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.
Read the Dashboard FAQs below to find out more!
Can I use the Dashboard on any device?
Your Dashboard is available on all major devices, including mobile, iPad and tablet, so you have 100% flexibility wherever you choose to view it.
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 the 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 into the 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 get access to 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.
Save yourself a phone call with the Dashboard!
There are so many things you can do with our Dashboard, it’s the best way to manage your Plan Partners participants whenever you need, wherever you are. If you have any questions that you’d like to ask us about the Dashboard, simply reach out to us via our Live Chat!
Find out more about the Dashboard here.