Table of Contents:
Automating Monthly Plan Management Fees
Create a Service Booking for Plan Management Monthly Fees
Claims for Plan Management Set Up Costs
Automating Monthly Plan Management Fees
Auto Monthly Invoicing is an opt-in setting controlled in two ways - at an agency wide level, and via an Opt-In setting in the Participant Details. Should you wish to automatically claim monthly fees for most Participants but not all, this will allow you to disable automatic claims for particular Participants.
The Auto Invoicing field will be enabled by default when adding a new Participant. You can edit the Participant details if this needs to be updated.
TIP: To confirm the Opt-In status for all participants, use Reports / Participant Records to generate and download a .csv file of the selected records.
Depending on the agency setting, Planability will automatically generate and submit to NDIS the monthly claim for all active participants on the 1st day of the month,
- for the current month
or
- the previous month
Claiming 1st day of the Month - Current Month
For Plan Management fee claims made for the current month, the service dates will be for ONE day only. They will show as:
Support Start Date: 1st/mm/yyyy
Support End Date: 1st/mm/yyyy
For Participants who join the agency after the monthly invoices have been generated, the Monthly Fee will need to be manually generated. This is actioned via Claims > Monthly Claims and is accessible to Director users and Plan Managers with elevated Agency Permission.
See: Monthly Claims
Claiming for the previous Month
For Plan Management fee claims made on the first day of the month for the previous month, the service dates will be for the full month:
Support Start Date: 1st/mm/yyyy
Support End Date: last/mm/yyyy
NOTE: If you would like to switch to have the automated claim of your Plan Management fees process on the last day of the month, please email support@credsys.com.au
See Monthly Claims for more information.
Create a Service Booking for Plan Management Monthly Fees
For legacy (non-PACE plans) - after adding a Participant to Planability or when a new Plan is found, a Standard Service Booking for Monthly Fees will need to be created.
For detailed steps on how to create a service booking read Create Service Bookings
Current Plan Management Monthly Fee
NDIS Pricing Arrangements and Price Limits 2025-26 Version 1.0 (valid from 01/07/2025)
- Select the Participant and their Plan to navigate to their NDIS Plan.
- Select Service Bookings > Create Booking
- Select Service Booking Type: Standard Booking: The Start and End Dates will default to the Start and End dates of the Plan and can be adjusted if required.
- To add the monthly Plan Management fees to the Service Booking click 'Add Line Item'
- Select Support Category 14. Improved Life Choices
- and Item No. 14_034_0127_8_3, Plan Management - Financial Administration. (this will add the item as a Stated Item in the Service Booking)
- Enter the Unit Price $xxx.xx and Quantity = number of months in the plan
- Click Add to confirm
- Select the checkbox to declare that this Service Booking has been discussed with and agreed by the participant.
- Click Submit
Claims for Plan Management Set Up Costs
Pricing Updates - July 2025
For support dates of the 1st of July onwards, Set Up Costs will be unable to be claimed for new plans and PACE reassessments. Planability has been updated to reflect the latest NDIS Pricing Arrangements. The code for the Setup Fee has been removed for claims from this date, but will remain available in Planability for claims for support provided up to and including 30/06/2025.
It is our understanding that you will still be able to claim a setup fee if your relationship started prior to 01/07/2025 and there is provision in the plan for a setup fee and the support start and end dates are prior to 01/07/2025.
Note that if you are looking to claim in this older date range for a non-PACE plan, a valid Standard Service Booking will need to be created for support item code 14_033_0127_8_3. More information on creating Service Bookings is available here: Create a Service Booking.
Automatic claim generation for Set Up Fees/Costs for new plans and PACE reassessments has been disabled as of 01/07/2025.
Setup Cost Claimed flag - All Plans page
While automatic Set Up Costs claims are no longer being generated, you can track if a Set Up Cost was claimed for a Participant via the All Plans page.
To view the Setup Cost Claimed Flag, navigate to Plans > All Plans and filter your list for PACE plans.
From the ellipses buttons to the right of the Plan, select Mark as Setup Cost Claimed.
More information: Monthly Claims