To be plan managed, you must have ‘Improved Life Choices’ included in your NDIS plan.
If you have an upcoming planning meeting or review, be sure to request Improved Life Choices is included in your plan. This covers all plan management fees so there is no expense to you. If you have a current plan that does not have Improved Life Choices included, but you do wish to be plan managed, you can request a review of your NDIS plan to have plan management included. Be aware, reviews can take some time.
You can access our Guide to Plan Management that explains more about Improved Life Choices here.
If you wish to change to plan-managed you should contact your NDIA planner or LAC to see if they can do a soft touch review to change your plan from agency to plan managed. Unfortunately, My Plan Manager can’t do this for you, but we can help you with what you need to ask for. There is more information about changing to plan management in our blog.
Check out our handy guide to who’s who (and what they do).
If your budgets are plan managed, you simply need to find service providers which you would like to use and ask them to invoice My Plan Manager for the services you receive. Our budget coaches will talk to you about your plan and discuss with you what you might like to purchase to be able to achieve your goals.
My Plan Manager works with thousands of providers Australia-wide. As we are completely independent, we do not recommend any services. My Plan Manager wants all clients to have choice and control over the services they purchase. We understand what works for one person may not work for another. The best way for you to find services is to use online search platforms to find the best providers for you.
Afterpay, Zip and PayPal are just a few of the ‘buy now, pay later’ platforms you can choose from when purchasing items for reimbursement through your NDIS funding.
The providers behind these platforms usually offer customers the convenience of paying for purchases across several interest-free instalments and, while that can relieve the burden of out-of-pocket payments, it’s important to know there are rules for claiming for NDIS-funded purchases made this way.
As a requirement of the NDIA, plan managers (like us!) can’t reimburse participants for buy now, pay later purchases until all cash instalments have been repaid.
That means that when you submit a claim to us, you’ll need to provide an invoice or receipt for the item purchased and evidence that all instalments have been paid for in full.
To do this, you can simply take a screenshot of the order in the finance provider’s app and submit it with your claim through our client portal (web and app) or via email at [email protected].
To be plan managed, you must have ‘Improved Life Choices’ included in your NDIS plan.
Signing up with us is simple. Head to our Register page, then follow the prompts. The process is just a few steps long.
We will need some basic information from you such as email, participant NDIS number, date of birth and address.
Alternatively, please email us with your details including your full name, NDIS number, and plan dates, both start and end. It is helpful if you can include a copy of your plan.
A member of the My Plan Manager team will contact you by phone or email within 2 business days to forward you a service agreement and complete your sign up.
Yes! We’ve made it easier than ever to manage multiple participants’ plans.
As long as each plan has ‘Improved life choices’ included, you can use one email address and one login to manage all the plans you have responsibility for. Each participant with a plan is a My Plan Manager client, able to be assigned to you, a nominee. Switching between is simple, in our app and online portal.
Logging in to view your budgets, invoices and more is easier than ever with My Plan Manager. Once you have a login set up, you will be able to access the client portal and mobile app on iOS and Android.
You will use the email address that is associated with your account to log in via an SMS code or email link. Our logins are passwordless and secure.
Submitting an invoice claim with My Plan Manager is easy and there are three options you can use.
Your providers can send them directly to us, you can email us the invoice once you receive it from your provider, or you can submit the invoice directly into our app or our online portal.
You are able to claim a personal reimbursement with a receipt or upload an invoice for payment to a provider in less than a few minutes, via our mobile apps. They are available free, to MPM clients in the App Store & on Google Play
For those using e-mail – to assist with prompt processing please forward your invoices and receipts directly to our Accounts Team.
If you are a participant/nominated representative, and you have already paid for an invoice you are seeking personal reimbursement, please be sure to include “Reimbursement’ in the subject of the email and make sure you give us your bank account details so we can pay you.
Providers should email their invoice as a valid PDF attachment with all the NDIS invoice requirements which can be go into further detail in our blog about getting your NDIS invoices paid quickly.
If you are a current My Plan Manager client with a recently updated NDIS plan, please contact our team via email with a copy of your new plan attached. You will not need a new log-in or password to continue accessing our portal or app.
My Plan Manager takes fraud detection and prevention very seriously. We have a number of controls in place to minimise the risk to our clients. One example of these controls is that every time we receive an invoice from a provider, we will text you to notify that a provider has submitted an invoice on your behalf. You then have the option to call us to put that payment on hold until we have investigated it for you, if you believe it is incorrect or fraudulent.
If you ever have concerns or are suspicious of a potential fraud there are several things you can do:
Naturally, if you are a My Plan Manager client you can call or email us for further advice.
My Plan Manager will raise an initial one-off cost (per plan) on the day you sign up, and then monthly fees on the first day of every month. The NDIA will cover all of these fees as long as you’ve requested request Improved Life Choices be included in your plan.
We pay invoices promptly, ensuring your budgets are up to date and your service providers are paid.
Yes. We've made a handy invoice template that you can fill out and send to us with ease.
My Plan Manager clients who use iOS on their iPhone or iPad are able to download the My Plan Manager app, by searching ‘My Plan Manager’ in the App Store.
Your login credential is the e-mail address that you used to set up your My Plan Manager account.
To login, simply open the app, enter your email address, press ‘Send me the code’ and add the code that’s sent in a text.
If you already have the app, it should automatically update by default, but if there’s an issue, you can update the app manually. To do this:
My Plan Manager clients who use Android on their smart phone are able to download the My Plan Manager app by searching ‘My Plan Manager’ in the Google Play Store.
Your login credential is the e-mail address that you used to set up your My Plan Manager account.
To login, simply open the app, enter your email address, press ‘Send me the code’ and add the 5-digit code that’s sent in a text.
For Android, unless you have the ‘Auto-update apps’ setting switched on under ‘Settings > Network Preferences’, you will need to update the My Plan Manager app manually. To do this:
2. Tap the profile icon at the top of the screen
3. Tap ‘Manage apps & device’
4. Tap ‘Update’ next to the My Plan Manager app
If you’re experiencing issues with the app, please check that you are running the most recent version and there are no updates available.
Re-booting your phone after installing the most updated version of the app solves most problems but for an issue you are unable to solve, please contact our team with your email address, your operating system (iOS or Android) and a detailed description of where / when the issue is occurring. We endeavour to solve all problems as soon as possible.
Visit our client portal.
Enter the email address on your user account for SMS or email login and you will receive an SMS code or email with a link. Just enter the SMS code or follow the email link and you will be logged in.
The great thing about our client portal is that it works on all devices, including mobile.
This is a risk with traditional password-based login as well – as password resets are used by hackers to gain access to accounts. Most email providers provide an option for multi-factor authentication, which adds extra security to your email account. We recommend you turn this on in your email account – it will not only protect your My Plan Manager information but anything else that is stored on your email. Here’s some information about how to turn on multi-factor authentication for common email providers: Gmail, Yahoo Mail, Hotmail
Yes, you can. Get in touch with us and we’ll let you know what you need to do to allow someone else, such as a family member or your support coordinator, to have access to your information on the client portal. Anyone who already had access on the old portal will automatically have access on the new portal.
