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Proactive Plan Management

Online enrollment form

Thank you for selecting Proactive Plan Management as your partner in maximizing your NDIS Plan.

 

With an effortless process, we are here to assist you in making the most of your plan—just follow the steps below to get started.

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For any assistance, please don't hesitate to reach out to us on info@proactiveplanmanagers.com.au or 0434 425 855.

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Please note fields marked with an asterisk (*) require completion.

NDIS Participant Details

Participant details must align with the information provided to the NDIA.

Date Of Birth(DD/MM/YYYY)

Authorised Representative Details

The Authorised Representative/s will have the authority to approve invoices and manage financial matters on behalf of the Participant, ensuring their independence and absence of conflicts.

Does the Participant have an Authoried Representative?

Support Coordinator Details

Does the Participant have a Support Coordinator?
Is the Support Coordinator also an Authorised Representative^?
Who will authorise invoices on behalf of the Participant (select all that apply)?

Plan Management service information:

Our Plan Management service is billed directly to your NDIS Plan, adhering to the guidelines outlined in the NDIS Pricing Arrangements and Price Limits document. Rest assured, there are no out-of-pocket expenses for you as a participant.

Upload your NDIS Plan (Optional)

To ensure accurate review and confirmation of support areas and available funding, Proactive Plan Managers kindly requests a copy of your NDIS plan.

Click here to upload your NDIS plan

If you don't have a copy of your NDIS plan or encounter any issues while uploading it, please reach out to us at info@proactiveplanmanagers.com.au or call 0434 425 855 for prompt assistance.

By submitting this plan management request, you consent to Proactive Plan Managers making a service booking in the NDIS Portal and accessing your NDIS plan using the provided details.

 

To expedite the sign-up process and ensure seamless support for your NDIS Plan, we encourage you to provide a copy of your formal NDIS plan.

 

Within 48 hours (usually next business day), we will reach out to you with our Plan Management Service Agreement, along with instructions on accessing your NDIS plan information through the Proactive Plan Managers Plan Management Portal and submitting invoices for processing. Please note that invoice processing will commence only after the Service Agreement is signed.

 

We're excited to have you join our Plan Management team!

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