Understanding NDIS Plan Management

Understanding Plan Management

Understanding NDIS

NDIS Provider – Building Knowledge, Confidence, and Professional Practice

Understanding how NDIS plan management works is essential for every provider and worker delivering support. This program explores how NDIS payments are managed, who approves invoices, and what responsibilities apply under each plan type. You’ll learn how to identify whether a plan is Agency Managed, Plan Managed, or Self-Managed; and what that means for invoicing, communication, and compliance.

By understanding plan management, you’ll be able to deliver support that is accurate, transparent, and aligned with NDIS requirements. This knowledge helps you work confidently with participants, Plan Managers, and the NDIA, ensuring that every payment and record is handled correctly.

What You’ll Learn

• In this program, you’ll explore:
  • The three NDIS plan management types — Agency Managed, Plan Managed, and Self-Managed
  • How payments and invoicing work under each plan type
  • Who can deliver support and who approves invoices
  • What providers and workers must confirm before support begins
  • How to keep documentation clear, accurate, and compliant

  You’ll also learn how plan management affects participant choice, provider responsibilities, and the overall delivery of safe, person-centred support.

Why It Matters

Understanding plan management helps you:

• Deliver support that meets NDIS payment and policy rules
• Communicate clearly with participants, Plan Managers, and the NDIA
• Protect participant funding through accurate invoicing and record-keeping
• Build trust through transparency and accountability

Support participant choice and control while maintaining compliance

By completing this program, you’ll strengthen your confidence in managing NDIS payments and communication. You’ll understand how to check plan details, follow correct invoicing steps, and maintain clear documentation.

👉 Understanding Plan Management — build clarity, confidence, and professionalism as you navigate NDIS payments, responsibilities, and participant choice.

Learning Time: 13 minutes

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