Less double-handling
Share the essential participant, referrer and contact preference details once through a structured form.
For Support Coordinators
A clearer NDIS plan management referral.
Introduce a participant through one guided form, reduce repeated data collection and give them a more confident first step.
01
Guided referralOne clear online form
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Approved accessUseful participant information with permission
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NationwideStrong SA experience, available Australia-wide
A warmer introduction
Referral information that helps the first conversation.
The online referral is designed to collect enough context to begin well without asking a Support Coordinator to write an essay or place sensitive participant information into a general web form.
Consent made explicit
The referral confirms that permission has been obtained before participant details are submitted.
A useful first contact
The participant’s preferred communication method and relevant context can guide a more comfortable introduction.
Ongoing coordination
Visibility after onboarding.
With the participant’s permission and the appropriate access setup, approved Support Coordinators can have their own secure view of relevant plan information.
Linked participant profiles
Move between approved participants without sharing the participant’s own login details.
Budgets and funding periods
Review category balances, spending and funding schedules to support planning conversations.
Statements, invoices and reminders
Access useful reporting and notice important plan timing earlier, reducing avoidable back-and-forth.
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Access depends on participant permission and appropriate onboarding. The website does not promise access to information without authorisation.
Referral process
From introduction to onboarding.
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Submit the referral
Complete the guided form and identify yourself as the Support Coordinator.
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Participant contact
The participant or their authorised contact is approached using the preference supplied.
- 3
Supported onboarding
The required information and permissions are confirmed through an appropriate process.
Clearer for the participant. More useful for the coordinator.
Secure accessFor approved people
Monthly reportingBudget and invoice detail
Plan remindersEarlier visibility of timing
Coordinator FAQs
Before making a referral.
Can I refer participants anywhere in Australia?
Yes. My NDIS Plan Manager is delivered online Australia-wide, with significant existing experience supporting participants in South Australia.
Should I include medical reports in the form?
No. The initial form asks for basic contact and referral context only. A more appropriate collection method can be arranged if other information is later required.
Will I receive portal access automatically?
No. Coordinator access depends on participant permission and the appropriate onboarding setup.
Can a nominee complete the referral instead?
Yes. The form supports participants, nominees, Support Coordinators and other authorised contacts.
Explore next
Information you can share with a participant.
Ready to introduce a participant?
Complete one clear form and share only the information needed for the first conversation.