Plan Management Providers

What to look for in a plan manager

A plan manager handles the financial side of your NDIS plan, paying providers, tracking your budget, and ensuring you stay within your funded amounts. Choosing the right one saves time and stress. Here is what the NDIS recommends you ask.

Questions worth asking before you commit

1. 1

   Are you NDIS registered as a plan manager?

   Plan managers must be registered with the NDIS Commission. This is a legal requirement. Always confirm registration before signing up.

2. 2

   How quickly do you process invoices and pay providers?

   Payment turnaround varies between plan managers. Ask about their average processing time. Slow payment can affect your relationships with providers, especially therapists and support workers.

3. 3

   What portal or app do you provide to track my budget?

   A good plan manager gives you real-time visibility of your spending across all support categories. Ask for a demo of their participant portal before committing.

4. 4

   What support do you provide beyond processing invoices?

   Some plan managers offer proactive budget monitoring, alerts when you are approaching limits, and guidance on plan utilisation. Others are purely transactional. Know what you are signing up for.

5. 5

   How do you handle disputes or incorrect invoices?

   Ask how they identify and manage fraudulent or incorrect claims. A good plan manager is an active safeguard for your funding, not just a payment processor.