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Plan Management

PLAN MANAGEMENT

Plan Management services are available to help you with the financial tasks associated with your NDIS plan. This service enables you to get the most out of your plan without having to worry about the administrative burden.

Understanding your NDIS plan and its budget, finding the right supports and services along with taking care of the day to day administration involved in managing your plan can be daunting. At United Disability Care we understand this and provide to you connection to a network of qualified Support Coordination and Plan Management service providers. These plan management services are available to support you to effectively communicate your needs and goals and assist with day to day financial management of your plan. 

NDIS Plan Management Services

Plan Review Services

 Plan management is about having a third party to communicate with your service providers and pay invoices on your behalf, keep track of your funds and the financial reporting for you.

Our Plan Manager is happy to work with your Support Coordinator to ensure your plan is correct, personalised and meets your needs that will ensure you can work towards your goals. We are able to assist you with your plan even if you do not receive support services from United Disability Care.

  • SERVICES AND TASKS A PLAN MANAGER CAN PROVIDE:
  • Financial tasks associated with NDIS plan
  • Coordinate services agreement and service delivery with service providers
  • Your annual plan review
  • Making payments to providers and processing claims within the NDIS portal
  • Managing your monthly budget
  • Compiling statements of expenditure and remaining budget
  • Increasing your financial literacy and self-management capabilities
  • We process authorised invoices within 3 business days
  • Explain how you can spend your funding

Your plan is reviewed annually and your Plan Manager works with your Support Coordinator. The review is to ensure the services are meeting your needs and that the allocations for services match your budget. You can request an early plan review if you feel your current plan isn’t meeting your needs.

 

My annual Plan review is due, can you help me even if you are not currently my Plan Manager?
Yes, I can assist you with that. You have the choice of who you want to work with at all times and can change your Plan Manager when you feel you need to. The Plan review is to ensure the services are meeting your needs and that the allocations for services match your budget. You can request an early plan review if you feel your current plan isn’t meeting your needs.

Already with an NDIS registered plan manager?

If you are looking to move away from your current plan manager to United Disability Care, you can do this at any time by calling our team on 1300 454 850.

 

It’s a good idea to have a think about your plan management options before your NDIS planning meeting. If using a registered Plan Manager is the right option for you, simply advise the NDIS Planner, Supports Coordinator or Local Area Coordinator (LAC) of your requested option.

What is an NDIS Plan Manager?

The most basic definition of plan management calls it a ‘financial intermediary’ support. This means that all plan managers are a connection between an NDIS participant, the providers and the NDIA. 

Plan management is about having a third party to communicate with your service providers and pay invoices on your behalf, keep track of your funds and the financial reporting for you. The Plan Manager then claims directly from the budgets in your plan to pay your providers on your behalf. 

If you choose to be plan-managed, a Plan Manager is funded in your plan and must be an NDIS registered provider, which United Disability Care is. Ask to use a registered plan management provider at your planning meeting.

  • IF YOU CHOOSE TO UTILISE A PLAN MANAGER, THEY WILL:
  • Pay your providers for the supports you purchase
  • Help you to keep track of your funds and advise balances
  • Take care of financial reporting to NDIA for you
  • Pay your service providers directly
Michael’s plan will be managed by UDC’s Colleen Reid. Already, we are so impressed with Colleen. Like Greg, she is proactively going the extra mile to ensure the very best outcome for Michael.
David and Elgar Dyer
Parents
Plan Managers - Brooke, Shannon and Colleen
I enjoy being a Plan Manager and making a difference in our clients lives. It's so great to be part of the process when someone is achieving their goals
Colleen Reid
Plan Management Officer

Why choose United Disability Care
to Manage your Plan

  • OUR PLAN MANAGER WILL:
  • Pay your invoices fast
  • Explain how you can spend your funding
  • Take your phone calls to answer questions
  • Reply to your emails and keep in touch

 It is your choice who manages your plan, we want to ensure you feel you are in control of your life style and we want to help to support you in any way we can.

We endeavour to provide you with the best service possible whilst your entrust us to Manage your NDIS Funding. 

We have friendly and approachable staff who will do their very best to make sure you get the most out of the services available to you.

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