FOR SUPPORT COORDINATORS
Supporting you to support your customers
Sometimes, it takes teamwork...
We can work with you and your customers over the course of their plan supporting them to understand and make the most of their NDIS funds. Have access to helpful tools, info and resources that make both your lives easier.
We’ve supported thousands of NDIS participants, service providers and support coordinators all over Australia with the NDIS since 2016.
We offer a true partnership supporting you to get the best outcomes for your customers.
The best tools
Our tools, such as the Plan Partners Dashboard, are the best in their field, bringing ease and convenience to both you and your customers.
We offer support managing your customers’ budgets to help them make the most of their NDIS plans.
Knowledge and support
Stay in the loop about the NDIS through our newsletters, advice and tips, and extensive Knowledge Centre.
All your customers’ spending in the one place
Plan Partners Dashboard allows you to get an overview of each customers’ spending, so you can help them make the most out of their NDIS plan.
NDIS Price Guide Navigator
Navigate the NDIS Price Guide more easily through our Price Guide Navigator. Find the right NDIS line items and current price limits for your customers’ supports in one simple search.
“Plan Partners can show you a different path you might not have thought of yourself. And if Plan Partners can do that for you, fantastic. That’s all you need.”
Nigel has plan management with Plan Partners. With support to get the most out of his funds and freed from the burden of administration, he’s been able to fully focus on his supports, especially his art. He recently had several pieces featured at an exhibit for the International Day of People with Disability.
Recommend us to your customers
We're committed to working with you and your customers to make things easier for you both. It's quick and simple for your customers to sign up for plan management with us, or to switch to us from another provider. Let's work together as a team.
What tools do you have to support me?
Our support coordinator Dashboard is a handy online tool to help you better support your customers to get the most out of their NDIS plans. View multiple plans in one central place, approve invoices on their behalf and get handy tips to support them with their spending. You’ll also get access to My Benefits with exclusive offers for your customers, such as our fast-tracked process to buy an iPad through Officeworks.
And because your Dashboard is also available as an app, you can access all of its features while you’re out and about.
Can I use the Dashboard to support customers who aren’t Plan Partners customers?
Your Dashboard will only display the details for customers who are plan managed by us.
How do I access the Support Coordinator Dashboard for the first time?
To access your Dashboard (and App), simply provide us with your customer's consent to access their Dashboard information. You can do this by emailing us either:
- A signed Service Agreement between you and your customer (or nominee), stating you’re allowed to collect sensitive information and outlining your commitment to keep this information safe
- A signed Consent form from your customer (or nominee) giving you consent to access their Plan Partners Dashboard.
You can email us your legal authority to firstname.lastname@example.org.
How can one of my customers become a Plan Partners customer?
Signing up with Plan Partners is simple, either online or over the phone. If your customer doesn’t currently have funding for plan management included in their plan, they’ll need to get it added by submitting a change of circumstances form to the NDIS.
If they already have a different plan manager, they can switch to Plan Partners at any time. All they need to do is give us a call on 1300 333 700 and we’ll handle the rest.
Will the Dashboard display all the support budgets for a customer?
All their support categories plan managed by us will appear in your Dashboard. If your customer has a category they self manage or the NDIA manages, it will not appear in your Dashboard.
How can I stay up to date with the latest NDIS news and developments?
We regularly post important NDIS updates and news to our Knowledge Centre (and your Dashboard). It also features lots of practical articles to help your customers navigate the NDIS.
How long does it take for invoices to be processed?
If your customer’s invoice is submitted using our Fast Payment System , they will be processed and paid within 4 business days. If not, payment may take up to 7 days. As their support coordinator, you can view and approve invoices on your customer’s behalf.
You can also submit reimbursements on behalf of your customers through your Dashboard – and have them reimbursed the next business day.
How can Plan Partners help my customers stay on top of their budgets?
We have several tools that give our customers clarity and control over their budgets. Our Dashboard provides helpful overviews with simple breakdowns for each category. When customers are getting through their budgets too quickly or too slowly, we send them gentle reminders with steps they can take to keep spending on track. We can also use a customer service agreement to set aside funds for specific supports to prevent any payment issues.