Updating The Management Type of A Participant

Updating The Management Type of A Participant

Management Type is set on each Service, so one Participant can have NDIA Managed, Plan Managed, and Self Managed Services in the same Plan. To change it, open the Participant's NDIS Plan and select the Service you want to update.

Once you have clicked on the service, click 'Edit' in the top right corner to update the service details. Once in the Update Service screen you will notice a drop down menu under the 'Management Type' heading. Select the drop down box and you will see that you can select either, NDIA Managed, Plan Managed, or Self Managed from this list.

Select the Management Type you desire and then click update at the bottom of this screen. Once you navigate back to the NDIS Plan Page you will see the see the change reflected here.

For Self Managed and Plan Managed Services, also check the invoice recipient details on the Participant's Financial page. Self Managed invoices use the Participant's invoice email. Plan Managed invoices use the attached Plan Manager and any additional Plan Managed invoice emails.

Updating the Invoice Recipient Details

See Participant Financial Details to add the email address used for plan-managed or self-managed invoices.

Video Walkthrough

We have created a user guide video that you can watch below that walks you through this process.