Plan management is one of the four options available to NDIS participants for managing their funding. A Plan Manager is like a “Bookkeeper or Accountant” who’s role is to help participants manage their funding within their plan. Plan Managers are a connection between an NDIS participant, providers and the NDIA.

A Plan Manager can claim directly from the budgets in your plan to pay your providers on your behalf. This is done by claiming money from relevant budget categories on the NDIA Portal.

Role of a Plan Manager:

• Pay your providers for the supports you purchase
• Help you keep track of your funds
• Provide monthly financial reporting
• Answer any questions regarding the financial management of your plan

Benefits of Plan Management?

• Have choice and control over the providers you use without the administrative burden
• Use NDIS and Non NDIS registered provider
• Make value for money decisions in line with your plan
• A partner to help navigate the NDIS and make the most of your plan

When is the Plan Manager Chosen?

At the planning meeting a participant can elect to be Plan Managed. You can nominate a plan management provider or take the option to nominate one once the plan is approved. A Plan Manager is funded directly from your plan and must be NDIS registered. Plan Management is always included in the plan in addition to other supports. By engaging a Plan Manager, it is not at the expense of any other supports.

How are invoices paid?

Invoices can be sent directly from the Service Provider to the Plan Manager. These can either be paid as approved or as the Plan Manager I can send them to you for approval – the choice is yours.