Let's compare Self Managed vs Plan Managed vs Agency Managed
When you receive a new NDIS plan, the NDIS asks you HOW you want to manage your plan?
What they actually mean is WHO is going to be paying your bills!
There are 3 ways your NDIS plan funding can be managed.
| Agency or NDIA managed |
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| Plan Managed |
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| Self Managed |
|
HOW do I decide how I want to manage my NDIS plan?
Take a look at the table below where we compare Self Management vs Plan Manangement vs Agency Mananged
Nearly 70% of NDIS Participants are plan managed.
| Self Managed | Plan Managed | Agency Managed | |
|---|---|---|---|
| Provider Choice | You can use both registered and unregistered NDIS providers | You can use both registered and unregistered NDIS providers | You can only use both registered NDIS providers |
| Pay Bills and Keep Records |
You need to pay your own bills and keep records of your invoices and receipts. You submit claims to the NDIS MyPortal. |
Provider emails invoice to your Plan Manager and you approve The Plan Manager pays it. If you pay for a service, the Plan Manager reimburses you. Funding is added to your plan for Plan Management. The Plan Manager keeps all records – invoices and receipts |
NDIS does this for you |
| Help understanding your Plan |
You need to do your own research |
Plan Manager helps you understand your NDIS plan and what you can spend your funds on. | You will need to do this |
| Budget Tracking |
You need to track your own spending You need to watch your own budget |
A plan manager will keep track of your budget, letting you know when you are running low on funds or when you are under-spending! |
You need to keep track of your own budget |
|
Finding Services |
You need to find your own providers |
Some plan managers (like Plan Hero) can help you find the supports you need. |
Will help you connect with a provider to solve any problems about how their service was delivered. |
| Spending on Services |
YOU need to know what you can spend your funding on You need to know what's on the NDIS ‘IN’ LIST |
A plan manager will help you make sure you don’t spend on supports that are not allowed, so you don’t incur and NDIS debt. |
If you spend on something you are not allowed to, the NDIS wont pay for it. |
| Monthly Reporting | You need to look in the NDIS portal for any reports - nothing sent to you. |
Plan Manager helps you understand your funding and sends you monthly reports. A Plan Manager like Plan Hero gives you access to a Portal and Phone App so you can keep track of your funding levels 24/7 |
You need to look in the NDIS portal for any reports - nothing sent to you. |
| How much can you pay? | Can pay above the Price Guide |
Cannot pay above the Price Guide |
Cannot pay above the Price Guide |
WHEN do I choose how I want to manage my NDIS plan?
Your NDIS Access Meeting
The first opportunity you have to tell the NDIS how you want to manage your NDIS plan is during your NDIS Access Meeting. Your LAC will record this info in your record.
Your NDIS Plan Meeting
Your Plan Meeting is where the Planner will ask/confirm how you want to manage your plan.
You will need to provide him with details of the Plan Mananger you want to use, so do your research before the meeting!
Can I change how I mange my NDIS Plan?
Yes you can. You can request to change at any time!
The most popular change is from self-managed to plan-managed or from agency-managed to plan-managed.
We work closely with Plan Hero Plan Management who are an independent Plan Manager (this means they only offer plan management).
They have specialist plan managers with live experience and deep knowledge about the NDIS.
Find our how to change to plan managed here
How to choose Plan Hero as your NDIS Plan Manager
How to Endorse Plan Hero
If you want to choose Plan Hero as your NDIS plan manager, simply call the NDIS on 1800 800 110 and 'endorse' (tell them what you want) Plan Hero Plan Managers by providing this information:
Name: Plan Hero Pty Ltd
Provider#: 4050079575
ABN: 43 641 197 659
NDIS THERAPY FINDER - FREE SERVICE
LET US FIND YOU A SKILLED SUPPORT WORKER
