To engage with PlanSense for plan management, it’s necessary to have ‘Improved Life Choices’ included in your NDIS plan. The process for joining us is simple. Visit our contact us page, and provide basic information in our form, participant NDIS number, date of birth, and address. Alternatively, send us an email with essential details, including your full name, NDIS number, plan dates, and ideally, a copy of your plan. Then, a member of the PlanSense team will reach out to guide you through the service agreement and complete your sign-up.

Certainly! You have the flexibility to change plan managers at any point. If you wish to transfer to PlanSense from another plan manager during your current plan, contact the NDIA at 1800 800 110 to inform them of the change. Additionally, request your previous plan manager to cancel their service booking and reduce available funds to zero to facilitate a smooth transition to PlanSense.

Claiming payment with PlanSense is a straightforward process with three available options. Your providers can directly send invoices to us, or you can email us the invoice once you’ve received it. Alternatively, submit the invoice directly through our app or online portal. Personal reimbursement with a receipt or uploading an invoice for provider payment takes just a few minutes through our mobile apps, accessible for free to PlanSense clients on the App Store and Google Play. For email submissions, forward your invoices and receipts to our Accounts Team for efficient processing.

If you’re currently a non PlanSense client with an updated NDIS plan, contact our team via email with a copy of your new plan attached.

While we value collaboration with support coordinators, the sign-up process can only be completed by recognized guardians or authorized nominees. We encourage support coordinators to guide their clients through the sign-up process, and our team is available to assist or address any queries.

At PlanSense, we prioritize the detection and prevention of fraud. We have robust controls in place, such as notifying you via text whenever we receive an invoice from a provider. This allows you to temporarily halt the payment for investigation if necessary. If you suspect fraud, you can reach out to the provider, the NDIS Fraud Reporting Hotline, the NDIS Commission, report scammers on the ACCC website, or contact the police. PlanSense clients can also contact us for further guidance.

Typically, the NDIA prefers direct communication with participants. If you want PlanSense to communicate with the NDIA on your behalf, you’ll need to provide consent, and the feasibility will depend on your individual circumstances.

PlanSense initiates an initial one-off cost (per plan) on the day of sign-up, followed by monthly fees on the first day of each month. The NDIA covers these fees when ‘Improved Life Choices’ is requested in your plan.

At PlanSense, we prioritize the prompt processing of invoices, ensuring your budgets remain up to date, and service providers receive timely payment.