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NDIS Plan Management

No worries and no confusion with DFM Financial by your side

Frequently Asked Questions

We’ve compiled a list of the some of the frequently asked questions about NDIS Plan Management below to help you better understand NDIS Plan Management.

What Is Plan Management?
Being plan managed means that a NDIS registered plan management provider (such as My Plan Manager) takes care of the National Disability Insurance Scheme funding on the participant’s behalf, ensuring timely payment of invoices and other admin. This relieves the stress that can be associated with claiming payments through the NDIS MyPlace Portal and the burden of archiving receipts. While plan managed, the participant can receive supports from service providers who are both registered and not registered with the NDIS.
How Do I Become Plan Managed?
To be plan managed, you must have ‘Improved Life Choices’ included in your NDIS plan.

For those with an upcoming planning meeting or review, be sure to request Improved Life Choices is included in your plan. This covers all plan management fees so there is no expense to you. If you have a current plan that does not have Improved Life Choices included, but you do wish to be plan managed, you can request a review of your NDIS plan to have plan management included. Be aware, reviews can take some time.

What Is Covered In My Plan?

The NDIS will approve claims for what is deemed a ‘reasonable and necessary’ support. These are goods or services directly relevant to the participant achieving the specific goals and objectives detailed in their current NDIS plan.

The NDIS will be unlikely to approve claims that are not deemed to be related to a participant’s disability, such as; items everyone has to pay for like day to day living costs, entertainment, food, support items already delivered under other NDIS funding, items that do not represent value for money, items that may pose a risk of harm to the participant or others, and items already covered by other Government funding such as Medicare etc.

More information about reasonable and necessary supports can be found on the NDIS website.

How Do I Access or Change Service Providers?

If you already have service providers that you want to work with, that’s great. Our process is simple and we are able to work with almost any provider, as long as they meet the legal constraints of what the NDIA deems as “reasonable and necessary”.

For those looking for providers to engage, we are able to offer advice based on your individual needs and goals. We are also usually able to connect you with dedicated support coordinators who can contribute to your plan’s success.

Getting started with providers is straight forward too. We can send you a ‘New Provider Letter’ with all the information they will need to forward us invoices, and you can leave the rest to us.
If you’re not happy with your services, you’re able to engage a more suitable provider by giving them a New Provider Letter and proceeding as normal. Our Relationships Team will contact you periodically to make sure your spending and services are on track.

Is There Any Cost To Me?
No. Being plan managed means no out of pocket expense to you.

When you request Improved Life Choices be included in your plan, the NDIA will cover our fees. This includes the initial one-off cost (per plan) of getting you set up in our system and supporting you as you transition to plan management, as well as our flat rate monthly fees.

How do I send my invoices to DFM?

At DFM, all invoices are reviewed by one of our team before processing. The fastest way to get these paid is by either yourself or the Provider emailing us a copy to info@dfmgroup.com.au

If you have requested that invoices require approval before processing, we will send you a copy before we start anything. If you have not requested this, we will start processing that day and generally have the invoice paid with 7-10 days.