Reserve funds for my service

Reserving funds for your services

Do you want to have the certainty of your customer’s NDIS funds being available for your services? Having your customer reserve funds through MyIntegra plan management is the easy way to ensure both participants and you, their provider, can have confidence in knowing services can be provided with out risk of overspending.

MyIntegra is one of the only plan managers that can help easily set this up for you. And it only takes three simple steps.

Step 1

Set up a schedule of supports for your participant.

You can work with your participant to determine the type of supports your participant wants from you and how long they will need the service to help them achieve their plan goals. This agreed amount of services is called schedule of supports.

Download: Schedule of Supports (PDF 137 KB)

Step 2

Create a service booking with MyIntegra, which assigns the agreed funds to you.

You can send the schedule of supports to us, or simply give us a call, and we can set aside the right amount of funds in the participant's plan. That way the participant has certainty that they will get the services they need and you will have confidence the funds will be available for the agreed work.

Plus, you will be able to view your service booking, the balance of funds remaining, and submit invoices all through the MyIntegra portal.

Step 3

Your participant is in control of their funds the whole time.

If your participant decides they want to change the service booking with you or get services from another provider, then no problem. They can contact us anytime and we can will change it to their requirements. We’ll also let you know of the change on the participants behalf.

Reserve funds gives your customer confidence that money is available to get the services they need. And you will have confidence that you can provide services risk free – with no overspend issues. At MyIntegra, we’re always looking to make payments easier.

Reserving funds for your services

Step 1

Download: Schedule of Supports (PDF 137 KB)

Step 2

Step 3

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