NDIS Plan Management

What is NDIS Plan Management?

National Disability Insurance Scheme offers
the Participant Choice and Control.
One of these choices includes how your NDIS funding is maintained and who you can pay from NDIS funds for support and services that are delivered to you.

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NDIS Plan Management services are delivered by:
1. NDIS Fully Registered and Approved Companies
2. Companies who are ATO and Financially Approved Bookkeepers or Accountants
3. Approved for Access to NDIS Financial Portal
4. Audited Regularly for NDIS Commission Purposes

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When you choose to use a NDIS Plan Manager you can:
1. Use either Registered or Non-Registered Companies to deliver your supports and services
2. Ask to "Approve" any invoices before processing is complete - through a software or APP system
3. Ask for updated funding information about your NDIS funds at any time
4.Ask for budgeting advice for best planning and spending with your NDIS funds
5.Ask for assistance to monitor your use of funds and get updates to let you know when funds are low
6. Ask to work with a Plan Manager towards gaining skills to become self-managed if you want to in future.

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NDIS Plan Managers are like an Accountant for your NDIS funding, a plan manager will assist to make sure that you are compliant with your NDIS spending and keep the best records for use in future audits or if any issues arise with providers that may need to be resolved.

NDIS Plan Managers can offer advice about maximum price limits that providers can charge, line item numbers that should be used to show the service or support a provider is delivering or they can help to show you how much 1 or more services will cost over a period of time as a guide.

Responsibilities of an NDIS Plan Manager.

Plan Managers MUST hold current qualification
Plan Managers MUST hold NDIS company Registration
Plan Managers MUST Process and Pay provider invoices within 5 working days after reciving
Plan Managers MUST update NDIS Particinpat of their NDIS funds levels no less than monthly
Plan Managers MUST offer a particibpnat option to
PRE-APPROVE invoices bfore processing
Plan Managers MUST
Plan Manager MUST inform you if any issues with a provider or your funds come up
Plan Manager MUST respond in a timly manner to both yourself or your providers to answer any concerns of questions
Plan Manager MUST keep your information and fuding details private at all times
Plan Managers MUST let you know if the funds you have will run out sooner than you expect and advise you on what to do next
Plan Managers MUST only use and pay out the allowable maximum rates using NDIS Price Guides

Plan Managers MAY BE responsibile for misuse of funding and MAY BE asked to pay back funds if found at fault
Plan Managers MAY BE in need of more infromation or documents before processing some invoices (evidance)

Plan Managers CAN NOT approve or deny invoices in NDIS Portal
Plan Managers CAN NOT accept invoices without an ABN
Plan Managers CAN NOT charge a particpant for Plan Manager services
Plan Managers CAN NOT reject invoices without cause

NDIS Plan Management

Option 1 - Exit My Current Plan Managers Service
You have the right to request to EXIT any NDIS service at any time.
There may be a waiting period for the Provider to end service and you can use the below to copy and paste and send to your provider via email to start the process.

To (Add Company name),
I, (Add you full name),
Are reqesting to EXIT and END Services, (Add the type of service you wish to exit),
today (Add the date you are sending the request).

Please reply to me by email only and confirm that my request has been recived and will be actioned.
I would like a responce with the expected timeframe you need to finilise my request please.

If you need more information from my side please send the requests to this email.
Thak you, (Add your name and phone number)

Option 2 - Exit My Current Plan Managers Service

IF you have not recived a responce after sending the above email or do not wish to email your current Provider to start the EXIT process you can choose to call the NDIS directly and let them know of the EXIT of service or Change of Service Provider directly.

You should call - 1800 800 110
Have the following information ready:

Your Personal Details to Verify yourself to NDIS including your NDIS Number.
The Name of the Providers Company and some details, contact phone number , email or name of person you deal with there.
IF you are changing to another Provider have the details ready to offer NDIS like,
the organisations name,
name of person you deal with at the organisation,
a contact phone number ,
a contact email address,
an office address

You can use the above methods to EXIT or change providers OF ANY type.

IF you would like to EXXIT our service today, please click on the link below:

Responsibilities of an NDIS Plan Manager.

Plan Managers MUST hold current qualification
Plan Managers MUST hold NDIS company Registration
Plan Managers MUST Process and Pay provider invoices within 5 working days after receiving
Plan Managers MUST update NDIS Participant of their NDIS funds levels no less than monthly
Plan Managers MUST offer a participant option to
PRE-APPROVE invoices before processing
Plan Managers MUST
Plan Manager MUST inform you if any issues with a provider or your funds come up
Plan Manager MUST respond in a timely manner to both yourself or your providers to answer any concerns of questions
Plan Manager MUST keep your information and funding details private at all times
Plan Managers MUST let you know if the funds you have will run out sooner than you expect and advise you on what to do next
Plan Managers MUST only use and pay out the allowable maximum rates using NDIS Price Guides

Plan Managers MAY BE responsible for misuse of funding and MAY BE asked to pay back funds if found at fault
Plan Managers MAY BE in need of more information or documents before processing some invoices (evidence)

Plan Managers CAN NOT approve or deny invoices in NDIS Portal
Plan Managers CAN NOT accept invoices without an ABN
Plan Managers CAN NOT charge a participant for Plan Manager services
Plan Managers CAN NOT reject invoices without cause

NDIS Plan Management

NDIS Information about -Plan Management :
💜CLICK TO see NDIS Website Info.

How Does the Invoice Process Work? :

YOU = Participant

PROVIDER = Companies you work with who provide a service or support

The participant (YOU), book in a shift for a service or support from a provider (Companies you work with who provide a service or support )
The provider completes a shift of a support or service for / with you.
The provider will make an invoice for the service or support they have completed and send it you us.
We input the invoice into our system and IF you are signed up for approval system you will get a notification to ask if you agree and want the invoice paid. IF you accept and approve the invoice, we will move to payment process to NDIS or we will have your permission to automatically process the invoice to the NDIS system on your behalf. We ONLY prepare invoices for NDIS, and we do not actually have access to any funds that is kept within the secure system at the NDIS.
Once an invoice has been sent to the NDIS for final approval and payment there can be times that invoices are not paid in full and then when we get funds to pass onto the provider it may be less than what was on their invoice. IF this does happen and your provider asks you questions you will need to ask the provider to contact US - Trueblue Value Services directly - TEXT 24 hour - 0421812788 or by email on payments@truebluevalueservices.com , we will help the provider find out more about the issues with any of their invoices that have part payments or rejections. WE will also inform you any time we feel that you need to be aware of changes to the providers charges OR if there are any unusual charges, we will do our best to keep you up to date if there is any activity, we do not find normal.
Once we pay the provider, we also send them a "remittance", a remittance is an email with all the payment details about the providers invoice, payment made and if there are any other details they need to know. This is information sent directly to the paid provider and it will be sent at the same time the bank transfer is made.
We hold records of all the processed invoices, and you will get a monthly funding statement with ALL the invoices that have been paid to your email, you can look out for this statement and check invoice that have been paid OR you can use this statement to share with other people that need to know the information like family, plan nominee or even your support coordinator. IF you need an extra funding statement at any time you can just let us know on the contact details above and we will make sure to send you the information as soon as possible after you request them. WE WILL not SHARE this information with anyone else UNLESS you give us your permission in writing first, you may want to allow someone this information 1 time ONLY or ongoing, you just need to let us know in an email and we will update our system.

**Please Note** A plan manager can, and will reject invoices that do not have the correction information to use before sending the request to the NDIS, this is because there is usually a minor error that a provider can fix and then resend the invoice so the NDIS system can approve the invoice. IF your provider needs more information about rejected invoices it is their responsibility to get in touch with us or NDIS for more information a participant IS NOT expected to know this information or have the answers to questions like these.

IF the shift is cancelled and your "Service Agreement" shows you gave fair notice of cancellation the shift should not be charged. YOU need to check your + providers service agreement to find out if you cancelled in time. There is a maximum of 7 days on some agreements and if you did not cancel 7 days before the start of this shift the provider may still charge you.

If you want to know more about "Service Agreements" or How to charge accounting to the NDIS price Guides, click on link below and check out our provider / participant information page:

Provider Information Guide

NDIS Privacy and Confidentiality Statement – TVS PTYL TD – Trueblue Value Services

At Trueblue Value Services, we are committed to protecting the privacy and confidentiality of all participant information. This Privacy and Confidentiality Statement outlines our practices for handling participant data in accordance with the NDIS (National Disability Insurance Scheme) guidelines and privacy regulations.

1. Collection and Use of Information:

We collect and use participant information solely for the purpose of providing support and services in compliance with the NDIS goals and objectives. Information is obtained through consent, assessments, and discussions with participants and their support networks.

2. Confidentiality:

All participant information is treated with the utmost confidentiality. Our staff members are bound by strict confidentiality agreements and ethical guidelines to ensure the privacy and security of participant data.

3. Consent:

Participant consent is obtained before collecting, using, or sharing their personal information. Consent is recorded and maintained in our records.

4. Access to Information:

Participants have the right to access their own records upon request. We facilitate such requests in compliance with privacy regulations.

5. Security Measures:

We have implemented rigorous security measures to protect participant information from unauthorized access, disclosure, alteration, or destruction. These measures include encryption, access controls, and secure data storage.

6. Sharing Information:

Participant information may be shared with authorized service providers, but only to the extent required for the provision of services and with the participant's consent. Information shared will align with NDIS goals and objectives.

7. Legal and Ethical Obligations:

We comply with all relevant legal and ethical obligations, including those outlined in the NDIS Code of Conduct and privacy laws, to protect participant information.

8. Incident Reporting:

In the event of any data breach or unauthorized access, we have incident reporting procedures in place to address and resolve the issue promptly and transparently.

9. Data Retention:

We retain participant records for the required period as mandated by NDIS regulations. When records are no longer needed, they are securely and ethically disposed of.

10. Participant Rights:

- We respect and protect the rights of participants to privacy and confidentiality. Any concerns or requests regarding participant information are handled with care and in compliance with privacy regulations.

11. Review and Updates:

- This Privacy and Confidentiality Statement is reviewed and updated regularly to reflect changes in NDIS regulations and best practices.

By adhering to this Privacy and Confidentiality Statement, we aim to ensure the privacy, security, and rights of all participants, in accordance with NDIS guidelines and privacy laws.

NDIS Plan Management

Trueblue Value Services respects your "Chioce and Control" and understnads that you may wish to EXIT our service and change over to another provider.

If you have a complaint or a concern we would be very open to assistiing to make sure that any issues that have arisen can be delt with and your experiance has been the best it can be, we need to know if there are issues and will respond professionally without any obligation for you to stay with our service even if the issues are resolved and rectified.

If you do not wish to discuss this with us directly please click the link below for full deails about how to make a complaint :
xxxx
And if you would like to proceed to the EXIT process now, please click the link below which will take you to our request to exit form.

xxxxxx

NDIS Plan Management

What is NDIS Plan Management?

Responsibilities of an NDIS Plan Manager.

What is a Service Agreement?

NDIS Plan Management

Quick Sign Up Form:

Participant Easy Read
Plan Management Agreement

NDIS Plan Management

Here you can find the FULL copy of our Service Agreement

Responsibilities of an NDIS Plan Manager.

NDIS Plan Management

NDIS Information about -Plan Management :
💜CLICK TO see NDIS Website Info.

NDIS Plan Management

You can use this form to send us a quick notice that you would like to EXIT a service: