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Plan Management
Frequently Asked Questions
Plan Management
Service Bookings
Claims
Payments
Plans
Participants
Providers
User Management
Reporting
Training
What's New in Planability
Support Coordinator & Carer Guides
Participant Guides
Agency Settings
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Customer Help Centre
Plan Management
Frequently Asked Questions
Plan Management
Service Bookings
Claims
Payments
Plans
Participants
Providers
User Management
Reporting
Training
What's New in Planability
Support Coordinator & Carer Guides
Participant Guides
Agency Settings
Plan Management
User Guides and support articles for Plan Managers, including Getting Started in Planability and how to Create Claims.
Getting Started (Plan Manager)
NDIS Resources for Plan Managers
PACE Information & Resources
Your Planability Sandbox Environment
Getting Started Checklist
Service Bookings
Create Service Bookings
Plan Management Setup Costs and Monthly Fee
Monthly Claims - Plan Management Fees
View Service Bookings
How do I select a Service Booking when creating a claim?
Do I need a copy of a Participant's Plan to be able to create Service Bookings?
Edit Service Booking
Extend Service Booking
End Service Booking
Exclude Service Booking from Budget
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Claims
Create Claims: Bulk Scanning
Create Claims: Mailbox Ingestion
Create a Claim: Scanning
Create a Claim: Manual Input
Create a Claim: Reimbursement
Hold for Review / Claims for Review
Create a Claim on Historical Budget - PACE Plans
How do we claim when an invoice spans two Plans?
Rounding on Claim lines
Request approval of a Claim
Claiming multiple lines with the same support code
Batch Claims
Cancel a Support Item or Claim
Claims with Issues
Why are there claims in Override Claims?
Scanning Invoices to Create a Claim
NDIS Support Item codes for Group and Centre Based Supports
How do we claim when an invoice spans two price catalogues?
Claims with multiple dates for Short Term Accommodation
Claim Line Warnings and Alerts
Flexible budgets on PACE - Core Supports
See more
Payments
Batch Payments
Send Remittance Advice
How do I mark a Payment as Paid / remove from Create a Batch?
Resend a Remittance advice
How do I delete a Batch File?
What is the cut-off time for claim payments to be made the following day?
Why doesn't the payment Batch amount match the NDIS Paid amount?
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Plans
Budget vs Actual in more detail
PACE Plans in Planability
Budget Forecast
Core Budget increase due to Indexation
Missing a Plan?
Warning Participants
Consent to view Budget
See more
Participants
Onboard a Participant
Add a New Participant
Participant Details Page
Update Participant last name or DOB
When will my participant receive their Welcome to Planability email?
List Active Participants
Notes and Documents
Select a Participant to view their Plan
Create a Service Agreement
Service Agreements
Send Plan Reports by Post
Archive Participant
Offboard a Participant - Steps in Planability
See more
Providers
Create a Service Provider
Edit Service Provider
Archive or Restore Service Providers
Trusted Providers - Bulk Import / Mailbox Ingestion
User Management
User Roles and Permissions
Create User - Plan Manager
Plan Manager - Assign Participants
Add and Associate Support Coordinators
Add and Associate Carers
Update Support Coordinator or Carer Permissions
Two-Factor Authentication (2FA)
Invalid / forgot Username or Password
Archive a Plan Manager
Resend Welcome Email to a Carer or Support Coordinator
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Reporting
Participant Records
Statements (Monthly Plan Report)
Claim Line Report
NDIS Remittance Reports
Planability Usage Report
See more
Training
Planability Self-Serve Training
