My Plan Manager FAQs

Plan management means someone else helps you manage your NDIS budget. A registered plan manager (like us) pays your invoices, keeps track of your spending, and stores your receipts. You don’t need to use the NDIS participant portal or worry about paperwork – we take care of it for you. You can read more about plan management here.

A plan manager helps you stay in control of your NDIS funding, while reducing the time you need to spend managing your budget. They pay your invoices, keep track of your budget, store your receipts, and talk to providers or the National Disability Insurance Agency on your behalf when required. You get more choice, less paperwork, and support to better understand your plan.

It's easy, just ask for plan management at your planning meeting or plan reassessment. You don’t need a reason or evidence to support your request, plan management is available to anyone with an NDIS plan who wants help managing their funding. If your plan is already active, you can request plan management at any time by contacting the National Disability Insurance Agency and asking for plan management funding to be included.

Good news, having an NDIS plan manager means no out-of-pocket costs for you. The National Disability Insurance Agency adds extra funding to your plan under a support category called 'Choice and Control'. This covers your plan manager’s fees, so you don’t have to pay for it yourself.

No, it won’t. The funding for plan management is added to your NDIS plan on top of your other supports. It’s a category of funding that can’t be used for anything else – which means you don’t miss out on other supports if you have a plan manager. It doesn’t take anything away from your funding for things like therapies, equipment, or support workers.

To be plan managed, your NDIS plan needs to include the 'Choice and Control' support category. If you already have that funding included in your plan, then signing up with us is easy.

You can register online by heading to this web page and following the steps.

Or you can email us your details – including your full name, NDIS participant number, plan start and end dates, and a copy of your plan if you have it.

Once we have your information, someone from our team will get in touch within two business days to send you a service agreement and help you complete your sign up.

You’ll need your NDIS participant number, and a copy of your NDIS plan handy. Having these ready will help make the sign-up process quick and easy.

Yes, this is called endorsing us as your ‘My Provider’ in the NDIS system. It lets the National Disability Insurance Agency know you’re happy for us to manage your funding, and it gives us the access we need so we can start paying invoices and claims for reimbursement.

You can tell the National Disability Insurance Agency during a planning meeting or plan reassessment. Or, if you’re joining My Plan Manager, we can help you do it over the phone in a conference call with the Agency.

Once we’re listed as your ‘My Provider’, we can submit invoices for your other providers – so you don’t need to endorse each one individually. The only exceptions are for Agency managed budgets, Specialist Disability Accommodation, home and living supports, or behaviour supports, which may need separate endorsements.

You won’t have one dedicated contact person, but you’ll have a whole team of NDIS experts ready to support you. We take detailed notes in our system, so whoever you speak with will know your situation and be ready to help. There’s always someone available when you need us, and we’ll make sure you feel supported with every step of your plan.

Yes, you can switch plan managers at any time. If you’re mid-plan, you’ll need to contact the National Disability Insurance Agency to let the Agency know you’re changing plan managers. You’ll also need to ask your current plan manager to end their service and release any remaining funds so we can set you up in our system.

If you’re switching between plans, you can simply let the National Disability Insurance Agency know at your next planning meeting or plan reassessment that you’d like to use My Plan Manager.

Yes, you can. If you’re currently self managing your NDIS plan and want to switch to plan management, just let the National Disability Insurance Agency know. You can ask for the change at any time, either during your current plan period or at your next planning meeting or plan reassessment. The Agency will add a support category to your plan called 'Choice and Control' to cover plan management fees.

Maybe – it depends why your plan is Agency managed.

Sometimes, the National Disability Insurance Agency sets up Agency management for specific reasons, like the type of supports you use or how your funding has been used in the past. If you're thinking about switching to plan management, the best thing to do is talk to the National Disability Insurance Agency to understand your options and find out whether a change is possible.

Yes, you can. Some people choose to self manage part of their plan and have the rest plan managed or Agency managed. For example, you might self manage one support and have a plan manager take care of the rest. At your planning meeting or plan reassessment, you can talk to the National Disability Insurance Agency about what mix works best for you.

You can read more about the different plan management types here.

Support coordinators play a big role in helping participants get the most out of their NDIS plans, and we love working with them. But only recognised guardians or authorised nominees can officially sign someone up. We encourage support coordinators to go through the sign-up process with you, and our team is always here to help if you have questions.

Yes, we do. It explains what we do and what you can expect from us in clear, easy to understand language. You can read it here.

Yes, you can. If your NDIS plan is plan managed, you can use both registered and non-registered providers. This gives you more choice and flexibility when choosing who supports you.

Only if you give them explicit permission. With your consent, support coordinators and psychosocial recovery coaches can see your full plan, registered providers can see your goals and nominee details, and plan managers (like us) can view the parts of your plan they manage.

There are a few easy ways. Your provider can email the invoice straight to us, you can email it yourself, or you can upload it using our client portal (available via web and app).

If you're using our app, it only takes a couple of minutes. It's free for all My Plan Manager clients and available on the App Store and Google Play.

For email, make sure the invoice is a valid PDF and includes all the required NDIS details. Sending it directly to our accounts team helps us process it quickly.

You can find more detailed steps here.

Yes, you can. If you’d like to check invoices before we pay them, just let us know. We’ll set things up, so nothing gets paid without your approval.

When a provider sends us an invoice for supports or services delivered to you, we’ll send you a quick text to let you know. If something doesn’t look right, you can call us to pause the payment while we investigate it for you.

Yes, you can. To do this, send us a receipt or invoice showing what you paid for, and proof that it’s been paid in full. You can submit your claim through our client portal (web and app) or email it to our accounts team. If you’re emailing your reimbursement request, make sure to write ‘Reimbursement’ in the email subject line and include your bank details so we can pay you back.

You can find more information on reimbursements here.

At My Plan Manager, we’re critically aware of the impact payment delays have on participants and providers, and that’s why our market-leading technology is so valuable – to you and to us!

Our expert team, backed by our expert tech, typically reviews claims and sends requests for payment to the National Disability Insurance Agency in less than 48 hours. From there, the Agency runs all its checks and – assuming everything is in order – claims are usually paid in less than five days.

Yes, they can. Through our provider portal, your providers can submit invoices, check payment status in real time, and view their invoice history. To get started, they just need to request access. Once they’re all set up, they can follow our guide here to learn how to use it.

Yes, we do. You can download an invoice template for your provider here. It’s easy to fill out and includes all the important details we need to process claims smoothly.

You can track your NDIS funding using our client portal (available via web and app). There, you can see your budget broken down by support categories, track your spending, view what you've spent it on, and see how much funding you have left. You’ll also get real time updates, spending alerts, and monthly reports.

Once your access is set up, you can use your email to sign in with a secure code, no password needed. Our client portal works on both web and mobile, so it’s easy to check your budget at any time and from anywhere.

Get started with My Plan Manager's client portal here.

And if you’d rather talk it through, you can always call our friendly team – we’re happy to help.

On this page, you’ll find a simple guide and a quick tour to show you how everything works. If you’re having trouble, make sure you’ve got the latest version of the app installed, and try restarting your phone – this fixes most issues.

If the problem continues, just give us a call or send an email – our friendly team is here to help. Please include your email address, whether you’re using iOS or Android, and a short description of what’s going wrong and when it happens. We’ll do our best to sort it out quickly.

Yes, you can share access to your client portal with someone you trust. If you’d like a family member, friend, or support coordinator to see your budget or talk to us about your funding, just let us know. You’ll need to fill out a Client Consent to Obtain and Release Information form so we know who has permission.

You can fill out the form on your computer and email it to us, or you can print it and complete it by hand and then post it to us.

Help is always available if you have questions or need support.

You can call us on 1800 861 272 or email us at enquiries@myplanmanager.com.au – our team is here to help. You can also reach out to National Disability Insurance Agency for help with your NDIS plan.

If you’re worried about a provider, you can contact the NDIS Quality and Safeguards Commission for support.

Yes, you can nominate someone to speak to us on your behalf.

If you’d like a family member, friend, or support coordinator to talk to My Plan Manager about your plan, you’ll need to fill out a Client Consent to Obtain and Release Information form. This lets us know who you’ve given permission to speak with us.

You can fill out the form on your computer and email it to us, or you can print it and complete it by hand and then post it to us.

Yes, your personal and financial information is safe with us, and keeping your data secure is a top priority. We use strong security systems, including firewalls and encryption, to protect your information from misuse or unauthorised access. Everything is stored safely and handled with care, so you can feel confident your details are in good hands.

You can read more about how we keep your data safe in our privacy and dignity policy here.

We work hard to protect your NDIS funds from fraud or misuse. Every invoice goes through more than 30 automated checks to make sure it follows National Disability Insurance Agency rules. We also regularly review guidance from the NDIS Quality and Safeguards Commission to make sure providers are doing the right thing and all claims meet current regulations.

As Australia’s first, largest and leading NDIS plan manager, we use secure technology and systems to keep your information safe and your funding protected. We check every claim before it’s sent to the National Disability Insurance Agency, so you can feel confident your budget is being used properly.