A NDIS registered Plan Manager manages your NDIS funding on your behalf. The role of claiming invoices through the NDIS portal is eliminated. Your nominated plan manager takes responsibility of this process so you can get back to living your life.

The Plan Manager will take care of all your invoices, claims and payments. You will be able to select your own registered or unregistered service providers and have more control over how the plan is used. Through budget management you can control expenditure and not be faced with any surprises. Your plan manager is here to ensure you are compliant and ready for a NDIS audit.

The NDIS ensures you have total choice and control of who you choose. This means you can change your plan manager even in the middle of a plan.

Transition is easy. Contact our team. We will advise you on how to make the change and how to ensure there will be no disruption to your current flow of services and payments.

If you have no plan management in your plan and would like to change to being plan managed before your next review, contact your support co-ordinator or planner to arrange a light touch review.

No. The National Disabilities Insurance Agency (NDIA) covers all plan management fees providing ‘Improved Life Choices’ are included in your plan. Having a plan manager does not impact or reduce the funding you receive. You will have no out of pocket expenses.

There are three different types of funding included in your plan: Core, Capital and Capacity Building. Under Capacity Building (Category 14) is ‘Improved Life Choices.’ This helps you build your financial and organisational skills. If you have Improved Life Choices in your plan you will be able to access plan management services. If not, you can have your plan reviewed and request for it to be included.

There are two methods:

Standard authority - A standing authority can be arranged for your most trusted providers. This authorises us to pay their invoices as received.

Participant approval - When Planit receives a provider invoice, we will send you an invoice notification. Your approval can be processed via the Planit portal or email. This will be fully discussed in our first meeting to help you find the easiest and preferred method.

The portal is a user-friendly online portal for participants to utilise to:

1. View my budget plan

2. See real time information about my plan and invoice payments

3. View claimed invoices

4. Approve invoices

The portal can be accessed on your mobile or PC, anytime and anywhere.

It is a secure portal where all your information and privacy are protected.

The participant may give consent for their nominee and support coordinator to have access to the portal.

Yes! Since July 2022 the term Light Touch Review has been replaced by the term Plan Variation.

It means the plan requires a minor alteration and there is no need to create a new plan to accommodate this minor change.

One example of a minor change is the updating of how the funds or other aspects of your plan are managed. If you were self or agency managed and want to change to plan managed or vice versa. A plan variation could be requested to make this change.