What happens at a case conference?


When this Fact Sheet refers to “You” it means the applicant, and includes his or her nominee, representative or support person. When it refers to “We” or “Us” it means the AAT.

What is a case conference?

A case conference is the first step in most reviews. It is an informal, private meeting to discuss whether you and the National Disability Insurance Agency can reach agreement and, if not, to plan how your application will proceed.

A case conference is usually conducted by an AAT Conference Registrar but may be conducted by an AAT Member. It is usually held 2 to 4 weeks after we receive the T-documents from the Agency.

Before the case conference, your AAT Contact Officer will contact you to discuss the date, time and place of the case conference, what will happen at the case conference and how you can prepare for it.

Return to top of page

How can I prepare for the case conference?

When we receive your application, we will tell the National Disability Insurance Agency we have received it and ask them to send you and us all the documents they have that are relevant to your application. (These are called the T-documents.)

Before you come to the case conference, you must read the T-documents. If you have further information you think is relevant to your application, you should send it to us and to the Agency. If you cannot send it before the case conference, have it with you on the day so we can discuss it with you.

You should think about what decision you want us to make so that you can discuss this at the case conference.

In case you and the Agency cannot reach agreement at the case conference, you should be ready to tell us the dates that are suitable to you for any future conciliation or hearing.

You should also decide if you want to ask for a fast-track hearing.

Return to top of page

What will the National Disability Insurance Agency do to prepare?

The National Disability Insurance Agency must identify any further information they think is relevant to your application and, where possible, obtain that information and send a copy to us and to you. They must also consider how your application might be resolved and suitable dates for any future conciliation or hearing if agreement cannot be reached.

Return to top of page

What happens at the case conference?

What we will do

The AAT Conference Registrar or Member will talk with you and the National Disability Insurance Agency about your application and will help you reach agreement if that is possible. If you reach agreement, we will record your agreement in writing.

If there is no agreement, we will discuss with you and the Agency whether your application should be listed for a conciliation and a hearing, or proceed straight to a hearing. We will prepare a written Case Plan setting out:

  • any issues that have been resolved and any issues that remain in dispute
  • what will happen next
  • the dates and places of the conciliation or hearing
  • any additional material that you or the Agency must give us
  • who will be attending the conciliation or hearing
  • what information you and the Agency will present at a hearing and whether there are other persons, such as family members, carers or doctors, who you will want us to hear from
  • any accessibility and communication needs you have
  • anything else that will ensure the process is as fair and as quick as possible.

We will give you and the Agency a copy of your Case Plan.

What you must do

You must come prepared and willing to reach agreement with the National Disability Insurance Agency if at all possible, and:

  • have with you any relevant documents that you have not already given us or are not already in the T-documents
  • be ready to discuss what you want to include in your Case Plan if you do not reach agreement
  • tell us if you want a fast-track hearing.

What the National Disability Insurance Agency must do

The National Disability Insurance Agency must also come prepared and willing to reach agreement with you if at all possible and be ready to discuss how the matter should proceed if agreement is not reached.

Return to top of page

Do I have to take part in the case conference?

Yes. If, for any reason, you do not think you can take part on the date arranged, tell us as soon as possible but note that we will only grant an adjournment if there are very good reasons to do so. If you do not take part in the case conference and you do not have a good reason, your application may be dismissed.

Return to top of page

What happens next?

If you do not reach agreement at the case conference, your application will usually be listed for a conciliation or hearing. For more information about conciliation and hearings, including about fast-track hearings, see the fact sheets:

Return to top of page

Contact us if you need more information or have any questions

Contact us by mail, phone, fax or email.

Version: July 2014