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How to Switch from Agency or Self-Management to Plan Management


Plan Management

How to Switch from Agency or Self-Management to Plan Management

When it comes to your NDIS Plan, one important decision is how you want to manage it.

You can let the NDIS know your choice during your plan or reassessment meeting. But don’t worry—you can change it anytime!

Here’s why so many people choose plan management and how it works.

Ways to Manage Your NDIS Plan

There are four ways to manage your NDIS Plan, depending on how much you want to be involved:

  1. Agency-managed: The NDIA handles your budget and pays providers.

  2. Plan-managed: A plan manager helps you manage your budget and pays providers.

  3. Self-managed: You take care of your budget and pay providers yourself.

  4. Combination: A mix of the above options.

Need more details? Check out our guide: What is Plan Management?

Why Switch from Agency Management to Plan Management?

If your plan is agency-managed, the NDIA controls your budget and pays your providers, but you can only use NDIS-registered providers.

Here’s why some people switch to plan management:

  • More choice: Use both registered and non-registered providers.

  • Flexibility: You can hire support workers or services that aren’t NDIS-registered.

  • Extra support: Get help and advice to make the most of your plan.

Why Switch from Self-Management to Plan Management?

If you self-manage, you control your budget and pay providers yourself. This requires a separate bank account for NDIS funds and time to manage payments.

Here’s why some people switch to plan management:

  • Less stress: Get help managing your budget and paperwork.

  • Save time: We handle payments and invoices for you.

  • Better value: Access capped prices to save on supports.

Benefits of Choosing a Plan Manager Like SwiftPay

Switching to plan management with SwiftPay makes life easier.

Here’s how we help:

  • Full support: We guide you through every stage of your NDIS Plan.

  • Budget help: Keep your spending on track with expert advice.

  • No hassle: We handle all payments to your providers.

  • No extra cost: The NDIS covers the cost of plan management.

  • More freedom: Use any provider (registered or non-registered) and get help finding local services.

  • Real-time tools: Use our SwiftPay platform to track budgets, set goals, and stay organized.

How to Make SwiftPay Your Plan Manager

To get started, you’ll need to endorse SwiftPay as your plan manager. This gives us the okay to manage your plan and pay invoices for you.

Here’s how:

  • Mention SwiftPay at your NDIS plan or reassessment meeting.

  • Email us anytime at admin@swift-pay, and we’ll guide you through the process.

  • Call the NDIS directly at 1800 800 110 to let them know you want SwiftPay as your plan manager.

Want to sign up online? Just use our easy form on our website, and we’ll take care of everything for you.

 
 
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