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.

Ready for simpler plan management?
Get started today, refer a participant, or give us a call—we're here to help.

