We offer Plan Management services. We have a wide range of fantastic NDIS service providers, and passionate staff members who love being part of your team. We are here to help and think outside the box, creating innovative ways to provide the assistance you need.

We provide NDIS Plan Management services Australia-wide. Our Support Coordination and Capacity Building services are mainly located in Northern NSW and the Gold Coast, QLD. If you live outside these areas and would like support, please get in touch at plan@ypm.com.au or call 1800 968 775 and we will see how we can help.

NDIS Plan Management is like your own personal bookkeeper. A Plan Manager is responsible for:

• Receiving invoices/bills to pay:
  • Directly from the provider once service has been provided or
  • Via participant
• Claiming from NDIS Portal – uploading the information and creating the payment requests, allocating to line items and confirming prices according to the NDIS Price Guide
• Paying Invoices and allocating the correct expense to the participant’s funding
• Providing monthly statements to the participant including:
  • Summary of expenditure
  • Breakdown of budget totals remaining

We provide administrative support so that you can focus on working with the supports you need. A plan manager is not responsible for specialist advice or supports specific to your circumstances. If you need help finding specific providers to support you, please ask us! We have a huge network of providers and innovative supports. We can also provide capacity building services for clients with funding in their NDIS plan.

If a Support Coordinator is included in your plan, they are able to assist you to implement and develop supports in your plan, specific to your needs and disability.

If you have not been allocated funding for support coordination in your NDIS plan, it is expected that you arrange supports with the assistance of your team. Please ask us if you need more help.

The NDIS Price guide is an excellent tool to give you an idea of some of the supports you can claim within your funding. We recommend you refer to the price guide for advice on what is reasonable to charge for a service. And if you need more help you can ask our friendly team. We love to help!

Feedback, complaints, and comments provided to Your Plan Manager are taken seriously. Your Plan Manager sees all feedback as an opportunity to grow, improve, and ultimately provide you with better service.

If you want to contact us, please use one of the following methods:

In some cases, we might need to get more information. However, we will always get back to you within 48 hours. Rest assured, all complaints are kept private and confidential.

If you have an existing agreement with a provider we will pay without delay. However, if we are sent an invoice without an agreement on file, we will need to check with you first to get your approval. We recommend you view all new invoices first until you are comfortable with the service and payments.

We make payments every day, and as soon as we receive advice from the NDIS we pay without delay. This is usually within 3-5 business days. Occasionally this is longer, if the NDIS has delays outside our control.

It’s important that all NDIS service providers understand we cannot make payments without the necessary paperwork. This is at the minimum a tax invoice with a business name, ABN, costs for service, GST (If applicable), participant name and total costs.

If you need a service or item and do not have these details to make a claim, you risk not being able to have this payment from your budget. If you find something online, most companies will issue a tax invoice and hold the item for you until we make payment.
Alternatively, you can make the payment from your own funds and seek reimbursement from us.

We cannot make advance payments. All payments go through the NDIS for transparency purposes, and it is part of our agreement with the NDIS that we ensure paperwork is complete prior to releasing funds.

You will receive a report via email at the end of every month.

However, you can also login to your personal dashboard at any time to view your approved and submitted invoices, balances and more. This is a great way to develop an understanding of your budget.

If you have a large expense it is important to check you have the funds available before you commit to spending the money. Please ask us if you are unsure, we’re here to help.

This question is the one we get asked most often. It is important to remember that a plan manager cannot give permission for you to purchase an item. Instead we provide you with advice and information to assist you to make a decision.

When making a decision to purchase an item or support, get in touch with us so we can guide you through the process and ensure you’re keeping good records of your decision.

Reimbursements usually take 2-3 business days, as they’re prioritised by our Provider Services Team. 

Yes, we upload the original invoice sent to us from the Provider for you to view.

At this stage we only have an alert set up when an invoice is initially uploaded. 

Yes, we list every invoice on your monthly report. If required, you can request Your Plan Manager book funding for particular providers. You can view the amount spent and remaining.

Yes, our monthly report will show how much you’ve spent per category.

Yes, we can give your Support Coordinator access to your dashboard to review your budget, invoices and to track spending. They will also receive a copy of your monthly statement.

All invoices are processed within 2-5 business days. As soon as an invoice has been uploaded into our system (MYP) you will automatically receive an email informing you.

We offer a few different approval process options. 

• You can request to manually approve all invoices in which case you will receive an email notification to view & approve the invoice via our MYP Dashboard. 
• You can request for us to apply a blanket approval to all invoices.NOTE: If you select option 2, but there is a particular provider you would like to review and approve invoices for, we can arrange this through adding an alert to your account. 

The NDIS want to make sure the system works well and they want it used on a smaller controlled scale before it is rolled out to the rest of Australia. Find out more here.

The NDIS have provided specific resources to educate and inform participants & their stakeholders of the changes around the transitioning to the new PACE system. Find out more here.