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.

Plan details

• Plan number (required), the participant’s NDIS plan number. It must be 8 to 11 digits, no letters.
• Plan start (required) and Plan end (optional, leave blank for an ongoing plan).
• NDIS funding type (required), how the plan is managed and paid. This choice 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 (required), the Modified Monash Model remoteness level (MM1 major city through to MM7 very remote). It affects NDIS price limits and how much provider travel time you can claim.
• Plan notes (optional), internal notes about the plan.

Budget pools

Tick the pools this plan funds. At least one is required. The Total allocated at the top adds up the known amounts.

• Core: flexible funding for everyday support, community participation, consumables and transport.
• Capacity Building: fixed, per-category funding to build independence and skills over time.
• Capital: equipment, home modifications and specialist disability accommodation.
• Recurring: ongoing or periodic supports that sit outside the main three.

For each pool you enable, set:

• Support type: Flexible or Stated (see below).
• Budget amount: tick Known budget and enter the Allocated value once you have the figure. Leave it unticked if the amount is still unknown.
• Funding management: only editable when the plan’s funding type is Mixed; otherwise it follows the plan’s funding type.

Stated vs Flexible (the one to get right)

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

Saving

Select Save NDIS plan. You need a valid plan number and at least one budget pool. Once saved, the plan can be linked to a service agreement and starts driving utilisation and claiming.