How to Switch NDIS Plan Managers: A Step-by-Step Guide

Switching NDIS plan managers is your right as a participant, and it is much simpler than most people think. You do not need to wait for a plan review, and you can make the change at any time.

When Should You Consider Switching?

There are several signs that it might be time to look for a new plan manager:

Invoices are taking too long to be processed
You cannot get timely responses to your calls or emails
You are not receiving regular budget updates
You feel like you are not getting personalised support
Your plan manager is not helping you understand your plan

How to Switch in 4 Simple Steps

Choose your new plan manager. Do your research and find a plan manager who aligns with what you need. Look for fast processing times, clear communication, and genuine care.
Contact your new plan manager. Let them know you want to switch. A good plan manager will handle most of the transition work for you.
Notify your current plan manager. You or your new plan manager can let your current provider know about the change.
Your new plan manager takes over. They will update the NDIS portal, begin processing your invoices, and set up your account.

What Happens to Unpaid Invoices?

Any invoices already submitted to your current plan manager should be processed by them. Your new plan manager will handle all new invoices from the date of the switch.

We Make Switching Easy

At Dedicated Plan Management, we handle the entire switching process for you. We can even initiate a three-way call with the NDIS to ensure everything is set up correctly. Call us on 1300 010 170 to get started.