Capacity Building and Training in Self-Management and Plan Management

When to use this code

Use this code for plan management services. Plan managers handle the financial administration of a participant’s NDIS plan. They receive and pay invoices from providers, track spending against budget categories, and send regular financial statements. This allows participants to use both registered and unregistered providers while still having financial oversight.

Common billing scenarios

• A plan manager processes 12 invoices during a month for a participant. The monthly plan management fee covers all invoice processing, budget tracking, and financial statements.
• A plan manager sets up a new participant’s account, contacts providers, and processes the first month’s invoices. The setup fee (if applicable) is claimed separately from the ongoing monthly fee.

Provider notes

• Non-face-to-face delivery is allowed for this code. This means you can bill for activities like report writing, care coordination calls, or progress notes, provided your service agreement with the participant covers these activities. Keep clear records of what non-face-to-face work was done and how long it took.
• This code allows provider travel claims. Travel time to the participant can be billed, but keep in mind the NDIA expects travel to be reasonable. If you are seeing multiple participants in one area, split the travel cost across their plans.
• Short notice cancellation fees apply. If a participant cancels with less than 7 clear days notice (or 2 clear business days for some supports), you can charge up to 90% of the agreed fee. You must document the cancellation and have the cancellation policy in your service agreement.
• Core supports are the most commonly claimed category. Make sure your service agreements clearly state the code, rate, and cancellation terms. This reduces disputes at claiming time.