NDIS plan

The NDIS Plan tab is the funding behind everything. Service agreements, the utilisation view and every claim read from what you enter here, so it is worth getting right. Open the participant, then select the NDIS Plan tab.

Plan details

Field	Required	Notes
Plan number	Yes	8 to 11 digits, no letters
Plan start	Yes	Date picker
Plan end	No	Leave blank for an ongoing plan
NDIS funding type	Yes	How the plan is managed and paid
MMM classification	Yes	Modified Monash Model remoteness level
Plan notes	No	Internal notes about the plan

NDIS funding type decides which invoice contacts a service agreement will need:

• Plan-managed: a plan manager pays your invoices, so you invoice the plan manager.
• Self-managed: the participant (or their nominee) pays your invoices, so you invoice them.
• NDIA-managed: you claim directly from the NDIA, so no invoice contact is needed.
• Mixed: different budget pools are managed differently. When you pick Mixed, you set the funding management on each pool below.

MMM classification is the remoteness level (MM1 major city through to MM7 very remote). It affects NDIS price limits and how much provider travel time you can claim.

Budget pools

A plan funds up to three claimable pools. Tick the ones this plan includes, and a card appears under the tick boxes for each. At least one is required. A Total allocated figure appears at the right of the section heading once there is something to add up, summing the known amounts across the ticked pools.

• Core: everyday support, community participation, consumables and transport.
• Capacity Building: per-category funding to build independence and skills over time.
• Capital: assistive technology and home modifications.

The NDIA pays periodic transport allowances straight to the participant on a schedule, so there is no pool for them here: nothing is claimed against them and their balance is not visible to you.

For each pool you tick, set:

• Support type: Flexible or Stated (see below).
• Budget amount: tick Known budget and enter the Allocated ($) value once the amount has been confirmed. Leave it unticked while the figure is still unknown, and the pool records as unknown rather than zero.
• Funding management: only editable when the plan’s funding type is Mixed; otherwise it follows the plan’s funding type.

Stated versus Flexible (the one to get right)

This is the most important choice on the plan, because it changes what the service agreement requires.

Core is the only pool you can set to Flexible. Capacity Building funding is allocated per support category and cannot be moved between categories, and Capital funding is tied to the specific approved items, so under NDIS rules both are always Stated. Their Support type pills still show, with Stated selected and both options locked, and the hint beside the label explains why.

Save the plan

Select Save NDIS plan. You need a valid Plan number, an NDIS funding type and at least one budget pool, or you will see Plan number is required., Plan number must be 8 to 11 digits., NDIS funding type is required. or Select at least one budget pool. Once saved, the plan can be linked to a service agreement and starts driving utilisation and claiming.

Start a new plan at reassessment

When the participant is reassessed, do not overwrite the plan on screen. Select Start new plan in the footer instead, which appears once a plan has been saved. The form clears ready for the successor: enter the new plan number, dates and reassessed allocations, with the funding type, remoteness level and ticked pools carried across as a starting point. The footer changes to Cancel and Start new plan, so Start new plan is the button that saves it.