About Plan Partners’ Dashboards
Bring your NDIS plan to life and make the most out of your funds
Plan Partners’ Dashboard - now available as an App - is your handy tool to help bring your NDIS plan to life and make the most out of your NDIS funds.
- Track your spending
- See the status of invoices
- Get handy insights on what you can spend your funds on
- Easily submit reimbursements and approve invoices
- Parents and guardians of multiple NDIS participants can access their own Dashboard which displays all the details in one place
Sign up now Login to your Dashboard
Making the most of your customers' NDIS funds
Your Support Coordinator Dashboard - now available as an App - is your handy online tool to support your customers to bring their NDIS plan to life and make the most out of their NDIS funds.
- See total budgets for each of your customers
- Track their spending for each category
- See the status of invoices
- Easily submit reimbursements
- Select to approve all invoices - and more!
Once we have the consent of your customers, we can organise instant access to your Dashboard.
Contact us to get started Login to your Dashboard
The easy way to manage your NDIS invoices
Your Service Provider Dashboard - now available as an App - is your handy tool to manage your NDIS invoices. Easily create and submit invoices online and get paid faster (within 4 business days!). Have a handy overview of all your invoices with Plan Partners, see the status of each of your invoices and know exactly where you're at.
Every service provider who has NDIS Plan Managed invoices processed by Plan Partners, can get access to their Dashboard.
Contact us to get started Login to your Dashboard
Key features and benefits
Take charge of your funds
Track and manage your spending through easy-to-understand funding breakdowns. Know exactly how much money you have left in each support category and what you can spend it on.
Accessible anywhere
Access your fund details anytime, anywhere with our mobile-friendly Dashboard – soon available in app!
View and approve invoices
You can easily view the invoices from your providers, see their payment status and select to approve invoices before we submit them to the NDIS.
Get paid faster
Easily create and submit reimbursements online and get your money back faster.
Easy access for parents and guardians
Take care of multiple NDIS participants? You can have your own Dashboard and access details of all NDIS participants from the one place.
Key features and benefits
Full transparency
Track and manage your customers’ spending through easy-to-understand funding breakdowns. Know exactly how much money they have left in each support category.
Accessible anywhere
Access your customers’ fund details anytime, anywhere with our mobile-friendly dashboard – soon available in app!
Approve invoices
Have the option to approve invoices from providers before we submit them to the NDIS.
Get paid faster
Easily create and submit reimbursements and get money back faster.
Key features and benefits
Get paid faster
Easily create and submit invoices and have them paid within 4 business days with our Fast Payment System, which is recently improved with a handy search functionality for NDIS line items.
Track your invoices
See the status of each of your invoices and know exactly where you're at.
Handy overviews
See all your invoices in one handy overview and know exactly which customers are Plan Managed.
Your customers can approve invoices
If your customers want to, they can approve your invoices in their own Dashboard before we submit them to the NDIS.
Update your details
Easily update your contact details, the contacts within your organisation, the services you provide and which states you service.
How does it work?
How does it work?
How does it work?
FAQs
How do I get access to my Dashboard?
Just go to the login page, enter your email address and password. If you don’t know your password, you can easily create a new one.
Where are my individual categories?
We designed your new Dashboard to provide a snapshot of your funds at a glance, as well as a specific information if you need it. To see your individual categories, click ‘view categories’ at the bottom of the Core, Capital and Capacity-building Supports charts or go to ‘Your support categories’ in the top menu.
How do I approve invoices?
If you would like to review and approve invoices, go to the ‘Your profile’ section in your Dashboard. Scroll down to see ‘Invoice approval preference’.
You can also select who can approve your invoices – this can be yourself or if you have nominated a parent/guardian or support coordinator, you can also select them.
How often is the Dashboard information updated?
- The parts of the Dashboard that use information from your NDIS plan – such as your plan length, progress through the plan, current month and so on – are updated automatically every day.
- The financial details in your Dashboard are updated each time an invoice or reimbursement enters our system. There may be a delay between when a service has been provided and the invoice is sent to us for payment. As a result, the Dashboard represents your funding position as of the most recently received invoice or reimbursement.
At the bottom of each page, you can always see when the Dashboard information was last updated.
FAQS
How do I get access to my Support Coordinator Dashboard?
Just go to the login page, enter your email address and password. If you don’t know your password, you can easily create a new one.
How can I see the details of another customer?
After logging in, you will see a blue bar below the menu that indicates the name of the customer (NDIS participant) whose details you’re viewing. Click on the drop down menu to select another customer.
Why can’t I see all my participants with Plan Partners?
There may be a few reasons why you can’t see a participant’s name in the blue bar, such as:
- They may not be plan managed by us
- Their account hasn’t been associated with your Dashboard
- We haven’t received consent from them to give you access to their details
Contact us and we’ll try to remedy the issue.
How current is the Dashboard?
- The parts of the Dashboard that use information from your NDIS plan – such as your plan length, progress through the plan, current month and so on – are updated automatically every day.
- The financial details in your Dashboard are updated each time an invoice or reimbursement enters our system. There may be a delay between when a service has been provided and the invoice is sent to us for payment. As a result, the Dashboard represents your funding position as of the most recently received invoice or reimbursement.
At the bottom of each page, you can always see when the dashboard information was last updated.
FAQS
How do I get access to my Dashboard?
Just go to the login page, enter your email address and password. If you don’t know your password, you can easily create a new one.
How do I submit an invoice?
Creating and submitting an invoice through the Dashboard is very easy. Just click on ‘Fast Payment’ in your Dashboard and follow the steps to create and submit the invoice. The system provides helpful tools to look up NDIS items, select customers and generate a valid invoice number.
The system immediately confirms if an invoice complies with NDIS requirements and is ready for submission to the NDIS for approval. Even better: Because our team doesn’t have to review and validate the invoice, you can get paid faster, within 4 business days.
Why can’t I upload an invoice through the Dashboard?
If you don’t want to use our Fast Payment System, you can still email the invoice in pdf, Word or Excel to us at invoice@planpartners.com.au.
Please note that as we need to manually process and validate the invoice, it can take up to 7 business to get the invoice paid.
How up to date is the Dashboard?
- The parts of the Dashboard that use information from your NDIS plan – such as your plan length, progress through the plan, current month and so on – are updated automatically every day.
- The financial details in your Dashboard are updated each time an invoice or reimbursement enters our system. There may be a delay between when a service has been provided and the invoice is sent to us for payment. As a result, the Dashboard represents your funding position as of the most recently received invoice or reimbursement.
At the bottom of each page, you can always see when the dashboard information was last updated.
Bring your NDIS plan to life and make the most out of your funds
Plan Partners’ Dashboard - now available as an App - is your handy tool to help bring your NDIS plan to life and make the most out of your NDIS funds.
- Track your spending
- See the status of invoices
- Get handy insights on what you can spend your funds on
- Easily submit reimbursements and approve invoices
- Parents and guardians of multiple NDIS participants can access their own Dashboard which displays all the details in one place
Sign up now Login to your Dashboard
Making the most of your customers' NDIS funds
Your Support Coordinator Dashboard - now available as an App - is your handy online tool to support your customers to bring their NDIS plan to life and make the most out of their NDIS funds.
- See total budgets for each of your customers
- Track their spending for each category
- See the status of invoices
- Easily submit reimbursements
- Select to approve all invoices - and more!
Once we have the consent of your customers, we can organise instant access to your Dashboard.
Contact us to get started Login to your Dashboard
The easy way to manage your NDIS invoices
Your Service Provider Dashboard - now available as an App - is your handy tool to manage your NDIS invoices. Easily create and submit invoices online and get paid faster (within 4 business days!). Have a handy overview of all your invoices with Plan Partners, see the status of each of your invoices and know exactly where you're at.
Every service provider who has NDIS Plan Managed invoices processed by Plan Partners, can get access to their Dashboard.
Contact us to get started Login to your Dashboard
Key features and benefits
Take charge of your funds
Track and manage your spending through easy-to-understand funding breakdowns. Know exactly how much money you have left in each support category and what you can spend it on.
Accessible anywhere
Access your fund details anytime, anywhere with our mobile-friendly Dashboard – soon available in app!
View and approve invoices
You can easily view the invoices from your providers, see their payment status and select to approve invoices before we submit them to the NDIS.
Get paid faster
Easily create and submit reimbursements online and get your money back faster.
Easy access for parents and guardians
Take care of multiple NDIS participants? You can have your own Dashboard and access details of all NDIS participants from the one place.
Key features and benefits
Full transparency
Track and manage your customers’ spending through easy-to-understand funding breakdowns. Know exactly how much money they have left in each support category.
Accessible anywhere
Access your customers’ fund details anytime, anywhere with our mobile-friendly dashboard – soon available in app!
Approve invoices
Have the option to approve invoices from providers before we submit them to the NDIS.
Get paid faster
Easily create and submit reimbursements and get money back faster.
Key features and benefits
Get paid faster
Easily create and submit invoices and have them paid within 4 business days with our Fast Payment System, which is recently improved with a handy search functionality for NDIS line items.
Track your invoices
See the status of each of your invoices and know exactly where you're at.
Handy overviews
See all your invoices in one handy overview and know exactly which customers are Plan Managed.
Your customers can approve invoices
If your customers want to, they can approve your invoices in their own Dashboard before we submit them to the NDIS.
Update your details
Easily update your contact details, the contacts within your organisation, the services you provide and which states you service.
How does it work?
How does it work?
How does it work?
Sign up to use the dashboards
Sign up to use the dashboards
Sign up to use the dashboards
Our offices
Western Australia:
New South Wales:
Suite 4, Level 2, Building C, Bakehouse Quarter 22 George Street, North Strathfield NSW 2137