Why Plan Managers Love Planability
Published On: August 11, 2023Categories: PACE, Plan Management, Planability, PRODATags: , , ,

Managing NDIS plans shouldn’t mean drowning in paperwork. If you’re spending more time battling PRODA than supporting Participants, you’re not alone. Plan Managers are reimbursed a fixed rate per Participant per month for their services. Successful plan management revolves around improving business efficiencies and streamlining daily administrative tasks. Many Plan Managers choose to use purpose-built software to assist with this, and hundreds of Plan Managers are turning to Credability Systems’ Planability as a future-proof solution for their business.

At Credability Systems, we’ve championed Independent Plan Managers since day one. Our unwavering support for Australia’s 1,500+ Plan Management businesses drives everything we do from our technology choices to our proactive customer service approach.

What makes Planability Different?

Planability is a dedicated Plan Management software that streamlines the time-consuming and complex tasks associated with Plan Management. Built specifically for the Australian NDIS sector with deep understanding of Plan Manager workflows and pain points, the platform pays close attention to simplicity and usability for Plan Managers, and was the first Plan Management software to offer Real-Time claims processing.

This feature utilises APIs to directly integrate with the NDIS PRODA and PACE portals. Among other benefits, these integrations provide instant claims approvals and reduce the the timeframe from processing to payment for Plan Managers.

PACE-Ready!

Yes, you heard that right! Planability is already managing a large percentage of PACE Participants. PACE (the NDIA’s new portal system) is fully supported through our APIs that integrate directly into both PRODA and PACE, from the unified Planability dashboard, with no change to the claims or payments process within Planability. You’ll also receive notifications in Planability when a Participant’s PACE plan is reviewed or their budget is changed, keeping you in the loop with the latest information.

“Real-Time” Claims Processing

Entering a claim is fast and easy, either through manual data entry or using the automated scanning engine. Once reviewed, the Plan Manager submits the “invoice” within Planability and, within seconds, a claims response is received with an associated Payment Reference Number (PRN) for each claim line, so the Pan Manager knows immediately that the invoice will be paid out in full.

Reduced Human Error

Planability incorporates multiple safety guardrails to minimise the risk of human errors and potential fraudulent activity including checking provider ABNs, weekend and public holiday verification, and incorporating the NDIS price guide for pricing compliance. Available funds and existing service agreements are also checked at the time of invoice input to determine if funds are available.

Live Budget Status

Planability provides Real-Time visibility of a plan’s budget, designed to be simple and easy to read. Participants, Carers, and Support Coordinators can also be granted access to view plan funding status, receive statements and approve invoices. This can help all stakeholders make informed decisions about how to allocate funds, ensuring that the plan stays within budget and that the Participant’s needs are met.

Reduced Interruptions for Audits

Respond quickly and comprehensively to audit requests with Planability, using the detailed reporting functionality. Invoices remain intact in the system, together with the PRN reference numbers for each line item, so you can access and respond to detailed audit requests quickly with minimal interruptions to your business.

Comprehensive Reporting

Planability has been developed to allow Plan Managers to easily track client budgets, produce summary reports, automated monthly Participants statements, check scanning usage, and so much more. These reports can provide valuable insights into the plan’s budget and spending.

Experienced Support

Planability is backed by a dedicated Australian-based support team with extensive experience to guide you through onboarding, provide staff training, and continued support as required. Our ISO 27001:2022 certified platform, combined with NDIA Aggregator Status (AFSL 467065), platform ensures your data security and compliance needs are met. Our Plan Managers love how easy it is to contact support and the quick responses they receive.

Transform Your Plan Management Operations

Curious about how Planability could transform your operations? If you can’t find 1 hour out of your day to see how Planability can help you, then you definitely need Planability!

Planability’s Real-Time claims processing, PACE integration, and comprehensive safety features help you serve more Participants without increasing administrative burden. Join hundreds of Plan Managers who’ve already made the switch.

Contact us to see Planability in action: Book a demo