Plan Partners Service Provider Dashboard

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<p><strong>[00:00:00]</strong> <em>Speaker (Host):</em> Your new Plan Partners Provider Dashboard makes it super simple to create and track all your customer invoices that are processed by us.</p>

<p><strong>[00:00:05]</strong> <em>Speaker (Host):</em> And because it’s also available on your mobile, you can access all of its features while you’re out and about.</p>

<p><strong>[00:00:15]</strong> <em>Speaker (Host):</em> How does it work?</p>

<p><strong>[00:00:18]</strong> <em>Speaker (Host):</em> A handy navigation bar gives quick access to all your Dashboard features.</p>

<p><strong>[00:00:23]</strong> <em>Speaker (Host):</em> On your Home Page, you have an instant snapshot of all your invoices and payments processed with us.</p>

<p><strong>[00:00:30]</strong> <em>Speaker (Host):</em> See the total amount paid to you for the current financial year and the number of invoices still in progress.</p>

<p><strong>[00:00:35]</strong> <em>Speaker (Host):</em> You can also see how many customers are assigned to you in your Dashboard, and the service agreements you have in place with those customers.</p>

<p><strong>[00:00:44]</strong> <em>Speaker (Host):</em> Simply head to your navigation bar, or scroll down to see a history of all your invoices processed with us.</p>

<p><strong>[00:00:53]</strong> <em>Speaker (Host):</em> You can use the search box to filter results by customer, invoice number, date range, or status.</p>

<p><strong>[00:01:00]</strong> <em>Speaker (Host):</em> And you can click on view details to find out more about an invoice, including when payment is expected or why payment might be delayed.</p>

<p><strong>[00:01:11]</strong> <em>Speaker (Host):</em> Flexible invoicing.</p>

<p><strong>[00:01:14]</strong> <em>Speaker (Host):</em> In My Invoices, you can submit an invoice two ways. The fastest option is through Fast Payment.</p>

<p><strong>[00:01:21]</strong> <em>Speaker (Host):</em> Fast Payment automatically processes your invoice and checks for discrepancies, allowing for next-day payment if approved by the customer and NDIA and submitted by 2pm.</p>

<p><strong>[00:01:33]</strong> <em>Speaker (Host):</em> Simply enter your invoice details directly in your Dashboard and click submit when you're finished.</p>

<p><strong>[00:01:39]</strong> <em>Speaker (Host):</em> If you need to access price limits or line item details, you can click on the support or service name and get these details instantly from our Price Guide Navigator.</p>

<p><strong>[00:01:49]</strong> <em>Speaker (Host):</em> Another great thing about using FastPay is that you can create invoices from ready-made templates in a fraction of the time.</p>

<p><strong>[00:01:54]</strong> <em>Speaker (Host):</em> Create and save as many templates as you like and customise them with a name and description for easy recognition.</p>

<p><strong>[00:02:04]</strong> <em>Speaker (Host):</em> If you'd prefer to email your invoices to us directly, you can send them to [email protected].</p>

<p><strong>[00:02:09]</strong> <em>Speaker (Host):</em> This option takes a little longer for us to process, as we manually check and validate all details.</p>

<p><strong>[00:02:21]</strong> <em>Speaker (Host):</em> Supporting your bookkeeping.</p>

<p><strong>[00:02:25]</strong> <em>Speaker (Host):</em> Through your Dashboard, you can access your remittances for all payments processed with us, which is super handy when reconciling your accounts.</p>

<p><strong>[00:02:35]</strong> <em>Speaker (Host):</em> You also have access to an Invoice Summary Report, allowing you to print or download all invoices processed with us between specific date periods.</p>

<p><strong>[00:02:46]</strong> <em>Speaker (Host):</em> All your customer information in one place.</p>

<p><strong>[00:02:49]</strong> <em>Speaker (Host):</em> A great reason to refer a participant to us for plan management is that you get all your Plan Partners customer information through your Dashboard.</p>

<p><strong>[00:02:59]</strong> <em>Speaker (Host):</em> See a history of all invoices processed with us and have full visibility over invoices for each customer.</p>

<p><strong>[00:03:06]</strong> <em>Speaker (Host):</em> You can check invoice statuses and track how your customer is performing against service agreements.</p>

<p><strong>[00:03:12]</strong> <em>Speaker (Host):</em> This includes how much they’ve already spent, how much they have left to spend, and any funds allocated to you.</p>

<p><strong>[00:03:25]</strong> <em>Speaker (Host):</em> We're here to support you.</p>

<p><strong>[00:03:29]</strong> <em>Speaker (Host):</em> At any point while using your Dashboard, you can submit an enquiry to our team and we’ll respond by email as quickly as we can.</p>

<p><strong>[00:03:37]</strong> <em>Speaker (Host):</em> You also have easy access to our latest news articles and blogs, giving you all the information you need to be an NDIS-savvy business.</p>

<p><strong>[00:03:46]</strong> <em>Speaker (Host):</em> And that’s your Dashboard in a nutshell.</p>

<p><strong>[00:03:50]</strong> <em>Speaker (Host):</em> Don’t forget you can access your Dashboard via desktop, tablet, or mobile.</p>

<p><strong>[00:03:53]</strong> <em>Speaker (Host):</em> Like a private demo? Let’s chat — call us today on 1300 333 700.</p>

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How do I access my dashboard for the first time?

Best way is to get in touch with one of our friendly Customer Service Officers and they will set you up. Contact us in a way that suits you.

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How do I log in 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.

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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 or Edge doesn't support our Dashboards as well.

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How do I submit an invoice?

You can submit an invoice in two ways:

1. The first option is via your  Plan Partners Dashboard, which automatically processes invoice details and checks if the information is correct. All you have to do is enter your invoice details directly in your Dashboard and click submit when you’re finished.
2. You can also email us your invoice to [email protected], the choice is yours.

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When will I get paid?

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.  You can view detailed live statuses for your invoices via your Dashboard, it's a great way to keep up to date with how your invoices are progressing.

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How do I know what line item to enter

Our Price Guide Navigator provides line item details for you in one simple search. You can search by product, service, NDIS code or a simple keyword, like cleaning.

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Are my prices within the NDIA pricing arrangements?

Our Price Guide Navigator provides the current NDIA price limits for supports or services, so you can check you’re not overcharging. There’s also a quick calculator within this tool, should you need to calculate the cost for multiple items to schedule supports.

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Can I delete an invoice once it has been submitted?

You can’t delete an invoice through your Dashboard once it’s been submitted. If you need to delete an invoice, please contact us.

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