Plan management is one of the three ways to manage your NDIS funding, the other two being agency managed and self managed. The option you choose can have a big impact on your NDIS journey and the supports you receive. Fortunately, if you want to access plan management, you don’t need to wait for your plan review to come around. Here’s how you can make the switch in the middle of your NDIS plan.  

Can I access plan management?   

Yes, everyone can have plan management included in their plan. If you ask for plan management, the NDIS are legally required to give you funding for it in your plan.   

How do I switch to plan management?  

If you’re in the middle of your plan and don’t have a plan review coming up, you can switch to plan management by contacting your LAC or the NDIS directly. Here’s how to make the change in three simple steps…  

  1. Call the NDIS (1800 800 110) or your Local Area Coordinator (your LAC'.s phone number will be on your NDIS plan)  and ask for a ‘light touch review’ or ‘desktop review’ 

  2. Explain that you want to switch to plan management. While there are no eligibility criteria you need to meet, you may still be asked why you want to switch. Explain your reasons (which may include things like wanting to access unregistered providers or wanting assistance with managing your budgets) as this will help ensure your request is processed as quickly as possible.   

  3. You will be contacted by the NDIS or your Local Area Coordinator when your request is approved.  

If you’d like to join Plan Partners and get access to our team of friendly experts and handy Dashboard, simply contact us once your request is approved. Give us a call on 1300 333 700 or sign up online to get set up quickly and start making more out of your NDIS budgets.  

 Why Plan management?   

There are several reasons that people find plan management to be the best choice for them.   

Provider Choice: Plan management gives you the flexibility to choose from both NDIS registered and unregistered providers. This freedom is not possible if you’re NDIA managed.   

Administration: Your plan manager will handle the day-to-day admin that comes with your plan, and help you keep track of your fund balance.  

Tools: If you’re a customer with Plan Partners, you’ll get access to our Dashboard and app, which make it easy to track your spending, manage your invoices, access exclusive offers and more.    

Expertise: Your plan manager can be a partner on your NDIS journey, offering expert advice and support to help you get the most out of your plan.