A registered plan management provider can help you manage your NDIS funds.
- A plan manager acts as a middle man between you and the NDIS
- If you want to use a plan manager you need to request it in you planning meeting
- A plan manager is paid for by the NDIS
What is a plan manager?
A plan manager acts as the middleman – the NDIS pays your plan management provider, who then pays your NDIS bills and handles the paperwork. Your plan manager will meet with you to understand your plan and identify what services you’d like them to manage.
If you would like to use a plan manager, you must request this at your planning meeting. Funds will be allocated under ‘Improved Life Choices’ to cover this service - this is separate to other NDIS supports if your plan.
If you are mid-plan and want to change, contact the NDIS on 1800 800 110 to discuss how you can include plan management in your plan.
Where can I find a plan manager?
You can choose whichever plan management provider you like, so it’s important to look around and find one you are confident with.
For a list of registered plan managers near you, browse the Disability Support Guide provider finder.
Once you have connected with a plan manager, you should create a service agreement.
A service agreement outlines:
the services to be provided
how these services will be provided
how long they will be your plan manager
Is it for me?
If you want flexibility in the providers you can use, but aren’t confident in handling budgets, then engaging a plan manager may suit you.
Having a plan manager gives you complete choice and control to use both NDIS registered and non-registered providers, while someone else manages your money and administration.
Your plan manager should provide regular reports and statements to you directly. When a plan manager has identified overspend or underspend, the plan manager should advise you as soon as possible, regardless of reporting frequency.
Depending on which plan management provider you chose, they may have an app or other platform where you can track your spending.
Benefits of being plan-managed
You don’t have to keep track of paperwork or open a special bank account.
Freedom to choose any service provider you like, whether they are registered or unregistered
No personal financial accountability
A plan manager may be able to help you negotiate a cheaper price, enabling you to potentially get more out of your budget funds
You have a partner to help you navigate the NDIS
A plan manager will ensure providers are invoicing in line with the NDIS price guide
Pros of self-management without administrative burden
Certain plan management providers might offer their own technology such as apps and trackers so you can view your budgets whenever you’d like
Cons of being plan-managed
Another person to meet with regularly
The billing process may take longer
Could take some time to find a plan manager you are 100 percent happy with
Do you use a plan manager? Share you experiences in the comments!