Will I get alerts if my funds are running low?

Yes, your plan management system is designed to keep you informed about your funding status. If your funds are nearing a low balance, you will receive alerts to help you stay on top of your budget. These notifications are an important part of managing your plan confidently and avoiding surprises.

How do alerts work?

Depending on the system your plan manager uses, you might receive alerts through email, SMS, or notifications within your participant portal or app. These alerts typically happen when your available funds drop below a certain threshold or after specific transactions. The goal is to give you enough time to review your budget and make any necessary adjustments.

What happens if I don’t get an alert?

If you don’t receive an alert, it might be because your system settings are different or there was a technical issue. It’s a good idea to regularly check your funding balances and transaction history through your participant portal or app. This way, you can stay informed about your remaining funds at any time.

Can I customise these alerts?

Some plan management systems allow you to personalise alert settings. You can choose how and when you want to be notified — for example, when your funds reach a certain percentage or dollar amount remaining. Check with your plan manager or support coordinator to see what options are available to best suit your needs.

Remember, staying aware of your funding helps you manage your supports smoothly and confidently. If you have any questions about alerts or your budget, don’t hesitate to reach out to your plan manager or support team for assistance.