Plan-Managed Bookings: What to Do Before You Request

Free: The pre-booking checklist (3 goals)

Before you request a service, take a few minutes to plan your booking using this checklist. The aim is to help you get the right support for your goals, choose the best fit provider, and avoid delays when you are plan-managed. If you use plan-managed funding, it’s also a good chance to confirm how invoices and approvals are handled through MyMoney NDIS (www.planmanager.net.au).

Goal 1: Match the service to what you need. Write down what you want the support for, how often you need it, and any must-haves (for example: experience with your disability, communication preferences, or specific equipment). If you have a support category from your plan, use it as a guide. Clear details make it easier for a provider to confirm they can deliver the right support.

Goal 2: Confirm provider fit and availability. Contact the provider and ask practical questions: Are they registered for the right supports? Can they start when you need? Who will be your main contact? If you’re unsure, My Care Finders can help you compare providers so you can choose someone you feel comfortable with and who meets your requirements.

• Ask about wait times, cancellation policies, and session length
• Check they can support your communication and access needs
• Request a written quote or fee schedule before services begin
• Make sure they understand plan-managed payment and documentation

Goal 3: Get ready for the plan-managed process. Save copies of any documents you’re asked for (support schedules, care plans, or assessments). If you’re using MyMoney NDIS, confirm where you need to upload confirmations, quotes, or invoices so the process is smooth. This reduces the chance of “missing paperwork” causing delays.

Key takeaway: The best bookings start with clear goals, provider fit, and ready documentation—especially when you’re plan-managed.

If you want, review your checklist against your next booking request and use My Care Finders to compare providers before you commit. A little prep now helps you move faster later.