How do I get started with plan management?

That is an excellent question and we are glad you asked! It is actually quite simple.

There are only a couple of steps you need to take to get started with plan management (but the first one is the most important one).

  1. Check in your NDIS plan that you have the category ‘Improved Life Choices’ funded. You have the right to request plan management funding in your package, however you will need to ask for it.  If you do not ask you will not get it!  If plan management is not currently in your NDIS plan you will need to request a Plan Review meeting with your Local Area Coordinator or NDIS Planner (note this will initiate a full plan review).
  2. Once you have Improved Life Choices in your plan, you sign a Service Agreement with Budjee Plan Management. The service agreement outlines what tasks are our responsibilities and what tasks are your responsibilities.  This service agreement helps take away the uncertainty of what is going to happen in the future.
  3. You then provide us with a copy of your NDIS plan so we can load your NDIS budgets into our online system.
  4. We will contact you to arrange a setup meeting. Our setup meetings are held online and this is where we will discuss with you your goals, your budgets, any service agreements you may have and explain how to access our system and ensure your invoices are paid.
  5. After the meeting you can provide us with copies of your other service agreements so we can load them into our system.  With this information, our plan editor online tool can also help you set up your estimated budget spending.
  6. You then provide our details to your service providers and they can start sending us their invoices when you receive services from them.

After setup is complete you continue to book and use your support services as you currently do.  

When we receive an invoice for processing and payment, the following occurs:

  1. We check the invoice received from you or your provider is valid, meets NDIA standards and then we load it into our system.
  2. We notify you and request you to review and authorise the invoice for payment and confirm you actually received the services you are being invoiced for.
  3. Once approval is received we request funds from the NDIA against the appropriate budget category of your plan.  It is important for you to know, your service provider invoices are only paid once funds have been received from NDIA. 
  4. We make payment of the invoice on your behalf after cleared funds have been received from NDIA.
  5. You can track the payment progress of the invoice in our system and review your updated online statements and NDIS budgets.

If you still have questions about how to get started with plan management, let us know via the Contact Us button at the bottom of the page below!

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