How Does My Plan Manager Work?
Let us simplify your NDIS experience so you can get the most out of your plan and your life. Here is how it works:
1
Join the NDIS
2
Join My Plan Manager
3
Notify Your Providers
4
Book a Chat
5
Relax
1
Join the NDIS
To work with My Plan Manager you need to have an NDIS plan which includes ‘Improved Life Choices’. This covers all plan management fees so there’s no cost to you. If you already have Improved Life Choices — good news! If you don’t currently have Improved Life Choices, don’t worry.
I don’t have Improved Life Choices, what do I do?
If you don’t currently have Improved Life Choices, don’t worry. You can ask for this to be included in your plan at an upcoming meeting, or request a review of your NDIS plan by doing the following:
- Call the NDIA and let them know you’d like a plan review because you want to be plan managed by My Plan Manager.
- Explain that you want more choice and control over the providers you use.
- The NDIA will review your request and get in touch once you’ve been approved.
2
Join My Plan Manager
Once you have Improved Life Choices included in your NDIS plan, you are ready to join the My Plan Manager family! Register your details and choose who can see your information, and if you want us to be able to discuss your plan with other family members, support coordinators or providers.
I’m transferring from another plan manager, what do I do?
- Contact the NDIA to advise them that you want to transfer your plan management to My Plan Manager.
- Contact your current plan manager and ask them to cancel their service booking and reduce their available funds to zero.
Log into the My Plan Manager client portal
Find everything you need to manage your NDIS plan quickly and easily.
- Check your plan, all your claims and your remaining budget
- Submit a claim
- Add a new NDIS plan and manage it
3
Notify Your Providers
Now it’s time to let your providers know so we can take on the admin and save your hours every week.
I have existing providers
If you already have service providers you want to work with, that’s great. We can work with almost any provider as long as they meet the legal requirements of what the NDIA deems ‘reasonable and necessary’.
Once you are set up in the My Plan Manager portal, you can tell your providers to send invoices directly to us so you don’t have to manage and store them.
Getting started with new providers
What are my options for invoicing?
- Your providers send your invoices directly to us.
- You can forward invoices to us when you receive them.
- You can submit invoices and receipts directly into the My Plan Manager app or online portal.
You can also claim for personal reimbursements if you have paid for a service yourself. Simply submit your receipt via our app or online portal. It only takes a few minutes.
4
Book a Chat
Once set up, you can book in a free chat with one of our friendly experts. Our team can answer any of your burning questions, help you manage your budget, and guide you on getting the most out of your plan and providers.
5
Relax
Now, leave the rest to us! This is how it works:
1. Get notified every time an invoice is uploaded
2. View the invoice online or on the app
You can view the invoice on our client portal or mobile app. If the invoice looks fine, you don’t need to do anything — we will pay the invoice for you.
3. Problem with the invoice? No problem.
4. Get reimbursed
Ready?
Ready to banish admin, reduce stress and get the most out of your life? Sign up today.