Switch NDIS Plan Manager with supported onboarding

Thinking about changing Plan Managers? AUZ Care can explain the transition steps, support onboarding and help reduce disruption to Plan Management administration.

Start the switch WhatsApp

How to switch

A clear transition to a new Plan Manager

Changing Plan Managers should be handled carefully so records, invoices and communication can transition as smoothly as possible. Your existing service agreement may include a notice period, so the first step is to check the agreement you already have.

Review your current Plan Management Service Agreement and notice requirements.
Tell your current Plan Manager that you want to end the agreement in writing.
Contact AUZ Care to discuss onboarding, consent and service agreement requirements.
Authorise the transfer of relevant information where consent or lawful authority is required.
Confirm the transition of current invoices, provider information and Plan Management records.

AUZ Care Service Agreement

Either party may end the AUZ Care agreement by providing fourteen (14) days' written notice. With participant consent or lawful authority, AUZ Care will take reasonable steps to support an orderly transition of relevant information.

Read Service Agreement information

What AUZ Care supports

Plan Management after the transition

Complete invoices

Prompt processing of complete invoices through Plan Management workflows.

Provider payments

Claims and provider payment administration for plan-managed supports.

Budget visibility

Monitoring, statements and expenditure information to help participants stay informed.

Clear communication

Responsive support for participant, provider and authorised representative enquiries.

Before you switch

Questions worth asking your new Plan Manager

How will onboarding and consent be handled?
How should providers submit complete invoices?
How will budget statements and expenditure information be provided?
Who can contact the Plan Manager about participant funding?
What happens to invoices already in progress during the transition?

Plan Management funding

Funded separately from other supports

Plan Management fees are funded separately by the NDIS under the Improved Life Choices category and do not reduce funding available for a participant’s other supports and services.

Compare management options

Frequently asked questions

Switch Plan Manager FAQs

Can I change NDIS Plan Managers?

Participants can change Plan Managers. The transition process should take account of the current service agreement, notice requirements and any information that needs to be transferred.

Do I need to tell my current Plan Manager?

Yes. Check your current agreement and provide written notice in line with its terms.

Can AUZ Care contact my current Plan Manager?

Where the participant provides consent or there is other lawful authority, AUZ Care can take reasonable steps to support an orderly transition of relevant information.

What happens to invoices already in progress?

Outstanding invoices and claims may need to be finalised by the relevant Plan Manager depending on when the activity started and the transition arrangements.

How long is AUZ Care's notice period?

Either party may end the AUZ Care Service Agreement by providing fourteen (14) days' written notice.

Ready to switch?

Talk to AUZ Care about your transition

Ask about onboarding, consent, service agreement information and the next steps.

Start Now WhatsApp