Plan management fees are themselves NDIS claims, on the same catalogue items, subject to the same rules. Generating them by hand each month is both a workload and a leakage risk — the fee nobody remembered to claim is revenue that never arrives.
Plan management fees — how it works
Set your establishment and monthly fee items and amounts once. Rostery generates the fee claims for the participants who are eligible, on the cycle you choose, and they flow into claims and reconciliation exactly like any other invoice — validated, claimed and reconciled through the same path.
Because fees are records rather than a spreadsheet, they appear in the participant’s statement, in reconciliation, and in revenue reporting alongside everything else. What was billed, what was claimed and what was paid are the same chain.
Why it matters for NDIS providers
Fee revenue is the whole business model of plan management. A month where fees were not generated is a month of unpaid work, and it is easy for that to go unnoticed when fees live outside the system that tracks everything else.
- Generated, not remembered: the monthly run happens on a cycle rather than depending on someone starting it.
- Claimed like any other invoice: fees pass the same validation and reconcile through the same path.
- Visible in revenue: fee income sits alongside claim income in reporting rather than in a separate sheet.
What's included
- Fee item configuration. Establishment and monthly support items and amounts, set once.
- Automatic monthly generation. Fees raised for eligible participants on the cycle you set.
- Fees claimed with everything else. The same validation, claim file and reconciliation path.
- Fees on statements. Fee charges appear in the participant’s statement rather than being invisible.
- Revenue reporting. Fee income reported alongside the rest of your claiming.
Who it's for
Every registered plan manager, since fees are how the service is funded. It is most valuable to growing practices, where the number of participants has passed the point at which anyone could confirm from memory that every fee for the month was raised.
Getting started
Plan Management Fees is included in your Rostery plan and works the moment your data is in — there is no separate module to buy or set up. Book a demo and we will show it on your own workflows, and use Rostery's “Smart Switch” data migration to bring your existing clients, staff, shifts and notes across from your current software in minutes.
Terms used on this page
Related capabilities
Source
The rules this feature works to are set by NDIS — Pricing Arrangements and Price Limits, which is the authority on them and is updated more often than any page here.