Plan Management is a service funded for NDIS Participants who have the ‘Improved Life Choices’ or ‘CB Choice & Control’ budget category included in their plan.

Having a Plan Manager means someone else looks after the administration and paperwork, paying your providers and keeping financial records, on your behalf. Plan Management is funded separately and does not impact on your other services and supports.

You make the decisions about how and where you spend your budgets, and Plan Tracker pays your providers, keeps track of the payments and your  your budgets.

Plan Tracker’s My Choice Tool can help make it easier to decide how and where to spend your budgets. The tool also provides useful evidence to show how you reached your decision.

Plan Tracker has a friendly team of knowledgeable people for you to contact, many with lived NDIS Plan experience.

If your plan was approved before February 2024, you can use this guide to see the different budget categories and how they can be used.

PT_Support Categories_Digital_April24

If your plan was approved or reviewed after February 2024, you will be on what the NDIA calls PACE – this is the guide for anyone with a PACE plan 

PT_PACE Support Categories_April24

If your funding is Plan Managed, you will need to choose a Registered NDIS Plan Manager to appoint for your plan.

This is an important step when you first receive your plan. You will need to register with a Plan Manager so your providers can be paid from your funding. 

If you’d like assistance with registering for Plan Management, please call 1800 549 670 or email [email protected] – our friendly team is here to help!

Yes, we certainly are!

NDIS Provider No: 4050012016

If you’d like help to register for Plan Management, please call 1800 549 670 or email [email protected] – our friendly team are happy to help!

To change to Plan Tracker plan management, please follow these steps:

1. Check your service agreement with your current Plan Manager for details on how to cancel your agreement;
2. Register online or send a copy of your plan to us at Plan Tracker [email protected]
3. You will need to wait until your current Plan Manager has released their service booking on the NDIS portal  – once this has been done, please give us a call on 1800 549 670 or email to let us know.
4. We’ll get you setup quickly and send you an invite to join the Plan Tracker Portal and App.
5. Share this link https://plantracker.com.au/providers/ with your providers and tell them Plan Tracker is your new Plan Manager.

You will need to endorse Plan Tracker as your Plan Manager if you are approved after February 2024, or you have a plan review after this date. It just means you need to tell the NDIA that you have chosen Plan Tracker as your Plan Manager. Only a participant, their nominee or guardian can endorse providers.

Here’s a quick guide to show you who, what and when you need to endorse. PT_How to Endorse_2024

We’re glad you asked! We believe good information is key for making informed decisions with your funding, which is why we’re dedicated to keeping you updated on your budgets.

How we provide budget updates:

• Plan Tracker Portal App – safe, secure and easy to use
• SMS invoice alerts
• Week-at-a-glance emails – sent every Sunday night, this email includes a summary of your funding, what you’ve spent and how much remains in each budget category (for invoices we’ve received & processed).
• Budget alert emails when your funding is running low.

As your Plan Manager, we are responsible for processing claims & paying providers for supports, on your behalf.

Here’s how the process works:

• You book & receive a support (eg. domestic assistance)
• Once the service has been delivered, your provider will email their invoice to [email protected]
• When our team receives an invoice in your name, we send you an SMS alert
• When you receive an invoice alert, you can decide to:
  • PROCESS, it’s good to go – no action is required for this option, by default, we will process the claim within 24hrs of the alert if we don’t hear from you
  • HOLD, I’d like to chat with my provider – simply reply via SMS, call 1800 549 670 or email [email protected] to place an invoice on hold. We won’t process until we hear back from you.
• Once an invoice is approved, a claim will be made from your NDIS funding
• When Plan Tracker receives the funds from the NDIS, we will then make a payment to your provider
• Your provider will receive a remittance advice via email advising their invoice has been paid
• Once paid, the invoice will then appear inside your Plan Tracker App account

If you have paid upfront for a service, you can submit a request for reimbursement by following the steps below.

To submit a request for reimbursement:

• The fastest way to be reimbursed is through your Plan Tracker Portal
• This guide shows you how 
• Alternatively, please send an email to [email protected] with the subject “Reimbursement for [Participant Name]”
• Attach a copy of your receipt or paid invoice
• Let us know who the reimbursement is for (participant name) and who you’d like us to pay (who will we reimburse)

*Note – If this is the first time you are submitting a request for reimbursement or your details have changed, please also include your bank details so we know where to transfer funds to. 

Whilst is is not mandatory to have a service agreement with all of your providers when your funding is Plan Managed, we appreciate that you may already have service agreements in place for your plan when you join us. If these agreements include service items, rates and service periods, then we can simply take a copy of the agreement. 

Please forward us a copy of your Provider Service Agreement, signed by both your business and the Participant, to [email protected]

Use this step-by-step guide to download  your NDIS plan from the MyPlace Participant portal. 

The good news is that downloading a copy of your NDIS plan is easy. Here’s how: 

1. Logon to the My Gov Website (or create an account through my.gov.au, view the full NDIA guide here). 

1. Under ‘Linked Services,’ choose National Disability Insurance Scheme and press the ‘Go to Service’ button. 

Once you’re in the portal, follow these steps. 

STEP 1 

Nominees and participants can choose from the drop-down menu in the top right corner based on their role, ‘Acting as.’ 

• If you’re a participant, select ‘myself’ from the dropdown.  
• If you’re a nominee, select the participant’s name, for whom you wish to access the NDIS portal. 

STEP 2 

Select the ‘My Plan’ tile. 

• Once the My Plan tile opens, you will see the following tiles: 

• View My Plan 

• My Helpful Documents 
• My Support Budget 
• My Referrals 
• My Funding Report 

STEP 3 

Select ‘View My Plan.’ 

STEP 4 

To download a copy of the plan, click on ‘Print this plan to PDF’ on the top right of the page. 

If there is more than 1 plan, (past plans) choose the most recent date through the drop-down menu. 

The plan will download in a new window or tab and you can save it wherever you usually keep your files. 

Company Name: Plan Tracker Pty Ltd