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Plan Partners Support Coordinator Dashboard
The easy way to support and manage your NDIS participants funds
Easy invoicing, fast payments, total transparency with our Dashboard!
Plan Partners Support Coordinator Dashboard gives you complete transparency over participants’ plans and budgets. Giving you the right information in your hands at the right time 24/7.
Key features and benefits
Have access to your own Dashboard for all participants customers plan managed by us.
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Manage multiple plans
Manage all participants’ plans from one central place and get access to previous plans.
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Help build capacity
See exactly what your participants see, so you can work with them to build their capacity.
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Prioritise
Filter out the plans that are ending soon or being extended, so you know which ones need your immediate attention.
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See live balances
Know how much participants have left to spend under each budget compared to the days remaining in their plan.
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Live invoices statuses
Always know what’s going on behind the scenes with live detailed statuses, including any action needed and when payment is expected.
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Service agreements
Full breakdowns of all service agreements you have in place including any funds allocated.
Like a video tour of our Dashboard?
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Show Transcript
<p><strong>[00:00]</strong> <em>Speaker (Host):</em> Plan Partners Support Coordinator dashboard gives you complete transparency over participants, plans and budgets, giving you up to date information anywhere, anytime.</p>
<p><strong>[00:11]</strong> <em>Speaker (Host):</em> We know the vital role that Support Coordinators play in bringing our customers NDIS plans to life, and when the participant you support is with plan Partners, you'll get our full support too.</p>
<p><strong>[00:23]</strong> <em>Speaker (Host):</em> NDIS plans can be tricky to track, so make it easier with the Plan Partners Dashboard.</p>
<p><strong>[00:30]</strong> <em>Speaker (Host):</em> View all participants detail in the one spot and easily switch between any Plan Partners participants assigned to you.</p>
<p><strong>[00:38]</strong> <em>Speaker (Host):</em> The dashboard will show you recently added plans, renewed plans, and any plans ending in the next 30 days, allowing you to focus on participants that May need more urgent support or additional time for organizing professional services.</p>
<p><strong>[00:53]</strong> <em>Speaker (Host):</em> The Plan Partners dashboard gives support coordinators the same overview as the participant, keeping you both on the same page and making it easier to build capacity with their spending.</p>
<p><strong>[01:05]</strong> <em>Speaker (Host):</em> See how much funds have been released under your funding periods, how much has been spent and how much is available to spend, all in the one place, fully tailored to the participants NDIS plan.</p>
<p><strong>[01:17]</strong> <em>Speaker (Host):</em> You can even breakdown budgets across funding periods, including any funds allocated to providers under service agreements.</p>
<p><strong>[01:25]</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>[01:35]</strong> <em>Speaker (Host):</em> It's up to you.</p>
<p><strong>[01:36]</strong> <em>Speaker (Host):</em> Head to Invoices to track every invoice and reimbursement processed with us live.</p>
<p><strong>[01:42]</strong> <em>Speaker (Host):</em> We'll let you know exactly where each invoice is in the payment process, including when payment is expected and if there's any action required by the participant or service provider.</p>
<p><strong>[01:54]</strong> <em>Speaker (Host):</em> You can filter results by plan category, invoice number, status, dates or provider with full invoice details for a particular invoice or reimbursement, including the units or hours being invoiced.</p>
<p><strong>[02:08]</strong> <em>Speaker (Host):</em> Helpful for participants with allied health supports.</p>
<p><strong>[02:12]</strong> <em>Speaker (Host):</em> Your dashboard will even keep proof of payment information and original invoices on file should you need them, with several key reports that provide detailed information on your participants budgets ready for you to access.</p>
<p><strong>[02:26]</strong> <em>Speaker (Host):</em> The Plan Partners Dashboard gives you the details you need to keep the participants you support informed at all times.</p>
<p><strong>[02:34]</strong> <em>Speaker (Host):</em> Resolve issues quickly and easily with a full list of service agreements, service providers and their contact details all on file in the dashboard.</p>
<p><strong>[02:44]</strong> <em>Speaker (Host):</em> The 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>[02:56]</strong> <em>Speaker (Host):</em> The whole support team can get the full picture as well, with dashboard access for nominees, guardians and family, and with a separate dashboard for service providers to submit their invoices directly to Plan Partners.</p>
<p><strong>[03:10]</strong> <em>Speaker (Host):</em> We've got everyone covered.</p>
<p><strong>[03:11]</strong> <em>Speaker (Host):</em> There's so much more to the Plan Partners Dashboard, with helpful resources, reporting options and the latest NDIS news.</p>
<p><strong>[03:20]</strong> <em>Speaker (Host):</em> If you support a Plan Partners participant and haven't tried out online dashboard yet, now's the time.</p>
<p><strong>[03:27]</strong> <em>Speaker (Host):</em> As one of Australia's trusted plan managers, we've been helping make life easier for Support, Coordinated and NDIS participants for a long time.</p>
<p><strong>[03:37]</strong> <em>Speaker (Host):</em> It's white plan partners and support coordinators make the perfect team.</p>
<p><strong>[03:42]</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>
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Loving the ease and visibility of your Dashboard?
The more customers you have plan managed with us, the more invoices you can see in your Dashboard! We’d love for you to recommend us for Plan Management, so we can all work together as a team.
FAQs about support coordinator dashboard
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What is the support coordinator dashboard?
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.
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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 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.
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Can I have a single dashboard for all my Plan Partners 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.
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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.
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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.
