Plan-Managed Bookings: How to Get Pre-Approvals Right

What pre-approval means (in plain English)

Pre-approval is when your plan manager checks certain booking and provider details before services are delivered (or before the provider claims the cost). It helps make sure the support is in your NDIS plan, is funded under the right category, and that the price and provider details can be paid through plan management.

In plan management, pre-approvals are usually needed for supports like specialised services, higher-cost items, or new providers. If you skip pre-approval, the provider may still deliver the service, but the invoice could be delayed, reduced, or not paid until the paperwork is corrected. This can be frustrating—especially when you’re relying on timely support.

Here’s a practical way to get it right: ask your provider for the information they’ll need to send (service description, dates, costs, and evidence they’re eligible). Then submit the booking for approval through MyMoney NDIS (www.planmanager.net.au) or follow your plan manager’s usual process. You can also use My Care Finders to compare providers and services, so you’re more likely to book the right support the first time and avoid rework.

Key takeaway: Pre-approval protects your budget and your time—confirm funding and paperwork before the service starts.

• Keep your support item and capacity to use it in mind (what you planned for matters).
• Double-check dates, quoted costs, and the participant name match your plan details.
• If your provider is “new” to your plan managed service history, ask whether pre-approval is required.
• Save receipts and booking confirmations in case you need to resolve issues quickly.