Plan Partners’ Dashboards allow NDIS participants, service providers and support coordinators to keep track of their NDIS finances, 24/7.
Click below to learn more about each Dashboard.
Our Dashboards
You can access your Dashboard by clicking on ‘Login’ in the menu of this website, or by clicking here:
For NDIS participants: Track your NDIS budget
Plan Partners’ Dashboards for NDIS participants are the quick and easy way to keep track of your NDIS budget.
Your online Dashboard allows you to:
- view the balance of your NDIS funds
- check how much you’ve spent
- see what money you have left in each category
- monitor the progress of payments to your service providers
- Easily update your details
- Send us your feedback and make track enquiries.
If you sign up as a customer with Plan Partners, we give you access to your Dashboard immediately.
Families with multiple family members who are plan managed by Plan Partners can get access to a ‘Family Dashboard’ - one hub where you can access all family member’s dashboards.
For service providers: Track the status of your invoices
Plan Partners’ Dashboards for service providers are the quick and easy way to keep track of your NDIS payments with plan managed customers.
Your online Dashboards allows you to:
- Submit your invoices
- View all your invoices in our system
- Check on the progress of payments
- Easily update your details
- Send through any enquiries you may have.
If you sign up to become a member of Plan Partners Service Providers Network, we give you access to your Dashboards immediately.
For support coordinators: Track your customer’s NDIS budgets
Plan Partners’ Dashboards for support coordinators are the quick and easy way to keep track of the NDIS budgets of your plan managed customers.
Your online Dashboards allows you to:
- View the balance of your plan managed NDIS funds
- Check how much they've spent
- See what money they have left in each category
- Monitor the progress of payments to their service providers
- Easily update the details
- Send us your feedback
- Make and track enquries
We can give you access to your Dashboard and your customer’s details if you provide us with your customer’s consent to view their details. This can either be a signed Service agreement or consent form.
LOG IN TO OUR DASHBOARDS
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Customer dashboard
Here’s what you’ll see when you log into your Plan Partners Dashboard
My NDIS categories
This graph gives you an overview of your NDIS money at a glance. You can see what categories your funds have been allocated to, how much you’ve used, and how much is left. Point to any place on the graph to see the exact percentages
My service providers
This table states which service providers are active. You can also provide feedback about the provider and request to delete them.
My details
This features your contact details. You can easily change your details here.
Enquiry history
This is an overview of the enquiries you have sent through your dashboard.
My invoices
This table displays the status of the invoices of your service providers, including the dates when Plan Partners has commenced processing and when the NDIS has approved or declined the invoice.
My services with Plan Partners
This states what services of Plan partners you currently receive and who your main contact with Plan Partners is.
My NDIS categories
This table is a more detailed version of the graph on top. It states exactly how much money you have left in each support category.
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Service Provider dashboard
Here’s what you’ll see when you log into your Plan Partners Dashboard
Submit an invoice
Easily upload your invoice in Word, pdf or Excel
Invoices
This table displays the status of your invoices for your plan managed customers, including the dates when Plan Partners has commenced processing, when the NDIS has approved or declined your invoice and when it is paid by us.
Organisation details
Here you’ll find your organisation’s details, including your NDIS details. You can easily change your details here.
Customers
This is an overview of your customers who have Plan Management and/or Support Coordination with Plan Partners.
Enquiry history
This is an overview of the enquiries you have sent through your dashboard.
Payment details
Your payment details are featured here – the method either being Fast Payment or Standard Payment.
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Support Coordinator dashboard
Here’s what you’ll see when you log into your Plan Partners Dashboard
NDIS Participants
This is the list of customers that you have access to view their Dashboards.
Dashboard Access
Clicking on ‘Dashboard Access’ allows you to see each customer’s individual Dashboard (see ‘NDIS participant Dashboard for more details)
