We are a Provider for NDIS Plan Management Services

Intake Enquiry

At QBS NDIS Plan Management   

Scheduling an Intake Appointment and Service Agreement Process 

At QBS NDIS Plan Management, upon receiving your request of service, we schedule an intake appointment to introduce your Plan Manager, explain our service, and answer questions. We’ll also create a service agreement and plan your budget. Consultations can be via phone, Microsoft Teams, or in person, based on your preference. 

Introduction 

Welcome to our service. We are dedicated to providing you with the best Plan Management experience tailored to your needs. This document outlines the steps involved in scheduling an intake appointment, explaining our services, addressing your questions, creating a service agreement, and planning your budget. 

Scheduling an Intake Appointment 

To begin, we will schedule an intake appointment for you with one of our experienced Plan Managers. This can be arranged at a time that is convenient for you and can be conducted via phone, Microsoft Teams, or in person, based on your preference. During this appointment, our Plan Manager will take the time to understand your needs and goals. 

Explaining Our Service 

During the intake appointment, our Plan Manager will provide a comprehensive explanation of our services. This will include an overview of how we manage plans, the benefits of our service, and what you can expect from us. We aim to ensure that you have a clear understanding of how we can assist you. 

Answering Your Questions 

We understand that you may have questions about our services, processes, or any specific concerns. Our Plan Manager will be available to answer any questions you may have, providing detailed and informative responses to ensure you are fully informed. 

Creating a Service Agreement 

After explaining our services and answering your questions, we will proceed to create a service agreement with you or your nominee. This agreement outlines the terms and conditions of our service, ensuring transparency and mutual understanding. 

Planning Your Budget 

Finally, our Plan Manager will work with you to plan your budget. This step involves understanding your financial goals and constraints and developing a budget that aligns with your needs. We will provide guidance and support to help you make informed decisions. 

Support 

Responsiveness

• Ongoing communication and support 

• Updates, questions, adjustments 

• Full NDIS plan year 

Personalization

• Direct line to Plan Manager 

• Highest level of service 

• Ensuring alignment with providers 

Expertise

• Equipped with knowledge and resources 

• Dedicated to offering support 

• Guidance every step of the way 

Supporting Plan Navigation

• Personalized, tailored to unique needs 

• Navigating NDIS complexities 

• Finding the right resources 

Support with Budget Management 

• Comprehensive guidance and overview 

• Monitoring and managing budget 

• Aligned with goals, with permission