Plan Management

PM Dashboard

The front page of plan management. It shows what needs a decision today, where money sits between receiving an invoice and paying the provider, and how smoothly the work is flowing. Plan managers and finance staff start here each day, then open the queue with work in it.

Service Entry

Where a provider’s invoice becomes claimable lines. What is entered here is what the NDIA eventually receives, so it is the most consequential data entry in plan management.

Invoice Entry

The New Invoice screen, where a provider's invoice is keyed into Rostery. Plan managers use it to pick the provider, participant and plan, attach the invoice document and enter each line, with the budget, NDIS price limits and service dates checked as you type.

Review Queues

Two work lists behind one screen. Intake holds provider emails Rostery could not process on its own, and Notifications holds tasks with a response target. Plan managers work through them in order, fixing the cause named on each item rather than hunting through the register.

Participants

The Client List of plan-managed participants, with their NDIS number, service type, invoiced total and portal access. Plan managers use it to add participants, keep their details right for claiming, manage funding contracts and invite participants or nominees to the participant portal.

NDIA Claims

Claim batches, and the bulk-upload file you give the NDIA. This is the step that turns approved invoices into money.

Reconcile

Matching what the NDIA actually paid against what you claimed — the step that finds the money you did not receive.

Provider Payments

Paying providers for invoices the NDIA has already reimbursed, as a bank file. The last step in the cycle, and the one with real money in it.

Providers

The providers you pay: their ABN, their bank details, and whether anyone has verified that those details are really theirs.

Statements

Produces a participant statement: a branded PDF on your letterhead showing the plan budget and the invoices in a period you choose. Plan managers use it for one-off requests. When automatic statements are on, last month's statement also emails to each participant on the 1st.

Powerview

Every plan-management report in one place, as a board of tiles with live counts, plus a custom report builder for your own exports. Plan managers and finance staff use it to jump to the report they need and to pull chosen columns into a CSV file.

PM Reports

The operational reports for plan management, measured from the audit trail: turnaround, aged work, claim errors, provider payments, missing evidence, budget reconciliation and the audit export. Plan managers and finance staff use them to find stalled or risky work and to answer NDIA or Commission requests.

Registers

The evidence registers an auditor asks for: plan-management fees, participant statements, payment batches and plan-management roles. Plan managers, finance staff and administrators use them to find the one row that is wrong, such as a missed fee month or an unposted statement, and to export proof.

Downloads

A log of every file plan management has generated: NDIS claim files, ABA bank files, accounting exports, statements and remittances. Finance staff use it to see who produced each file and who took it, and to download claim and bank files again exactly as they were made.

PM Settings

Plan management settings in one place: fees, bank details for ABA files, accounting export, NDIA claiming, service region, mailbox, email templates, safety controls and automation. Administrators set these up before the first claim or payment run and revisit them when fees or bank details change.