Plan managed
This is when a participant chooses to use a plan management provider who will assist a participant with managing their NDIS plan funds. Plan management providers can purchase supports on behalf of participants from either registered or unregistered providers. A plan manager will receive funds from the NDIA and disburse funds on behalf of a participant to providers of other services received.
Plan management providers should support participants with budget management and NDIS funded supports administration activities to achieve a participant’s goals and outcomes.
Plan management providers should work collaboratively with a participant to understand the funds available within their plan and provide advice about how to draw on this funding to achieve their goals and outcomes.
Plan management is a type of disability service funded through the National Disability Insurance Scheme (NDIS). The overarching function of plan management is to assist and support NDIS participants to manage their NDIS plan funding.
Plan management can support participants by
- managing and monitoring a participant’s budget
- managing a participant’s NDIS claims and disbursing funds to providers for services delivered
- providing regular statements to a participant to show the financial status of their plan including prompt notification of over or under utilisation
- offering increased choice and control to a participant over plan implementation and utilisation through additional plan financial assistance.
Participants can also receive advice from plan management providers about how to best utilise their NDIS plan funding which can assist in building a participant’s financial capacity and knowledge.
Management of funding in a participant’s plan
Funding in a participant’s NDIS plan can be managed in a number of ways
Agency managed
This is when a participant chooses to use the National Disability Insurance Agency (NDIA) to manage their NDIS funds. The NDIA will directly pay registered providers of relevant services on behalf of a participant.
Self-managed
This is when a participant (or their plan nominee) manages their NDIS plan funds. The NDIS will reimburse a participant or their plan nominee directly for the NDIS supports received.
Plan managed
This is when a participant chooses to use a plan management provider who will assist a participant with managing their NDIS plan funds. Plan management providers can purchase supports on behalf of participants from either registered or unregistered providers. A plan manager will receive funds from the NDIA and disburse funds on behalf of a participant to providers of other services received.
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