Plan manager
A plan manager is a service provider who handles invoice payments, claims, and financial reporting for a plan-managed participant's funding.
A plan manager is a provider engaged to administer the financial side of a plan. They pay provider invoices, submit claims to the NDIA, and give the participant regular statements of what has been spent.
Using a plan manager sits under plan management as a category. A participant who chooses it can buy from both registered and unregistered providers, which is not the case under agency-managed funding.
A plan manager is themselves a registered provider of plan management supports, and their fees for this service are set out separately in the plan.
Related terms
Related tools
NDIS Invoice Template
Word, Excel, and PDF invoice templates with the fields plan managers require.
Invoice Line Validator
Check a line item against the current Support Catalogue: valid code, current price limit.
Cancellation Calculator
Short-notice cancellation rules applied to your service booking.
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