At Plan Partners, we’re all about saving you time and making your life easier.
Our Dashboard was created with this goal in mind and it’s full of great time-saving features that you can use to manage your account on the go!
We thought we’d share some FAQs about the Dashboard to help everyone spend less time on the phone and get more time back in their day!
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 the Plan Partners Dashboard?
Customers 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:
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Visit the login page on our website.
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Request to reset your password using the email address you set up your Plan Partners account with.
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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 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?’
Can I contact Plan Partners via the Dashboard?
Yes, simply select ‘Enquiries’ from the Dashboard menu and then ‘Submit and enquiry’.
We’ll respond via email as quickly as we can.
Can I update my personal details?
To update your personal details like your mobile number, address or email, simply select ‘edit my profile’ under your name on the Dashboard homepage.
How do I view my spending?
For a complete plan spending overview, select ‘My Plan’ from the left side of the Dashboard homepage.
Here you’ll find a breakdown of all your spending across your Core, Capital and Capacity building supports. Including how much you’ve spent, how much you have available to spend and if applicable, how much you have allocated to providers under your service agreements.
Simply click/tap on the tiles to view each category (Core, Capital, Capacity) and you can even view these amounts as percentages or dollar amounts by selecting ‘display as’.
Can I see how far into my plan I am?
Yes, your ‘My Plan’ page includes the start and end dates of your current plan and which day of the plan you are currently on.
How do I view my current invoices and reimbursements?
Simply select ‘Invoices’ on the left side of your Dashboard and you have access to the details of every invoice or reimbursement, including:
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When payment is expected
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The reason a payment may be delayed
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The original invoice and proof of payment.
What are ‘My Personal Notes’ for?
The personal notes section of the invoice page is only visible to you and is a private space for you to add notes about that invoice, these may be reminders or anything else you want to include.
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.
How do I manually approve an invoice?
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:
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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.
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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.
Can I view my service agreements?
Absolutely, by selecting ‘Service agreements’ from the Dashboard menu you can easily view all the service agreements you currently have in place.
This includes how much you’ve spent, how much you’ve got allocated and more.
Can I use the Dashboard to have funds released from a service provider?
Yes, navigate to the ‘Service agreements’ page, select the service agreement and then select the ‘Release funds from service agreement’ button.
This will lodge a request to have these funds released.
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 Live Chat to organise access for another person to use your Dashboard. Alternatively, you can send us your consent to share via email [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 Live Chat 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.
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 account 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.
*Submit reimbursements by 2pm through FastPayment in your Dashboard and – as soon as they have been paid back by the NDIA - get paid back the next day. Please remember, payment can take up to 2 days to reach a bank account, depending on your bank.