NDIS plan management

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New to the NDIS? Feeling confused? PlanM has your back.

Just received your plan, what’s next?

While we know the NDIS presents amazing opportunities to children and families, we also know that it can be confusing and overwhelming. That’s right, it’s not just you. PlanM focuses on giving parents the information and tools they need to be more confident about spending the funding in their plan to achieve their child’s goals.

What is plan management?

PlanM provides plan management services to people with plan management funding in their plans. This means we accept, process and claim any invoices or reimbursements, then pay your service providers on your behalf. Our standard payment time is 3-5 days from receiving your invoices. We also provide up-to-date funding balances and support you to identify potential over or underspending.

So much more than payments

PlanM brings a new approach to NDIS plan management to meet the expectations of a new generation of families. Our goal is to simplify the NDIS for you, reduce your financial admin and pass on to you our specialist knowledge so you can focus your time on your family rather than navigating the NDIS.

The PlanM Discovery journey

Our PlanM Guides and Experts are there for you as you navigate the NDIS starting with our PlanM Discovery session and tools.

Fast, simple payments

Reduce the stress around payments with invoices paid in 2-5 days and 24/7
access to your funding balance

Plan Discovery Session

Unique to PlanM, explore the potential of your plan funding, understand how your budgets work as hours of support and how you can use them

Regular Plan Check Ins

Book quarterly check-ins with your PlanM Guide to check your spending is on track, get advice and information to suit your needs

Specialist NDIS Experts

Our Experts will take the time to help you understand your child’s plan, their goals and how you want to be supported by us

PlanM NDIS Knowledge Hub

Developed by subject matter experts, many who are parents just like you, to build your confidence around the NDIS

Preparation For Reassessment

Provide clear documentation of how you have spent your budgets across your plan, your providers and how your supports relate to your goals


The term ‘plan manager’ is a bit of a misnomer, as plan managers don’t actually ‘manage’ the NDIS plan as such. A Plan Manager’s role is generally limited to acting as a bookkeeper – receiving, managing and paying support provider invoices on behalf of a plan managed NDIS participant. Having a plan manager like PlanM, will help you manage your provider paperwork, stay on top of your NDIS Spending and budget and connect with both registered and non-registered support providers.

Check if you have ‘Improved Life Choices’ in Capacity Building Supports in your child’s NDIS plan. If they have funding under this support item, then plan management is included in their plan.

The cost of our plan management services is included in your child’s plan through the capacity building ‘Improved Life Choices’ budget. This means it doesn’t come out of their general support budget and there is no extra cost to you. If you do not have ‘Improved Life Choices’ refer to the next FAQ.

Yes. Options to get ‘Improved Life Choices’ included in your NDIS plan so you can access plan management are:

At your initial planning meeting tell NDIS staff that you would like a plan manager to support you.

If you are mid plan and want to get access to plan management you can contact the NDIS on 1800 800 110 or speak to your NDIA Planner, Local Area Coordinator, Support Coordinator or Early Childhood Support Partner to discuss how you can include plan management in your plan, including how to request a ‘soft review’ to add plan management.

If you have an upcoming planning meeting or plan reassessment, request plan management funding is included in your next plan.

No, it doesn’t. You will still get access to both registered and unregistered providers of your choice but providers can only charge at or below per the NDIS Pricing Arrangements and Price Limits.

Our specialist PlanM Guides will help you better understand what supports you can spend your NDIS funds on when you join PlanM. As a general rule, as a plan managed participant you can spend your NDIS funds on any service provider (registered or unregistered with the NDIS), as long as you meet the NDIS Reasonable and Necessary requirements, the provider cost is equal to or below the NDIS Pricing Arrangements and Price Limits, you have available funding in that support category and the support aligns to the goals within your NDIS plan.

The NDIS have strict requirements that need to be followed to ensure invoices are processed and approved quickly. Including:

Invoice details: provider invoices must include the provider’s NDIS business name, ABN, participant’s name and NDIS number, support item number listed in the NDIS Support Catalogue, amount and quantity claimed for each unit of the support provided (e.g. $51.09 each x 2 units), date/s the support was delivered, total invoice amount and GST component if applicable (most services are GST free).

Reasonable and necessary requirements (RNR): must meet NDIA’s RNR including related to a participant’s disability, not include day-to-day living costs not related to your disability support needs, represent value for money and be equal or less than the NDIS Pricing Arrangement and Price Limits, likely to be effective and work for the participant, take into account support given to you by other government services, your family, carers, networks and the community.

For more details go to https://www.ndis.gov.au/understanding/supports-funded-ndis/reasonable-and-necessary-supports

Available funding: the participant must have available funding within the support category to pay for the provider invoice.

We aim to pay providers 3-5 days after receiving the invoice.

No. If you are using a Plan Manager, the NDIS will reject and not pay provider invoices who charge more than the price limits outlined in the NDIS Pricing Arrangements and Price Limits.

A plan manager will pay providers for supports delivered. A plan manager will help you monitor your funds, and provide financial reporting.

A support coordinator will support you to understand and implement supports included in your plan. A support coordinator will link you to providers and other community and government services. A support coordinator will also support you to build skills and direction.

An NDIS Partner in the Community delivering Local Area Coordination or early childhood services may provide plan implementation and monitoring support to you. Partner organisations are appointed by the NDIA to help you understand the NDIS, and find providers of support suited to your needs. The difference between a local area coordinator and early childhood partner / ECEI coordinator is that a local area coordinator is allocated to participants aged 7 years and older, whereas early childhood partners / ECEI coordinators assist participants 6 years and under.

Yes, PlanM is a related entity to Mable, an online platform that helps people with disability find, connect and engage the services and support of your choice from Australia’s largest and most diverse online community of independent support workers.

To ensure prompt payment of your provider invoices please send all invoices to accounts@planm.com.au

Choice, respect and transparency are at the heart of our values

We understand that you are your child’s advocate and know them best. You can expect respect and transparency from us, to support you to have choice and control over how you manage your child’s funding.


“…with PlanM I now understand the plan, have someone in my corner and can focus on using the funding on the supports which will best help my son.”

Lisa, NSW


“your sessions and checklists were great to help me understand how I can better use the remaining funds within my son’s plan on innovative supports that will help him build his confidence, communication and friendships outside of a therapy session.”


“PlanM’s Breakdown and Implementation session was really helpful to see and understand how to allocate my sons funding all in the one place. The PlanM Guide also gave me some great ideas around innovative supports available to my son.”

Ready to take control
of your plan?

Contact us today and we’ll guide you through the process.

PlanM is a related independent business of the Mable Group

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