Virtually Accountable is proud to deliver NDIS Plan Management Services, across Australia, with face to face services available in the Limestone Coast of South Australia and Lower Western Victoria regions.

What is Plan Management?

Plan management involves handling the financial aspects of your NDIS plan to ensure that all your providers get paid and that your supports align with your plan.

In essence, plan management is similar to self-managing your NDIS funds, but instead of paying providers yourself, a Plan Manager handles the payments for you.

How to Manage Your NDIS Funds

At your NDIS planning meeting, you will choose how your funds are managed.
You have three options:

1. Self-Management: You manage your own funds.
2. Plan Management: A professional manages your funds for you.
3. Agency Management: The NDIA manages your funds.

You can also choose a combination of these methods.

What Happens with Plan Management?

If you choose Plan Management, your Plan Manager will:

• Process Invoices and Claims: Handle the administrative tasks of paying your providers.
• Pay Your Providers: Ensure your providers are paid for the supports you purchase.
• Track Your Funds: Help you keep track of your spending.
• Financial Reporting: Provide reports on your spending and budget.

Cost of Plan Management

There is no extra cost to you for Plan Management. The cost is included in your NDIS plan funding if it is deemed reasonable and necessary during your NDIS planning meeting.

You can select both registered and non-registered providers for your services, but your Plan Manager must be a registered NDIS provider.

What Virtually Accountable Does

• Paperwork: Handle your paperwork and pay service providers on your behalf.
• Invoices and Payments: Request payments from the portal for plan-managed budgets.
• Record Keeping: Store invoices electronically and provide monthly statements of spending.
• Budget Tracking: Monitor spending against your budgets for plan-managed supports.

For self-managed funds, we can assist with support connections to help you use your plan effectively.

What’s Not Included with Plan Management

Virtually Accountable does not:

• Explain your NDIS plan.
• Implement or monitor services beyond plan management.
• Assist with accessing informal community or mainstream services.
• Negotiate services, pricing, or service agreements with providers.
• Make decisions on budget breakdowns or change service bookings/agreements.
• Handle plan reviews, administration, support coordination, or advocacy.

However, we are committed to keeping your best interests in mind and striving for positive outcomes.

What to Expect

Once you choose Plan Management, the person who built your plan will either refer you to your Plan Manager or ask you to complete the sign-up process.

You will receive a Welcome email from Virtually Accountable with details about the service agreement, privacy policy, and consent forms. For any questions, contact us at hello@virtuallyaccountable.com.

You can instruct your providers to send invoices to accounts@virtuallyaccountable.com. You will receive monthly statements of your spending. If you want to pre-approve invoices, ask your provider to send them to you first, and then forward them to us.

For any further assistance, Hailee is available at hailee@virtuallyaccountable.com

NDIS Provider Number: 4050117577