Plan Manager - Lumary
Product overview

LUMARY PLAN
MANAGEMENT

Lumary Plan Management (Lumary PM) automates a large portion of the manual labour required from a plan manager. Have more time to grow your business, benefitting from a cloud-based product that allows you to validate claims against NDIS rules, claim faster from the NDIA portal and efficiently deliver provider payments and remittances.

PM Mockups_main

A complete real-time solution to transform your
business and improve participant support.

Plan management is a vital and fast growing approach of funding administration that supports participants to exercise choice and control in pursuit of their goals and quality of life. Most plan managers are finding their comprehensive workload is characterised by highly manual, time intensive and error prone processes. Using Lumary PM, make claiming via the NDIA portal faster, consistently manage provider payments and remittances and meet compliance with the evolving NDIS. With Lumary PM, you’ll have more time to scale your business in an easy and sustainable way.

Component
COMPLETE CLIENT MANAGEMENT

Benefit from a complete, cloud-based and real-time solution that covers everything from initial contact to managing multiple plans.

component1
FAST INTAKE & PLAN UPDATES

Get real-time plan and participant data from the NDIA portal and track budget balances as plan funds are utilised.

Component2
AUTOMATED CLAIMING & PAYMENT PROCESSING

Quickly validate claims against NDIS rules, claim via the NDIA portal and deliver faster provider payments and remittances.

Component3
PROVIDER CONNECTIVITY

Connect with providers who are also using Lumary or LanternPay to receive your digital invoices for one-click approval.

Component4
BUILD CLIENT CAPACITY

Empower clients and their nominees with access to real-time budget balances, invoice history, participant statements and more.

Component5
REDUCE ADMIN COSTS

Save time and money by eliminating the need for manual data entry, resulting in less human error and lower administrative costs.

HOW LUMARY PM COMPARES TO THE MANUAL PROCESS

COMPLETE CLIENT MANAGEMENT

Benefit from a complete, cloud-based solution that supports your initial contact with participants through to managing multiple plans. Effortlessly plan manage. View vital plans and participant data in real-time. Track budget balances and access service agreements using one secure and compliant product.
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FAST INTAKE & PLAN UPDATES

Get real-time plan and participant data from the NDIA portal and track budget balances as plan funds are utilised. The dashboard reporting features are simple and functional, and designed to meet the specific needs of plan managers.
Request a demo

REVOLUTIONISE HOW YOU PLAN MANAGE