Refer a participant

For support coordinators, LACs, and providers. Send us the details and we will come back to you within one business day, and have the participant set up within 48 hours of receiving their consent.

Not a support coordinator? Get in touch here instead. Prefer email? Send referrals to hello@planique.com.au, or call 1300 880 976.

Participant referral form

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Participant details

The person you are referring.

Participant name *

First

Last

already Privacy Your

NDIS participant number

Nine digits. Leave blank if you do not have it — we can take it on the callback.

Participant date of birth

Plan start date

Plan end date

Is plan management already funded in the plan? *

• Yes
• No
• Not sure

Who we should contact

Best contact name *

The participant, or their nominee or family contact.

Relationship to participant *SelfParent or guardianNomineeOther

Contact phone *

Contact email

Preferred contact method

• Phone
• Email
• Either

About you

Your name *

Your organisation *

Your role *Support CoordinatorLocal Area CoordinatorProviderHealth professionalOther

Your email *

We send you a confirmation here.

Your phone

Consent

Anything we should know?

Consent *

• I confirm the participant (or their nominee) has agreed to this referral and to Planique contacting them about plan management.

Privacy acknowledgement *

• I understand the details I provide will be handled in line with Planique’s Privacy Policy.

Privacy notice

We collect these details only to set up plan management for this participant. We do not share them with anyone outside Planique except the NDIA, where required to activate plan management. You can ask us to delete a referral at any time by emailing hello@planique.com.au.

Message

Send referral

What happens next

• We call you back within one business day. A real person, not a queue. Usually the same day if you get in touch before 3pm Perth time.
• We set the participant up in about 48 hours. We handle the paperwork with the NDIA.
• Nothing about their supports changes. They keep every provider they already use — see how to switch.

Plan management is funded on top of a participant’s plan, so it never comes out of their supports budget.