How to switch your NDIS plan manager

Published at 14-10-2024 17:30:00

How to switch your NDIS plan manager

A good NDIS plan manager does more than just pay your bills on time—they should also guide you in using your funding effectively, ensuring you’re neither overspending nor underspending. But what if you're not happy with your current plan manager? The good news is, you can switch plan managers at any time, and the process is simpler than you might think!

Here’s how to change your NDIS plan manager in just three simple steps.

3 Simple Steps to Change Your NDIS Plan Manager

1. Choose Your New Plan Manager
   • The first step is deciding on your new plan manager. You have the freedom to choose a provider that best meets your needs, whether you're seeking more personalized support, better communication, or faster payment processing.
2. Why Choose Just Plan Managers?
   • At Just Plan Managers, we offer a personalized approach, ensuring that you have direct access to a dedicated plan manager who understands your needs and is committed to providing exceptional service. Our Planability app also allows you to track your spending, claims, and service agreements 24/7, giving you peace of mind and control over your plan.
3. Notify Your Current Plan Manager
   • Once you’ve decided on your new plan manager, you’ll need to inform your current plan manager of your decision to cancel their services. This can be done with a simple email, and no explanation is required. Legally, they cannot refuse your request to switch. This notification must be sent by you or an authorized representative.
   • If you’re switching to Just Plan Managers and have a new NDIS PACE plan, you’ll also need to notify the NDIA by calling 1800 800 110 and providing the following details:
     • Just Plan Managers Pty Ltd trading as Just Plan Managers
     • Provider#: [Insert Provider Number]
     • ABN: [Insert ABN]
4. Complete the Service Agreement with Your New Plan Manager
   • After notifying your current plan manager, you’ll need to sign a service agreement with your new plan manager to officially start their services. Your new plan manager will help you through the transition process to ensure everything goes smoothly.

Key points to remember

• You can change plan managers at any time, not just during a plan review.
• Your current plan manager cannot prevent you from switching or ask for an explanation.
• Switching plan managers comes at no additional cost.
• Your current plan manager will continue to manage your plan until the end of the notice period (typically 30 days), after which your new plan manager will take over.
• For NDIS PACE plans, don’t forget to notify the NDIA of your new plan manager.
• Your new plan manager will assist you throughout the transition process.

What to look for in a new plan manager

When selecting your new plan manager, it’s important to choose one who offers more than just bill processing. A good plan manager should help you maximize your NDIS funding, provide clear guidance, and offer ongoing support.

At Just Plan Managers, we go above and beyond to ensure you’re fully supported:

• Specialised Expertise: We focus exclusively on plan management, making us experts in navigating NDIS funding and helping you maximise your plan.
• Dedicated Plan Manager: You’ll have direct access to a dedicated plan manager, meaning no reception desk, no hold times, and no intermediaries—just direct, personal service from someone who understands your unique needs.
• Flexible Communication Methods: Whether you prefer texting, calling, or emailing, you can reach your plan manager through whichever method you’re most comfortable with, ensuring ease of communication.
• Fast Payments: We ensure your bills are paid quickly and efficiently, so your providers are always satisfied.
• Tailored Support: Our team is experienced in supporting participants across various needs, ensuring personalised care for your unique situation.
• Clear Communication: We explain your NDIS plan in easy-to-understand terms, so you’re never left confused or uncertain.
• Easy Access with Planability: Our user-friendly Planability platform gives you real-time access to your NDIS plan, so you can easily track spending, claims, and funding levels.
• Proactive Spending Monitoring: We keep you updated on your budget, ensuring that you stay within your funding limits and get the most from your plan.

Choosing the right plan manager is an important decision, and with Just Plan Managers, you’ll have peace of mind knowing that your NDIS plan is in the hands of a dedicated and experienced team. If you’re ready for a change, we’re here to support you every step of the way.