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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:

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Staff member assisting NDIS participant

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:

  1. Call the NDIA and let them know you’d like a plan review because you want to be plan managed by My Plan Manager.
  2. Explain that you want more choice and control over the providers you use.
  3. 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?
Transferring from another plan manager is simple. If you are transferring to My Plan Manager during the dates of the current plan, you will need to do the following:

  1. Contact the NDIA to advise them that you want to transfer your plan management to My Plan Manager.
  2. 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
Download the My Plan Manager app
Manage your NDIS plan on the go from your mobile device.

  • Submit invoices
  • Receive notifications when providers invoice us directly
  • Review and approve invoices with one simple tap
  • Use the Pay Now feature to generate a virtual credit card and pay for services instantly.

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
Getting started with new providers is easy. We will send you a ‘New Provider Letter’ with all the information they need to forward your invoices directly to us. Then you can leave the rest to us.
What are my options for invoicing?
Once your providers are set up, you have three options for managing your invoices.

  1. Your providers send your invoices directly to us.
  2. You can forward invoices to us when you receive them.
  3. 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
You (or your nominated primary contact) will receive an SMS text message every time our accounts team upload an invoice from one of your service providers.
2. View the invoice online or on the app
You can view the invoice on our online 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.
If there’s a problem with the invoice, you can contact us straight away and we will pause the payment while you sort out the issue with your provider. We won’t pay the invoice until we hear back from you.
4. Get reimbursed
If you have paid for a service yourself, you can claim for personal reimbursements. Just be sure to keep your receipts which clearly show the amount that has been paid and the date of payment. You can do this quickly and easily on the app or in our online portal.

Ready?

Ready to banish admin, reduce stress and get the most out of your life? Sign up today.

On The Go With Our Mobile App

Push Notifications

Review new invoices instantly, we let you know right away of any new submissions.

Pay Now

Generate a virtual credit card to pay for services on the spot – no money out of your pocket.

Manage Multiple Accounts

One user with one login can now manage multiple NDIS participants. Switch easily between plan views.

Invoice Status Icons

Easy to read status icons clearly indicate the current status of submitted invoices

My Plan Manager