Plan Partners Support Coordinator Dashboard

false

Show Transcript

<p><strong>[00:00:02]</strong> <em>Speaker (Host):</em> Have all the info at hand to support your participants.</p>

<p><strong>[00:00:07]</strong> <em>Speaker (Host):</em> Your Support Coordinator Dashboard is an online platform that gives you complete visibility over all your Plan Partners participants' plans and spending.</p>

<p><strong>[00:00:17]</strong> <em>Speaker (Host):</em> This allows you to manage everything from one central place.</p>

<p><strong>[00:00:21]</strong> <em>Speaker (Host):</em> How does it work?</p>

<p><strong>[00:00:22]</strong> <em>Speaker (Host):</em> Under My Participants, you get a quick snapshot of all your participant details.</p>

<p><strong>[00:00:30]</strong> <em>Speaker (Host):</em> This includes the number of Plan Partners participants assigned to you.</p>

<p><strong>[00:00:34]</strong> <em>Speaker (Host):</em> You can see any new plans that have been set up or renewed by us in the last seven days.</p>

<p><strong>[00:00:39]</strong> <em>Speaker (Host):</em> You’ll also see plans ending in the next 90 days.</p>

<p><strong>[00:00:42]</strong> <em>Speaker (Host):</em> Plus any upcoming birthdays, for that extra touch of personal service.</p>

<p><strong>[00:00:47]</strong> <em>Speaker (Host):</em> A popular feature here is the ability to filter out plans ending soon.</p>

<p><strong>[00:00:53]</strong> <em>Speaker (Host):</em> This helps you identify plans that need your immediate attention.</p>

<p><strong>[00:00:56]</strong> <em>Speaker (Host):</em> Giving you time to organise what you need from professionals, like occupational therapists.</p>

<p><strong>[00:01:03]</strong> <em>Speaker (Host):</em> Build your participants’ capacity.</p>

<p><strong>[00:01:07]</strong> <em>Speaker (Host):</em> Find all the information you need for each of your participants, including a simple overview of their plan details and spending.</p>

<p><strong>[00:01:16]</strong> <em>Speaker (Host):</em> Because you can see exactly what your participant sees, you can work with them to build their capacity.</p>

<p><strong>[00:01:21]</strong> <em>Speaker (Host):</em> You can see how much they have spent, how much they have available, and if applicable, how much they have allocated to providers under their service agreements.</p>

<p><strong>[00:01:31]</strong> <em>Speaker (Host):</em> To make things even easier, you get a timeline showing how far your participant is into their plan, right down to the day.</p>

<p><strong>[00:01:41]</strong> <em>Speaker (Host):</em> You can view this as a percentage or dollar amount.</p>

<p><strong>[00:01:47]</strong> <em>Speaker (Host):</em> You can also click on the Core, Capital, or Capacity Building tabs to filter information by category.</p>

<p><strong>[00:01:52]</strong> <em>Speaker (Host):</em> Live invoice statuses.</p>

<p><strong>[00:01:59]</strong> <em>Speaker (Host):</em> Head to Invoices to see all your participants’ invoices and reimbursements processed with us.</p>

<p><strong>[00:02:04]</strong> <em>Speaker (Host):</em> This includes current statuses and, if applicable, the date an invoice was paid.</p>

<p><strong>[00:02:09]</strong> <em>Speaker (Host):</em> You can filter results by plan category, invoice number, status, dates, or provider.</p>

<p><strong>[00:02:16]</strong> <em>Speaker (Host):</em> You can also view full details for a particular invoice or reimbursement, including the units or hours being invoiced.</p>

<p><strong>[00:02:22]</strong> <em>Speaker (Host):</em> This is particularly handy for participants with allied health supports.</p>

<p><strong>[00:02:27]</strong> <em>Speaker (Host):</em> For any invoices that are on hold, your Dashboard provides a helpful explanation of what’s happening behind the scenes.</p>

<p><strong>[00:02:35]</strong> <em>Speaker (Host):</em> This helps you keep your participants informed and answer their questions confidently.</p>

<p><strong>[00:02:40]</strong> <em>Speaker (Host):</em> From Invoices, you can also access documentation for each invoice or reimbursement.</p>

<p><strong>[00:02:47]</strong> <em>Speaker (Host):</em> This includes proof of payment and, where available, the original invoice that was uploaded.</p>

<p><strong>[00:02:55]</strong> <em>Speaker (Host):</em> In Reports, you can access several key reports that provide detailed information on your participants’ budgets.</p>

<p><strong>[00:03:01]</strong> <em>Speaker (Host):</em> These reports show what’s being claimed by providers and the current status of invoices.</p>

<p><strong>[00:03:08]</strong> <em>Speaker (Host):</em> Resolve discrepancies easily.</p>

<p><strong>[00:03:13]</strong> <em>Speaker (Host):</em> See all providers making claims against your participant’s NDIS plan to avoid surprises and resolve discrepancies quickly.</p>

<p><strong>[00:03:22]</strong> <em>Speaker (Host):</em> Because provider contact details are stored in your Dashboard, there’s no need to switch between spreadsheets.</p>

<p><strong>[00:03:28]</strong> <em>Speaker (Host):</em> Everything you need is right at your fingertips.</p>

<p><strong>[00:03:33]</strong> <em>Speaker (Host):</em> We’re here to support you.</p>

<p><strong>[00:03:38]</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>[00:03:45]</strong> <em>Speaker (Host):</em> You also have access to our latest news articles, blogs, and exclusive customer benefits through your Dashboard.</p>

<p><strong>[00:03:50]</strong> <em>Speaker (Host):</em> These benefits include great offers from providers, giving your participants better value for money and more choice and control.</p>

<p><strong>[00:04:01]</strong> <em>Speaker (Host):</em> And that’s your Dashboard in a nutshell.</p>

<p><strong>[00:04:07]</strong> <em>Speaker (Host):</em> Don’t forget you can access your Dashboard via desktop, tablet, or mobile.</p>

<p><strong>[00:04:11]</strong> <em>Speaker (Host):</em> Like a private demo? Give us a call on 1300 333 700.</p>

closed

false

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.

closed

false

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.

closed

false

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.

closed

false

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.

closed

false

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.

closed