Hervey Bay Plan Management

NDIS Plan Management
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Hervey Bay Plan Management

About Hervey Bay Plan Management

Hervey Bay Plan Management was established in January 2020 by Cassie Patterson. Starting out as a small sole trader business with 3 participants, we’ve grown to now service hundreds of participants across the Fraser Coast. Our friendly team work to assist our participants with navigating the financial side of their NDIS plans and ensuring that funding is spent in a compliant manner while maintaining participant choice and control. Contact us today to find out how we can assist you.

Service Agreement

What The Service Agreement Is Used

Want to sign up and use our services? Use the form below to digitally sign our service agreement. Once received, one of our friendly staff will be in contact to discuss the next steps.

Service Agreement

Plan Management Service Agreement

Participant Information

Participant’s Full Name*

NDIS Number

Participant’s Date of Birth

Participant’s Residential Address

Participant’s Postal Address

Participant’s Contact Number

E-mail*

Nominated Representative (If representative is a child or has appointed a nominee)

Nominated Representative’s Relationship to Participant

Do you wish to approve each invoice individually or auto-approve all invoices?*

if you choose to approve each invoice individually the invoices will be emailed to them to approve before payment is processed.

Secondary Contact Information (support coordinator or other)

Secondary Contact Name

Contact Number/s

Email Address

Relationship to Participant

If Support Coordinator, please provide

Company Name

ABN

Company Email

Address

Acceptance of Service Agreement

I state that I have read and understand these terms and conditions.

Attach/upload your NDIS plan

Name

Date

Latest Updates

News and Blogs

Oct 4, 2024

What are the NDIS changes that came into effect on 3 October 2024 and how will they impact participants? From 3...

Tips for Plan Managed Participants

Jun 4, 2024

There's not a single thing about NDIS that is simple. It's a complex scheme and there are a lot of different aspects...

Invoicing – What’s Required?

Jun 4, 2024

A question that is asked often regarding invoices is - what information is required to be on the invoice? There are 7...

Hervey Bay Plan Management

Resources

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NDIS Support Categories

There are many support categories under the NDIS, all funding different activities. Click here for a list of NDIS Support Categories and what they cover

Reasonable and Necessary

Before being funded by the NDIS, you’ll need to determine that the expense is both reasonable and necessary. Click here for information on how to determine if an expense is reasonable and necessary.

Assistive Technology

Click here for information on assistive technology under the NDIS.

Price Guide and Support Catalogue

All expenses funded by the NDIS must adhere to the current price guide and support catalogue. Click here for the current NDIS price guide and support catalogue.