• Centralized invoice management for multiple clients
• Approval control before any orders are placed
• Automatic notification and secure electronic invoicing
• Reduced admin workload
• Access to a personalized dashboard with client activity

1. A Plan Manager registers on the Eat Well Health Website by selecting "Plan Manager – Account Setup" option under the NDIS menu.
2. The Plan Manager's account is verified by the Eat Well Health team within one business day.
3. When one of their clients (a participant) registers their own account, they select their Plan Manager from a dropdown list during registration.
4. When the participant places an order, the Plan Manager receives an email requesting order approval.
5. The Plan Manager can approve or reject the order via the link provided in the email.
6. Once approved, Eat Well Health sends the product directly to the participant at their chosen delivery address and invoices the Plan Manager electronically.
7. No orders are dispatched until the Plan Manager provides explicit approval.

Once logged in, each Plan Manager has access to a personalized dashboard that includes:

•  A list of all participants registered under their account
• All pending orders requiring approval
• A history of previously approved orders
• Outstanding invoices and downloadable invoice records

This dashboard provides a streamlined, at-a-glance view of all activity — making plan management easier and more transparent.

We've designed this process to ensure maximum transparency for all parties involved, while maintaining a simple and efficient experience for Plan Managers. Every step is built to reduce administration time and give Plan Managers the control they need with minimal effort.