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Looking for
Award-winning
Plan Management?
Plan management is about so much more than processing an invoice.
Plan managers pay your invoices, help manage your budget, give you greater choice amongst registered & non-registered providers, and can discuss your choice of supports.
Speak to the friendly Plan Tracker team about switching over to plan management.
Ready to Register for Plan Management with Plan Tracker?
Get started today
Simply complete the form below and submit. That’s it!
Why us?
As a national NDIS Plan Manager, Plan Tracker is dedicated to helping you get the most out of your NDIS funding. We make the process easy so you can spend more time doing the things you love.
6 reasons to choose Plan Tracker as your NDIS team partner:
Most Outstanding Plan Manager
2022 Australian Disability Service Awards
and SMS invoice alerts
What our customers say
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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 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 soft 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.
Can I change to plan management from self-management?
You can switch from self-management to plan management. You will need to make a plan management request and present it to your NDIA planner or local area coordinator (LAC), and also specify your desired plan management provider.
Download our FREE Plan Management request letter and take it with you to your planning or plan review meeting.
Can I switch NDIS plan managers?
You can change plan management providers at any time in your plan. To start the process you will need to contact the NDIA on 1800 800 110. You will also need to notify your current plan manager, before your new plan manager can make their service booking.
What is the cost of plan management?
Download our FREE Plan Management request letter below and take it with you to your planning or plan review meeting.
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