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 that supports participants to exercise choice and control in pursuit of their goals. Most plan managers today are finding their comprehensive work is 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. Lumary PM assists plan managers looking to scale work load in an easy and sustainable way.

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COMPLETE CLIENT MANAGEMENT

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

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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.

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AUTOMATED CLAIMING & PAYMENT PROCESSING

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

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PROVIDER CONNECTIVITY

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

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BUILD CLIENT CAPACITY

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

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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 Participant Portal

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

READY TO REVOLUTIONISE HOW YOU MANAGE CLIENT CARE?