Plan-Managed Paperwork: What to Send & When

Section 1: The paperwork basics (who collects what)

When you have a plan-managed arrangement, it’s helpful to know that paperwork is shared. You usually collect your support evidence (for example, invoices, receipts, attendance records, or provider letters). Your plan manager—such as MyMoney NDIS (www.planmanager.net.au)—then checks, pays eligible providers, and keeps records for NDIS-style reporting and compliance.

In general, providers send their documents to you or directly to the plan manager, depending on how they’re set up. Your job is to make sure you have the right paperwork when you need to submit or approve it. For ongoing supports, that often means getting statements of service, claiming details, or updated support schedules. For one-off items (like some therapy sessions or assistive equipment), it usually means keeping the invoice and proof of payment method if required.

To avoid delays, double-check the provider’s preferred process: do they submit claims to your plan manager, or do they give you paperwork to pass on? If you’re unsure, compare providers with My Care Finders—we can help you understand what each provider typically collects and how they work with plan managers. Using the right process from the start reduces back-and-forth and helps keep things moving.

Key takeaway: In plan management, you provide the evidence, the provider supplies the correct claim details, and your plan manager verifies and processes what’s eligible.

Quick checklist of who usually does what:

• You: keep invoices/receipts, check service dates, and provide documents or approvals when requested.
• Providers: prepare claims, attendance/service statements, and item details that match your plan.
• Plan manager (e.g. MyMoney NDIS): verifies documents, checks eligibility rules, pays providers, and maintains records.