Refer a participant to Forward Planning Plus
Send us a participant's details with their consent and we'll take it from there: we contact the participant, complete the service agreement, notify the NDIA of the change, and keep you informed with our team contactable throughout. We need participant or nominee consent before we can act on any referral.
How the referral process works
- 1Refer: send us the participant's details and consent using the form below, or by phone.
- 2We contact the participant: we reach out to the participant or their nominee to explain plan management and answer questions.
- 3Service agreement: once they're ready to proceed, we complete the service agreement with them.
- 4NDIA notified: we notify the NDIA of the plan management change and coordinate with any previous plan manager.
- 5Ongoing reporting: you can reach our team directly and, with the participant's consent, get visibility over budgets to support your coordination work.
Registration and the service agreement can usually move quickly once the participant is ready. The NDIA recording the plan management change is a separate step outside our control, so we update you rather than promise a fixed date.
What you send / what you get back
| What you send | What you get back |
|---|---|
| Participant's full name | Confirmation your referral has been received |
| Participant's NDIS number | A team that knows the participant's file |
| Current plan start and end dates | An update once the service agreement is signed |
| Confirmation of participant or nominee consent to the referral | Confirmation once the NDIA has recorded the change |
| Nominee or main contact details, if applicable | Ongoing budget visibility for the participant, where they've given consent for you to see it |
| Current plan manager, if the participant is switching | |
| Any urgency or context we should know about |
We need participant or nominee consent before we can act on any referral, and budget information is only shared with a support coordinator where the participant has consented to that visibility.
Refer a participant
Share your contact details and the participant's situation, and we'll follow up to confirm the next step. Please only share participant details where you have their consent.
More for support coordinators
Read more about how we work with support coordinators, or see our guide on who does what between the two roles. If a participant is moving from another plan manager, see how switching NDIS plan managers works. For participants who are new to plan management altogether, see new to plan management. You can also contact us directly with any questions.