NDIS Plan Management FAQs

Signing up for plan management is easy. Use our online sign up form, send us an email including a copy of your NDIS plan to info@peakplan.com.au, or call 1300 732 324  to talk to one of our friendly team.
Nothing! Our fees are incorporated within an NDIS plan under the budget category “Improved Life Choices” so there are no costs to you. It’s all covered by the NDIS. Plan management does not use funding intended for your other supports, "Improved Life Choices" is a category specifically for plan management. If you are unsure if you plan contains funding for Plan Management, please give us a call on 1300 732 324 or email us at info@peakplan.com.au.
It is your providers responsibility to ensure that your invoices have been sent to us unless you have specified otherwise. Check with your provider first to make sure they're handling your invoices appropriately. If you're still unsure, we are more than happy to check this for you at any time. Send us an email at info@peakplan.com.au and we will get you an outcome ASAP.
We have an app for that! Careview advantage allows you to track your funding in real time and view all of your paid invoices. If you would like access to the Careview Advantage app call us on 1300 732 324 or email your request to info@peakplan.com.au.
All Peak Plan Management clients are sent a monthly statement on the 6th of every month. This contains a list of all invoices paid through your plan for the month, remaining funding, and other important details. You can choose to have this statement emailed or posted to you as a hard copy. If you need to change your preference for this call us on 1300 732 324 or email your request to info@peakplan.com.au
It’s important that all parties know how much a participant will be charged during the life of a plan.  The participant will have a limited budget that can not be exceeded. To protect the participant and the provider it’s important that each of them  know how much will be charged for services. Service agreements are generally the best way to do this. Creating a service agreement is outside the scope of this article. As a provider, here are some simple steps on what you should do:
  • Obtain the plan dates.  These are the dates that you can provide services within
  • Determine the price you will charge for you services
  • Calculate the amounts you will charge for the life of the plan
  • Include this in your service agreement
  • Communicate this to the participant and ourselves
There are a number of online calculators that can assist. A google search for “NDIS Support calculator” can help with calculating the amount charged. To assist, you can enter the details of the service agreement on this website. Click on the Service Bookings Tab under Providers or Support Coordinator We also have two templates available (see below) to download which will help allocate funds. Once completed you can send these to sa@peakplan.com.au for processing.
At the minimum, an invoice intended to be paid with NDIS funding should contain the following information to ensure processing can be performed efficiently. Attached is a sample invoice if you need guidance  on the structure and format.
  • Your business name and ABN (also include contact details and bank details for payment).
  • Email and phone number for remittance advice.
  • The participant’s name and NDIS number (if known).
  • An invoice number.
  • An invoice date (ensure the invoice date falls after all service date(s); no forward-dated services can be paid).
For each line item, display:
  • Service date(s).
  • The duration of service(s) (e.g. Hours of a delivered service or travel time taken by a support worker, or the quantity of items provided (e.g. kilometers of provider travel or the quantity of a particular consumable).
  • Unit price (e.g. $/hour, $ per km, or $ per item)
  • GST (if applicable).
  • The amount for each line item.
  • The invoice total.
Without these items, we may not be able to pay your invoice. Once completed please send invoices through to: accounts@peakplan.com.au
Send your invoices through to accounts@peakplan.com.au and we’ll process them from there. It is your responsibility to ensure that your participant wants invoices sent directly to us.  If they would prefer to review them first, please send to the participant first. They can then forward them to us once reviewed.
Reasons why  payment may take longer than 5 business days are generally due to one or more of the following:
  • If the invoice is from a new provider it may take up to 10 business days for the first payment to be processed
  • If the participant is in the process of being on-boarded
  • If the invoice isn’t in the appropriate format or there is information missing
  • If the invoice is for a service or item that may not be covered under the NDIA or we need to seek further clarification either from the participant or the NDIA
  • Any invoice with a service date greater than 2 months old
 
Our service standard is to pay 95% of all invoices within 5 business days.
If you have a service agreement, request to allocate funds or have any other official documentation pertaining to the reservation of funds within a participant’s NDIS fund, please send them to sa@peakplan.com.au
If you are waiting on an invoice that has exceeded our 5 day process and payment period then please send an inquiry through to our accounts team at accounts@peakplan.com.au
When preparing invoices there are certain items that are required on an invoice in order for it to be paid. This forms part of our own internal audit function and NDIS requirements. Without these items we will not be able to pay your invoice. To find more useful advice for when you're preparing an invoice, download our Provider Handbook.
Monthly Statements are sent to the Participant and/or Participant’s nominee. These can also be sent to you as well, with the participants consent.
We have set up a provider directory allowing you greater reach to more clients. Please go here to view our provider directory. And here to sign up. The provider directory allows all service providers to register their services if they are a provider that we have used and paid before and without actionable complaints against their name. We are encouraging our participants and support coordinators to look here first if they need support in their area. Support Coordinators will only be added if we have mutual clients.
Our internal system allows us to make service bookings against the participants budget, however we aren’t able to create individual service bookings for specific providers in Proda. You can send us the service agreements you have for your clients and we can  quarantine funds for that specific provider. We have also created a standard form that can be used to complete this process for multiple providers and participants. Please email Cossupport@peakplan.com.au for instructions on how to do this.
Access relevant sections  of our CRM database, so that you can see information about the participant in real time. Please note: You will need to obtain permission from our mutual clients to be added to the monthly statements and to our CRM. Once this is done you can send an email listing all of our mutual clients to Cossupport@peakplan.com.au. You will receive an email from our CRM with login instructions. As we onboard new clients you can use this email address to add clients or remove clients based on your needs. Please only use this email for these types of requests
We have an app for that! Careview advantage allows you to track your funding in real time and view all of your paid invoices. If you would like access to the Careview Advantage app call us on 1300 732 324 or email your request to info@peakplan.com.au.
Access relevant sections  of our CRM database, so that you can see information about the participant in real time. Please note: You will need to obtain permission from our mutual clients to be added to the monthly statements and to our CRM. Once this is done you can send an email listing all of our mutual clients to Cossupport@peakplan.com.au. You will receive an email from our CRM with login instructions. As we onboard new clients you can use this email address to add clients or remove clients based on your needs. Please only use this email for these types of requests
Our internal system allows us to make service bookings against the participants budget, however we aren’t able to create individual service bookings for specific providers in Proda. You can send us the service agreements you have for your clients and we can  quarantine funds for that specific provider. We have also created a standard form that can be used to complete this process for multiple providers and participants. Please email Cossupport@peakplan.com.au for instructions on how to do this.
We have set up a provider directory allowing you greater reach to more clients. Please go here to view our provider directory. And here to sign up. The provider directory allows all service providers to register their services if they are a provider that we have used and paid before and without actionable complaints against their name. We are encouraging our participants and support coordinators to look here first if they need support in their area. Support Coordinators will only be added if we have mutual clients.
Monthly Statements are sent to the Participant and/or Participant’s nominee. These can also be sent to you as well, with the participants consent.
When preparing invoices there are certain items that are required on an invoice in order for it to be paid. This forms part of our own internal audit function and NDIS requirements. Without these items we will not be able to pay your invoice. To find more useful advice for when you're preparing an invoice, download our Provider Handbook.
If you are waiting on an invoice that has exceeded our 5 day process and payment period then please send an inquiry through to our accounts team at accounts@peakplan.com.au
If you have a service agreement, request to allocate funds or have any other official documentation pertaining to the reservation of funds within a participant’s NDIS fund, please send them to sa@peakplan.com.au
Our service standard is to pay 95% of all invoices within 5 business days.
Reasons why  payment may take longer than 5 business days are generally due to one or more of the following:
  • If the invoice is from a new provider it may take up to 10 business days for the first payment to be processed
  • If the participant is in the process of being on-boarded
  • If the invoice isn’t in the appropriate format or there is information missing
  • If the invoice is for a service or item that may not be covered under the NDIA or we need to seek further clarification either from the participant or the NDIA
  • Any invoice with a service date greater than 2 months old
 
Send your invoices through to accounts@peakplan.com.au and we’ll process them from there. It is your responsibility to ensure that your participant wants invoices sent directly to us.  If they would prefer to review them first, please send to the participant first. They can then forward them to us once reviewed.
At the minimum, an invoice intended to be paid with NDIS funding should contain the following information to ensure processing can be performed efficiently. Attached is a sample invoice if you need guidance  on the structure and format.
  • Your business name and ABN (also include contact details and bank details for payment).
  • Email and phone number for remittance advice.
  • The participant’s name and NDIS number (if known).
  • An invoice number.
  • An invoice date (ensure the invoice date falls after all service date(s); no forward-dated services can be paid).
For each line item, display:
  • Service date(s).
  • The duration of service(s) (e.g. Hours of a delivered service or travel time taken by a support worker, or the quantity of items provided (e.g. kilometers of provider travel or the quantity of a particular consumable).
  • Unit price (e.g. $/hour, $ per km, or $ per item)
  • GST (if applicable).
  • The amount for each line item.
  • The invoice total.
Without these items, we may not be able to pay your invoice. Once completed please send invoices through to: accounts@peakplan.com.au
It’s important that all parties know how much a participant will be charged during the life of a plan.  The participant will have a limited budget that can not be exceeded. To protect the participant and the provider it’s important that each of them  know how much will be charged for services. Service agreements are generally the best way to do this. Creating a service agreement is outside the scope of this article. As a provider, here are some simple steps on what you should do:
  • Obtain the plan dates.  These are the dates that you can provide services within
  • Determine the price you will charge for you services
  • Calculate the amounts you will charge for the life of the plan
  • Include this in your service agreement
  • Communicate this to the participant and ourselves
There are a number of online calculators that can assist. A google search for “NDIS Support calculator” can help with calculating the amount charged. To assist, you can enter the details of the service agreement on this website. Click on the Service Bookings Tab under Providers or Support Coordinator We also have two templates available (see below) to download which will help allocate funds. Once completed you can send these to sa@peakplan.com.au for processing.
Signing up for plan management is easy. Use our online sign up form, send us an email including a copy of your NDIS plan to info@peakplan.com.au, or call 1300 732 324  to talk to one of our friendly team.
Nothing! Our fees are incorporated within an NDIS plan under the budget category “Improved Life Choices” so there are no costs to you. It’s all covered by the NDIS. Plan management does not use funding intended for your other supports, "Improved Life Choices" is a category specifically for plan management. If you are unsure if you plan contains funding for Plan Management, please give us a call on 1300 732 324 or email us at info@peakplan.com.au.
It is your providers responsibility to ensure that your invoices have been sent to us unless you have specified otherwise. Check with your provider first to make sure they're handling your invoices appropriately. If you're still unsure, we are more than happy to check this for you at any time. Send us an email at info@peakplan.com.au and we will get you an outcome ASAP.
All Peak Plan Management clients are sent a monthly statement on the 6th of every month. This contains a list of all invoices paid through your plan for the month, remaining funding, and other important details. You can choose to have this statement emailed or posted to you as a hard copy. If you need to change your preference for this call us on 1300 732 324 or email your request to info@peakplan.com.au

Get in touch with us today

If you would like to learn more about our services or just want some independent, honest advice, we are happy to have a chat.

Contact Us