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✓ INVOICE MANAGEMENT ✓ BUDGET TRACKING ✓ PROVIDER PAYMENTS

Plan Management Explained: What It Is, How It Works, and Why It Matters Under the NDIS

Plan Management is one of the most misunderstood—but valuable—supports under the NDIS. This article explains what Plan Management actually does, how it differs from other funding options, and why it plays a critical role in plan stability and participant choice.

1) What Is NDIS Plan Management?

Plan Management is a funding arrangement under the NDIS where a registered Plan Manager manages provider invoices, tracks budgets, and issues financial statements on behalf of a participant. It combines administrative support with participant choice and control.

Key distinction: Plan Management does not decide what supports you receive. It ensures the financial side of your plan runs smoothly and transparently.

2) What a Plan Manager Does

  • Receives and processes provider invoices
  • Checks invoices for compliance with NDIS rules
  • Pays providers on time
  • Tracks spending across plan categories
  • Provides regular statements and budget visibility

3) How Plan Management Differs From Other Funding Types

Self-Managed

You manage invoices, payments, record keeping, and compliance yourself.

Plan-Managed

A Plan Manager handles administration while you retain choice and flexibility.

NDIA-Managed

Payments are restricted to registered providers and managed directly by the NDIA.

4) Why Plan Management Matters

Poor invoice management is one of the most common causes of service breakdown under the NDIS. Plan Management reduces this risk by introducing structure, oversight, and consistency.

Professional insight: Many participants lose funding efficiency not because of overspending, but because of delayed invoices, incorrect billing, and poor budget visibility.

5) Who Benefits Most From Plan Management?

  • Participants with multiple providers
  • Participants using a mix of registered and non-registered providers
  • Families and carers managing supports for others
  • Participants working closely with Support Coordinators

Need Help With Plan Management?

If you would like to understand whether Plan Management is right for you, speak with our team for clear, practical guidance.

Request a Call Back