How do I switch plan managers?

Switching plan managers is easier than most people expect. Three steps:

  1. Let your current plan manager know in writing.
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    A short email does it: "Hi [Plan Manager], I'd like to end my plan management services with you. Please confirm my plan release date." They'll reply with your release date - that's when your new plan manager can start.
  2. Sign up with your new plan manager.
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    They'll help you complete a few forms and confirm your start date. If you're joining Provider Choice, we'll walk you through every step and make it smooth and stress-free.
  3. (PACE plans only) Call the NDIA to endorse your new plan manager.
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    This only applies if your plan is in the PACE system. We'll help you check whether it applies to you and give you a simple script for the call.

That's it. No gap in your supports, no drama. Ready to make the move? Sign up here or email hello@providerchoice.com.au.