For Participants

Choosing to be Plan Managed gives you choice and control to use registered and unregistered providers and not worry about having to pay the bills.

Custodia Plan Management will ensure all your providers submit invoices that comply with NDIS regulations and are priced according to the NDIS Price guide.

Everything we do is to save you time and hassle so you can focus on achieving your personal goals.

Make sure you have ‘Plan Management’ included in your plan and funding will be allocated so there is no cost to you!

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The Process

We will keep you informed at all times. If you choose to use our integrated online portal, you will be sent an email message each time we process an invoice. You will then be able to review and approve your invoice, keeping you up to date with your spending. You can see your budget progress, provider allocations and each invoice and choose whether or not it should be processed (optional). You can view monthly budget reports and keep in touch with every aspect of your plan.

If you prefer not to have this level of interaction, then there is no need for you to do anything. If you feel overwhelmed and just want us to handle it for you, then we have you covered.

Within our online portal, you will be able to track your budget, your invoices and your plan.

See example of Dashboard below.