Industries / NDIS plan managers
More participants. Same invoice team.
You're paid a flat monthly fee per participant, so every invoice your team has to open twice comes out of your margin. We embed with your team, learn how invoices really move through your inbox, your platform and PACE, and put AI to work on the checking and chasing. Your team keeps every payment decision.
Where your team's week goes.
Invoices land
From providers by email, through your platform, or on paper. Someone matches each one to a participant, often from a name spelled three ways.
Every line gets checked
Provider ABN, NDIS number, service date, support item, hours, rate and GST, against the price guide for that date and region.
Then checked against the plan
Is there budget in the right category? Is the date inside the plan? Is it a stated support? Does it match what the participant agreed with that provider?
Approvals and claims
Participant approval where your policy asks for it, then the payment request through PACE, then the provider payment run.
Rejections and reconciliation
Claims that bounce, part-payments, deposits that don't match the batch. Each one goes back into someone's queue.
Statements and questions
Monthly statements, low-budget warnings, and the calls and emails from participants, carers, support coordinators and providers asking where things are up to.
The cases that eat the time.
Most of the work goes smoothly. These are the ones that come back to someone's desk, and they're where a case engine earns its keep.
Hours that don't match the agreement
Billed 2.5 hours for a session agreed at 1.5.
Missing or wrong fields
No service date, a lump sum with no hours, or last year's support item number.
Rates over the price limit
A travel or cancellation charge billed above what the price guide allows.
Budget and plan dates
A service dated the week before the new plan started, or a category already spent.
Resent and near-duplicate invoices
The same session sent again with a new invoice number.
PACE rejections and part-payments
A claim rejected on funding period, or paid short with no obvious reason.
Approvals that stall
A participant who hasn't approved, and a provider asking why they haven't been paid.
Plan changes mid-stream
A reassessment lands and a week of pending invoices has to be re-checked.
What stays with your people.
You hold the registration, and the Practice Standards hold you to it. The engine prepares the case; your team decides.
Whether to pay
Every payment and every claim is released by your staff. The engine never lodges an ambiguous claim or pays a provider on its own.
Anything in dispute
A participant who disagrees with a charge, a provider arguing a rate, or anything that needs a conversation stays with a person.
The relationship
Participants and their families choose you for the people. Queries that need care, context or reassurance go to your team, with the facts already gathered.
What we'd measure together.
Before anything is built, we measure how your cases move today. Every change is measured against that, on your own cases.
Invoices that finish untouched
The share of invoices that go from inbox to claim without anyone opening them. The number that moves your margin.
Minutes per exception
How long it takes your team to resolve an invoice that does need them, before and after.
Days to pay
From invoice received to provider paid, measured against the promise you already make.
Rejections and rework
PACE rejections, part-payments and invoices handled more than once.
Works alongside what you already use
- PACE and myplace
- Planability
- Brevity
- Lumary
- Xero
- Your invoice inbox
Questions plan managers ask us.
☛We already use plan management software. What's left?+
Software handles the clean invoices well: reading them, checking price limits and submitting claims. What it leaves is the exceptions, the invoices that need someone to compare, chase or decide. That's where we start, alongside your platform, not instead of it.
☛Does it lodge claims or pay providers?+
Not on its own. It prepares each invoice with the checks done and the evidence attached. Your team releases every claim and every payment.
☛What happens to participant information?+
We start with a de-identified sample of past invoices, under a written data agreement, and delete it at the end. Nothing touches your live systems until you've seen the results and agreed a pilot.
☛What does it cost to find out?+
The first step is a free 30-minute session. If it's worth going further, we map how invoices move through your business and look at a sample of past invoices before anything is built.
☛Does this matter with the NDIA's plan manager changes coming?+
The NDIA has announced changes to how plan managers are engaged. Whatever the detail, faster, more accurate invoice handling with a clear audit trail is what any operator will need to show.
Find out how much of your caseload could run itself.
Start with a free 30-minute session. We'll learn how your cases arrive and tell you honestly how much could run on its own, and what that could mean for your growth.