Plan Managers deal with all the tricky accounting paperwork and accounting administrative tasks related to your plan – like keeping track of your spending, maintaining accurate financial records, handling claims with the NDIA and making sure your providers get paid, tracking your spending and holding all of your service agreements in a secure location. This means you can focus on the more important stuff, like realising the goals in your plan.
What are the benefits of Plan Management?
What if I don’t have plan management in my plan?
If your NDIS/LAC planner has included plan management, you will locate this budget in your NDIS plan in a Support Area: Improved Life Choices (this is Plan Management).
If you do not have this Support Area, you can make a request to your NDIS/LAC planner directly to have your plan, or part of your plan, to be managed by a Plan Management agency.
How long will it take for my supplier to be paid?
This depends on a few factors. Usually, with no invoicing issues, the payment should reach your supplier/s bank account in 2-6 days. Factors that will hold up the process are:
- Delays in the invoice being sent to the plan manager
- Services are outside of the plan dates
- The participant has a new plan or an unscheduled review
- Incorrect invoicing (see: I am not sure how to invoice my participant. What is needed on an invoice?)
Can I be reimbursed for expenses that I pay for?
Yes. If you pay for your products or services, and you are able to claim those costs through your plan, we can reimburse you. The easiest way is to fill in our online reimbursement form, fill in the details of your purchase and upload your receipt. If you do not have access to a computer, you can contact our staff and we will send you a paper-based reimbursement form which you can fill out and fax or post back.
I am not sure how to invoice my participant. What is needed on an invoice?
Requirements of NDIS tax invoices
What do plan managers not do?
The biggest misconception is that Plan Managers assist participants in locating appropriate services and link participants into services. How to best utilise your funding and locating the best supports for you is typically the role of your NDIS/LAC planner, or Support Coordinator. Your plan manager is primarily responsible for ensuring the supports you choose are paid from your NDIS budget.
How do I find service providers?
Am I eligible for the NDIS and how do I apply?
You can start the process by calling the NDIS on 1800 800 110 and making an access request. They will ask you to provide some personal details such as your name, age and where you live, so be sure to have them ready and on hand. Alternatively you can read more about applying for the NDIS on their website to see if you are eligible to apply.
What is covered by the NDIS? What can I claim under NDIS?
The NDIS covers the cost of supports across a wide range of areas. From education, employment and community participation, through to your living arrangements, independence, health and wellbeing. What’s covered in your plan will really depend on your individual situation and life goals. The NDIS uses the “reasonable and necessary” framework to determine what support you can be funded for. The NDIS can also fund Plan Management, which gives you more choice and control over what you can purchase. If you want to know more about how the NDIS funds specific costs, contact our team today.
Can I make changes to my NDIS plan?
If you want to make changes to your plan down the track, you can always ask for a review of your plan or submit a change of circumstances form. You will need to discuss this directly with your NDIS planner or LAC. Make sure you explain as clearly as possible how and why you need to make adjustments. For example, if your personal circumstances have changed.
What is the difference between non-registered and registered providers?
A registered provider meets the NDIS quality and safeguards standards. However, not all providers choose to register. The main difference between non-registered and registered providers is that only registered providers can claim their invoices with the NDIA directly. Using a Plan Manager allows you to access a non-registered provider easily, allowing you more choice when choosing a provider.
Independent Support Management (ISM) is a Registered NDIS Provider
I have accessed ISM previously for other service and I was happy to go with ISM for Plan Management too.