Plan Management refers to how the financial aspects of a NDIS participant’s plan are managed. Participants can choose to self-manage their funds, have the NDIA manage it, use a registered Plan Manager, or a combination of these options. A Plan Manager helps participants by paying providers for services delivered, managing funding and budgets, and handling financial reporting.

Any NDIS participant with an approved plan is eligible to request Plan Management services. Participants must request this service during their planning meeting so that funding for Plan Management can be included in their budget.

A Plan Manager is responsible for processing invoices from service providers, making timely payments on behalf of participants, helping participants keep track of their funds and spending against their budgets, providing financial reports and ensuring compliance with NDIS guidelines regarding expenditures.

Yes, NDIS participants have the flexibility to change how they manage their funds. They can request a review of their plan at any time if they want to shift from being agency-managed to using a registered Plan Manager or vice versa. It’s important that such changes align with the participant’s goals and needs as outlined in their current NDIS plan.

Service providers submit invoices directly to the participants chosen registered Plan Manager. The invoices must include specific details like the participant’s name and NDIS number, provider details, dates of service delivery, description of supports provided according to the categories within the participants NDIS plan, and cost breakdowns. The Plan Manager then verifies these details before processing payment using funds from the participant’s allocated budget within their NDIS plan.

Plan Management fees are calculated separately from your support budget (CB Choice & Control) and are covered by the NDIS within a plan. Participants do not incur any out-of-pocket costs for our services.