with a moderate to serious brain
injury or who require training and coaching
primarily for a mild brain injury.

Clients who have a sensitive claim which is
the primary reason for needing a TI
programme.

Sensory impairment, eg vision or hearing.
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Reports and Timeframes
The forms referenced below are available online at www.acc.co.nz under For Providers >
Publications and forms > ACC Publications > Training for Independence Services.
Note: The forms referred to in these guidelines for Independence Advisory programmes are for all
ACC clients, ie both serious injury and non-serious injury clients.
Name
Description
ACC2134 Training for
Independence Referral form
This form is completed by ACC and is used to refer a client to
a TI Wellbeing Advisory Service vendor who will accept or
decline a referral by phoning, emailing or faxing the client
service staff within 3 working days of the referral being
received.
ACC2126 Training for
Independence Report
When submitting a programme plan
This is an iterative form which
will be used to detail the:
 This form is completed by the vendor once they accept a
referral. The vendor submits the completed form to ACC
for approval within 5 working days of meeting with the
client, before delivering the services.

programme plan
When submitting a completion report

completion report.
 At the end of the programme the updated ACC2126 form is
reopened and the completion report sections filled out and
sent to the client service staff. This should be done within
5 days of the programme ending.
Completing the various ACC2126 sections
This ACC2126 Training for Independence Report is an iterative form and after the initial plan is
completed, the form is reopened and updated progressively with the completion report submitted at
the end of the service to the client service staff member. When the programme is completed, the
last section of the form should be complete with all relevant sections filled out. The details below
show how to fill out each section of the Report.
Header section
Check the relevant box to show which phase of the service is being submitted.
Section 1: Assessment details
Enter the vendor details. This information will enable ACC to direct information to the correct person
and help reduce delays in approvals if they have any queries regarding the client’s programme. This
section should detail the vendor’s Business Name and number, as well as the key contact person or
key worker and their phone, fax, email, and address.
Section 2: Client details
Complete this section using the information provided about the client on the referral. This
information will ensure that ACC is able to match the information to the correct client.
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Section 3: ACC Client services staff details
This section should outline the details of the referring client service staff and their ACC office, phone,
and email. Complete this section using the information provided on the referral which will enable the
form to be directed to the correct person when it is received by ACC.
Section 4: Plan objectives
Outline the client’s goals for independence and the activities that are important for them to resume
following their injury. Consider all the domains of the client’s life – living situation, employment,
recreation and leisure, and community participation. The objectives must be realistic and consistent
with the client’s objective(s).
As far as possible, these should be used to direct the client’s activities and be linked to community
activities. This information should be obtained through the interview with the client and, if
appropriate, their family/whanau.
Section 5: Plan strategies
Detail the strategies to achieve all the objectives.
Section 6, and 7: Outcomes
Determine if agreed goals have been met and record outcome in section 6. This section is used to
detail the achievement (or otherwise) of the overall programme. Check the relevant box to indicate
the status of the completed outcome:

Achieved beyond expectations

Achieved

Partially achieved

Not achieved.
Rate and record the outcomes using AusTOMs Score (Australian Therapy Outcome Measures) in
section 7.
Section 8: Potential change to services
In this section, give comments and advice on potential changes to services eg nursing, attendant
care, home help, child care, etc.
Section 9: Notes/comments
This is a section to add any additional relevant information found during interview and planning that
was not previously noted in the referral or other documents, which ACC should know regarding the
delivery of the services.
Section 10: Declaration
The key worker or attending rehabilitation professional must ensure that the proposed programme
has been explained to the client and that the plan is going to be submitted to ACC for approval, at
ACC’s discretion, and sign and date the plan section. If this is being sent electronically, an electronic
signature should be placed in this section and will be considered as signing the document. The
vendor must keep a signed copy on their records.
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Service delivery timeframes
Requirement
Applicable Timeframe
Notify ACC that they accept or decline a
referral
Within three working days of receiving the
referral
Make contact with client
Within three working days of accepting the
referral
Meet with the client
Within three working days of contacting the
client
Complete and submit a TI Wellbeing
Advisory Service Programme Plan to ACC
Within five working days of meeting with the
client
Notify ACC when a client does not attend
appointment
Within 1 working day
Deliver TI Wellbeing Advisory Service
Within 12 months from acceptance of
referral
Submit a Variance Report
When variation occurs
Submit a TI Wellbeing Advisory Service
Programme Completion Report
Within five working days of completing the
service
Equipment

The vendor may order and provide equipment 6 weeks post acute discharge from a District
Health Board (DHB).

The vendor should discuss with the client service staff member any item of equipment
considered appropriate for the client prior to ordering the equipment.

The equipment should be to increase the independence of a client and help their rehabilitation.

The total cost of the equipment should not exceed $450 (excl GST).

The equipment should be non-adjustable and/or non-fitted and available from the Managed
Rehabilitation Equipment Services (MRES) Standard list.

Wherever possible the MRES vendor will issue refurbished equipment in order to provide the
most cost effective solution.

For non-standard list items under $60 per item (excl GST), the vendor may purchase the item
directly from other non-contracted equipment vendors, or ask the client or caregiver to do this.
In such cases prior approval from ACC is not required. ACC will reimburse the vendor for
the purchased item after receiving a separate invoice that outlines the item type and cost, citing
service item code TIA20, with a receipt for the item purchased attached.

The vendor is responsible for keeping up to date with changes to the MRES policy, processes,
and equipment lists. These lists are on ACC’s website www.acc.co.nz.
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TI Wellbeing Advisory Service: Process Overview
There are four phases in the Training for Independence Wellbeing Advisory Service process. The
process is shown below.

Referral phase

Development phase

Intervention phase

Completion phase
Referral Phase
ACC will send the ACC2134 Training for Independence Referral form to a contracted vendor,
indicating the request for a TI Wellbeing Advisory Service in the header section of this form.
Note: The ACC2134 is a generic referral form used for all the Training for Independence Services, ie
Training for Independence programmes, Training for Independence Advisory Service, Training for
Independence Wellbeing Advisory Service, and Supported Activities.
ACC’s responsibilities
When referring a client for a TI Wellbeing Advisory Service ACC will:



Ensure the client and their family/whanau are aware that after the vendor accepts the referral,
they will contact the client to arrange attendance dates and times.
Ensure the client and their family/whanau are aware of their obligations to give notice if they
cannot keep an appointment or attend a session, and that unreasonably failing to attend
appointments could result in suspension of entitlements.
Explain the service to the client and forward a copy of the programme plan once it is complete.
The referral phase involves:

ACC selecting a vendor

The vendor receiving and checking the referral

The vendor accepting or declining the referral.
Vendor selection
ACC will send a referral to a TI Wellbeing Advisory Service vendor who has the appropriate service
schedule(s) to meet the client’s needs. If appropriate, ACC may give the client or their family a list
of available vendors and let the client choose their vendor.
Note: The client is only able to choose the vendor, not the individual service provider(s). A referral
will not be split across multiple vendors.
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Receiving the referral
The referral will include the following information.
Referral details
This outlines vendor details, including what type of TI programme is needed, and the Purchase
Order number. The client services staff member should cross the box next to TI-Wellbeing Advisory
Service to indicate referral to this service.
This section also outlines the reasons for referral to this particular programme. For example, it may
be because a specific need for a TI Wellbeing Advisory Service was identified by client service staff,
or during a social rehabilitation or medical assessment.
The section should include the client’s objectives in the following areas: home and living, vocational
and educational, recreation and leisure, and community participation.
Client details
This outlines the client’s details and will be completed by client services staff before the referral is
sent. The information covers:

The client’s name, and demographic details

The client’s ethnicity and any need for an interpreter.
Client representative details (if applicable)
Included will be their contact details and details of their relationship to the client.
Claim details
Applicable sections will be completed including:

The relevant injury, health, treatment, and rehabilitation details
Wellbeing details
Fill out the main issues and strengths. Advise about any known risks in visiting the client’s home,
any threatening behaviour, and/or any diagnosed psychiatric condition the client has which may
cause them to be aggressive or violent, including circumstances which may trigger a response.
Educational details
Details of past and present educational pursuits and achievements.
Employment details
Details of the client’s employment situation.
Living situation
This section will detail current living arrangements.
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Current ACC funded key services
Details of key ACC-funded services, provider contact details, service frequency, and service levels.
Other relevant information
This section is for any comments that the client service staff member may want to include, that do
not fit into the other sections. Any attachments such as the IRP, social rehabilitation assessments,
and other relevant documentation such as medical or neuropsychological reports, etc should be
listed.
It should also include any reports from other relevant services the client has received, eg previous
TI programmes. If a client is moving to a TI programme from active rehabilitation copies of any
reports from this service should be provided to enable consistency, transfer of skills to the
community, and to reduce repetition.
Checking the referral
The vendor will be responsible for checking that the referral is on the ACC2134 TI Referral form and
has been sent from ACC client service staff. Any other sources of referral, including a self-referral
from a client, should be referred back to the client service staff member. Other services such as TI
programmes, Supported Activities, acute inpatient, or non-acute rehabilitation can recommend TI
Wellbeing Advisory Service but cannot refer directly.
Note: The vendor should return any referral to ACC that contains inadequate information or is not
appropriate, and either decline the referral or request further details before accepting it.
The vendor should check the referral for the following:
Check
Description
Appropriateness
That the referral is for a client who meets the TI Wellbeing Advisory
Service eligibility criteria.
Contains adequate
information
That enough information is provided to enable:
 A TI Wellbeing plan to be developed for the client
 Services to be provided to the client that are focused on training and
coaching in identified areas of independence.
Request any further information from the client service staff member that
would help to develop the programme. This must be provided within 3
working days.
Capacity to
provide services
To accept the referral, the vendor must:
 Hold a relevant Training for Independence contract to be able to deliver
the required service.
 Have the appropriate rehabilitation professionals available to provide
the services.
 Be able to meet the required timeframes.
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Accepting or declining the referral
The vendor must notify client service staff to accept or decline the referral within 3 working days
of receiving it. Once the referral is accepted the vendor will contact the client and give them the
contact details for the key worker, ie the rehabilitation professional who will provide the services.
Development Phase
The development phase involves:

Developing an TI Wellbeing Advisory Services programme plan

Completing the plan form

Approving the plan.
Developing the TI Wellbeing Advisory Service plan
Note: A plan is not required for providing TIAS Short Term services. The Provider should provide
services in accordance with the referral.
When developing a TI Wellbeing Advisory Service plan, the vendor considers:

The training that will best maintain the client’s current level of independence and function.

The level of independence the client had before and after sustaining the personal injury.

The limitations suffered by the client as a result of the personal injury and therefore what is a
reasonable expectation for the client in maintaining their independence and any increases in
independence (slow or quick) that the client could achieve.

Alternatives and options available so as to achieve the best durable rehabilitation for the client in
the most cost-effective way.
How to complete the TI Wellbeing Advisory Service plan form
When the TI Wellbeing Advisory Service plan is submitted for consideration for approval, complete
sections 1 to 5, add the start scores in section 7, and sign section 10.
Check the Plan box in the headers section to show that a plan is being submitted. The plan must be
completed by the key worker within 5 days of meeting with the client. The plan will include:

Details of the client’s current situation

The client’s goals and activities that are important for them to maintain

The outcomes to be achieved

Measures for each outcome stated in the referral

Details of the overall pathway, timeframes and milestones for oversight services the client will
receive to maintain their functional ability.
See also, Completing the various ACC2126 sections.
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Approving the programme plan
Once ACC receives the programme plan from the vendor, they will either:

Approve or decline the plan and notify the vendor (via the key contact) within 3 working days

Request additional information, which the vendor must submit to ACC within 3 working days.
If this information is not provided, ACC may decline approval.
The approval decision is coordinated by the client service staff member who may forward the plan to
another staff member, such as a Team Manager, for a decision to be made.
What ACC considers
In making a decision, ACC considers:

Whether the plan complies with the referral and recommendations made in relevant assessments

Any reasons that the plan may differ from the referral, and assesses whether the reasons
provided are robust and appropriate

All the information in the programme plan

How the training and coaching will increase the client’s level of independence or function, and
how this will promote participation and community integration, including reference to the client’s
interests, goals, and aspirations.

Scores on outcome measures such as AusTOMs (Australian Therapy Outcome Measures).
Intervention Phase
The TI Wellbeing Advisory Service can be delivered in the client’s home, workplace/ school, or
community.
The TI Wellbeing Advisory Service will be provided for a maximum of 14 hours within 12 months of
the date of accepted the referral.
See also, Completing the various ACC2126 sections.
Non-attendance notification
If the client fails to attend an appointment, the vendor must notify client services staff on the same
day and must submit a DNA (did not attend) report.
Important note:
ACC does not pay for non-attendance unless the vendor:

Provides same-day notification

Takes all reasonable steps to remind the client to attend

Provides a DNA Report.
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Variations

There is no specific form for a variance report. Providers should complete the progress section of
the ACC2126 TI Report and notify the client service staff member by phone or email that the
purpose is a variation to the plan. ACC does not pay for the variance report as it is paid for under
key worker payments.

Variance reports must be provided to ACC whenever there is a variance and should not wait for
any other reporting timeframe before being submitted.
Completion Phase
The completion phase involves writing a TI Wellbeing Advisory Service completion report once the
sessions have been provided and the programme had finished. The report must be sent to the client
service staff member within 5 working days of the programme’s completion.
The purpose of this report is to update the client service staff member on the outcome or progress
of the retraining the client has been receiving, their level of function and independence, and any
issues or needs the client may have that could impact on their future rehabilitation.
How to complete the TI Wellbeing Advisory Service completion
report
Header section
Check the Completion Report box to show that a completion report is being submitted.
Completing the report
When sending in a completion report, reopen the original ACC2126 TI Report form and update the
following sections:

Section 6 to 9

Section 10 (this must be signed).
See also, Completing the various ACC2126 sections.
Ending or Suspending the Programme
Outside of a programme ending, ACC may provide written notice to suspend or terminate the
programme for a client.
Reasons for this may be that:

Other rehabilitation options that better meet the client’s needs are identified

The client’s status changes

ACC believes that outcomes will not be achieved by the programme

The client decides that they do not wish to continue with the programme.
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The vendor may cease delivery of the programme by providing at least two weeks notice in
writing to the client service staff member. The vendor may be able to cease the programme earlier,
but this will need to be agreed with ACC.
In both these instances, a programme completion report may be requested.
Invoicing
Providers wanting to bill ACC electronically for these services should contact the eBusiness Team on
0800 222 994, Option 1 or email ebusinessinfo@acc.co.nz to discuss the eBilling options available.
Vendor should ensure the following information is provided when billing ACC:

The correct ACC payment centre address

The vendor's name, address and ACC vendor number

The GST number of the vendor

The words ‘Tax Invoice’ in a prominent place

An invoice number

The invoice date

The relevant ACC purchase order number

The name of the Agreement and the contract number

The name and claim number of the client receiving the service

A description of the services and their codes

The date on which the service was provided, or if more appropriate, the start and end date.

The quantity or hours the service was provided.
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