What is Plan Management? | MyCareSpace
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What is Plan Management?

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What is plan management and how does it work

Once you have an NDIS Plan, you need to decide how you are going to manage your funds/plan.

There are 3 ways your NDIS plan funds can be managed: 

  1. Agency Managed: The National Disability Insurance Agency (NDIA) manages your NDIS funds for you and they will pay registered providers and services on behalf of the participant. 
     
  2. Self Managed: YOU or your plan nominee manages your NDIS funds. This means that you (or your plan nominee) engage and pay service providers yourself, and claim these payments back from the NDIS using the portal. their payments via the NDIS portal. 
     
  3. Plan Managed: The plan management provider of your choice will assist you in managing your NDIS plan funds by handling all payments to providers. You engage the providers (and perhaps get a little help from your plan manager) and then they pay the bills on your behalf. No admin or out of pocket expenses for you.

Why should I choose to be plan managed? 

When it comes to your NDIS budget, have you found yourself thinking: 

Man wondering about what he would like

If you are deciding on whether to be plan managed or not, or perhaps what is involves, we’ve put together some information to help you decide if it’s the right option for you. 

Using plan management services allows you to:  

  • Use both registered and unregistered providers, which means you have more options to choose from, particularly in the areas where there aren’t a lot of providers 
     
  • Save time on pesky admin work, as your plan manager will pay bills, store receipts and track your spending 
     
  • Better understand your NDIS funding and how to use it to achieve your goals 
     
  • Track your budget so you don’t run out of money 
     
  • Have better control over how you use your funding 
     
  • Stress-less about paying bills on time, and spend more time on activities you enjoy 
     
  • Increase your confidence and skills around managing your budget 

What does my plan manager NOT do? 

Think of your NDIS Plan Manager as your Financial Manager/Assistance.

Your plan manager is NOT a Support Coordinator, Local Area Coordinator (LAC) or Early Childhood Early Intervention coordinator (ECEI).

The role of a plan manager focuses purely on assisting and supporting you with financial tasks relating to your NDIS funding.

This also can include building capacity around managing your budget, so it is important to remember this when engaging with plan management services.  

It is NOT the role of your plan manager to: 

  • Connect, organise or schedule your services with other providers 
  • Manage your schedule or appointments 
  • Provide disability related advocacy services 
  • Decide what supports you can or cannot access (unless it’s not included in your plan) 

How much does an NDIS plan manager cost? 

Do I have to pay any out of pocket costs for my plan manager? 

No, the NDIS pays for plan management under a separate area of funding in your plan. This will not impact funds used for other services in your budget

How do I find a plan manager near me? 

Your Plan Manager must be an NDIS-registered provider. The friendly MyCareSpace Connections Team and give you options to choose from:

HELP ME FIND A A PLAN MANAGER

So, now what? How do I set up plan management? 

  1. Request Plan Management at your initial planning meeting OR request a review of your plan to include plan management. 
     
  2. Await NDIA plan approval. If confirmed, the NDIA will allocate separate funding in your plan to pay for plan management services. 
     
  3. Select a plan manager (such as Plan Hero) then contact them to set up and sign a Service Agreement 
     
  4. Start sending invoices to your plan manager for payment
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