Plan Management

Plan management is a type of disability service funded through the National Disability Insurance Scheme (NDIS).

There is NO COST to you the participant – Plan Management is funded in your plan – but not from your supports.

The overarching function of plan management is to assist and support NDIS participants to manage their NDIS plan funding.

Participants can also receive advice from plan management providers about how to best utilise their NDIS plan funding which can assist in building a participant’s financial capacity and knowledge.

Plan management can support participants by:

  • managing and monitoring a participant’s budget
  • managing a participant’s NDIS claims and disbursing funds to providers for services delivered
  • providing regular statements to a participant to show the financial status of their plan including prompt notification of over or under utilisation
  • offering increased choice and control to a participant over plan implementation and utilisation through additional plan financial assistance.

The Process

  • Step 1 - A service is delivered

    A participant has received a service or purchased some goods and an invoice/receipt has been raised

  • Step 2 - Invoice is Raised

    The invoice is raised and one of three things might happen

    1. Invoice is paid by the participant and they wish to claim a reimbursement from their plan
    2. Invoice is emailed directly to your plan manager (us!)
    3. Invoice is received by the participant for checking and remains unpaid – and is then passed on to the Plan manager for processing.

  • Step 3 - Processing

    NDIYES receive the receipt or Invoice for processing into our Plan management software

  • Step 4 - Expense Review

    NDIYES will review the expense and align it to your plan and budget allocation before claiming from the NDIA Portal

  • Step 5 - Claim Uploaded

    The claim will be uploaded to the NDIS portal for payment

  • Step 6 - Claim Reviewed

    NDIS reviews the claim and approves the payment or denies the claim

    • If accepted – funds are released to the Plan Managers account
    • If rejected – the Plan Manager will query the issue and follow up

    Payment Terms:

    All invoices are processed the day of, or day following receipt.  Once funds are received and reconciled – they will be paid within 2 business days Full turnaround should be less than 4 Working days – but the aim is for 2!

What You Can Expect from NDIYES Plan Management

Prompt and accurate service

Personalised service

Access to portal and approval process

Up to date reporting

A caring team of professionals

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