Plan Managers

Open Directory > Plan Managers. The Directory opens on Plan Managers by default.

Creating Plan Managers

Select Create Plan Manager. Only Name and Invoice Email are required.

Plan Manager Details

The form groups fields into Business Details, Primary Contact Details, Invoice Details, and Additional Information.

Name

Enter the Plan Manager's official name.

ABN

Enter the Australian Business Number.

Registration Number

Enter the Plan Manager's NDIS Registration Number.

Website

Enter the Plan Manager's website.

Portal Link

Enter the Plan Manager's login portal URL.

Primary Contact Details

Enter a first name, last name, contact email, mobile, and phone as needed.

Invoice Details

Use this section for the addresses that receive Participant invoices.

Invoice Email

Enter the required primary invoice email. It must be unique to one Plan Manager in your provider, including archived Plan Managers.

Additional Invoice Emails

Enter any other email destinations that should receive the Plan Manager's invoices.

Additional Information

Record other relevant information about the Plan Manager.

Linking Plan Managers to Participants

Link or replace a Plan Manager from the Participant's Financial page. A Plan Manager can be linked to multiple Participants.

If Astalty reports that another Plan Manager already uses the invoice email, search the list with Status set to All or Archived. Restore the existing record instead of creating a duplicate.

Restoring Plan Managers

Filter the Plan Managers list by Status, open the archived Plan Manager, then select Restore. Restoring makes the Plan Manager active again. It does not recreate former Participant links removed when the Plan Manager was archived.

Editing a Plan Managers Details

Open a Plan Manager and select Edit. Updating a Plan Manager that is shared by more than one Participant prompts you to confirm that the change will affect every linked Participant.

Archiving a Plan Manager removes it from all linked Participants. If a replacement is required, select Actions > Bulk Reassign, choose the new Plan Manager, acknowledge the change, and type the target Plan Manager's name. Bulk reassignment changes every current Participant link and cannot be undone. Complete it before archiving the old Plan Manager.

Plan Managers

Creating Plan Managers