Our Plan Management team provides personal, one-on-one support to manage the financial side of your NDIS plan, regardless of your disability type. We take all the hassle and stress out of paying your invoices and managing your budget – let us do the work for you.
When you choose us as your Plan Managers, you can access:
- A dedicated team who are ready to assist – we’re just a phone call away if you need us
- The Careview Advantage app, to track your budget in real time and see all your invoices and statements in the one place
- Faster payment for your invoices – our benchmark is 48 hours, excluding weekends and public holidays
Our team have a comprehensive understanding of the NDIS Pricing Arrangements and Price Limits and can provide advice on what’s needed from your service providers and suppliers.
Best of all, our Plan Management services can be covered by your NDIS plan, so there’s no out-of-pocket costs for you.
A little more about the Careview Advantage app
We are proud to offer all our Plan Management customers access to the Careview Advantage app, where you can:
- Review your NDIS budget and funding balances
- See all invoices paid and statements, which are linked directly to financials in real time
- Access your information from anywhere
- Approve invoices directly
Our team can also give your Support Coordinator access to your account, with your permission, so they can see how your budget is tracking.
Choosing supports and services
You have the freedom to choose the supports and services that are a part of your plan, from any provider or supplier with an ABN.
Our Plan Managers can help you ensure any of your providers or suppliers meet NDIS requirements, including providing advice on details they need to include on their invoices.
We want you to make the most of your NDIS plan, and that means helping to reduce any confusion and worry when it comes to paying invoices and managing your budget.
Need more information? Read our FAQs
How do I get started with Plan Management?
Getting started is easy and we are here to help if you have any questions:
- Make sure you have a current NDIS plan which includes the support category ‘Improved Life Choices’ under Capacity Building. This covers our Plan Management fees. If you don’t have this in your plan, don’t worry. Just speak to your Support Coordinator or Local Area Coordinator about having it added.
- Contact our team using the ‘Enquire now’ button on this page and complete the form. Once submitted, we’ll be in touch to answer any initial questions you may have, and start the sign-up process if you’re ready.
- Relax. Send all your invoices to us via email (or ask your suppliers to send them to us), and we’ll take care of the rest.
Who is Plan Management for?
All NDIS participants are eligible to have Plan Management included in their plan under Capacity Building.
Why use a Plan Manager?
Using a Plan Manager gives you more choice and control, without the hassle of navigating the NDIS portal or being burdened by financial administrative tasks. Being plan managed means you can access a greater variety of providers and suppliers, regardless of whether your service providers are NDIS registered or not. We’ll be on hand to process your payments and answer your questions.
Is Plan Management automatically included or do I need to ask for it?
Plan Management is not automatically included in your plan, however, it’s easy to secure. Just ask your NDIS Planner, Support Coordinator or Local Area Coordinator to add Plan Management under Capacity Building in your NDIS plan. You can request Plan Management be added at any time. If you are mid-plan and want to change to Plan Management, you can contact the NDIS on 1800 800 110 and discuss how you can include Plan Management in your plan.
How is it funded?
Plan Management falls under Capacity Building in your plan and has a separate budget. The NDIS funds the initial set up and ongoing monthly fees associated with Plan Management. Funding for Plan Management is not taken out of other areas of your plan.
How do I know if I am Plan Managed or Agency Managed?
You should discuss this in your plan review meeting or with your Support Coordinator or Local Area Coordinator. Your NDIS plan will clearly show how each budget area is managed – self managed, agency managed or plan managed.
Do I have to wait until the end of my plan to change Plan Managers?
No, you can change Plan Managers at any time – but applicable notice periods do apply. We recommend contacting us and we can guide you through this process.
How do I know how much money I’ve spent?
You will receive access to Careview Advantage app, which shows your NDIS budget, all invoices paid and statements which is linked directly to all financials in real time. We also send out a monthly statement with details of your budget and how much you’ve spent.
How will I know when my funds are getting low?
If your funds are running low in any area of your plan, a low budget alert will be sent to you by our team along with the details and advice on possible solutions.
How do I get my invoices to you?
We have a dedicated Plan Management email address where all invoices and reimbursement requests are sent for processing.
How long does it take to process invoices?
Our benchmark for paying invoices is 48 hours, excluding weekends and public holidays. Invoices are always paid within seven days.
We have a rigorous checking process to ensure all invoices are compliant with all NDIS requirements and the NDIS Pricing Arrangements and Price Limits, so you can be confident if your plan is ever audited.
Do I get to see all my invoices before they are sent to you?
It’s up to you. Suppliers/providers can send invoices directly to us for processing. Alternatively, you can pre-approve all invoices and then forward them to us for processing. You will see all paid invoices on your monthly statements.
Do you process reimbursements?
Yes, we do. Just email the invoice to us with the subject line ‘reimbursement’ and we’ll check the details and process payment to your designated bank account.
Do I need to provide a copy of my NDIS plan?
You are under no obligation to provide a copy of your plan, however, it is beneficial for the Plan Management team. Being able to look at your plan means we can see what supports are funded and can allocate the funds to the correct category in your plan.
Will I be notified if anything changes with the NDIS that will affect the way my invoices are paid?
Yes, we will inform you of any changes via email.
How can I find out more information?
You can submit an online enquiry form or call us on 1300 774 625.
