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Plan management

Plan management that takes care of the paperwork

We pay your providers, track your budget and keep the records, so you get more choice and control over your NDIS plan without the stress of doing the admin yourself.

Participant reviewing plan paperwork with a team member at a laptop

NDIS plan management is a way of managing the funding in your NDIS plan where a plan manager pays your providers and keeps track of your budget for you. You keep choice and control over your supports, and someone else takes care of the paperwork. At Serene Disability Support, we’re an NDIS registered provider offering plan management to participants across NSW.

How NDIS plan management works

Once plan management is in your plan, it works like this:

  1. You use your supports. You choose your providers and book the supports you need.
  2. Your providers send invoices to us. Instead of chasing payments, providers invoice your plan manager.
  3. We check and pay. We check each invoice against your NDIS plan and NDIS pricing, then submit claims to the NDIA and pay your providers.
  4. You see where your money goes. We give you regular statements so you know how your plan budget is tracking.

We can also help you understand your NDIS budget, flag when funding is running low and answer questions when something doesn’t look right.

Three ways to manage your NDIS plan

The National Disability Insurance Scheme gives you three main management options. You can use one, or a mix across different parts of your plan.

  • Agency-managed. The NDIA pays your providers directly. You can only use NDIS registered providers.
  • Self-managed. You manage the funding yourself. You pay providers, keep records and claim from the NDIS. It gives you the most flexibility, but it’s also the most work.
  • Plan-managed. A plan manager pays providers and keeps records for you. You can use registered and unregistered providers, without having to do the admin yourself.

Plan management gives you the flexibility of a wider choice of providers, with the paperwork handled for you. It suits a lot of people who want choice without the stress.

Benefits of a plan manager

  • More choice. Use NDIS registered providers and unregistered providers, as long as the supports fit your plan and pricing rules
  • Less admin. No paying invoices yourself or keeping receipts for the NDIA
  • Clear records. Regular statements show what you’ve spent and what’s left
  • Funded by the NDIS. Plan manager fees are funded in your plan, so they don’t come out of your other supports
  • Someone to ask. A real person to help you understand your plan and budget

How to get plan management in your NDIS plan

To use a plan manager, plan management needs to be included in your NDIS plan. You can ask for it at your initial planning meeting, at a plan review, or by contacting the NDIS on 1800 800 110. Your local area coordinator or support coordinator can help you request it.

Once it’s in your current plan, you choose a plan manager and sign a service agreement. Then you let your providers know where to send their invoices.

Why choose Serene as your plan manager

  • Registered NDIS provider. We work to the NDIS Practice Standards and the Quality and Safeguards Commission’s rules
  • Culturally and linguistically diverse (CALD). With multilingual staff and interpreters, we can explain your plan to you and your family in any language
  • One team, many supports. If you also use our supported independent living, household tasks or community participation services, it’s easy to keep everything in one place
  • Your choice stays yours. You can use any providers you like, not just Serene

Getting started with plan management

If you’d like Serene to manage your NDIS plan, or you’re not sure which way to manage your plan suits you best, give us a call or request a callback. We’ll get back to you within one business day and help you get set up, so you can focus on what matters and achieve your goals.

Frequently asked questions

What does a plan manager do?

A plan manager pays your providers from the funding in your NDIS plan, keeps track of your budget and gives you regular statements so you can see what you've spent. They check invoices against your plan and NDIS pricing before paying them, and can help you understand your plan. You still choose your supports and providers.

Do I have to pay for plan management?

No. If plan management is included in your NDIS plan, the plan manager's fees are funded by the NDIS. They're paid from a separate part of your plan, so they don't come out of the money for your other supports.

How do I get plan management?

Ask for it. You can request plan management at your planning meeting, at a plan review or by contacting the NDIS on 1800 800 110. Your local area coordinator or support coordinator can help. Once it's in your plan, you choose a plan manager. You can contact us to set it up with Serene.

Can I use unregistered providers with plan management?

Yes. Plan-managed participants can use both NDIS registered and unregistered providers, as long as the support fits your plan and is charged within NDIS pricing rules. That can open up options like a local cleaner or gardener. Agency-managed participants can only use registered providers.

Can I change my plan manager?

Yes. You can change plan managers if you're not happy, usually by giving notice under your service agreement and letting the NDIA know. Your new plan manager can help with the switch. If you're thinking of moving to Serene, give us a call and we'll explain how it works.

Can I self-manage part of my plan and plan manage the rest?

Yes. You can mix management options across different parts of your plan. For example, you might self-manage some supports and have a plan manager look after others. If you'd like help choosing the supports themselves, see our full list of NDIS services.

Not sure which support fits your plan?

Call Serine. She'll walk through your plan with you and explain what's covered.