Plan Manager - Lumary

PRODUCT OVERVIEW

LUMARY
PLAN MANAGER

Lumary PM automates a large portion of the manual labour typically required from a plan manager, allowing you to quickly validate claims against NDIS rules, claim via the NDIA portal and deliver faster provider payments and remittances.

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

Plan Management is a vital and fast growing mode of plan administration within the NDIS that supports participants to exercise choice and control in pursuit of their NDIS goals. Most plan managers today are finding their businesses are characterised by highly manual, time intensive and error prone processes which take up valuable time and are an unnecessary distraction from activities that matter most to them and their clients. If you are a plan manager looking to scale your plan management business in an easy and sustainable way, then you need Lumary PM.

 

COMPLETE CLIENT MANAGEMENT

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

FAST INTAKE & PLAN UPDATES

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

AUTOMATED CLAIMING & PAYMENT PROCESSING

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

PROVIDER CONNECTIVITY

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

BUILD CLIENT CAPACITY

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

REDUCE ADMIN COSTS

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

Plan Management without Lumary PM

Plan Management with Lumary PM

EFFORTLESS PLAN MANAGEMENT

View vital real-time plan and participant data, track budget balances and access service agreements all from a single screen.

PM Participate Portal

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