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Five tips for using a plan manager

A young girl with brown hair smiles whilst communicating with an adult using sign language.

If you’ve decided to manage your National Disability Insurance Scheme (NDIS) plan through My Plan Manager, congratulations! You’ve made a safe and smart choice to remove time-consuming paperwork and daily administration off your plate, and have your invoices paid quickly to keep your supports in place.

But, did you know that at My Plan Manager, you also have access to a team of experts who can help you – at zero out-of-pocket cost – to maximise your plan to achieve better outcomes?  To help you to do this, we’ve prepared five simple tips for using a plan manager.

Tip #1: Speak to us if you need guidance about the supports, services and providers you can access with your funding

Understanding what an NDIS plan can cover is a sticking point for a lot of participants, especially when they’re new to the Scheme. That’s why we have a dedicated team of experts who can advise you on what supports, services and providers you can access through your funding, to give you the confidence and certainty to keep moving forward.

To help you get started, we’ve created this free fact sheet that breaks down what each NDIS budget type and support category can cover, to paint a clearer picture of what your plan may fund.

We can also help you to find the right providers and, if ever you happen to run out of funding in one category (which we explain is avoidable in Tip #2), we can show you the different categories you may be able to claim from.

To speak to our team of experts about what your plan can cover, email us at [email protected] or call us on 1800 861 272 from 8am-6pm (ACST) Monday to Friday.

Tip #2: Get help with budgeting your plan

Just like household budgeting helps to allocate cash to put food on the table, pay utility bills or cover everyday expenses, budgeting your NDIS plan funding can help you to access the supports you need throughout the duration of your plan. A great time to do this is when you start a new plan, or if your plan has been extended or rolled over, and we’re here to help.

If you have a support coordinator, you can also provide them with access to your My Plan Manager client portal, so they can see what funding you have, where you can spend it, and how long it will last – and that means they can also help you to forward plan and budget for the period of your NDIS plan. You can provide your support coordinator (and others) with access to your information through the My Plan Manager client portal by completing this consent form. You can fill the form out on a computer or print it out and complete it in writing. Once completed, you can email it to [email protected].

To speak to our team of experts about budgeting, email us at [email protected] or call us on 1800 861 272 from 8am-6pm (ACST) Monday to Friday.

Tip #3: Access your plan through the My Plan Manager client portal and app

At My Plan Manager, we take time-consuming paperwork off your plate so you can focus on what’s important – like growing your capacity to achieve better outcomes. We do the heavy lifting of managing your plan and processing your payments.

However, for your peace of mind, you may want the ability to track your plan spending, see your budget in a snapshot and check the payment status of invoices through the My Plan Manager client portal. You can even do this on the go through the My Plan Manager app.

We know that swift payment of invoices is essential for providers’ peace of mind and vitally important for keeping your supports in place, which is why we show every provider how to help us pay your invoices faster and avoid payment delays.

Tip #4: Speak to us if you believe a provider may be overcharging you

We can answer all your questions about pricing to make sure your providers are charging you correctly. We can check they aren’t charging you more than the rates set out in the NDIS Pricing Arrangements and Price Limits (formerly known as the NDIS Price Guide), which lists the maximum prices that registered providers can charge you for specific supports.

Tip #5: Choose to work with both NDIS-registered and non-registered service providers (which you cannot do if your NDIS plan is Agency managed)

If your NDIS plan is Agency managed – i.e., managed by the National Disability Insurance Agency (NDIA) – you are restricted to using NDIS-registered providers only. When you work with a plan manager like us, you can choose from a deeper pool of service providers, including those who are not NDIS-registered. This gives you greater choice and control with selecting providers you want to work with.

To speak to our team of experts about the tips we’ve covered above, email us at [email protected] or call us on 1800 861 272 from 8am-6pm (ACT) Monday to Friday.

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My Plan Manager: NDIS Plan Management