4U Plan Managers will help you get the most out of your NDIS Plan through personalised, ongoing support.

Allow us to take the administrative burden related to your NDIS plan off your shoulders. 4U Plan Managers will take care of everything for you, so you can spend time doing other things.

What can we do for you?

  • We’ll keep a close eye on your NDIS plan expenditure and alert you or your support coordinator when overspending occurs. We’ll work on strategies together to reduce your spending.

  • When you settle NDIS-related services or purchases with your own money, we can arrange reimbursement for you. Simply send us a copy of the receipt and your bank details so we can process it.

  • Contact us anytime when you have any questions related to your NDIS plan financials or purchases. We’ll endeavour to respond in a timely manner.

  • Your providers will invoice for their delivered services directly to us. We will ensure they comply with NDIS guidelines before claiming and disbursing your NDIS plan funds to pay them.

  • At the beginning of every month, you will receive a monthly statement covering the financial status of your NDIS plan. The statement includes a breakdown of your support category budget utilisation, paid invoice summary and budget summary.

  • After registering, we’ll get you set up to access the Careview Advantage smartphone app. Login to see all your provider invoices and view your plan budget in real-time.

How do you become Plan Managed?

Step one: Join the NDIS

Before working with 4U Plan Managers, you’ll need to ensure that you have ‘Improved Life Choices’ included in your NDIS plans. Including ‘Improved Life Choices’ in your plan covers the fees of your plan manager. Adding this to your plan will allow us to access and discuss your plan with you, your family, carer or guardian.

What if I don’t have ‘Improved Life Choices’ added to my plan?

No problem! You can request that this be added to your plan at your next meeting. Alternatively, you can call NDIA and submit a request to change your plan.

What reason do I give them for wanting to change my plan?

Working with a plan manager gives you better control of the providers that work with you, and helps you maximise the enjoyment of your plan.

Step two: Register with 4U Plan Managers

Once you’ve updated your plan, you can register with us by completing our service agreement and consent to share information form. These can be completed online HERE. If you’d prefer to register in person, over the phone or through email, please contact us.

Step three: Book a call

Now that we have your details, we can schedule a chat with you. This is an important part of the process as it’s our opportunity to meet you and discuss how we can get the most out of your plan for you.

We’ll also need to let your providers know that you are working with a plan manager. We can notify them on your behalf and work with them to get everything we need to manage your plan together.

Step four: Sit back, relax and leave everything to us!

We’ll take it from here. You’ll be notified via our smartphone app, email or text message every time an invoice is uploaded to your account. Once you’ve reviewed and approved the invoice, we’ll settle the amount for you.

If you spot any issues with the invoice, we’ll put everything on hold until that issue is resolved.

If you’ve settled the invoice yourself, we can arrange reimbursement for you.

CONTACT US

General Enquiries
admin@4uplanmanagers.com.au

Submitting Invoices
accounts@4uplanmanagers.com.au


Phone
1800 950 772


Business Hours
Monday to Friday: 9am – 4pm


Postal Address
PO Box 172
Kilkenny SA 5009