Questions to ask before choosing a NDIS plan manager

A thoughtful NDIS participant holding a checklist of important questions to ask prospective plan managers.

Choosing the right National Disability Insurance Scheme (NDIS) plan manager is a critical decision for participants. This choice can significantly impact the management of their funding, the quality of services they receive, and their overall satisfaction with the NDIS process. Here, we outline crucial questions that can help participants make an informed choice.

What is an NDIS plan manager?

Before diving into specific questions, it’s important to understand what a plan manager does. A plan manager is responsible for managing the NDIS funds of participants. They help by taking care of the financial admin like processing invoices and making payments to service providers. They also provide financial reporting and budget management. This assistance can alleviate the administrative burden on participants, allowing them to focus more on receiving their needed services.

Questions to ask an NDIS plan manager

  • How will you keep me informed about the status of my funds and spending?
  • What is your process for handling invoices and payments?
  • Do you offer online tools or an app to track budget and expenses? If yes, how user-friendly are they?
  • How do you handle financial disputes with service providers?
  • How do you tailor your services to fit individual needs?
  • What is your response time for queries and concerns?
  • How quickly do you process and pay invoices?
  • What is your process when I do not approve an invoice?
  • Can you describe a challenging situation you managed for a client and how you resolved it?
  • If I am switching from another plan manager, how will you ensure a smooth transition?
  • How do you handle confidentiality and data protection?
  • Do I have a dedicated contact person who gets to know me and my NDIS plan?

Deeper insights

Choosing a plan manager is more than just hiring someone to manage your funds. It’s about finding a partner who will advocate for your best interests, provide expert advice, and enhance your ability to live independently. Participants should look for plan managers who are not only skilled in financial management but also empathetic and committed to their clients’ wellbeing.

Service customisation: One size does not fit all when it comes to NDIS participants. A good plan manager will offer flexible services tailored to the unique needs of each participant. Whether it’s providing detailed monthly reports or having regular check-ins, the way a service is offered can make a significant difference in a participant’s experience.

Transparency and communication are key. Participants should feel comfortable and informed about where and how their funds are being used. A trustworthy plan manager should ensure they deliver regular and comprehensive updates about financials and services without any prompt.

My Care Planner can help

Choosing the right NDIS plan manager is crucial. The questions provided above are designed to help participants assess potential managers and find the best match for their needs. Remember, the goal is to find a plan manager who provides transparency, aligns with personal goals, and ultimately enhances the NDIS experience.

Our experienced NDIS plan managers are here to help you. Call us on 1800 954 480, email us at or sign up online today!

A thoughtful NDIS participant holding a checklist of important questions to ask prospective plan managers.

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