Australia-wide online NDIS plan management

NDIS plan management explained

What is NDIS plan management?

Plan management is one way to manage the funding in an NDIS plan. A plan manager handles provider invoices and financial administration while helping you understand and monitor your budget.

01

ChoiceUse registered and unregistered providers where NDIS rules allow

02

VisibilitySee invoices, statements and budget information

03

SupportGet help with financial administration

The plan manager's role

What does an NDIS plan manager do?

A plan manager helps manage the financial side of your NDIS plan. This commonly includes receiving provider invoices, checking that the claimed supports fit the plan and current NDIS requirements, claiming funds through the NDIS system, paying providers and keeping financial records.

Your plan manager can also provide regular statements and help you follow how much funding has been used. My NDIS Plan Manager provides secure online access to relevant budget and invoice information for participants, nominees and authorised Support Coordinators.

What a plan manager does not do

A plan manager does not decide which supports you should buy, replace a Support Coordinator, or change the amount of funding in your plan. You remain in control of your providers and support choices, subject to your plan, service agreements and NDIS rules.

Who can be plan-managed?

If plan management is included in your NDIS plan, you can choose a registered plan manager. You can ask about plan management at a planning conversation or plan reassessment. The NDIS also explains that participants can change plan managers, subject to any notice period in their service agreement.

For the official overview, see the NDIS explanation of plan managers.

How it works

From provider invoice to plan payment.

The exact process depends on your setup, but these are the usual steps.

01

The provider sends an invoice

Your provider sends a correctly completed invoice to your plan manager. For My NDIS Plan Manager, provider invoices go to invoice@myndispm.com.au.

02

The invoice is reviewed

The invoice details are checked against available information, your agreed setup and relevant NDIS requirements. Some arrangements may include participant approval.

03

The claim and payment are processed

Once the invoice is ready, the plan manager claims the available funding and arranges payment to the provider, then records the transaction.

Common questions

Useful answers before you choose.

Can I still choose my own providers?

Yes. Plan management is designed to support choice and control. Plan-managed participants may generally use registered or unregistered providers, provided the support can be funded under the plan and NDIS rules.

Does a plan manager control my plan?

No. A plan manager handles financial administration. You make decisions about your supports and providers.

Can my Support Coordinator see my budget?

Relevant online access can be provided to an authorised Support Coordinator when the participant has given permission.

Can I change plan managers?

Yes. Check the notice terms in your current service agreement, then contact the new plan manager to coordinate the transition. Our switching guide explains the usual steps.

Would plan management make things easier?

Ask a question, start a new referral or discuss switching from another plan manager.

08 7546 9588admin@myndispm.com.au

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