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The Role of an NDIS Plan Manager and How to Interact with Them

An NDIS plan manager is crucial in helping participants manage their NDIS funds effectively, allowing them to focus on their goals rather than the complexities of financial administration. Plan managers are responsible for processing payments to service providers, keeping accurate financial records, and providing participants with regular statements on their NDIS funding. They ensure that participants’ funds are spent in line with their NDIS plan and help maximise the benefits of the available budget.

Interacting with an NDIS plan manager is straightforward, but it’s important to establish clear communication from the outset. Start by discussing your goals and preferences with your plan manager so they understand your needs and can provide tailored advice. Regular check-ins are essential to keep track of your spending and adjust your plan as needed.

When choosing a plan manager, look for someone who is transparent, responsive, and knowledgeable about the NDIS. A good plan manager will offer guidance on how to make the most of your plan, suggest suitable providers, and handle all the invoicing and payment tasks. This frees up your time and ensures that your funds are used efficiently.

It’s also beneficial to provide feedback to your plan manager, especially if you encounter any issues or need additional support. A collaborative relationship with your plan manager will help you get the most out of your NDIS plan, ensuring that your needs are met, and your goals are achieved.

Book your free 15-minute NDIS consultation and talk to an expert today!

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We offer a no-obligation 15 minute discovery call with our Founder and CEO, Gina Ingrouille. Gina has worked in the health, disability, aged care and mental health sectors since 1987. She is policy, quality, compliance, strategy and operations expert. She has CEO’d two large not for profits and led large public sector teams through reforms and tumultuous times. A seasoned expert. 

CEO Gina Ingrouille, speaking at an event.

👉Psst, get our free download on NDIS Governance, Risk and Compliance here!