CB and Training in Plan and Financial Management by a Plan Manager

When to use this code

Use this code for the management and administration of NDIS funding. This covers the cost of financial intermediaries who process claims, manage budgets, and handle the paperwork associated with running an NDIS plan. Plan managers use these codes to bill for their services.

Common billing scenarios

• A provider delivers this support and claims the quoted rate per hour. The claim is submitted with documentation of the support provided.
• A participant receives this support on a regular basis. The provider submits claims after each service delivery with appropriate records.

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.
• Provider travel can be claimed under this code. You can bill for reasonable travel time to reach the participant, but only for the portion of travel that exceeds normal commuting. Travel costs should be shared proportionally if you are seeing multiple participants in one trip.
• 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.
• Capacity Building funding is time-limited and goal-oriented. Document how the support contributes to the participant’s plan goals, as this will be reviewed at plan reassessment. Unlike Core funding, Capacity Building budgets are usually not flexible across categories.