Plan managers, support coordinators and psychosocial recovery coaches

Information for plan managers

Providers who deliver specialist services like plan management will need to make sure their details are recorded in the participant’s plan as the people or organisations the participant has endorsed to deliver these services.

Our system will automatically record a plan manager as a participant-endorsed provider once their details are recorded in the participant’s plan.

Plan managers will be able to view participant plans and budgets. 

Quick reference guide for plan managers:

Information for support coordinators and psychosocial recovery coaches

Participants will meet with the person at the NDIA who approves their plan.

At the plan meeting, a participant with support coordination and/or recovery coach services in their plan will be offered assistance to identify their preferred provider.

The NDIA planner will place request for the support coordination and/or recovery coach services in the new provider portal.

Providers will have 4 days to accept or reject the request in the new provider portal.

Providers who deliver support coordination or psychosocial recovery coach supports will need to make sure their details are recorded in the participant’s plan as the people or organisations the participant has selected to deliver these services

Quick reference guide for support coordinators and psychosocial recovery coaches:

Participants can give their consent for a provider to view the parts of a plan they manage. Participants can tell us that they give consent at an implementation meeting, or by contacting the NDIS at any time.  

If a participant has given consent, providers can use my NDIS provider portal to view the types of support and funding in their plan.

When a participant gives their consent, providers will be able to see the relevant parts of their plan in the current myplace provider portal.

  • Registered providers will be able to view goals and nominee details. 
  • Support coordinators and psychosocial recovery coaches will be able to view all parts of a plan. 
  • Plan managers will be able to view the part of a plan they are managing.
  • Participant-endorsed providers will be able to view the type of support and funding in a plan that a participant has endorsed them to deliver.

Read more about Understanding consent (DOCX 116KB) in our information pack.

What providers can view

Chosen providers

Full plan

Goals and nominee details

Agency-managed funding for the service they provide

Parts of a plan they manage

Registered providers - Yes - -
Support coordinators and psychosocial Yes - - -

Chosen providers

Full plan

Goals and nominee details

Agency-managed funding for the service they provide

Parts of a plan they manage

Plan managers - - - Yes
Participant-endorsed providers at the general leve - Yes Yes -
Participant-endorsed providers at category level - Yes Yes -
This page current as of
27 January 2023
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