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How to Change NDIS Plan Managers in 2023

How to Change NDIS Plan Managers in 2023

In the world of the National Disability Insurance Scheme (NDIS), having a good plan manager is crucial to ensuring your funds are well-managed and that you receive the support you need. But what if your current plan manager isn’t meeting your expectations? The good news is, you have the power to change NDIS plan managers.

In this blog post, we’ll guide you through the process of how to change NDIS plan managers and offer tips for a smooth transition to a new plan manager that better suits your needs.

Understanding the Need for Change

A well-functioning NDIS plan manager can make a significant difference in your experience with the NDIS. They should be able to manage your ndis plan funds effectively, maintain open communication with you, and provide adequate support for your needs. However, you may encounter issues with your current plan manager, such as complications related to payments, a lack of communication, or insufficient support in NDIS plan management.

These challenges might lead you to consider changing your NDIS plan manager. Fortunately, you can switch plan managers whenever you want, as long as it’s within the terms of your Service Agreement with your current plan manager and in accordance with the National Disability Insurance Agency (NDIA) guidelines.

Before changing plan managers, make sure to consider the advantages and disadvantages to determine if it’s the best course of action for you. A good NDIS plan manager can improve your choice and control, make your life easier, and help you make the most of your funding.

Steps to Changing Your NDIS Plan Manager

A person talking to a new NDIS plan manager about their service agreement

Transitioning to a new NDIS plan manager may seem daunting, but with the right guidance, the process can be smooth and efficient, especially when your plan managed services are well-organized.

The subsequent sections will cover the necessary steps for changing your NDIS plan manager, which involve reaching out to a new provider, informing your current manager, and dealing with the cancellation period.

Contacting a New Provider

For finding a new NDIS plan manager, consider the following options:

  • Get advice from your Local Area Coordinator, early childhood partner, or support coordinator.
  • Use the Provider Finder tool available on the NDIS website.
  • Contact the NDIS National Contact Centre at 1800 800 110 or email for further assistance.

It’s important to take into account the experience, customer service, and cost of potential new NDIS plan managers when evaluating them. Additionally, assess the types of services they offer and whether they would be a suitable match for your requirements.

Notifying Current Manager

Once the decision to switch NDIS plan managers has been made, ensure to notify your current plan manager. They will provide you with further instructions on how to proceed with the transition. Open communication with your current plan manager is essential, as they can offer valuable information and assist in making the necessary changes.

During the transition process, your current plan manager will remain responsible for paying your providers until the notice period has been fulfilled. It’s essential to ensure that all outstanding invoices are paid and that your service providers are aware of the upcoming change.

Cancellation Period

The cancellation period is a significant factor to bear in mind when transitioning to a new NDIS plan manager. This period, stipulated in the service agreement with your current plan manager, allows them to cancel the service booking and release the funds to the new plan manager. The cancellation period may range from one week to one month.

It’s imperative to wait until the cancellation period has elapsed before notifying your providers to send any future invoices to your new plan manager. Once the cancellation period has concluded, your new plan manager will assume responsibility for managing your NDIS plan and funds.

Transitioning to Your New Plan Manager

A person talking to their new NDIS plan manager about transitioning to their new plan

A smooth transition to your new NDIS plan manager is key for a hassle-free experience. One of the key factors for a successful transition is maintaining open communication with your service providers. Here are some steps to follow:

  1. Inform your service providers of the upcoming change in plan management.
  2. Provide them with the contact information of your new plan manager.
  3. This will help ensure that future invoices are sent to the correct plan manager, and your services remain uninterrupted.

During the transition process, it’s essential to manage any outstanding invoices and ensure that they are paid promptly. Your current plan manager will remain responsible for paying your providers until the notice period has been fulfilled. It’s crucial to keep track of the invoice dates and ensure that all invoices are paid before the transition is complete.

Evaluating Your New NDIS Plan Manager

A person evaluating their new NDIS plan manager

Once the transition to your new NDIS plan manager is complete, it’s important to assess their performance and effectiveness in meeting your needs and expectations. You can assess various aspects of their service, such as:

  • Budget management
  • Adherence to NDIS pricing arrangements
  • Support reassessment assistance
  • Goal achievement
  • Communication and accessibility

Regularly review your funding and the myplace portal to ensure that your plan manager is providing effective ongoing management of your funds in accordance with NDIS regulations. If your new plan manager provides regular reports on your budget and NDIS funding usage, examine these reports to track your progress and make informed decisions about your supports.

If any concerns or issues arise with your new plan manager, discuss them openly and honestly. A good NDIS plan manager should be receptive to feedback and willing to address any concerns you may have, ensuring that your NDIS plan is managed effectively and that you receive the support you need.

What Is NDIS Plan Manager Registration?

NDIS Plan Manager registration is the process of engaging a qualified and accredited entity or individual to assist in managing your NDIS plan. Plan managers play a crucial role in helping participants make the most of their NDIS funding by taking care of the financial aspects of their plan. This includes budgeting, paying service providers, and keeping track of expenses, ensuring that participants receive the services they need.

Why Is NDIS Plan Manager Registration Important?

1- Choice and Control: NDIS participants gain greater choice and control over their supports and services when they opt for plan management. It allows them to access a broader range of providers and services, tailoring their support to their unique needs and goals.

2- Reduced Administrative Burden: Managing the financial aspects of an NDIS plan can be complex and time-consuming. By registering with an NDIS Plan Manager, participants can offload the paperwork, payments, and budget tracking, allowing them to focus on achieving their goals and living a more fulfilling life.

3- Local Area Coordination: Plan managers work closely with Local Area Coordinators (LACs) to ensure that the NDIS plan aligns with the participant’s needs and goals. This collaboration helps in creating a plan that truly meets the participant’s requirements.

4- Improved Decision-Making: With the expertise of a plan manager, NDIS participants can make informed decisions about the services they receive and how their NDIS funds are utilized. This can lead to more effective use of their funding.

Frequently Asked Questions

Is it possible to switch from agency-managed to plan-managed?

Yes, it is possible to switch from agency-managed to plan-managed NDIS funding. You can request this change during your NDIS plan review meeting, and your NDIS planner or Local Area Coordinator (LAC) will help facilitate the transition.

Can I transition my NDIS to being self-managed?

Absolutely! Transitioning from plan-managed or agency-managed to self-managed NDIS funding is an option. You’ll need to discuss this with your NDIS planner or LAC and express your desire to self-manage. They can guide you through the process and provide the necessary information.

Can I change from agency-managed to plan-managed?

You can request a change from NDIA managed to Plan Management by contacting the NDIS on 1800 800 110 and asking for a ‘Plan Variation’.

Who are NDIS plan managers?

NDIS plan managers are providers that support individuals to manage their NDIS funding by taking care of the paperwork and paying for approved consumable and supports. They are an alternative to having the NDIA manage one’s NDIS plan or self-managing the plan.

What is the difference between a plan manager and a support coordinator?

Plan Managers focus on the financial aspects of an NDIS plan, while Support Coordinators assist in managing the supports and providers. A Support Coordinator may also be deemed necessary by the NDIS, even if a Plan Manager is not needed. Eligibility requirements are different between the two.