NDIS Plan Management Operational Add-On

Build the financial controls, participant-authority processes and operational systems required for NDIS Plan Management.

The Atlas Ready Plan Management Operational Add-On is a specialist resource package designed for providers delivering, or preparing to deliver, plan management services.

It extends the Atlas Ready Verification Registration Ready framework with additional policies, procedures, registers, forms, financial-control tools and audit-readiness resources focused on the specific operational requirements associated with managing participant budgets, claims, provider invoices, payments and records.

This package is suited to organisations establishing plan management services, adding plan management to an existing business, or strengthening consistency and financial controls within an established plan management operation.

Designed to support areas including:

• participant onboarding and authority
• plan budget administration
• invoice receipt and validation
• claim processing
• provider payment controls
• participant statements and reporting
• financial reconciliation
• fraud and irregular transaction controls
• conflicts of interest
• participant choice and provider neutrality
• record keeping and document retention
• privacy and financial information handling
• complaints and payment disputes
• service continuity
• internal review and audit evidence

What’s included

30 editable Plan Management resources, including policies, procedures, registers, forms, financial-control tools, checklists and audit-readiness resources.

The full resource suite will be supplied electronically in editable formats where applicable.

Designed to complement your Verification system

This package is intended to supplement the Atlas Ready Verification Registration Ready package.

It focuses on the additional operational and financial-management systems relevant to plan management and does not replace the organisation’s broader risk, incident, complaints, privacy, workforce and registration-readiness systems.

Optional document customisation

Professional document customisation is available separately for $199.

Atlas Ready can personalise applicable resources using information supplied by your organisation, including organisation name, logo, ABN, responsible personnel, contact information, nominated roles and document-control details.

Customisation is administrative in nature and does not include bookkeeping, accounting, financial advice, legal advice, NDIS claim processing on behalf of the provider, registration application completion or compliance consulting.

Digital delivery

This is a digital product. Resources are supplied electronically after purchase.

Resources must be reviewed and implemented so they accurately reflect the provider’s financial systems, participant-authority processes, invoice workflows, payment controls, workforce and actual operating model.

Use of the resources does not guarantee registration, claim acceptance, payment outcomes or a particular audit result.