NDIS PLAN MANAGEMENT

NDIS PLAN MANAGEMENT

WHAT IS
PLAN MANAGEMENT?

NDIS plan management is one of the ways you can manage the funding in your NDIS plan. A plan manager looks after the financial side for you: paying your providers, keeping track of your budget and keeping your records in order.

You keep the choice and flexibility to pick your own providers, including ones that aren't NDIS registered, without having to handle the invoices and claims yourself.

Felicity Holistic Care is a registered NDIS provider with a local team in Werribee. We plan manage for participants across Melbourne, Wyndham and Geelong.

Any questions?

If you have any questions or concerns, please feel free to get in touch with us.

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HOW PLAN MANAGEMENT WORKS

  1. Ask for plan managementAt your planning meeting or plan reassessment, ask for your funding to be plan managed.
  2. Choose us as your plan managerLet the NDIA know you'd like Felicity Holistic Care, then fill in our referral form.
  3. Your providers send us their invoicesWe check each invoice against your plan and the NDIS price limits.
  4. We pay and keep you updatedProviders are paid quickly, and you can check your balances and statements at any time.

WHERE WE SUPPORT YOU

We plan manage for NDIS participants across Melbourne, Wyndham and the Geelong region, with a local team in Werribee.

Why choose us as your plan manager?

Claims & Payments

Our accounts team processes claims within 3 business days where you've given standing approval, so your providers get paid quickly and you stay in control of your budget.

Always know your balance

See where your NDIS funding is up to in each category. You and your nominees get access to real-time budget balances, invoice history and participant statements.

More choice

With plan management you can choose providers who aren't registered with the NDIS, as long as the support is in your plan and within the NDIS price limits.

PLAN MANAGEMENT FAQS

A plan manager pays your providers, checks invoices against your plan and the NDIS price limits, tracks your budget, and sends you regular statements so you always know where your funding is up to. You still choose your providers and the supports you use.

There is no out-of-pocket cost to you. When plan management is included in your NDIS plan, it comes with its own funding, separate from the money for your therapy, supports and equipment.

If you're about to have a planning meeting or plan reassessment, ask for your plan to be plan managed and let the NDIA know you'd like Felicity Holistic Care as your plan manager.

If you already have a plan, contact the NDIA (or ask your support coordinator) to update your plan manager, then fill in our referral form so we can get you set up.

Yes. With a plan manager you can use registered and unregistered providers, as long as the support is included in your plan and the price is within the NDIS price limits. We check every invoice before we pay it.

If you've given us standing approval, we process accurate invoices within 3 business days. If you prefer to approve each invoice yourself, we process it within 3 business days of your approval.

Once processed, your provider is usually paid within 1 to 3 business days.

Yes. You can ask for plan management to be included each time your plan is reassessed.

Switch to Felicity Plan Management

Call 1300 589 176 or enquire online. Based in Geelong? See NDIS Plan Management Geelong.