How to change to Plan Tracker in a few simple steps

Step 1:

Simply sign up with us and let your existing plan manager know you're changing providers.
If you are a PACE participant, simply revoke your endorsement of your Plan Manager, and ENDORSE Plan Tracker, through your 'My NDIS Contact' or LAC. If you’re not sure what to say, feel free to copy and paste this text into an email for them:

Dear X

This is to advise I would like to cancel my service agreement with you for Plan Management. As per your service agreement, the notice period ends in [x] business days from today’s date.  

When closing the current service bookings in the NDIA portal, please reduce the available funds for all budgets to zero dollars to allow my new Plan Manager access to my funding.  

Please forward any unpaid invoices from my current NDIS Plan to [email protected] and confirm the date you will release my service bookings. 

Thank you for your service and support. 

Insert client / nominee name: 

Step 2:

As soon as your existing provider cancels your current bookings in the NDIA portal, and the available funds for all budgets are set to zero, we can begin your service with us. Most providers have a 15-to-30-day notification period, but you can ask to have this reduced.

For PACE participants you will need to revoke endorsement (through your NDIS My Contact or LAC) for your current Plan Manager and endorse Plan Tracker as your new Plan Manager.