What is the Role of an NDIS Plan Manager?

If you’re new to the NDIS, you might be wondering: What does a Plan Manager actually do?

Here’s a closer look at how an NDIS Plan Manager supports participants:

1. Paying Providers

Plan Managers handle all payments to service providers. They make sure invoices are paid accurately and on time, following the NDIS price guide.

2. Budget Management

They help participants track their allocated funds, monitor plan spending, and understand how their budgets are being used—including monitoring funding intervals. This helps prevent overspending and ensures that funds are available for necessary supports throughout the plan.

3. Financial Reporting

Plan Managers provide clear, regular reports on spending and balances. This gives participants peace of mind and helps them make informed decisions.

4. Service Agreement Management

They assist with service agreements, making sure they comply with NDIS rules and reflect the participant’s goals and needs.

5. Choice and Flexibility

Plan Managers enable participants to access a wider range of providers, including both registered and non-registered supports, while taking care of the admin.

6. NDIS Education

They empower participants by explaining NDIS rules, options, and resources, helping them get the most from their plan.

7. Record Keeping

They maintain accurate financial and service records, ensuring all transactions, invoices, and statements are properly documented for compliance and review.

How Planaji Helps Plan Managers

At Planaji, we’ve built tools to make these responsibilities easier. To monitor plan spending and proactively notify participants if their budget is off track, we introduced the Participant Detail Report.

To access this in Planaji:

Go to Reports >> Participant Detail Report Button

When you click it, you’ll see…Participant Detail Report Options

Here, Plan Managers can:

   - Review the budgets for individual or all participant
   - Include inactive participant data if needed
   - Download the report as an Excel or PDF file for easy sharing

This report helps Plan Managers quickly spot when spending is not tracking to plan, so they can notify participants and take action—exactly what the NDIS expects.

If you want to learn more about how Planaji makes NDIS plan management straightforward, get in touch with us or book a demo!