Planability Frequently Asked Questions
- All
- Getting Started with Planability
- Invoicing & Payments
- NIB Thrive
- PRODA PACE & Integrations
- Switching & Migration
- Trust & Testimonials
Planability is an NDIS Plan Management software platform used by Plan Managers to process claims efficiently and accurately. It streamlines administration through invoice automation, reduces manual data entry, and connects directly to the NDIS 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 when using Planability, 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 to use Planability. Our NDIS software for Plan Managers is designed to be user-friendly, with intuitive workflows and built-in guidance to help you navigate the platform with ease.
Subscribe to our blog updates, follow our advocacy work, or contact our team directly at [email protected]. We’ll keep you informed of any developments that impact Plan Manager independence.
Planability connects directly to the NDIS via secure APIs using your PRODA account, allowing real time claim submissions and updates from PACE & PRODA from your Planability account.
While the proposal raises concerns about consolidation, independent Plan Managers like you continue to have strong support from both the sector and advocacy groups like Credability Systems. We’re actively working to ensure your voice is heard in these discussions.
No. Planability remains committed to serving independent Plan Managers with our ISO 27001:2022 certified platform and NDIA Aggregator Status. We’re designed to protect and empower your independence, not replace it.
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 those portals 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. They are scanned, matched to NDIS Participants and Providers, automatically checked for errors and warnings, and prepared for review and submission to the NDIS.
Planability automatically notifies NDIS providers when an invoice has been paid. The platform sends a remittance email as soon as the ABA payment file is generated, giving providers clear confirmation of payment status.
Absolutely! Planability supports bulk uploads of up to 50 NDIS invoices at a time, making it easy to process large volumes quickly and efficiently.
Switching to Planability is straightforward and designed to minimise any business disruption. We provide easy-to-use templates for you to populate with information from your current system. Once completed, we import your NDIS Participants, associated Carers and Support Coordinators, notes, documents, and Provider information so you have everything you need to start using Planability. Our team will guide you through the entire migration process to ensure a smooth transition.
No, you do not need to cancel your current system before switching. You can run Planability alongside your existing platform during a transition period, giving you time to move your NDIS workflows across at your own pace before fully switching over.
No, there are no lock-in contracts for using Planability. We wholeheartedly believe you’ll love Planability, its great service and reliable performance.
Planability is trusted by hundreds of NDIS Plan Managers across Australia, from independent operators to large-scale agencies supporting thousands of Participants.
Yes, the testimonials for Planability on our website come directly from real Plan Managers who use the platform daily and have seen measurable improvements in their NDIS operations.
Of course! We’re happy to connect you with existing Planability users in similar situations who can share their experience onboarding with and using the platform.
