Plan your future. Let us handle the finances with NDIS Plan Management

Receive the supports you want without the administrative hassle by accessing CareSouth’s NDIS Plan Management service.

CareSouth is registered to manage and monitor your budget in line with your NDIS plan, oversee your NDIS claims and disburse funds to providers for services delivered.

We will manage the logistics so you can focus on what matters most.

What is NDIS Plan Management?

Plan Management is an NDIS-funded service that helps you manage the financial administration of your NDIS plan. It gives you choice over the services you use, the providers you engage and how you allocate your budget within your plan.

You maintain control over when and how your supports are delivered, while we handle the financial administration for you.

Plan Management allows you to use both registered and non-registered providers, giving you greater flexibility and choice in how you use your NDIS funding.

Why choose CareSouth as your NDIS Plan Manager?  

Personalised service  

• Access our dedicated CareSouth NDIS email and direct phone lines 

• Work directly with a dedicated team member, and access support from a wider team

Speed and transparency  

• Invoices are processed in a timely manner, ensuring providers and services engaged are paid seamlessly

• Receive monthly statements, sent electronically  

• Request an interim statement at anytime  

Work with our qualified team 
Our experienced team understand the required processes and importance of managing NDIS funds according to your plan. Our qualified staff can support in the following ways:  

• Claim correctly within categories and according to participant plans 

• Identify specific services that can be accessed through an individual NDIS plan 

• Forecast, budget and perform regular reviews to ensure services can be accessed within the individual’s plan 

How can I engage CareSouth as my NDIS Plan Manager? 
CareSouth has a people-first approach, that starts with you. The below steps outline how we work together to ensure you can access the supports that are right for you.  

Step 1: Reach out to our intake team  

Contact us by phone on 1300 554 260 or via email at info@caresouth.org.au to complete the referral and intake process. You will need to provide CareSouth with the following:  

• A copy of your current NDIS plan  
• A list of your service providers  
• Current service agreements or quotes  

Step 2: Plan verification and setup
Once we have your information, we will confirm the details and request endorsement of your plan through the NDIS.

Step 3: Begin Plan Management
Once endorsement is in place, we can begin managing your NDIS funding. We review your current NDIS plan and explain what supports can be claimed in each category. We will break down complex terms to help make a complex process, simple and accessible.

We handle all invoice processing, claim submissions, and budget tracking. You will receive regular statements so you can see how your funding is being used while maintaining full control over your supports.

How are my service providers paid?

When engaging with CareSouth as your NDIS Plan Manager, provider invoices are managed for you. As your NDIS Plan Manager, CareSouth will:

• Receive and check invoices from service providers
• Ensure they align with the participants NDIS plan and budget
• Submit claims through the NDIS portal

How do I get started?

To learn more about engaging CareSouth as your NDIS Plan Manager, contact CareSouth by phone on 1300 554 260 or email info@caresouth.org.au.