Plan
Management
Plan management is the management of funding for participant's plan including financial intermediary set up costs and monthly processing of fees. Plan managers are financial intermediaries who provide financial administrational support to manage an individual’s plan.
Plan manages provide specialised assistance to enhance choice and control...
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Pay and process provider bills, claims & invoices from the NDIS
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Track participant's budgets
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Set up and undertake regular liaison with providers
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Monitor support provision in an individual’s plan
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Build up a participant’s skills to self-manage their plans
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Organise providers and their payments
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Outline a budge, feep financial records & keep participant's on track of their spending
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Manage service agreements
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Act on behalf of participants for all administrative tasks that come with an NDIS plan.
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Review service agreements with providers
Plan Management Providers That Service The Nepean Blue Mountains
Disability Intermediaries Australia (DIA)
Digital Partnership Program (DPP)
(02) 4760 4652
0434 144 240
67-9 Raymond Rd, Springwood 2777
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(02) 47610792
Po Box 8015, Werrington County 2747
​invoices@advancedplanmanagement.com.au
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Blackheath Area Neighbourhood Centre (BANC) Access
110 Wentworth St, Blackheath 2785
(02) 4787 5684
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(02) 4702 6888
1/369 High St Penrith
admin@effectiveplanmanagement.com.au
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1300 323 399
5 Rafter Parade Ropes Crossing
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0410 650 924
faithe@faithefullbookkeeping.com.au
0417 854 235
Level 1, Werrington Park Corporate Centre
Contact@friendis.org
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1300 800 110
Plan Management Service Agreement
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1800 954 559
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1300 053 001
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1300 797 454
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Katoomba Neightbourhood Centre
(02) 4782 1117
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1800 954 294
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1300 728 229
28 Gidley Street, St Marys NSW 2760
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National Disability Support Partners (NDSP)
1800 636 377
Level 7, 91 Phillip Street Parramatta 2150
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1300 333 700
1800 549 670
(02) 8212 2810
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0421 208 813
info@progressivewonderfulcare.com
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0415 111 600
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0414 486 651
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0432 790 295
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1300 719 265
(02) 9683 3400
My Choice Tool - Plan Tracker
My Choice Tool is a free tool with a list of questions to consider when deciding what to buy with your NDIS funding. The tool is a simple form that guides you through the questions from the NDIS Participant Guidebook 3. When you’ve finished entering the information you’d like to record it is possible to simply click the submit button and then Plan Tracker will email a copy directly to a participant's inbox to save and/or share with whomever you need.
Self-Management App - Plan Tracker
The Plan Tracker App allows a participant to plan their spending, upload invoices and receipts, track claims and payments, and view budget balances in an easy to use app available for iOS and Android for your mobile or desktop computer.
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Dashboard: see all budgets at-a-glance in a dashboard
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Upload invoices & receipts: store documents securely in the cloud
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Planned spending: add recurrent supports & set up the frequency & cost
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Activity feed: prompts to help participants stay on top of recording supports, claims & invoices
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Weekly email with budget totals: to receive an overview email every Sunday.
Plan Partners App for Customers
The Plan Partners App for customers allows the following features
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Track your spending with simple and intuitive breakdowns of your budgets
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View your remaining budgets for each funding category in your NDIS plan, and get handy tips and examples of what you can spend your money on
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See the status of your invoices
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Get notifications about your new invoices and directly view and approve them before they submit them to the NDIS
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Easily create and submit reimbursements on the go - and get your money back the next business day
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Handy access to multiple accounts if you're the Plan Nominee of multiple NDIS participants.
Plan Partners Service Provider App
Plan Partners Service Provider App is a handy tool to manage NDIS invoices with Fast Payment System. The app allows service provider to manage their customer’s invoices from their own pocket. The app has a number of features including
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Easily create and submit invoices online and get paid faster (within 4 business days!)
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Have a handy overview of all your invoices with Plan Partners.
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See the status of each of your invoices and know exactly where you're at.
Plan Partner Dashboards
The Plan Partners Dashboard is available as an App to help participants bring their NDIS plan to life to make the most out of their NDIS funds. It has a number of features:
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Track your spending with simple and intuitive breakdowns of budgets
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See the status of invoices and view your remaining budgets and get handy tips and examples of what you can spend your money on
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Get notifications about your new invoices and approve them before we submit them to the NDIS
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Easily create and submit your reimbursements on the go - and get your money back the next business day!
My Plan Manager Calculator
The calculator allows someone to select all support categories you wish to include in your calculation, add the budget amount for each support category, select each service/product one is currently using or would like to use, add the value for any services/products that do not populate from the NDIS Pricing Guide, select the required quantity and frequency of the services you will/would like to use and repeat until you have added all required items for your calculation.​
My Plan Support Participant Portals
My Plan Support Participant's Portal provides NDIS participants with a way for a participant to see their progress of your budget categories at anytime. This is aimed at keeping participant's informed about their NDIS plan and it’s progress, including time remaining, funds remaining, and invoices received. In addition, one can see and edit your personal details and see a live-updated list of invoices that have been received, and even elect to manually approve each invoice before processing.
NAPPA
NAPPA in NDSP's participant portal. As a Participant with NDSP a participant has access to:
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Securely view your total NDIS funds
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Real-time access to allocated Plan funds
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Real-time access to remaining Plan funds
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All your invoices in detail, with:
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Itemised support categories & specific supports from each category
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Up-to-the-minute copies of actual support invoices
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Where your funding has been distributed & when
Integra Portal
Integra provides an online portal designed to help participants easily manage their plan and supports anywhere, anytime. The portal allows participants to:
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View and approve invoices
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Track your spending
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Monitor your budget and spending history
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View your provider and service schedule arrangements
Careview Plan Management Software
Careview Plan Management Software is cloud-based software that maintains client information, creates category budgets and service supports to manage NDIS participant funding and fast tracks service provider invoice processing by cloning existing invoices. Careview Sentinel tracks all client information, funding budgets and key milestones, providing real-time insights. It also allows participants to download bulk NDIS claim files to fast-track claims with Proda, Xero, MYOB or Quickbooks to super-charge your invoice ​process invoicing process. Careview tracks each invoice to give you full visibility by providing:
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Client information management
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Client funding management
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Service provider invoice entry
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Bulk NDIS claiming
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ABA file creation for online banking payments.
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The Careview Advantage Mobile App that provides NDIS Participants with full visibility of their funding and to vew, approve or decline invoices.
Careview Advantage
Careview Advantage is an app that enables NDIS participants to synchronise their funding and appointments schedules with their Service Providers, Support Coordinators and Plan Managers. Careview Advantage allows people living with disability to have access to view their information in real-time.
Careview Connect
Careview Connect streamlines information sharing, allowing participants to share NDIS information with any other Service Provider, significantly reducing adminstration overheads. It allows participants to share basic client information including invoicing history and funding summaries to ensure NDIS Funding Is being fully utlised and to tack category budget.
Careview Connect can display NDISpParticipant information from any Careview Organisation, creating a single, consolidated viewpoint. Funding information (such as monthly service delivery) is presented with easy-to-read graphs, budget summaries and timelines to help to ensure each NDIS Participants funding can be easily tracked with full invoicing history being displayed.