Purpose of Plan Management

The purpose of Plan Management is to:

• Reduce the administrative burden of managing NDIS funding.
• Ensure invoices are processed accurately and on time.
• Help participants monitor their budgets and spending.
• Provide greater flexibility in choosing service providers.
• Support participants to understand and manage their NDIS funding.
• Promote choice, control, and financial confidence.

What Plan Management Includes

Plan Management services may include:

• Processing and paying provider invoices.
• Monitoring NDIS budgets and funding balances.
• Providing regular budget statements and financial reports.
• Keeping accurate financial records.
• Claiming payments through the NDIS portal.
• Assisting participants to understand their funding categories.
• Liaising with providers regarding payments and invoices.
• Offering guidance on making the most of available NDIS funding.

Benefits of Plan Management

Plan Management provides participants with many advantages, including:

• Greater choice and control over service providers.
• Less time spent on paperwork and financial administration.
• Timely payment of invoices.
• Clear visibility of available funding.
• Improved budget management.
• Access to both registered and eligible non-registered providers.
• Professional support to ensure NDIS funding is used appropriately.
• Reduced financial stress and increased confidence.

How Plan Management Works

Once Plan Management funding is included in an NDIS plan:

• The participant chooses a registered Plan Manager.
• Providers send invoices directly to the Plan Manager.
• The Plan Manager checks and processes invoices.
• Payments are claimed through the NDIS.
• The participant receives regular budget updates and spending reports.
• The participant continues to choose and change providers as needed.

Who Can Benefit from Plan Management?

Plan Management is suitable for participants who:

• Want assistance managing their NDIS funding.
• Prefer not to handle invoices and payment claims themselves.
• Want flexibility to choose from a wide range of providers.
• Would like professional support with budgeting and financial reporting.
• Want to focus on achieving their goals rather than administrative tasks.

Our Commitment

We are committed to providing reliable, transparent, and participant-focused Plan Management services. Our team works closely with participants and service providers to ensure invoices are paid promptly, budgets are monitored accurately, and participants have the information they need to make informed decisions about their NDIS funding. Our goal is to make managing an NDIS plan simple, efficient, and stress-free while supporting participants to achieve the best possible outcomes.