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The First Step

Understanding Plan Management

When you have Plan Management included in your NDIS plan you have the flexibility to choose to use NDIS registered providers or non-registered providers.  This allows you to choose the best possible provider to meet your needs and assist you to achieve your goals.

Having plan management also includes the added benefit of being able to negotiate pricing, in some instances this can result in paying less than the published NDIS price guide.  This allows you to make “Value for Money” decisions in line with your NDIS plan and goals.

Click Plan Management provides state of the art technology to ensure that you have access to your funding budgets in real time and providers accounts are settled promptly. The mission of Click Plan Management is to ensure that “at a click of a button”, our customers have full choice and control over their NDIA plan managed funds.

Click Plan Management is committed to supporting all NDIS participants to strengthen their capacity and knowledge of the financial management of NDIA funds. Click plan Management will also ensure that participants are able to maximise the full benefits of their NDIA plans whilst being fully informed of their right to access high quality, cost effective services.

Why Choose 'Click'?
The Click Plan Management Guarantee

Our Role as Your Plan Manager

If you choose to be plan managed through Click Plan Management these are the guarantees we can offer you:
Payment on time every time at Click Plan Management
Payment On Time Every Time

We ensure to pay your providers 'on time every time' ensuring continuity of service, on valid plans, payment within 2-5 business days to providers.

Confidence in an Experienced Team with Click Plan Management
Confidence in an Experienced Team

The people behind Click Plan Management have a combined 23 years of experience working within the Disability sector making us different from other plan managers. We can provide you with guidance and send you on the right path to choosing your providers carefully.

Real Time Tracking of Funds with Click Plan Management
Real Time Tracking of Funds

We will keep track of your funds in real time which will enable you to be aware of your spending on a daily basis for planning. We also provide financial reports monthly (or upon request). These reports clearly show all spending against each category.

Click Plan Management provide Assistance to keep within your budget
Assistance to Keep Within Your Budget

We can assist you to ensure that you do not 'OVERSPEND' on your NDIS plan, realising that if this occurs it can be at your personal expense and is something we will assist you to avoid.

Managing your NDIS Funding

Funding Options Explained

There are three ways to manage your NDIS funding – self managed, plan managed and NDIA managed.

You can also choose a combination of the three options. For example you may choose to self-manage one part of your plan to start with and have the rest managed by the NDIA.

Your LAC or NDIA planner will ask you how you would like to manage your NDIS funding during your planning meeting. They will help you choose the best way to manage your funds for your needs and circumstances.

No matter how your funds are managed, you still have choice and control to ensure your services are working for you and fit in your budget.

If  you believe that plan management is the best option for you please talk to your NDIA planner or your Local Area Coordinator (LAC) who will be able to assist you to include this in your plan.

Self Managed

The NDIA provides you with funding so you can access the supports that will best help you achieve your goals. Self-management is when you manage your NDIS funding. It gives you the flexibility and choice to decide what supports you buy to meet your plan goals.

It lets you think creatively about how you can use your funds to best meet your needs.

Plan Managed

The NDIA will provide funding in your plan to pay for a Plan Manager who pays your providers for you, helps you keep track of funds and takes care of financial reporting for you.

A plan manager can help you:

• increase your financial and plan management skills
• learn how to self-manage your plan
• pay providers
• increase your choice of providers
• get NDIS plan budget reports and greater budget oversight.

NDIA Managed

The NDIA pays your providers on your behalf.

When your plan is managed by the NDIA:

•You are able to choose from a range of NDIS registered providers
• Your providers claim payment electronically from your funding.
• You cannot use unregistered providers.
• You can look on the myplace portal to see what claims providers are making against your NDIS funding and keep track of your budget.
• The NDIA will manage your book-keeping and records of your spending.

View our FAQs

We are here to answer all your questions

If you are ready to engage Click Plan Management then Sign Up Now to get your NDIS goals underway. Then you can get on with the more important things in life – like LIVING!

If you have any questions before selecting us as your Plan Manager, then please contact us via our Live Chat or contact form below. We will be happy to answer all your queries and provide any further information regarding our service.

We look forward to being your "PLAN MANAGER".

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