Plan Management is an NDIS support that helps participants by simplifying the administrative and financial tasks involved in managing the NDIS funding. When a participant chooses plan management, a registered provider known as a plan manager takes
on the responsibility of managing funding, paying providers, and ensuring all financial reporting is compliant and up to date. NDIS Plan Management is designed to ease the administrative burden and provide participants with greater flexibility, financial oversight, and peace of mind.
Plan management differs from NDIA-managed and self-managed options. While NDIA-managed funding restricts participants to registered providers and self-management requires hands-on financial handling, plan management offers a balance of control and support. It allows participants to access both registered and unregistered providers, while a professional plan manager handles invoicing, payment processing, and budgeting. The NDIA includes funding for plan management separately in your NDIS plan, so it does not impact the budgets allocated for other supports. You can request plan management during your planning meeting or add it mid-plan by contacting the NDIS directly. A quality plan manager increases your financial literacy, help you track spending through regular reports, and guide you in making informed choices. If you decide to change plan managers, you are free to do
so, with the current manager required to support a smooth transition. Once included in the plan, a service agreement between the participant and the plan manager will be signed which outlines the roles, service scope, and communication methods. Plan managers must operate with integrity, maintain accurate records, follow pricing guidelines, and act in the best interest of the participants.
Plan Guard Plan Managers, a registered NDIS plan management service provider, can help you reach your goals swiftly and efficiently by taking the stress away from your NDIS journey. We also offer insights into budget tracking, cost-effective service options, and help you understand how to best utilise your funding in line with your goals. Contact us today for accessing NDIS plan management support.
