What is Plan Management?
Plan Management is one of the options for managing the money in your NDIS plan. NDIS Participants can have their NDIS Funds Agency-Managed, Self-Managed or Plan-Managed. Some NDIS Participants may have a combination of the above options.
What does a Plan Manager do?
A Plan Manager is responsible for the financial management of a Participant’s NDIS Plan. This involves receiving and storing invoices from Participants and the Service Providers that they work with. A Plan Manager will make payment requests through the NDIS Portal and then make payments to the Participant’s Service Providers accordingly.
A Plan Manager will send Participant’s a statement that will show which Providers have been paid, how much they have been paid as well as the remaining amounts in the Participant’s support categories.
How do I sign up?
NDIS Participants can sign up online using our online sign up form or download a copy of the Service Agreement and email back to us with your plan.
Get in touch with the team to discuss the best way to get things started.
What if my question isn’t answered here?
Get in touch with our friendly team via phone, email or the online contact form and we will be more than happy to answer any questions you have!
Should a Plan Manager advise you when NDIS funds are low?
Yes. a plan manager should provide you with regular reports and statements.
When a plan manger has identified overspend or underspend they should advise you as soon as possible.
Should a Plan Manager claim all plan funds at the start of a plan?
No, a plan manager can only submit claims for supports and services after they have been provided.
Once an invoice or receipt has been issued and sent to a plan manager, they will make a claim for that amount from the NDIS
All plan funds remain with the NDIS until a plan manager submits a claim for that amount.
Should a Plan Manager help to determine whether supports or services are reasonable and necessary?
No, the role of a plan manager is not to determine whether the supports or services purchased are reasonable and necessary.
Your plan will have funds approved for reasonable and necessary supports at the planning stage.
Should a Plan Manager advise a provider when NDIS funds are low?
No a plan manager should contact you directly.
This will allow you to contact your provider, support coordination provider or partner in the community, to discuss current service delivery arrangements and make any required amendments.
Why do Plan Managers operate differently to each other? Why isn’t there a set of standards to follow?
Plan Managers are expected to follow payments and price controls established by the NDIA.
Plan Managers are also expected to follow the service expectations set out in the NDIS Guide to Plan Management.
The guide does not prescribe what services a plan manager should provide, so the services offered may vary.
Can I pay my providers more than the limits set in the NDIS price guide?
No. If you are using a plan manager, providers cannot charge more than the price limits outlined in the NDIS Price Guide.
What won’t a Plan Manager do for you?
A plan manager can provide service recommendations, but they are not responsible for helping you implement your plan, create your budget, connect with providers, roster services or deliver disability - related advocacy.