Get control over your funds with our Dashboard!
Be in full control of your NDIS plan with your own online Dashboard. Track your spending, approve invoices and submit reimbursements from one central place.
Go beyond basic budget snapshots, with category-level breakdowns, real-time graphs, percentage/dollar views, and spending timelines down to the day, all accessible anytime, anywhere.
It's your plan, it's your Dashboard, and it's available as soon as you join Plan Partners.
Key features and benefits
Everything carefully designed so you can manage your NDIS funds efficiently.
Like a video tour of our Dashboard?
Show Transcript
<p><strong>[00:00]</strong> <em>Speaker (Host):</em> Be in full control of your plan with the Plan Partners Dashboard available to all Plan Partners customers.</p>
<p><strong>[00:06]</strong> <em>Speaker (Host):</em> There's a reason participants love the dashboard simple and easy to use features because let's face it, NDIS plans can be tricky to track, so make it easier.</p>
<p><strong>[00:16]</strong> <em>Speaker (Host):</em> With the Plan Partners Dashboard, you'll get a live overview of all your budgets and spending for each of your core capital and capacity building supports, as well as a timeline to show how far you are into your plan so you can watch your plans progress right down to the day.</p>
<p><strong>[00:34]</strong> <em>Speaker (Host):</em> See how much funds have been released to you, how much you've spent and how much you have available to spend, all in the one place.</p>
<p><strong>[00:41]</strong> <em>Speaker (Host):</em> The Plan Partners Dashboard is tailored to your plan and can even breakdown your budgets across funding periods, including any funds you have allocated to providers under your service agreements.</p>
<p><strong>[00:53]</strong> <em>Speaker (Host):</em> Select your core capital or Capacity Building tabs to filter information to each of these categories and view as percentages or dollar amounts.</p>
<p><strong>[01:02]</strong> <em>Speaker (Host):</em> It's up to you.</p>
<p><strong>[01:04]</strong> <em>Speaker (Host):</em> Easily track your spending with live updates and invoice status notifications.</p>
<p><strong>[01:09]</strong> <em>Speaker (Host):</em> We'll let you know exactly where your invoice is in the payment process, including when payment is expected and if there's any action you need to take.</p>
<p><strong>[01:18]</strong> <em>Speaker (Host):</em> Your dashboard will even keep proof of payment information and original invoices ready for you should you need them, and you can add personal notes to each invoice visible only to you to remind yourself what the invoice or reimbursement is for.</p>
<p><strong>[01:34]</strong> <em>Speaker (Host):</em> You'll always know the status of each invoice and payment, giving you complete visibility over your spending.</p>
<p><strong>[01:40]</strong> <em>Speaker (Host):</em> Your dashboard has a history of all invoices and reimbursements processed by us, and you can request new reimbursements for out of pocket expenses anytime.</p>
<p><strong>[01:51]</strong> <em>Speaker (Host):</em> Simply enter your reimbursement details directly into your dashboard and click Submit.</p>
<p><strong>[01:56]</strong> <em>Speaker (Host):</em> When you're finished, you have full control over how your invoices are approved.</p>
<p><strong>[02:02]</strong> <em>Speaker (Host):</em> We can do it for you, or you can choose to approve them yourself.</p>
<p><strong>[02:06]</strong> <em>Speaker (Host):</em> Just head into my profile and Scroll down to Invoice Preferences.</p>
<p><strong>[02:11]</strong> <em>Speaker (Host):</em> You can change your approval setting at any time.</p>
<p><strong>[02:14]</strong> <em>Speaker (Host):</em> The dashboard allows you to easily view all your service provider relationships and any service agreements you have in place.</p>
<p><strong>[02:21]</strong> <em>Speaker (Host):</em> You can see how much you've spent and how much you have allocated for every funding.</p>
<p><strong>[02:26]</strong> <em>Speaker (Host):</em> Under each service agreement.</p>
<p><strong>[02:28]</strong> <em>Speaker (Host):</em> You can even request to have funds released if you no longer want them committed to a particular service or support.</p>
<p><strong>[02:35]</strong> <em>Speaker (Host):</em> Your dashboard is available on all major devices, including mobile, iPad and tablet, so you have 100% flexibility wherever you choose to view it.</p>
<p><strong>[02:46]</strong> <em>Speaker (Host):</em> Give your support team the full picture as well with dashboard access for your support coordinator, nominee, guardian and family with a separate dashboard for your service providers to submit their invoices directly to.</p>
<p><strong>[03:00]</strong> <em>Speaker (Host):</em> Plan Partners.</p>
<p><strong>[03:01]</strong> <em>Speaker (Host):</em> We've got everyone covered.</p>
<p><strong>[03:03]</strong> <em>Speaker (Host):</em> There's so much more to the Plan Partners Dashboard, with helpful resources, reporting options, and the latest news.</p>
<p><strong>[03:10]</strong> <em>Speaker (Host):</em> If you haven't tried your online dashboard yet, now's the time.</p>
<p><strong>[03:14]</strong> <em>Speaker (Host):</em> It's your plan, it's your dashboard, and it's available to all Plan Partners customers.</p>
<p><strong>[03:20]</strong> <em>Speaker (Host):</em> Visit planpartners.com.au to log into your dashboard and download the Plan Partners app from your App Store today.</p>
FAQs about the Plan Partners Dashboard
How do I get access to Plan Management or Support Coordination?
How do I access my dashboard for the first time?
How do I login to 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 cannot reuse any of your last 3 passwords.
If you’re a new user, please contact us and one of our friendly Customer Service Officers will assist you.
Which internet browser should I use?
How do I provide consent to my support coordinator / nominee to access my dashboard?
Please contact us to organise access for another person to use your Dashboard. Alternatively, you can send us your consent using the Support Coordinator Consent Form via email to info@planpartners.com.au.
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 to organise access to your child’s dashboard. Alternatively, you can send us an email to info@planpartners.com.au.
Once you have organised access, you can view all the people who have access in your Profile under My Team in your Dashboard.
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.
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. You can change your preference at any time.
How do I submit a reimbursement?
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.
Have Questions?
We realise there's a lot to think about, so feel free to get in touch if you have something you'd like to ask us.
Want to know more about NDIS Plan Management?
A plan manager takes care of all your NDIS admin, giving you back more free time to get on with your day. Don’t get bogged down managing NDIS service provider payments and invoices, let us take care of all your NDIS admin, while you keep full control of your plan and all decision making.
