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

Why Plan Managers Love Planability

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 receive a fixed monthly rate per Participant. Successful Plan Management revolves around improving efficiencies and streamlining 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 Plan Manager independence since day one. Our unwavering support for Australia’s 1,500+ Plan Management businesses drives our technology choices and hands-on 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, the platform prioritises simplicity and usability, and is the only Plan Management software to offer Real-Time claims processing.

This feature utilises APIs to directly integrate with the NDIS PRODA and PACE portals. These integrations provide instant claims approvals, reducing processing time from 7-14 days to same-day.

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 Plan Manager knows immediately that the invoice will be paid out in full. This same-day processing reduces manual tracking time, allowing teams to focus on supporting Participants.

Reduced Human Error

Planability incorporates multiple safety guardrails to minimise human errors and potential fraud, including provider ABN checks, weekend/holiday verification, and NDIS price guide 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 budget visibility, designed to be simple and easy to read. Participants, Carers, and Support Coordinators can access plan funding status, statements and invoice approvals. 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. This transparency strengthens relationships through clear financial communication.

Reduced Interruptions for Audits

Respond quickly to audit requests using Planability’s detailed reporting. Invoices remain in the system with PRN reference numbers for each line item, enabling fast responses with minimal business interruption.

Comprehensive Reporting

Planability allows Plan Managers to easily track client budgets, produce summary reports, automated monthly statements, and check scanning usage. These reports provide valuable insights into budget and spending. Built-in analytics identify spending trends and optimise Participant support allocation.

Scalability for Growing Plan Managers

Whether managing 50 or 10,000 Participants, Planability scales without increasing overhead. Automation keeps workload manageable as you grow, expanding impact without expanding headcount.

Experienced Support

Planability is backed by a dedicated Australian support team with lived experience for onboarding, training, and ongoing assistance. Our ISO 27001:2022 certified platform and NDIA Aggregator Status (AFSL 467065) ensure data security and compliance. Plan Managers love our easy-to-reach support and quick responses.

Transform Your Plan Management Operations

Curious how Planability could transform your operations? If you can’t find 1 hour to see how Planability helps, you definitely need it!

Planability’s real-time claims processing, PACE integration, and safety features help serve more Participants without increasing administrative burden. Join hundreds of Plan Managers who’ve already switched.

Contact us to see Planability in action: Book a demo