Plan Management

Plan Management Overview

Plan Management is an NDIS-funded option that gives you more control over your funding without the hassle of paperwork. It’s free for participants because the NDIS covers all the costs.

With plan management, you get support to:

🧾 Handle invoices and make payments on time.

📍 Track your budget and spending.

✅ Choose supports from both NDIS-registered and non-registered providers.

This means you have the freedom to select services that best meet your needs, while your plan manager takes care of the financial side. You can focus on your goals without worrying about payments or complex forms!

Z

Why Choose Us?



Stress-Free Management

We handle the details, so you don’t have to.



Participant-Centric

You stay in control of your providers.

w

Clear Communication

Transparent reporting and responsive support.



Plan Management – How We Do It

At Care For Welfare, we follow a clear and simple process to manage your NDIS plan. Here’s how we do it:

1. Getting Started (Onboarding)

2. Setting Up Your Budget

3. Managing Invoices

4. Tracking Your Spending

5. Reporting and Audits

6. Plan Reviews and Renewals

7. Exiting Our Services

This process ensures you have full control over your supports while we take care of all the financial management, so you can focus on achieving your goals stress-free!

Provider Invoice Guidelines

To ensure prompt payment, please include the following details on your invoices:

ABN Number and business contact information.
A unique invoice number and invoice date.
Participant’s name and NDIS number.
Service dates and descriptions per the NDIS Price Guide.
Applicable line code from the NDIS Pricing Arrangements.
Hourly rate, hours provided, and total (include shift times if rates vary).
GST details (if applicable).

📧 Email all invoices to: pminvoices@careforwelfare.com.au

w

Plan management – FAQ’s

Q1: What is NDIS Plan Management?

Plan Management is a support option funded by the NDIS that helps participants manage their NDIS budgets. It includes paying providers, managing invoices, and tracking your spending, so you can focus on your goals without the administrative hassle.

Q2: What are the benefits of choosing Plan Management?

Freedom of Choice: You can use both NDIS-registered and non-registered providers.
Less Stress: A plan manager handles all payments, invoices, and budgeting for you.
No Extra Cost: It’s completely free for participants, as fees are covered by the NDIS.
Monthly Reports: You’ll receive regular statements to track your spending.

Q3: How do I get started with Plan Management?

If you’re already an NDIS participant, you can request to include Plan Management in your plan during your NDIS planning meeting or review. If you’re not sure how, our team can assist you in the process.

Q4: Can I switch to Plan Management if I’m currently Self-Managing?

Yes, you can switch to Plan Management at any time by contacting your NDIS planner or local area coordinator (LAC). We can also guide you through the process to make the transition smooth.

Q5: Do I lose control over my plan if I choose Plan Management?

No, not at all! With Plan Management, you still have full control over your plan. You decide which providers to use and what services to purchase. The plan manager simply takes care of the financial side to reduce your workload.

Q6: How do I choose a plan manager?

When choosing a plan manager, look for someone who:

Understands your needs.
Provides transparent reporting.
Is responsive and accessible.
Offers easy communication and support.

Q7: Can my plan manager help me with NDIS reviews and changes to my plan?

Yes, a plan manager can assist you by providing financial reports, tracking your spending, and ensuring you have the necessary information for your NDIS reviews.

Q8: Will my plan manager control how I spend my NDIS funds?

No, your plan manager only manages the payments and budget tracking for you. You decide how to spend your funds based on your NDIS plan. The plan manager ensures that spending is in line with NDIS guidelines.

Q9: Can I use my NDIS funds to pay for non-registered providers if I have a plan manager?

Yes, one of the biggest benefits of Plan Management is that it allows you to use both registered and non-registered providers, giving you more flexibility in choosing supports.

Q10: What happens if I run out of funds before my plan ends?

Your plan manager monitors your budget and can set up alerts if you’re nearing your funding limit. They will notify you and can help you plan your spending or prepare for a review to request additional funds if needed.

Q11: How often will I receive updates on my spending?

We provide monthly statements detailing your spending, remaining funds, and upcoming invoices. You can also access your budget information anytime through our online portal.

Q12: How are invoices and payments processed?

Service providers send their invoices directly to us. We review the invoices to ensure they comply with your plan and then process payments quickly through the NDIS portal.

Q13: What should I do if I have a complaint or concern about your plan management services?

We value your feedback. If you have any concerns, please contact us directly via email or phone. We are committed to resolving any issues promptly. You can also use our anonymous complaints form included in your welcome pack.

Q14: Can I change plan managers if I’m not happy?

Yes, you can switch plan managers at any time. We only require written notice to ensure a smooth transition and to finalize any outstanding payments. We will also provide you with a summary of your funds to share with your new plan manager.

Q15: What happens if my NDIS plan changes or is renewed?

We’ll work closely with you to adjust your budget, update service bookings, and ensure your supports continue seamlessly. We also help with any required documentation for your plan renewal.

Q16: How secure is my information?

Your privacy and data security are our top priorities. All information is stored securely in our system, and we comply with NDIS guidelines to protect your personal information.

Q17: How can I contact Care For Welfare if I have questions?

You can reach us via:

Email: info@careforwelfare.com.au
Phone: +61478613920

We’re here to answer any questions and provide support whenever you need it.

|

Testimonial