Plan Management

Streamlining Financial Processes for Better Outcomes

Our Plan Management solution offers a comprehensive approach to managing clients’ NDIS plans, enabling organizations to navigate funding, budgets, and payments seamlessly. By providing the tools necessary for efficient plan management, we help you focus more on delivering exceptional support and less on administrative tasks.

Key Features and Benefits

    • Centralized Financial Management: Keep track of all funding sources, budgets, and expenditures in one easy-to-use platform. Our centralized system allows you to manage multiple clients’ plans without the hassle of juggling separate spreadsheets or software.

    • Budget Tracking and Reporting: Monitor clients’ budgets in real-time, ensuring that spending aligns with their approved plans. Generate detailed financial reports to track usage, identify trends, and make informed decisions about resource allocation.

    • Automated Invoicing and Payments: Simplify the invoicing process with automated billing features. Generate invoices, track payments, and manage outstanding balances efficiently, reducing administrative burden and ensuring timely payments for services rendered.

    • Transparent Communication: Enhance collaboration between clients, plan managers, and service providers. Keep clients informed about their funding status, upcoming payments, and any changes to their plans through integrated communication tools.

    • Compliance and Documentation: Maintain accurate records of all financial transactions and documentation with our built-in compliance tools. Ensure adherence to NDIS regulations effortlessly, giving you peace of mind.