Plan management is basically all about having someone else communicate with suppliers and bill payers on your behalf. A Professional NDIS plan manager is responsible for paying bills and receiving payments from suppliers in the most basic terms. At the most advanced levels, a plan manager is expected to get and send bills, either from suppliers directly, or pass them on to a third-party payment processor. In this article, we’ll look at just how important a plan manager is and some of the various duties he/she may be responsible for. But first, let’s look at precisely what it is.
In short, plan management services are a way for a company to streamline delivering goods and services. It is sometimes referred to as support coordination. The term support is used because it relates to both an internal support team (for example, HR) and external support team (for example, suppliers). Support coordination is therefore about supporting your business objectives by ensuring that your plans, procedures and systems operate as efficiently as possible.
The purpose of plan management services is to support your planning meeting. In other words, a Professional NDIS plan manager needs to make sure that your plan(s) go ahead as planned, and without any delays or errors. Most plan management companies will have a dedicated support team (often called the scaffold) responsible for supporting the implementation of a company’s plans. This includes ensuring that the suppliers keeping your business processes and products get paid as scheduled, passing on information required by suppliers to your company and arranging for any necessary payments between your company and the suppliers.
There are three types of plan management companies, each with its focus and responsibility. One type supports your company’s general activities, another supports the achievement of specific company goals, and another is responsible for the financial intermediary. All plan management services providers will work with these three focus groups, but their particular tasks and responsibilities will vary.
Most companies who need to plan management services will use a local area coordinator. A regional area coordinator will work with the Professional NDIS plan manager by providing support where required, liaising with suppliers and third parties, providing regular reports to the company and arranging for follow-ups and follow-up meetings. A number of service providers will also offer a national network of plan managers who will provide a broader range of services in addition to their regional focus.