Plan Management

Plan management is when a provider supports you to manage funding in your NDIS plan. These providers are known as plan managers.   

We will help you: 

• increase your financial and plan management skills
• learn how to self-manage your plan 
• pay providers
• increase your choice of providers
• get NDIS plan budget reports and greater budget oversight. 

At your planning meeting you can tell NDIS staff that you would like a plan manager to support you. 

The NDIS will include funding in your plan to pay for your plan manager. This is separate from your other services and supports in your budget. 

If you are mid-plan and want to change, contact us on 1800 800 110 to discuss how you can include plan management in your plan. 

Plan management is an essential aspect of the National Disability Insurance Scheme (NDIS) in Australia, providing participants with flexibility and choice in managing their NDIS funds. Plan management involves the administration of NDIS funding to ensure that participants' support needs are met and that funds are spent in accordance with their NDIS plan goals and objectives. Here's an overview of plan management and how it works:

Types of Plan Management:

• NDIA Managed: Under this option, the National Disability Insurance Agency (NDIA) manages participants' NDIS funds on their behalf. The NDIA pays service providers directly for the supports and services outlined in the participant's plan.
• Self-Managed: Participants choose to manage their NDIS funds themselves. They are responsible for paying service providers, keeping records, and managing their budgets.
• Plan Managed: Participants opt for plan management by a registered plan management provider. Plan managers handle the financial administration of participants' NDIS funds, including paying invoices, managing budgets, and keeping records.

Role of Plan Managers:

• Financial Administration: Plan managers handle the financial aspects of participants' NDIS plans, including processing invoices, managing budgets, and making payments to service providers.
• Support and Advice: Plan managers provide participants with guidance and support in navigating the NDIS system, understanding their funding, and accessing appropriate supports and services.
• Record Keeping: Plan managers maintain detailed records of participants' NDIS funds, transactions, and expenditure to ensure transparency and accountability.
• Provider Engagement: Plan managers liaise with service providers on behalf of participants, negotiating service agreements, verifying invoices, and resolving any issues or disputes that may arise.

Benefits of Plan Management:

• Choice and Control: Plan management gives participants greater flexibility and control over how their NDIS funds are spent, allowing them to choose their own service providers and tailor their supports to meet their individual needs and preferences.
• Reduced Administrative Burden: Plan managers handle the administrative tasks associated with managing NDIS funds, relieving participants of the time-consuming and complex financial responsibilities.
• Access to a Wider Range of Providers: Participants can access a broader network of service providers, including those who may not be registered with the NDIA, through plan management.
• Improved Financial Oversight: Plan managers provide participants with regular statements and reports detailing their NDIS expenditure, helping them to track their budgets and make informed decisions about their supports.

Participant Responsibilities:

• Communication: Participants are responsible for communicating their support needs and preferences to their plan manager, as well as keeping them informed of any changes or updates to their circumstances.
• Decision Making: Participants retain ultimate decision-making authority over how their NDIS funds are spent, including which supports and services to purchase and from which providers.
• Record Keeping: While plan managers handle the bulk of the administrative tasks, participants are still responsible for maintaining records and receipts related to their NDIS expenditure for auditing purposes.

Plan management is a valuable option for NDIS participants seeking greater flexibility, control, and support in managing their NDIS funds. By engaging the services of a plan manager, participants can streamline their financial administration, access a wider range of supports and services, and focus on achieving their goals and aspirations outlined in their NDIS plans.