About Plan Partners’ Dashboards
Easily keep track of your funds and access your NDIS plan details – even on the go!
Your Plan Partners Dashboard (also available as a handy App) helps you to bring your NDIS plan to life and make the most out of your NDIS funds.
- Track your spending with simple and intuitive breakdowns of budgets
- View your invoices to see how they’re tracking and have the option to be notified and approve new invoices
- Stay up-to-date with the latest NDIS news, tips and tricks, and exclusive offers for Plan Partners customers
- Create and submit your reimbursements on the go - and get your money back the next business day!
Sign up now Login to your Dashboard
View all your customers' NDIS plans in one place
Your Support Coordinator Dashboard - now available as an App - is your handy online tool to help you better support your customers and bring their NDIS plans to life.
- Track your customers' spending with simple and intuitive breakdowns of their budgets when you're on the road
- View their remaining budgets and get handy tips and examples of what they can spend their money on
- View the status of invoices and an option to review and approve invoices on their behalf
- Easily create and submit reimbursements- and get the money back the next business day!
- View multiple Plan Partners customers' NDIS plans in one place and easily switch between them
We can organise instant access to your Dashboard as soon as we have the consent of your customers.
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 take control of your NDIS invoices quickly and easily – even if you’re on the go.
- Get paid within 4 business days with our Fast Payment System
- Create templates of your invoices to save time
- Track the status of your invoices so you know when to expect payment
- See a history all the invoices you’ve submitted to Plan Partners
- Stay up-to-date with the latest news from Plan Partners and the NDIS
Our Service Provider Dashboard is available to any provider who has NDIS Plan Managed invoices processed by Plan Partners.
Contact us to get started Login to your Dashboard
Key features and benefits
Take charge of your funds
Spend your funds confidently and without going over budget with our simple budget chart. See how much of your budget you’ve spent and how much of your plan is left, right from your Dashboard’s homepage.
View and approve invoices
See all your providers’ invoices and track their payment statuses. If you’d like, you can even use your Dashboard to approve invoices before we submit them to the NDIS.
Get paid faster
Easily create and submit reimbursements online and get your money back the next business day.
Access special offers
Access our growing list of exclusive offers and partnerships designed to help you do even more with your NDIS funds.
Easy access for parents and guardians
Take care of multiple NDIS participants? Your Dashboard makes it easy to see all their details, and switch between participants at a click.
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 – also available as an 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 the next business day.
Key features and benefits
Get paid faster
Have your invoices paid within 4 business days using our Fast Payment System, the quick and easy way to create and submit invoices.
Save time with invoice templates
Create templates for your frequently used invoices and avoid having to manually enter key details every time.
Manage your invoices
Simple colour coded status let you stay on top of your invoices with a quick glance. Your Dashboard also makes it easy to search through your invoice history or browse an overview.
Edit your invoices
Realised you’ve made an error on an invoice you just submitted? Our Dashboards provide a 10 minute window to edit submitted invoices, saving you time and energy.
Update your details
Easily manage and update your details, including 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.
Easily keep track of your funds and access your NDIS plan details – even on the go!
Your Plan Partners Dashboard (also available as a handy App) helps you to bring your NDIS plan to life and make the most out of your NDIS funds.
- Track your spending with simple and intuitive breakdowns of budgets
- View your invoices to see how they’re tracking and have the option to be notified and approve new invoices
- Stay up-to-date with the latest NDIS news, tips and tricks, and exclusive offers for Plan Partners customers
- Create and submit your reimbursements on the go - and get your money back the next business day!
Sign up now Login to your Dashboard
View all your customers' NDIS plans in one place
Your Support Coordinator Dashboard - now available as an App - is your handy online tool to help you better support your customers and bring their NDIS plans to life.
- Track your customers' spending with simple and intuitive breakdowns of their budgets when you're on the road
- View their remaining budgets and get handy tips and examples of what they can spend their money on
- View the status of invoices and an option to review and approve invoices on their behalf
- Easily create and submit reimbursements- and get the money back the next business day!
- View multiple Plan Partners customers' NDIS plans in one place and easily switch between them
We can organise instant access to your Dashboard as soon as we have the consent of your customers.
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 take control of your NDIS invoices quickly and easily – even if you’re on the go.
- Get paid within 4 business days with our Fast Payment System
- Create templates of your invoices to save time
- Track the status of your invoices so you know when to expect payment
- See a history all the invoices you’ve submitted to Plan Partners
- Stay up-to-date with the latest news from Plan Partners and the NDIS
Our Service Provider Dashboard is available to any provider who has NDIS Plan Managed invoices processed by Plan Partners.
Contact us to get started Login to your Dashboard
Key features and benefits
Take charge of your funds
Spend your funds confidently and without going over budget with our simple budget chart. See how much of your budget you’ve spent and how much of your plan is left, right from your Dashboard’s homepage.
View and approve invoices
See all your providers’ invoices and track their payment statuses. If you’d like, you can even use your Dashboard to approve invoices before we submit them to the NDIS.
Get paid faster
Easily create and submit reimbursements online and get your money back the next business day.
Access special offers
Access our growing list of exclusive offers and partnerships designed to help you do even more with your NDIS funds.
Easy access for parents and guardians
Take care of multiple NDIS participants? Your Dashboard makes it easy to see all their details, and switch between participants at a click.
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 – also available as an 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 the next business day.
Key features and benefits
Get paid faster
Have your invoices paid within 4 business days using our Fast Payment System, the quick and easy way to create and submit invoices.
Save time with invoice templates
Create templates for your frequently used invoices and avoid having to manually enter key details every time.
Manage your invoices
Simple colour coded status let you stay on top of your invoices with a quick glance. Your Dashboard also makes it easy to search through your invoice history or browse an overview.
Edit your invoices
Realised you’ve made an error on an invoice you just submitted? Our Dashboards provide a 10 minute window to edit submitted invoices, saving you time and energy.
Update your details
Easily manage and update your details, including 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