Step 1of 5 - About yourself

About Yourself

Service details & eligibility

What are your details?

Review our Service Agreement

Summary of your registration

1. About Yourself

All form fields are required unless marked optional.

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  • ‘How would you describe yourself?’ requires selection

How would you describe yourself?

I have an NDIS plan and want to sign up for Plan Management

I’m a ‘Plan Nominee’ for an NDIS participant and would like to sign them up for Plan Management.

I’m a Support Coordinator and would like to sign up an NDIS participant I am supporting for Plan Management.

A bit about you

Please fill out all the fields below as they appear on your NDIS plan

Please enter validation name
Enter your valid name
Enter your email
Please enter a 10 digit phone number

About the NDIS participant you are registering for Plan Management

Please fill out all the fields below as they appear on the participant’s NDIS plan

2. Service details & eligibility

All form fields are required unless marked optional.

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  • ‘How would you describe yourself?’ requires selection
my data Agreement and agree to all of the terms
my1 data Agreement and agree to all of the terms

Are you coming from another plan manager?

Is the NDIS participant coming from another Plan Manager?

What is your current plan manager’s business name?

What is your participant's current plan manager’s business name?

Name field is required

Please provide the plan manager's business name

Have you endorsed Plan Tracker as your Plan Manager with the NDIS?

Have you endorsed Plan Tracker as the participant's Plan Manager with the NDIS?

This only applies to you if the participant’s current NDIS plan started after 30 October 2023 as part of the new NDIS computer system (PACE).

Helpful tip - Endorsing Plan Tracker as your Plan Manager

Please make sure that you contact the NDIA on 1800 800 110, your Local Area Coordinator (LAC), NDIS contact, or early childhood partner after completing your application to endorse Plan Partners as your Plan Manager.

Participants are required to endorse Plan Partners as their Plan Manager before we are able to finalise their registration.

Visit our page on Endorsing Plan Partners with the NDIS with the NDIS for more information, or feel free to chat with us and we can guide you through the process!

Does your NDIS plan include Plan Management?

Does the participant’s NDIS plan include Plan Management?

This information can be found under Capacity Building Support - Choice and Control or Improved Life Choices graph

Help with finding Choice and Control or Improved Life Choices on my NDIS plan

How to find Choice and Control or Improved Life Choices, on your NDIS plan.

Option 1: Using your NDIS plan, Choice and Control or Improved Life Choices can be found under Capacity Building .

Option 1: Alternatively, you can use your NDIS myplace portal. Simply select the ‘My Plan’ tile on the home page and then select ‘View My Plan’.

Example of your plan:

Help with finding Choice and Control or Improved Life Choices on the participant’s NDIS Plan

How to find Choice and Control or Improved Life Choices, on your NDIS plan.

Option 1: Using your NDIS plan, Choice and Control or Improved Life Choices can be found under Capacity Building .

Option 1: Alternatively, you can use your NDIS myplace portal. Simply select the ‘My Plan’ tile on the home page and then select ‘View My Plan’.

Example of your plan:

Helpful tip - Eligibility for Plan Management

To be eligible for Plan Management you need to have Plan Management funding stated on your NDIS plan under Capacity Building Support - Choice and Control or Improved Life Choices.

To learn more about being funded for Plan Management please visit switching to Plan Management

If this is something that you’re unsure about, continue registering and we will look into this for you. We’ll reach out to you if we have any questions.

Eligibility for Plan Management
To be eligible for Plan Management you need to have Plan Management funding stated on your NDIS plan under Capacity Building Support - Choice and Control or Improved Life Choices.
To learn more about being funded for Plan Management please visit navigating your NDIS journey .
Want to talk with us first?
If there’s something you’re unsure about, or you have a question about NDIS Plan Management or Plan Tracker, fill out your details below and we’ll be in touch shortly.
NDIS participant consent required
To sign up on behalf of the NDIS participant, you need to have either an active service agreement with the participant or have consent provided by the NDIS participant to act on their behalf.
Please feel free to download and complete this handy Consent form.
Once you have consent from the NDIS participant then you can register the participant on their behalf.
If this is something that you’re unsure about, or you have a question you can chat with us using the Chat with an Expert featured in the bottom right hand corner.

How did you hear about Plan Tracker ?

Name field is required

Please provide the plan manager's business name

Participant consent

Contact

Do you have consent from the NDIS participant to register for services provided by Plan Tracker on their behalf?

3. What are your details?

All form fields are required unless marked optional.

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  • ‘How would you describe yourself?’ requires selection
Please fill out all the fields below as they appear on your NDIS plan
Please fill out all the fields below as they appear on the participant’s NDIS plan

Participant’s Personal details

Personal details

Firstname is required
Last Name is required
select Date of Birth
Contact details
Contact
NDIS participant’s contact details
Contact
Participant contact details are the same as mine

NDIS details

Contact

Your NDIS number:

This is nine (9) digit number is unique to the participant and can be found on their NDIS plan

Participant’s NDIS number:

This is nine (9) digit number is unique to the participant and can be found on their NDIS plan

Where can I find my NDIS number?

Your nine (9) digit NDIS number can be located in the following places:

  • At the top of your NDIS approval letter (sometimes referred to as the reference number).
  • On the first page or your NDIS plan along with your name.
  • At the bottom in the footer of each page of your NDIS plan.
  • If you do not yet have your NDIS number please reach out to your Local Area Coordinator (LAC).

Where can I find the participant’s NDIS number?

Your nine (9) digit NDIS number can be located in the following places:

  • At the top of your NDIS approval letter (sometimes referred to as the reference number).
  • On the first page or your NDIS plan along with your name.
  • At the bottom in the footer of each page of your NDIS plan.
  • If you do not yet have your NDIS number please reach out to your Local Area Coordinator (LAC).

Upload a copy of your NDIS plan: (optional)

Why we need this - providing a copy of your NDIS plan helps us manage your NDIS funding with greater accuracy to ensure you get the most out of your funds.

Plan Tracker is committed to the privacy, dignity and confidentiality of all customers:

  • Your documents will be held securely in accordance with our privacy policy
  • If you’d prefer you can also email a copy of your plan to - hello@plantracker.com.au
  • You can skip this step if you don’t have your plan handy.
Drag & Drop or Upload a copy of you NDIS plan
Maximum file size 5Mb

Do you have a Support Coordinator?

Does the participant have a Support Coordinator?

What is a Support Coordinator?

A Support Coordinator is a support that helps you to make the most out of your NDIS plan by:

  • Helping you understand and use your NDIS plan.
  • Connecting you with providers, community, and mainstream services
  • Building your capacity, confidence and skills to use and coordinate your supports.

If you are eligible for Support Coordination this can be found on your NDIS plan under Capacity-Building Supports - Support Coordination.

To learn more about Support Coordination and how to receive Support Coordination as part of your NIDS plan you can visit our article on eligibility for support coordination

4. Review our Service Agreement

All form fields are required unless marked optional.

This agreement provides and outline of the services we will be delivering to you (the participant) as your Plan Manager, as well as the terms and conditions of these services.

I have read Plan Tracker’s Customer Service Agreement and agree to all of the terms
I have read Plan Tracker’s Agreement and agree to all of the terms

What is this agreement for?

This is a Customer Service Agreement between us and you to define our relationship and provide important clarity. Within the agreement, we explain the services we’ll be providing, and the conditions associated with providing those services.

The terms we use in this agreement

For your understanding and clarity, please see below an explanation for the terms used in this agreement.

NDIS/NDIA

NDIS stands for National Disability Insurance Scheme as established by the National Disability Insurance Scheme Act 2013 (Cth). The NDIA is the National

 

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Download Service Agreement
5. Summary of your registration

All form fields are required unless marked optional.

Please carefully check the information below.

 1.  About yourself
I am an NDIS Participant

 2.  Plan management details
Yes
 3.  Personal information
Yes

When you are ready, click submit registration and we'll take care of the rest.

4. Service Agreement

I have read Plan Tracker’s Customer Service Agreement and agree to all of the terms

Keep me up to date

I agree that Plan Tracker may contact me with Plan Tracker news, announcements about Plan Tracker products, services and offerings, and information about changes to the NDIS. I understand that the Plan Tracker Privacy Policy explains how I can opt-out at any time.

Targeted advertising

I agree that Plan Tracker may use my information for internet-based advertising. I understand that the Plan Tracker Privacy Policy explains how I can opt-out at any time.
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