Planability Frequently Asked Questions
- All
- Getting Started with Planability
- Invoicing & Payments
- PRODA PACE & Integrations
- Switching & Migration
- Trust & Testimonials
Planability is an NDIS claims platform for Plan Managers that streamlines claims processing through invoice automation, reduces admin tasks, and improves payment accuracy. It connects via API to provide real-time visibility of budgets, claims, and payments.
Planability is built specifically for NDIS plan managers, helping them manage claims efficiently and with greater visibility across all participant funding. Participants, Carers, and Support Coordinators can also receive access to view current and past plan information, budgets, funding periods, and approve or reject invoices.
Because Planability connects directly to the NDIS via secure APIs, we’re unable to offer a trial version. However, we’re happy to provide a demonstration walkthrough and answer any questions to help you explore the platform before making your decision.
Our Australian-based team offers unlimited support at no extra cost, including onboarding, training, and ongoing assistance by phone, email, and live chat. We also offer a knowledge base with step-by step guides for you to access anytime.
No technical background is needed. Planability is user-friendly, with intuitive workflows and built-in guidance to help you navigate with ease.
Planability connects directly to the NDIS via secure APIs using your PRODA account, allowing real time claim submissions and updates from PACE & PRODA.
Yes. Planability is developed by Credability Systems, an approved NDIA Aggregator authorised to connect directly with NDIA systems via API on behalf of our customers. This status requires us to meet strict technical, security, and compliance standards set by the NDIA, including regular audits. We also hold ISO27001:2022 accreditation, further demonstrating our commitment to data security and privacy.
Planability eliminates the need for manual entry in the my place or my NDIS provider portal by managing claims and payments directly through its real-time interface with PACE. You may still need to access them occasionally for some tasks, but the majority of your daily processes will be completed in Planability.
Invoices can be uploaded directly into Planability through drag and drop, or automatically detected via a connected mailbox, where they are scanned, matched to Participants and Providers, automatically checked for errors and warnings, and ready for review and submission to the NDIS.
Yes, Planability automatically notifies providers of invoice payment through a remittance email sent when the ABA file is generated.
Absolutely! Planability supports bulk uploads up to 50 invoices at a time making it easy to handle large volumes of invoices quickly.
Yes, we make switching easy with guided migration support, including importing Participants, associated Carers and Support Coordinators, notes and documents, and Provider information from your current platform so you’ve got all you need to get started.
No, you can run Planability alongside your existing system during a transition period before fully switching over.
No, there are no lock-in contracts. We wholeheartedly believe you’ll love Planability, our great service and reliable performance.
Planability is trusted by hundreds of Plan Managers across Australia, from independent operators to large-scale agencies supporting thousands of Participants.
Yes, our testimonials come directly from real clients who use Planability daily and have seen measurable improvements in their operations.
Of course! We’re happy to connect you with existing users with similar situations who can share their experience onboarding with and using Planability
