PLAN MANAGEMENT REFERRALS

Participant/s looking for a Plan Manager?

At Plan Tracker, we’re passionate about simplifying the NDIS for participants, families, carers and the wider community. As registered NDIS Plan Managers, we have created a beautiful & dedicated team with lived experience and we’ve made it our mission to support, educate and empower as many people as we can.

Referring is easy, you can do it on this page in fact!

**Plan Tracker’s Plan Management Service is currently available for NSW, SA & QLD Participants ONLY**

How to refer a participant for plan management:

Email Referral Form
Online Registration Form

Making the choice & process easy! If one of your participants chooses to use Plan Tracker as their Plan Manager, you can easily help them get started in one of the following ways:

  1. Email a copy of their NDIS Plan by clicking here
  2. OR Register online on behalf of the participant you are referring by clicking here
  3. OR Call us on 1800 549 670

*A personalised service agreement will be emailed (to the nominee’s email address) for signature. No need to print means we’re saving trees & time (yay!)

We’re more than happy to have a chat with any families or participants who have questions too 🙂 They can email hello@plantracker.com.au or simply give us a call on 1800 549 670

NOTE – as part of our service promise, we want to ensure all of our participants and families receive the best service possible. We kindly ask if the Core Supports budget is over 100k, please contact us before completing this form on 1800 549 670

Plan Management – Email Referral Form

Simply enter your details, the participant’s details and attach a copy of their NDIS plan – and we’ll do the rest!

Please include the Participant's full name, email & phone number so we can get in touch.
Note – if you have multiple photos or scanned pages, please ZIP the file prior to uploading or alternatively, you can email it directly to hello@plantracker.com.au. If you don't have a copy of the plan, you can simply skip this step and we'll be in touch.

Plan Management – Online Registration Form

Ready? Let’s get started! This form will guide you step-by-step through the registration process, on behalf of the participant you are referring. Please ensure you include your details in the ‘Authorised contacts’ section as well. If you’re not quite sure of all the details, you can simply send your referral by email here and we’ll be in touch 🙂

3 Easy Steps to Register Online

  1. Enter the participant’s details in the form below and click ‘Agree & Send’ to submit.
  2. A personalised service agreement will be sent via email to the Nominee/Participant email address to read over & sign.
  3. Nominee/Participant signs and submits their service agreement online (no need to print means we’re saving trees, yay!)
Participant Details - Step 1 of 3