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NDIS Approved
What’s the Next Step?
The NDIS is designed to provide support for you to live the life you want. When creating your NDIS plan, you choose the goals you would like to set, the supports you would like to access and the people you want on your NDIS team.
We created this handy checklist to help you prepare for your planning meeting.
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Join Plan Tracker now with our online registration!
Did you know you can register with us online? It’s the quick and easy way to get started with Plan Management, it only takes a few minutes!
How to change to Plan Tracker in a few simple steps
Step 1:
Simply sign up with us and let your existing plan manager know you're changing providers.
If you are a PACE participant, simply revoke your endorsement of your Plan Manager, and ENDORSE Plan Tracker, through your 'My NDIS Contact' or LAC. If you’re not sure what to say, feel free to copy and paste this text into an email for them:
Dear X
This is to advise I would like to cancel my service agreement with you for Plan Management. As per your service agreement, the notice period ends in [x] business days from today’s date.
When closing the current service bookings in the NDIA portal, please reduce the available funds for all budgets to zero dollars to allow my new Plan Manager access to my funding.
Please forward any unpaid invoices from my current NDIS Plan to [email protected] and confirm the date you will release my service bookings.
Thank you for your service and support.
Insert client / nominee name:
Step 2:
As soon as your existing provider cancels your current bookings in the NDIA portal, and the available funds for all budgets are set to zero, we can begin your service with us. Most providers have a 15-to-30-day notification period, but you can ask to have this reduced.
For PACE participants you will need to revoke endorsement (through your NDIS My Contact or LAC) for your current Plan Manager and endorse Plan Tracker as your new Plan Manager.
Frequently Asked Questions (FAQ)
What happens after I am approved for the NDIS?
If you are eligible for the NDIS and have received an ‘access decision’ letter, the next step is creating your NDIS plan. You determine the goals you would like to set and the supports to help you achieve them. Your NDIA planner or local area coordinator (LAC) will help you through this process.
How do I make an NDIS plan?
You will create your plan with your NDIA planner or local area coordinator (LAC). To prepare, you will need to understand the services you want to access, the different methods to budget, who can help you start using your plan, how to find approved providers, and how to manage your plan.
What is an NDIS provider?
It’s important to work out what you want and find the right providers to meet your needs. Providers can include large companies, charities, small not-for-profits, sole traders, or any other type of business. Providers who are registered with the NDIS are called ‘NDIS registered providers’. They meet strict government quality and safety requirements.
If your NDIS funding is NDIA-managed, you can only use NDIS registered providers to deliver your services. If you have been working with a support worker or provider for several years and they are not an NDIS registered provider, encourage them to register so you can continue to work with them, using your NDIS funding.
Participants who self-manage or have a Plan Manager to manage their NDIS plan, can use NDIS registered providers and non-registered providers.
What is NDIS plan management?
How do I include plan management in my plan?
Including plan management is simple, and is free to you. In the meeting with your NDIA planner or Local Area Coordinator (LAC) you can request to have your plan ‘plan managed’ and include ‘Improved Life Choices’ in your budget. If you are already on an active plan you can request a light touch review to add plan management.
Download our FREE Plan Management request letter and take it with you to your planning or plan review meeting.
Download Your Planning List
Don’t forget to download our free printable NDIS Budget Planning Checklist to help you attend your planning meeting prepared.
Need a hand?
Chat with our team.
Whether you’re looking for a Plan Manager for yourself or a loved one, have a question or would like to refer a participant, our friendly team are here to help!
Call us today 1800 549 670