Resources

Plan Management Guide

A step-by-step guide to getting started with NDIS plan management through Genuine Care Management.

Getting Started — Step by Step

1

Check your plan includes plan management funding

Look in your NDIS plan for a support category called "Improved Life Choices." This is the funding used to pay for your plan manager. If it's not in your plan, contact the NDIA to request it at your next plan review or via a plan variation.

Tip: Plan management funding is separate to your other supports — it doesn't reduce your therapy, daily living or community participation budgets.
2

Contact Genuine Care Management

Call us on 03 9620 3003, email admin@genuinecaremanagement.com.au, or fill in our online enquiry form. We'll explain everything and answer any questions you have — no pressure, no obligation.

3

Sign your service agreement

We'll send you a service agreement outlining our services and responsibilities. Once you've read it and are happy, sign and return it to us. This is a simple, plain-English document — no confusing legal jargon.

4

Share your NDIS plan with us

Send us a copy of your current NDIS plan. We use this to set up your budget categories in our system so we can track your spending accurately. We keep all your information strictly confidential.

5

We notify your providers

Once you're set up, we contact all your existing service providers and let them know to send invoices directly to us going forward. We give them clear instructions on how to submit invoices and what information to include.

Tip: Keep using any providers you already have — you don't need to change a thing. We work with all registered and unregistered providers.
6

Invoices get paid automatically

From now on, your providers send invoices to invoice@genuinecaremanagement.com.au. We check each invoice, verify it against your plan, and process the payment within 48 hours. You don't have to do anything.

7

Receive regular budget statements

We send you fortnightly and monthly budget statements showing exactly what's been spent, which providers have been paid, and how much is remaining in each support category. You always know exactly where your money is.

8

We support you at plan reviews

When your plan is up for review, we provide you with a full financial summary showing your spending history. This helps you and your support coordinator justify your funding levels and request the right amount for your next plan.

What We Need From Providers

If you are a provider supporting one of our participants, please ensure all invoices include:

Send all invoices to: invoice@genuinecaremanagement.com.au

Ready to get started?

Contact us today — setup is simple, fast and completely free for participants.

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