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.

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

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 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.

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.

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.

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.

Learn More About the Client Portal

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.

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.