NDIS Plan Management

A plan manager can help you:

increase your financial and plan management skills
learn how to self-manage your plan
pay providers
increase your choice of providers
get NDIS plan budget reports and greater budget oversight.

Did You Know?, plan managers :

are paid by the NDIS no out of pocket fees from you
you can change to Plan Management any time during an NDIS Plan
you can change to a different Plan Manager any time during your plan
Plan Managers can help with record keeping of Service Agreements
Plan Managers can advise you on budgeting of you NDIS plan

Invoices processed By Plan Managers Need to Include :

Providers Company Name
Providers current ABN
Participants/Clients details including NDIS Number
Invoice Number
Invoice Dates
Either a NDIS line item number OR description of service provided
PLEASE be sure that services DO NOT include GST if NDIS doesn't allow
Provider Company contact details

Please Note :

If you are not sure about the details required or the correct line item numbers or maximum rates to apply to an NDIS service or support as a NDIS provider you will need to speak to the participant or their Support Coordinator to find out more about the particpants plan details. All plans are different and in order to be paid correctly you will need the full information before you start services to make sure your service or support is in line with the participants goals and plan funding outline.

IF you need more information you can take a look at the NDIS price Guide:

https://www.ndis.gov.au/providers

Trueblue Value Services Offers a Guide for Providers to find out more :

There are many different factors in becoming the best NDIS provider you can be. Whether you are registered or not, ALL Providers should do their best to make sure they comply within the NDIS , ATO and Company Laws.

Check out our Provider breakdown by clicking the link below:

Provider Information Guide

I want to : CLICK ON A LINK TO GO TO THE PAGE YOU NEED -

I want JOIN Trueblue Value Services Plan Management TODAY

I want Trueblue Value Services to Process an Invioce for me - I am a client already

I want Trueblue Value Services to Process an Invioce for me - I am NOT a client yet

I want Trueblue Value Services to Set me up for the Plan Management App - I am a client already

I want Trueblue Value Services to Set me up for the Plan Management App - I am NOT a client yet

I want Trueblue Value Services to Automatically Approve my invioces for me - I am a client already

I want Trueblue Value Services to Automatically Approve my invioces for me - I am NOT a client yet

I want Trueblue Value Services to Automatically Approve my invioces for me - I am a client already

I want Trueblue Value Services to Automatically Approve my invioces for me - I am NOT a client yet

I want to ASK Trueblue Value Services a QUESTION

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