Plan Management

Navigating the NDIS can be challenging, but with the right plan management, it can be a rewarding experience. The good news? Manage Your Plan, with Rufus the dog as our friendly mascot, is here to help you plan ahead and make the most of your NDIS journey.

This is how we work with you

At Managing Your Plan, we'll take care of the money side of your NDIS plan. We aim to help you reach your short-medium and long-term plan goals. We'll do this by paying your providers on time and checking your funds. This way, you'll have more time for yourself. We'll also keep you updated and handle your financial reports.


You won't have to pay anything for our services. When you choose us as your plan manager, you can pick both registered and non-registered NDIS providers. Here's what we'll do from the moment we get a bill from your provider until it's paid:

Contact us for support

  • 01 / Submit an invoice

    You or your provider sends an invoice to ManagingYour Plan (MYP). This is the first step in getting your services paid for.

  • 02 / Approve & Invoice Forwarding

    If your provider sends the invoice directly to us and you're not copied, we'll make sure to forward it to you. This way, you'll always know what services you're being billed for.

  • 03 / Payment Request to NDIS

    Once we have the invoice, we'll submit a payment request to the NDIS on your behalf. This is how we make sure the NDIS knows to pay for your services.

  • 04 / NDIS Payment Processing

    If the payment request is approved, the NDIS will send the money to us so we can pay your providers. This means you don't have to worry about handling the money yourself.

  • 05 / Provider Payment

    After we receive the funds from the NDIS, we'll make sure to pay all your providers promptly. This helps keep your services running smoothly and your providers happy.

  • 06 / Payment Notification

    Once the payment has been made, we'll send your providers a remittance email to let them know. This serves as a confirmation that they've been paid and helps keep everyone on the same page.

Important documents

  • EasyRead Service Agreement

    A service agreement easy read version with a dog wearing glasses and a tie.

    This document explains:

    • What a service agreement is
    • Responsibilities of the client and coordinator
    • How to pay for supports
    • How to change or end the agreement
    • How to cancel services
    • How to provide feedback
    • How to make the agreement
    • How to contact Manage Your Plan
    • Your Schedule of Supports

    Download

  • EasyRead Support Plan

    A woman in a wheelchair is doing yoga on the cover of a participant support plan.

    This document covers:

    • Service agreements
    • Responsibilities
    • Paying for supports
    • Changing and ending the agreement
    • Cancelling services
    • Providing feedback
    • Making the agreement
    • Contact information
    • Schedule of Supports

    Download

  • Participant Details

    A dog is standing in front of a wall that says welcome.

    This document is a Participant Details Form, dated July 2024. It's designed to collect essential information about NDIS participants. The form includes:


    1. Participant's personal information (name, date of birth, contact details, etc.)
    2. Guardian details (if applicable)
    3. Risk factors and alert issues
    4. Medical history
    5. Presenting issues or problems
    6. Other relevant current and historical information
    7. Presenting disabilities
    8. Information about the participant's culture, diversity, values, and beliefs

    The form also includes a client/guardian declaration section for consent to share information with Managing Your Plan for service delivery and reporting purposes.


    Download

  • Participant Risk Assess Form

    A sticker on a pole that says `` you are important ''

    This document is a Participant Risk Assessment Form, designed to evaluate potential risks associated with NDIS participants. Key features include:


    Participant and assessor details

    A series of yes/no questions about general information, covering topics such as

    - History of force or violence

      - Mental health status

     - Substance abuse

     - Communication abilities

     - Self-harm tendencies

     - Environmental factors


    Questions about the participant's reliance on services and potential impact of service disruption


    A section on challenging behaviours


    A detailed risk minimization action plan


    Space for notes and follow-up reviews


    The form is aimed at identifying potential risks to both the participant and caregivers, as well as planning appropriate risk management strategies. 


    It emphasises the importance of reporting high risks to management before commencing services.


    Download

  • Welcome Pack: Participant Handbook

    A woman in a wheelchair is sitting next to a dog on the cover of a welcome pack participant handbook.

    Our Welcome Pack emphasises our commitment to person-centered care, respect for your choices as a participant, and our dedication to high-quality service delivery in line with NDIS standards. We aim to provide you with a clear understanding of the services we offer and how we at Managing Your Plan operate to support you in achieving your goals.


    It includes:

    1. An introduction to the company, its mission, and values
    2. A comprehensive list of services offered, including assistance with daily activities, employment support, equipment provision, and various therapies
    3. Information on participants' rights and responsibilities
    4. Details on advocacy, individual outcomes, and service access
    5. Explanation of individual plans and how they are developed
    6. Information on privacy and confidentiality policies
    7. Feedback and complaints procedures
    8. Incident management processes
    9. A glossary of terms

    Downloand

Useful links: remember to check Our Resources

Below are several helpful links to assist you in gaining a better understanding of the programs and services at your disposal. Manage Your Plan will be expanding this selection based on our growth and your feedback, which we appreciate.

Individual Advocacy with trained specialist.

This is for people in selected locations in NSW & Queensland. 

National disability information funded by the Australian Government

Help & Support to achieve best possible mental health, whatever your age.

You or a loved one is experiencing the repercussions of abuse, neglect, or violence.