The NDIS will only provide access to a Plan's budget with consent from the Participant or their Nominee
Participants can provide their consent by using an NDIS consent form or notifying the NDIS at any time by phone, in person, or in writing.
Consent
Plan managed participants will need to endorse a Plan Manager as both a Provider and as a Plan Manager and provide consent to view budgets. This can be completed:
- at their plan meeting
- at their plan implementation meeting
- at their check-in
- by calling the National Contact Centre at any time on 1800 800 110.
- or by completing the NDIA Form - Consent for your NDIS information
More information can be found on the following NDIS page: Participants Consent and Viewing Plans
Non-PACE Participants
This is managed in the NDIS MyPlace Provider Portal. Once the Plan Management agency has been given consent to view the Budget, the information will be available for Planability to present on the Budget vs Actual page.
Note: There is a limit to how many budgets that NDIS can serve to our system each hour, which may mean that the consent is not updated immediately.
If a Participant has updated their Consent in PRODA, please click on the 'refresh' button at the top of the report to update the Consent in Planability
Participant details for Plan Sharing
Sharing the Plan
PACE Participants
Information on Participant Consent and Viewing Plans can be found on the NDIS - Working with Particpants pages: View NDIS article
For PACE plans, the Participant must have active endorsements with you as both a Plan Manager and Provider (See Consent above). If these relationships are not active when adding them to Planability, you will see a blue error message stating the information cannot be found in the NDIS systems.