Plan Management
Get the most out of your NDIS funding
Plan Management is when a provider helps you to manage the funding in your NDIS Plan.
A Plan Manager processes your NDIS invoices and reimbursements on your behalf. They also help increase the flexibility of your plan by allowing you to access providers who are not registered with the NDIS.
Your plan manager will check your invoices and provide you with funding statements to help you keep track of your spending.
Our Plan Management staff have a range of bookkeeping, accounting, business and customer service qualifications. Many of our friendly staff have a lived experience with disabilities. We will work with you to help you make the most of your plan.
Funding for Plan Management is paid by the NDIS on top of your funding. You can ask for it at your NDIS planning meeting.
4 Easy Steps to Sign Up
Step 1
Sign up via our easy online form or request a callback and speak with our friendly intake team.
Step 2
Complete your forms and provide P2P with your current NDIS Plan.
Step 3
Notify the NDIS that P2P are your plan managers so that we can access your information.
Step 4
Start sending your invoices through to ndisfinance@p2pqld.org.au
Skills building for NDIS participants
The P2P Plan Management team offer personalised 1 on 1 sessions with participants and their nominees to help build skills in the NDIS world.
The session can cover topics including
* Understanding your NDIS plan
* Finding and working with providers
* Budgeting tools and tips
* Home and Living Options
Sessions need to be booked in advance and cost just $80.06 per hour which can be claimed from your NDIS funding.
For more information and bookings – click here!
Plan Managers Can:
- Process invoices from any service provider (not just NDIA registered service providers) for all plan managed funding
- Check that invoices meet NDIA requirements and help your provider to invoice correctly
- Keep you informed of your budget balances and the support that has been claimed.
Plan Managers Cannot:
- Provide financial advice or tell you what can or cannot be claimed
- Check the accuracy of invoices in terms of the service provided, for example, the number of hours a service was used for.
- Complete a budget for you.
Plan Management Resources
Looking for more information about plan management, the NDIS, or working as a provider? Click on the images below.
Are you a provider? All invoices for NDIS claims can be sent to ndisfinance@p2pqld.org.au
