Have clarity and control over your funds with our new dashboard!
With Plan Partners new Dashboard, managing your budgets is super simple. You can track your spending, approve invoices and submit reimbursements for out-of-pocket expenses - all from one central place.
And because it’s also available as an app, you can do all these things wherever you are, 24/7.
Key features and benefits
Everything carefully designed so you can manage your NDIS funds efficiently.
Instant visibility over spending
A helpful graph provides a snapshot of your budgets - how much you’ve spent, how much you have available and how much you have allocated to providers (under your service agreements).
Compatible and flexible
Your Dashboard is available on all major devices, including mobile, iPad and tablet, so you have 100% flexibility wherever you choose to view it.
Super quick reimbursements
Have your out-of-pocket NDIS expenses back in your pocket fast, so you can get on with your day.
Full control over invoices
See the status of invoices and reimbursements, any action needed, and the reason payment might be delayed - plus, 3 different options for how your invoices are approved, so you always have full control.
Easy access for parents and guardians
See all the NDIS details for those you care for in one central place - and switch between each account in a click.
Exclusive customer benefits
Get unique offers from service providers that give you access to a greater range of supports, and better value.
Like an easy video tour of our new dashboard?
Ready to get started?
Signing up for plan management with Plan Partners is simple and can be done in just a few steps. Have the support you need to get the most out of your NDIS journey.
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FAQS about our new dashboard
How do I get access to the Plan Partners dashboard?
Customer who have Plan Management and or Support Coordination with Plan Partners automatically get access for free.
Ready to get started and sign up with Plan Partners? Find out more.
How do I activate my dashboard?
All our plan managed customers are given automatic access to the Dashboard. You can set up your account using the below 3 steps:
- Visit our login page on our website
- Request to reset your password using the email address you set up your Plan Partners account with
- Follow the instructions in the email and log in to the dashboard
If you have any questions or need support, feel free to contact us via the live chat button below.
How do I login to my dashboard?
If you’re an existing Dashboard user, simply head to the login page on our website, enter the email address you used to create your account as your ID, and create a new password to login.
Passwords need to be a minimum of 8 characters including letters and numbers and you can’t reuse any of your last 3 passwords.
If you’re a new user, please follow the 3 steps above under ‘How do I activate my Dashboard?’
Which internet browser should I use?
For the best possible experience while using your Dashboard, we recommend using Chrome or Firefox as your internet browser. Internet Explorer doesn't support our Dashboards as well.
How do I provide consent to my support coordinator / nominee to access my dashboard?
Please contact us via the live chat button below to organise access for another person to use your Dashboard. Alternatively, you can send us your consent via our Support Coordinator Consent Form via email to [email protected]
Once you have organised access, you can keep track of all the people who have access in your Profile under My Team in your Dashboard.
I am a parent / guardian of a participant, how do I get access to their dashboard?
Please contact us via the live chat button below to organise access to your child’s dashboard. Alternatively, you can send us an email to [email protected]
Once you have organised access, you can view all the people who have access in your Profile under My Team in your Dashboard.
How do I approve an invoice?
You have full control over how your invoices are approved with three different options available. Just log in, head to Invoice Preferences in My Profile and choose the option that suits you.
You can change your preference at any time.
To approve an invoice in your Dashboard, go to My Invoices and click on the relevant invoice to manually approve. You’ll see you can search for invoices by Provider, date, number or status.
How do I submit a reimbursement?
You can submit a reimbursement via your Dashboard in two ways:
- The fastest option is through our FastPayment system, which automatically processes details and checks the information is correct. All you have to do is enter your reimbursement details directly in your Dashboard with proof of payment, and click submit when you’re finished.
- You can also upload your invoice for reimbursement as a PDF or JPEG. This way takes a little longer for us to process, as we have to manually check and validate all details.
And if you need to check price limits or support details for your reimbursement, you can head to our Price Guide Navigator to find these details in one simple search.
When will I get reimbursed?
Please allow for up to 7 business days for processing, which includes the NDIA review and processing time of 1-5 days. Once this process is complete, funds may take an additional 2 days to reach your account, depending on your bank.
If you submit your reimbursement via our FastPayment service and your payment could be processed 1-2 business days faster than invoices submitted via reimbursement (which we have to manually process).
One of the great things about your Dashboard is you get detailed live statuses for your reimbursements. You can save time by seeing what’s happening behind the scenes through your Dashboard.
If you have any further questions, reach out to us on Chat below!
Easy invoicing, fast payments, total transparency with our new dashboard!
With Plan Partners new Dashboard, creating and tracking the status of all your invoices processed with us is easy.
And because it’s also available as an app, you can access all these details wherever you are, 24/7.
Key features and benefits
Have access to your own Dashboard for all your customers plan managed by us.
Speedy payments
Submit invoices through your Dashboard and get paid quickly.
Simple invoicing
Create invoices from ready-made templates (created by you) in a fraction of the time and submit them on the go.
Complete transparency
See the status for all invoices processed with us, including why payment might be delayed, any action you need to take and when payment is expected.
100% Compatible
Your Dashboard is available on all major devices, including your mobile, so you have full flexibility and compatibility.
Get NDIS confident
Stay up to date with all the latest info and tips through Plan Partners Knowledge Centre.
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Loving the ease and visibility of your Dashboard?
The more customers you have plan managed with us, the more invoices you can see in your Dashboard! We’d love for you to recommend us for Plan Management, so we can all work together as a team.
Like an easy video tour of our new dashboard?
FAQ's about our new dashboard
HOW DO I LOG IN TO MY DASHBOARD?
If you’re an existing Dashboard user, simply head to the login page on our website, enter the email address you used to create your account as your ID, and create a new password to login.
Passwords need to be a minimum of 8 characters including letters and numbers and you can’t reuse any of your last 3 passwords.
If you’re a new user, please follow the 3 steps above under ‘How do I activate my Dashboard?’
WHICH INTERNET BROWSER SHOULD I USE?
For the best possible experience while using your Dashboard, we recommend using Chrome or Firefox as your internet browser. Internet Explorer doesn't support our Dashboards as well.
HOW DO I SUBMIT AN INVOICE?
You can submit an invoice in two ways:
- The first option is via your Plan Partners Dashboard, which automatically processes invoice details and checks if the information is correct. All you have to do is enter your invoice details directly in your Dashboard and click submit when you’re finished.
- You can also email us your invoice to [email protected], the choice is yours.
WHEN WILL I GET PAID?
Please allow for up to 7 business days for processing, which includes the NDIA review and processing time of 1-5 days. Once this process is complete, funds may take an additional 2 days to reach your account, depending on your bank.
You can view detailed live statuses for your invoices via your Dashboard, it's a great way to keep up to date with how your invoices are progressing.
HOW DO I KNOW WHAT LINE ITEM TO ENTER?
Our Price Guide Navigator provides line item details for you in one simple search. You can search by product, service, NDIS code or a simple keyword, like gardening.
ARE MY PRICES WITHIN THE NDIA PRICING ARRANGEMENTS?
Our Price Guide Navigator provides the current NDIA price limits for supports or services, so you can check you’re not overcharging. There’s also a quick calculator within this tool, should you need to calculate the cost for multiple items to schedule supports.
CAN I DELETE AN INVOICE ONCE IT’S BEEN SUBMITTED?
You can’t delete an invoice through your Dashboard once it’s been submitted. If you need to delete an invoice, please get in touch with us via the live chat button below.
Plan Partners New Support Coordinator Dashboard is an online platform that gives you complete transparency over your participants’ plans and budgets.
Have the right information in your hands at the right time.
Key features and benefits
We can organise instant access to your Dashboard as soon as we have the consent of your customers.
Manage multiple plans
Manage all your participants’ plans from one central place and get access to previous plans.
Help build participants’ capacity
See exactly what your participants see, so you can work with them to build their capacity.
Prioritise
Filter out the plans that are ending soon or being extended, so you know which ones need your immediate attention.
See live balances
Know how much your participants have left to spend under each budget compared to the days remaining in their plan.
Get detailed invoice statuses
Always know what’s going on behind the scenes with live detailed statuses, including any action needed and when payment is expected.
Resolve discrepancies quickly
Have visibility over what service providers are claiming for (such as TTP), and the reason why payment may be delayed.
Service agreements
Access your participants’ service agreements to understand costs and payment terms.
Like an easy video tour of our new dashboard?
GET ACCESS
Loving the ease and transparency of your Dashboard?
When your participants are plan managed with Plan Partners, you have full visibility over their plans and spending. We’d love for you to recommend us for Plan Management, so we can all work together as a team.
FAQS about our new dashboard
WHAT IS THE SUPPORT COORDINATION DASHBOARD?
Your Support Coordinator Dashboard is an online platform that gives you complete visibility over all your Plan Partners participants' plans and spending, allowing you to manage everything from one central place.
Designed with your workflow and participant journey in mind, your Dashboard gives you up-to-date information when you need it, saving you time making phone calls and trying to figure out payment queries.
HOW DO I GET ACCESS TO MY DASHBOARD?
If you have participants who are plan managed with Plan Partners, you can set up your account using the below 3 steps:
- Visit our login page on our website
- Request to reset your password using the email address you set up your Plan Partners account with
- Follow the instructions in the email and log in to the dashboard
If you have any questions or need support, feel free to contact us via the live chat button below.
HOW DO I LOG IN TO THE NEW DASHBOARD?
If you’re an existing Dashboard user, simply head to the login page on our website, enter the email address you used to create your account as your ID, and login with your password.
Passwords need to be a minimum of 8 characters including letters and numbers and you can’t reuse any of your last 3 passwords.
If you’re a new user, please follow the 3 steps above under ‘How do I activate my Dashboard?’
WHICH INTERNET BROWSER SHOULD I USE?
For the best possible experience while using your Dashboard, we recommend using Chrome or Firefox as your internet browser. Internet Explorer doesn't support our Dashboards as well.
CAN I HAVE A SINGLE DASHBOARD FOR ALL MY PARTICIPANTS?
Absolutely. The beautiful thing about your Dashboard, is you get access to all your Plan Partners participants’ plans and spending through one single environment. Our Support Coordinators tell us they love the convenience and transparency this brings to their day-to-day work lives.
And when you click on one of your participants in your new Dashboard, the information you see is exactly what your participant sees, so you have complete transparency to work with them and build their capacity.
HOW DO I GET A SUMMARY OF MY PARTICIPANT’S INVOICES, CLAIMS AND REIMBURSEMENTS?
You can access all your reports via the left-hand navigation bar of your Dashboard. In Reports, you’ll see a statement of account offering a snapshot of where your participants’ funds are being spent and how they are using their budgets.
You also have access to 4 other reports providing detailed information on your participants’ spending, including what’s being claimed by providers and the status of invoices.