Managing your NDIS funding and administration can feel overwhelming and take time away from your family, work and what you love doing. Our NDIS plan management Geelong allows you the freedom to choose the supports that you need, whilst having part or all of your funding professionally managed. Plan Managers take care of the financial side of your NDIS funding ensuring that all your providers are paid as quickly as possible and all of your invoicing and reporting is kept up to date. They also keep an eye on your funding and send you regular budget reports ensuring you are not spending your funding too quickly.
Advise your NDIS planner that you would like to have Plan Management included in your plan, or advise your existing Plan Manager that you would like to swap to us.
You or your representative can contact our friendly team, who will get everything set up for you ready to go and send you your handy welcome pack.
Your personalised Plan manager will then contact you or your nominated representative to welcome you and discuss how you intend to implement your plan. You will also receive your login and password to your own easy-to-use personal dashboard.
Advise your providers to contact us at [email protected]. We will send them our provider toolkit to assist them with all the information they need about submitting their invoices to us. We ensure providers' invoices meet the criteria of the NDIS. We also request service agreements from your providers be sent to us so we can ensure your funding is properly allocated.
You can either approve your invoices or leave it all up to us. We will make the claims to the NDIA on your behalf, pay your providers, and process any reimbursements straight away, always keeping track of relevant records.
We will ensure you or your nominated representative/s receive regular updates about how your budget is tracking. You will receive a monthly budget report. In addition to this, your Plan Manager will contact you regularly to let you know how your funding is tracking. They will let you know if you need to slow down your spending, so you don’t run out of funds before your plan ends.
Remember, throughout your NDIS journey, your Plan Manager will always be on hand to answer your questions and provide you with expert advice.
