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Plan Management - Updating plans to reflect new / changed fees

This article explains how to update and remove fees in plan management when NDIS pricing has changed or a fee needs to be changed or removed

Mikal Hetland avatar
Written by Mikal Hetland
Updated over 6 years ago

There are two options for updating the Plan Management plans to reflect the new Fees:

  1. Modify the existing plans by removing the future fees and creating new Fees with the new Fees.

  2. Expire the existing plans and create new plans with the new Fees. 

Option 1 is simpler because you don't need to add all the budget categories and plan details again.

For Option 1 you just need to click to add a fee (generally just a single monthly fee of the same amount) per participant:

Then removing the future Fees that have been replace with above step:

You can reverse these steps and remove the future fees first if you find that easier, just take note of how many monthly fees you want to add before deleting them.

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