What is Plan Management?

Plan management is an NDIS service that helps participants manage their funding, budgets, and payments, offering the flexibility of self-management with the support of a professional. Our plan management service provides peace of mind by handling the financial administration associated with NDIS plans, ensuring payments are made on time, budgets are tracked accurately, and participants can focus on achieving their personal goals. Our dedicated team works closely with participants to make the process transparent, stress-free, and aligned with their needs.

  • Financial Relief

    Reduces the stress of managing invoices and tracking budgets.

  • Flexible Management

    Offers control over how and where funding is used, with professional assistance.

  • Time-Saving

    Handles all payment processes, freeing up time for participants and their families.

  • Enhanced Transparency

    Provides clear reports on spending and budget status

  • Independence with Support

    Combines the autonomy of self-management with the safety net of expert oversight.

  • Professional Guidance

    Ensures NDIS rules are followed, maximizing the potential of funding.

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NDIS Plan Management is a service that helps participants manage the funding in their NDIS plan. A Plan Manager takes care of tasks such as paying invoices, tracking spending, and maintaining financial records. It offers a balance between flexibility and support by allowing you to access both registered and unregistered providers without the need to handle all the paperwork yourself.

No, there is no extra out of pocket cost to you for using a Plan Manager. The NDIS provides additional funding specifically for plan management under the budget category called “Improved Life Choices”. This funding is separate and does not affect your other supports or services.

Yes, you have complete choice and control over which Plan Manager you use, as long as they are registered with the NDIS. You can also change Plan Managers at any time if you're not satisfied with the service, simply by notifying your current Plan Manager and contacting the NDIA.

If your plan is Plan-Managed, a professional Plan Manager takes care of paying providers and managing your budget. If your plan is Self-Managed, you take full responsibility for payments, budgeting, and record-keeping. If your plan is NDIA-Managed (also called Agency-Managed), the NDIA pays providers directly, but you can only use NDIS-registered providers. Plan Management offers the best of both worlds – professional help with financial tasks while still allowing more freedom of choice.

Yes, you can request to switch to Plan Management at any time. This can be done during a scheduled plan review, or you can request a "light touch" review if you don't want to wait. Speak with your NDIS planner or Local Area Coordinator to update your plan and include Plan Management.

A Plan Manager is responsible for processing invoices, tracking your spending, and providing you with regular budget updates. However, they do not help you choose your supports or coordinate your services, that’s the role of a Support Coordinator. Plan Managers also do not make decisions about what can or can’t be funded; they simply ensure services are paid for within the boundaries of your approved plan.

You can search for Plan Managers using the NDIS Provider Finder tool, or ask your Support Coordinator, Local Area Coordinator, or other NDIS participants for recommendations. When choosing a Plan Manager, it’s important to look for someone who communicates clearly, provides easy-to-understand budget reports, and offers strong customer support

Absolutely. One of the key benefits of Plan Management is that you can choose to use either registered or unregistered providers, giving you more flexibility than NDIA-managed plans. Your Plan Manager will simply ensure invoices are paid correctly and promptly, regardless of the provider's registration status.

What Our Clients Value Most

Let Your Budget Take You Further Than Ever Before

Transparent Pricing for Peace of Mind
We believe in clear and honest pricing. With Beyond Health Services, you’ll always know the cost upfront. Our prices are displayed for every booking, giving you the confidence to make informed choices.

Affordable Rates That Maximize Your Budget
We work hard to ensure your budget stretches further. Our competitive rates and worker flexibility mean you receive top-tier support without compromising on cost, allowing you to allocate resources effectively.

Online Budgeting Tool for Full Control
Manage your funding with ease using our intuitive online budgeting tool. This powerful feature empowers you to track your expenses in real time and plan your care, ensuring your budget is always managed efficiently.

What Families Have to Say

  • Thorough Background Checks

    We ensure that every care and support worker undergoes comprehensive background checks, including police verification, NDIS worker screening, and Working with Children Checks (WWCC). Your safety is non-negotiable, and we take every measure to guarantee the integrity of our team.

  • Online Safety and Privacy

    we prioritize the safety and security of your personal information. Our advanced online systems are designed with comprehensive data protection measures, ensuring that your sensitive details remain confidential and secure. We implement state-of-the-art encryption protocols, secure authentication processes, and strict access controls to safeguard all client data.

  • Personalised Safety Plan

    We understand that every individual has unique needs. That’s why we create a personalized safety plan for each client, tailored to address specific requirements and preferences. This proactive approach ensures a safe and supportive environment for everyone.

  • Comprehensive Insurance Coverage

    To provide you with peace of mind, we have secured Public Liability and Accident Insurance for all our care and support workers. This means you can confidently engage our professionals, knowing that both you and our workers are protected.

How it Works

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