How to provide digital access to your NDIS plan with Proactive Plan Managers
At Proactive Plan Managers it is our mission to provide you with market-leading support to manage your NDIS plan and process your invoices.
That’s why we’re requesting electronic access to your NDIS plan – which you can provide to us safely and securely through myGov.
A PDF copy of your NDIS plan doesn’t allow us to see changes or updates as they happen, but with digital access to your plan, we can better support you.
Follow these steps to provide Proactive Plan Manager with secure electronic access to your NDIS plan
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Log in to your myGov account.
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Under ‘Your services’, select ‘National Disability Insurance Scheme’ – this will take you to ‘myplace’
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Select ‘My Plan‘
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Select ‘View My Plan’
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Click ‘Review or change who can see the plan’ – this sits under the plan start/review dates in the centre at the top of the page
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Select ‘Share My Plan’ under ‘My Contact Details’ – tick the section titled ‘Share plan with Plan Manager’ and follow the prompts
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In response to the question ‘Why are you updating or changing who can see the plan?’, you can simply respond: ‘So that Proactive Plan Managers has online access to my NDIS plan’.
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Select ‘Submit’ – and that’s it!
It is our promise to make sure that your plan remains safe, secure and confidential.
We're here to help
If you would like phone support to step you through giving Proactive Plan Managers electronic access to your NDIS plan, fill out the form below.
Alternatively, you can contact us or
call us on 0434 425 855 from 8am–6pm Monday to Friday.
Get phone support with electronic access to your NDIS plan
Please complete your details below if you would like phone support to step you through giving Proactive Plan Managers electronic access to your NDIS plan. Once you complete your details and click ‘Submit’, we will contact you.