Do I need to tell my old plan manager I am leaving?

You do not have to. The NDIS handles the change once you approve the new plan manager request in your my NDIS portal. Some people let their old plan manager know as a courtesy, but it is not required.

Does changing NDIS plan managers cost anything?

No. Plan management is funded by the NDIS under its own budget line, separate from your other supports. There are no joining or exit fees and it does not reduce your other funding.

What Happens After You Sign Up

Only one step is actually yours

Changing or starting with a plan manager sounds like it should be complicated. It is not. You fill in one form, and we do the rest of the setup for you.

The only thing you need to do after that is tap approve when our request appears in your my NDIS portal. That is the whole job.

Your funding does not change, your supports do not stop, and there is no cost to you at any point.

Step by step

1

Takes a few minutes

You fill in the sign up form

Our online form asks for your details, your NDIS number, and your plan dates. You can do it on your phone. If you have a copy of your plan handy you can attach it, but you do not have to.

As soon as you submit it, you get a welcome email from us with our welcome pack and a copy of the service agreement you have accepted, so you have everything in writing.

2

We do this, not you

We send the request to the NDIS

We submit the request to the NDIA digitally on our side. You do not need to fill in a form, write a letter, or work out what to ask for.

Once we have sent it, the request appears in your my NDIS portal waiting for you.

3

The only step that is yours

You approve it in your portal

Log in to your my NDIS participant portal and you will see our request sitting there. Approve it, and you are done. It takes a couple of taps.

If you would rather not use the portal, you can call the NDIA on 1800 800 110 and tell them you want Dedicated Plan Management as your plan manager. Our registration number is 4050163721.

Not sure where to look? Get in touch and we will walk you through it.

4

We take it from here

We get set up and get to work

Once you have approved the request, we can see your plan and your budgets. Your own plan manager will be in touch to introduce themselves, and from that point your providers can send their invoices straight to us.

You get access to see your budget online whenever you want, so you always know where you stand.

Then it is business as usual

Your providers get paid

Providers send invoices to us. We check every one against your plan, your budget and NDIS pricing before it is paid, so nothing goes out that should not.

You can see your budget any time

Log in whenever you like to see what has been spent and what is left, across every part of your plan.

You have one person, not a queue

You get your own plan manager who knows you and your plan. When you call or email, you are speaking to the same person, not a call centre.

We tell you before there is a problem

If a budget is running low, or a funding period is about to end, we let you know early rather than after something has been knocked back.

What to have handy before you start

None of this is essential, but having it nearby makes the form quicker:

Your NDIS number
Your plan start and review dates, if you know them
A copy of your plan, if you have one saved
Your my NDIS portal login, for the approval step

If you do not have some of these, sign up anyway and we will sort it out with you.

Common questions

Will my supports stop while this happens?

No. Your supports continue exactly as they are. Changing plan managers is an administrative change, not a change to your plan or your funding.

Do I need to tell my old plan manager?

You do not have to. The NDIS handles the change once you approve our request. Some people prefer to let their old plan manager know as a courtesy, and that is entirely up to you.

What happens to invoices my old plan manager has not paid yet?

We take over processing them, including invoices for supports delivered before you switched. Nothing goes unpaid because of the change. If a provider sends an invoice to the wrong place during the changeover, it gets forwarded on.

Does it cost me anything?

No. Plan management is funded by the NDIS under its own budget line, separate from your other supports. It does not take a dollar away from anything else in your plan, and there are no joining or exit fees.

Do I need a plan review to change plan managers?

No. Swapping between plan managers is a records change with the NDIA. A review is only involved if you are changing how your plan is managed altogether, for example from agency managed to plan managed.

What if I get stuck on the approval step?

Just ask us. We can talk you through where to find the request in your portal, or you can call the NDIA on 1800 800 110 and do it over the phone instead. Nobody gets left to figure it out alone.

Ready to sign up with Dedicated Plan Management?

It is free, simple, and takes just a few minutes. We typically respond within 2 hours.

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New to the NDIS Wanting to change plan managers Existing Participant with No Plan Manager

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We typically respond within 2 hours. Please expect a phone call.