How to Choose the Best Plan Manager

Navigating the National Disability Insurance Scheme (NDIS) can be complex, and selecting the right plan manager is crucial for effectively managing your funding and achieving your goals.

A plan manager acts as a financial intermediary, handling administrative tasks such as paying service providers, managing invoices, and providing financial reports. This lets you focus on your NDIS community access and other essential supports.

Key Considerations When Choosing an NDIS Plan Manager

1. NDIS Registration: Ensure the plan manager is registered with the NDIS, as only registered providers can manage your funding in compliance with NDIS guidelines.
2. Experience and Expertise: Look for a plan manager with a proven track record and comprehensive knowledge of the NDIS. An experienced manager can navigate the complexities of NDIS payments and provide valuable guidance throughout your journey.
3. Transparency and Reporting: Choose a plan manager who offers clear financial reports and real-time budget tracking tools, such as an online portal or mobile app, to help you monitor your spending.
4. Invoice Processing Time: It is essential to pay service providers on time. To ensure no delays in your NDIS household tasks and other services, inquire about the plan manager’s average invoice processing time.
5. Communication and Support: Effective communication is vital. Opt for a plan manager who is responsive, approachable, and willing to answer your questions, providing a personal touch to their services.
6. Flexibility with Providers: A good plan manager should support your choice to access both registered and unregistered providers, offering you greater flexibility in selecting services that best meet your needs.
7. Fee Structure: The NDIS covers plan management fees under the “Improved Life Choices” category, so you should not incur additional costs. However, be cautious of plan managers who attempt to charge extra fees.
8. Reputation and Reviews: Seek feedback from other NDIS participants. Positive testimonials can provide confidence in a plan manager’s services. Online platforms and community forums can be valuable resources for reviews.
9. Personalised Support: Your plan manager should understand your unique needs and offer tailored guidance rather than a one-size-fits-all approach. This customised support can significantly improve your plan’s effectiveness.

Questions to Ask Potential Plan Managers

• How quickly do you process invoices?
• Do you provide real-time budget tracking tools?
• How do you communicate with participants?
• Can I access both registered and unregistered providers?
• Do you offer personalised financial advice?
• What happens if I want to switch plan managers?

Takeaway

Selecting the right NDIS plan manager is crucial to effectively managing your funding. A good plan manager should be registered, experienced, transparent, and responsive to ensure your services run smoothly.

Koala Care Services is an NDIS-registered provider committed to delivering tailored support solutions. We offer NDIS support coordination, disability care, and supported independent living to help participants live independently.

Our dedicated team ensures personalised care, working closely with individuals and their families to meet their needs. With clear communication, structured support, and a commitment to quality services, we confidently help participants navigate the NDIS.

FAQs

1. What is the difference between plan-managed, agency-managed, and self-managed NDIS plans?

• Plan-managed: A registered plan manager handles your funding and payments, providing support with financial tasks.
• Agency-managed: The National Disability Insurance Agency (NDIA) directly pays registered providers, but you are limited to using only NDIS-registered providers.
• Self-managed: You take full responsibility for managing your NDIS funding, including paying providers and maintaining financial records.

2. How do I switch to a different plan manager?

You can change plan managers anytime by informing your current manager and selecting a new one. To facilitate a smooth transition, ensure that all outstanding invoices are settled.

3. Can I have a plan manager and still self-manage part of my funding?

Yes, you can choose a combination of plan-managed, agency-managed, and self-managed funding to suit your needs.

4. Does plan management cost me anything?

No. The NDIS covers the cost of plan management under the “Improved Life Choices” category, so you will not have any out-of-pocket expenses.

5. How long does it take to get a plan manager?

Once approved, you can sign up with a plan manager immediately. The transition typically takes a few days, depending on the provider.