NDIS claims for participants
In the context of the NDIS, both participants and providers can submit claims.
That means you can submit claims for reimbursements when you’ve paid out-of-pocket for an NDIS support or service, and you can also submit claims on behalf of a provider if you’ve received an invoice from them.
What’s an NDIS claim?
An NDIS claim is a request made by you, or one of your providers, for payment from your NDIS funding.
With your permission, your providers can submit claims directly to your plan manager, but sometimes NDIS participants prefer to review invoices first and then submit claims on behalf of their providers.
How do participants submit an NDIS claim to My Plan Manager on behalf of providers?
There are two simple ways our clients can submit claims on behalf of their providers – via the My Plan Manager client portal (web and app), or by email.
To submit a claim via our client portal:
1. Log in
2. Click the ‘submit claim’ button
3. Fill out the claim form
4. Submit the claim form
To submit a claim via email:
1. Create an email
2. Add the invoice number to the subject line
3. Attach a PDF copy of the provider invoice
4. Send the email (with the invoice attached) to accounts@myplanmanager.com.au
To avoid a claim being rejected, invoices should always include:
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The NDIA will accept an Australian Taxation Office ‘Statement by a supplier’ form from an exempt provider if they don’t quote an ABN.
What’s a participant reimbursement?
A participant reimbursement is a type of claim that occurs when you pay for an NDIS support – like a product or service – with your own money, and then claim the money back from your NDIS funding.
What NDIS supports can participants be reimbursed for?
You can be reimbursed for most NDIS supports, as long as the NDIA considers the support to be reasonable and necessary, and there’s funding available in your NDIS plan to cover the cost.
Here’s a couple of examples of NDIS supports you may pay for up front:
- consumables, like continence products
- low cost assistive technology (items under $1500), like mobility aids
To avoid a reimbursement request being rejected, it’s recommended you check with your plan manager (like us!) before making an out-of-pocket purchase. At My Plan Manager, our experts provide tailored advice about reimbursements, which gives our clients confidence when making purchases related to their NDIS plans.
How to submit a participant reimbursement request to My Plan Manager
If you purchase an NDIS support using your own money and you want to claim the expense from your NDIS funding, you can submit a reimbursement request. There are two ways to do this with My Plan Manager – via our client portal (web and app), or by email.
To submit a reimbursement request via our client portal:
1. Log in
2. Click the ‘submit claim’ button
3. Fill out the claim form
4. Submit the claim form
The reimbursement request, including the date it was submitted and its status, will be visible in the claims section of the client portal right away – meaning you can easily keep track of it.
To submit a reimbursement request via email:
1. Create an email
2. Add ‘Reimbursement request’ to the subject line
3. Attach a PDF copy of the invoice (showing it’s been paid) or receipt
4. Send the email (with the PDF attached) to accounts@myplanmanager.com.au
Frequently asked questions about NDIS claims for participants
