If your funding is Plan Managed, you will need to choose a Registered NDIS Plan Manager to appoint for your plan.

This is an important step when you first receive your plan, as you will need to register with a Plan Manager so your providers can be paid from your funding. 

If you’d like assistance with registering for Plan Management, please call 1800 549 670 or email hello@plantracker.com.au – our friendly team are happy to help!

Yes, we certainly are!

If you’d like assistance with registering for Plan Management, please call 1800 549 670 or email hello@plantracker.com.au – our friendly team are happy to help!

If your current Plan Manager isn’t a good fit for you and you’re looking for a change, we’re happy to help.

To change over to Plan Tracker plan management from an existing Plan Manager, please follow these steps:

1. Check your service agreement with your current Plan Manager for details on how to cancel your agreement
2. Register online or send a copy of your plan to us at Plan Tracker hello@plantracker.com.au and we’ll send you a service agreement for review & signature.
3. Wait until your current Plan Manager has released their service booking on the NDIS portal and then give us a call or drop us an email to let us know.
4. We’ll get you setup and send you an invite to the Plan Tracker App.
5. Share this link https://plantracker.com.au/providers/ with your providers and tell them Plan Tracker is your new Plan Manager.

We’re glad you asked! We believe good information is key for making informed decisions with your funding, which is why we’re dedicated to keeping you updated on your budgets.

How we provide budget updates:

• SMS invoice alerts
• Plan Tracker mobile & desktop app
• Week-at-a-glance emails – sent every Sunday night, this email includes a summary of your funding, what you’ve spent and how much remains in each budget category (for invoices we’ve received & processed).
• Budget alert emails when your funding is running low.

As your Plan Manager, we are responsible for processing claims & paying providers for supports, on your behalf.

Here’s how the process works:

• You book & receive a support (eg. domestic assistance)
• Once the service has been delivered, your provider will email their invoice to invoices@plantracker.com.au
• When our team receives an invoice in your name, we send you an SMS alert
• When you receive an invoice alert, you can decide to:
  • PROCESS, it’s good to go – no action is required for this option, by default, we will process the claim within 24hrs of the alert if we don’t hear from you
  • HOLD, I’d like to chat with my provider – simply reply via SMS, call 1800 549 670 or email accounts@plantracker.com.au to place an invoice on hold. We won’t process until we hear back from you.
• Once an invoice is approved, a claim will be made from your NDIS funding
• When Plan Tracker receives the funds from the NDIS, we will then make a payment to your provider
• Your provider will receive a remittance advice via email advising their invoice has been paid
• Once paid, the invoice will then appear inside your Plan Tracker App account

If you have paid upfront for a service, you can submit a request for reimbursement by following the steps below.

To submit a request for reimbursement:

• Please send an email to accounts@plantracker.com.au with the subject “Reimbursement for [Participant Name]”
• Attach a copy of your receipt or paid invoice
• Let us know who the reimbursement is for (participant name) and who you’d like us to pay (who will we reimburse)

*Note – If this is the first time you are submitting a request for reimbursement or your details have changed, please also include your bank details so we know where to transfer funds to. 

Whilst is is not mandatory to have a service agreement with all of your providers when your funding is Plan Managed, we appreciate that you may already have service agreements in place for your plan when you join us. If these agreements include service items, rates and service periods, then we can simply take a copy of the agreement. 

Please forward us a copy of your Provider Service Agreement, signed by both your business and the Participant, to accounts@plantracker.com.au

Company Name: Plan Tracker Pty Ltd