FAQ's
Frequently asked questions
While I’m a book keeper and accountant, I offer Plan Management services. My list of local NDIS service providers is extensive, and my relationships with passionate people in this region who are keen to join your team is too. I’m creative in coming up with innovative and forward thinking measures to provide the assistance you need.
You will receive a report via email at the end of every month.
However, you can also login to your personal dashboard on the Careview Advantage app at any time to view your approved and submitted invoices, balances and more. This is a great way to develop an understanding of your budget.
If you have a large expense it is important to check you have the funds available before you commit to spending the money. Please ask us if you are unsure, we’re here to help.
This is a common Q!
It's important to remember that as a plan manager, I cannot give permission for you to purchase an item. Instead I provide you with advice and information to assist you in making a decision that makes sense.
When trying to work it out don't hesitate to get in touch and I can help you decipher if it aligns with your plan or not.
I manage your NDIS Plan so you don't have to! My day to day involves;
Receiving invoices/bills to pay:
Directly from the provider once service has been provided or
Via participant
Claiming from NDIS Portal – uploading the information and creating the payment requests, allocating to line items and confirming prices according to the NDIS Price Guide
Paying Invoices and allocating the correct expense to the participant’s funding
Providing monthly statements to the participant including:
Summary of expenditure
Breakdown of budget totals remaining
I also provide administrative support wherever it's needed so you can focus on your family and not get lost in the figures.
A plan manager is not responsible for specialist advice or supports specific to your circumstances. If you need help finding specific providers to support you, please ask us! We have a huge network of providers and innovative supports. We can also provide capacity building services for clients with funding in their NDIS plan.
That's great news!
To ensure you have timely support with providers, it's super important to ensure you've got a handle on the basics.
Ensure the rate/price you've been advised of for your appointments are reasonable for your NDIS budget and equal to or less than the maximum price in the NDIS Price Guide.
Make sure the dates of service don't conflict with your diary. Nothing worse than setting yourself up to be paying for a service you can't make. So make sure you know their...
Cancellation terms!
That you don't pay upfront and the agreement between you and the provider ensures providers submit all payment requests after the service is completed.
A written NDIS service agreement that you can also send for me to file –I always recommend this for regular direct supports like engaging a home carer or disability support worker. This ensures you are covered in the event of disputes.
You also need to ensure that the service fits within your goals in your NDIS plan. Please ask me if you’re not sure. Once you have selected a provider, simply ask them to get in touch with me.
If you have an existing agreement with a provider we will pay without delay. However, if we are sent an invoice without an agreement on file, we will need to check with you first to get your approval. We recommend you view all new invoices first until you are comfortable with the service and payments.
We make payments every day, and as soon as we receive advice from the NDIS we pay without delay. This is usually within 5 working days. Occasionally this is longer, if the NDIS has delays outside our control.
I've got your back and won't get you in trouble with any of your providers!!
It’s important that all NDIS service providers understand we cannot make payments without the necessary paperwork. This is at the minimum a tax invoice with a business name, ABN, costs for service, GST (If applicable), participant name and total costs.
If you need a service or item and do not have these details to make a claim, you risk not being able to have this payment from your budget. If you find something online, most companies will issue a tax invoice and hold the item for you until we make payment.
Alternatively, you can make the payment from your own funds and seek reimbursement from us.
We cannot make advance payments. All payments go through the NDIS for transparency purposes, and it is part of our agreement with the NDIS that we ensure paperwork is complete prior to releasing funds.
