How It Works

How plan management works

Getting started with plan management is straightforward. Here's what to expect from your first contact to ongoing budget reporting.

How It Works

How plan management works

Getting started is straightforward. Here's what to expect.

01

Contact us or submit a referral

Reach out by phone, email or our online referral form. There's no obligation to proceed.

02

Complete the service agreement

We'll send you a plain-English service agreement to review and sign at your own pace.

03

Nominate EZ Plan Management

We help you request plan management with the NDIS so we can begin acting on your behalf.

04

We begin managing invoices and budget reporting

We process invoices, pay your providers, and keep you informed about your remaining budget.

Rural Australian landscape with gum trees and windmill

Ready for simpler plan management?

Get started today, refer a participant, or give us a call—we're here to help.