Plan Partners

Plan Partners app is available in three different versions to help NDIS participants, service providers and support coordinators have an easy, seamless NDIS journey.

Plan Partners app for participants makes managing funds so much easier for our plan managed customers, with:

• Simple, clear overviews of spending and budgets
• Full control and transparency over invoices, including how they get approved
• Easy reimbursement process (and same day payments if submitted by 2pm!)
• Ability to submit questions directly through your Dashboard

Plan Partners app for support coordinators offers complete visibility over all your Plan Partners’ participants' plans and spending, so you can manage everything from one central place.

• Up-to-date information about your participants’ plans and spending
• Option to search for NDIS plans by customer or date-range, so you can identify your priorities
• Detailed reports on your participants’ spending, including under and overspending, budgets, including what’s being claimed by providers and the status of invoices
• And much, much more!

Plan Partners’ app for service providers makes it super simple to create and track all your customer invoices that are plan managed by us.

• Create invoices from ready-made templates in a fraction of the time
• See the status of invoices and when to expect payment
• Have quicker invoice processing with FastPay
• Submit questions directly through your Dashboard
• And much, much more!

To learn more about our Dashboard app, visit www.planpartners.com.au/dashboards. If you are a customer and would like to organise access, call our friendly team on 1300 333 700 and they will help set you up.