NDIS claims for providers
In the context of the NDIS, both providers and participants can submit claims.
Providers can submit a claim for payment when they’ve provided a support or service to a client who’s an NDIS participant.
What’s an NDIS claim?
An NDIS claim is a request made by a provider or participant for payment from a participant’s NDIS funding.
With permission, providers can submit claims directly to their clients’ plan managers, but some clients prefer to review invoices first and then submit claims on their providers’ behalf.
How do providers submit a claim to My Plan Manager?
There are two easy ways providers can submit claims to My Plan Manager – via the My Plan Manager provider portal, or by email.
To submit a claim via the provider portal, all providers need to do is:
- Log in
- Click on 'submit invoice'
- Follow the prompts to upload a pre-prepared invoice, or follow the prompts to create an e-invoice
To submit a claim via email, simply:
- Create an email
- Add the invoice number to the subject line
- Attach a PDF copy of the invoice
- Send the email (with the invoice attached) to accounts@myplanmanager.com.au
What information needs to be included on a provider invoice?
The Australian Taxation Office (ATO) has standard invoicing requirements – and specific advice for NDIS providers – that need to be followed.
To be compliant – and promptly processed – provider invoices should always include:
- a unique invoice number
- the provider’s Australian Business Number – also known as an ABN
- the provider’s contact information, including email address, street address and phone number
- the client’s name, and NDIS number
- the date/s of service/s provided
- a detailed description of each service provided, including the line item number (split by weekdays, weekends etc, as required), and the quantity of support/hours delivered in each session
- the hourly rate charged
The NDIA will accept an Australian Taxation Office ‘Statement by a supplier’ form from an exempt provider if they don’t quote an ABN.
We’ve prepared an invoice template that providers can use to create compliant invoices. Access the invoice template here.
Frequently asked questions about NDIS claims for providers
