The thought of changing plan manager can bring up a lot of worries.
Where do I start? What happens to my invoices? Will my providers not get paid?
To make the switch as seamless as possible, I’ve written up a How-To-Guide which keeps all your providers in the loop and your services smooth.
Step 1: Cease Services with your Current Plan Manager
Your current plan manager needs to know you intend to stop using their services, especially if you are on a non-PACE plan. Most plan managers will have a release period of 14 - 30 days where they will continue to provide services and allow you time for a smooth transition to a new plan manager. The request will have to come from yourself as the participant, or someone else who is authorised like a plan nominee.
Step 2: Budget Access
PACE Plan (Endorsement)
If your plan is on the PACE system, the NDIS requires you to call them on 1800 800 110 and endorse your new plan manager which gives them access to pay your invoices. You will also need their 10 digit registered provider number, usually found on their website or in emails if you have been in touch. Any unpaid invoices at this point need to be sent to your new plan manager.
You can use our handy endorsement script!
Non-PACE Plan (Release Date)
When your current plan manager confirms the cease of services, they will share a time frame or a date of release with you. It is very important to share this date with your new plan manager to ensure there is no delay in paying your providers.
Step 3: Service Agreement
PACE and Non-PACE Plans
The last step is to sign a service agreement with your new plan manager. This can look like signing up on their website or asking them to send the documents to you. Reach out if you’re unsure and they can point you in the right direction.
At Provider Choice you can sign up for the portal, sign your service agreement, and give consent to your support coordinator all in one place.
Non-PACE Plan
Your new plan manager won’t be able to claim the released funds until they have a signed service agreement, so don’t forget to return the documents!
Step 4: Contact Your Providers
Let them know when your services will cease with your current plan manager and where any unpaid invoices should be sent to from there. The more notice they get the better so there isn’t a mix up of invoices.
At this point, everything is prepped and ready for your release date. You can continue to book services and go to appointments knowing the future is sorted!
Note:
- You have Choice and Control at all times. You can choose to stay with or leave a plan manager at any time. No one can make that choice for you. It’s yours!
- Each plan manager will have a slightly different onboarding process, reach out to them if you need support.
Need further support?
Book a FREE Guru Session for ‘Sign Up Support’ and let one of our experts guide you!
