A better way to stay on top of your plan’s budget
Our client portal gives you real-time information about your NDIS plan budgets and invoice payments.
The portal is accessible and has the latest security features so your privacy and information are secure.
You can choose who else you would like to give portal access to, for example a family member or support coordinator.
What can I do on the client portal?
The portal lets you see all the spending and the budgets in your plan, whether you’re at home or on the go. You can:
View your plan budget
See all support categories and support areas, right down to the support items. You can even add support items.
See up-to-date spend
As soon as an invoice is approved for payment, your budget is updated in the portal.
Check claim history
See the details of all current and past claims, including copies of invoices. Run reports about your spending.
You can upload and submit invoices directly into the portal for us to process.
Getting started with our client portal
Securely log in to manage one or multiple NDIS plans.
Type in your email address
You’ll get an email from us: click the secure link in the email
Not a client of My Plan Manager yet?
When you join My Plan Manager’s leading plan management service, you also get access to our state-of-the-art client portal.
What our clients are saying about the portal:
“I have just checked in to my portal. I love it, it’s is so clear and straight forward. Easy to use, thank you.” – Felicity
“Very easy to use.” – Anne
“I like the magic link that is emailed to you when requesting to log in to the portal.” – Scott
Making the lives of our clients and providers easier through accessible technology is important to us. That’s why we were proud to win second place in the Deloitte Technology Fast 50 for 2020, as well as the Technology Female Leadership Award for the highest-ranked company on the list with a female founder or CEO: My Plan Manager has both.
Client portal frequently asked questions
How do I log in to the new client portal?
Enter your email address and as long as you have a login, an email with a link will be sent to you, no need for a password. Just follow the link on any of your devices and you will be logged in.
Why have you introduced passwordless login?
Did you know that 81% of hacks are related to password breaches? By removing passwords we have increased the security on our client portal.
What if my email is hacked?
This is a risk with traditional password-based login as well – as password resets are used by hackers to gain access to accounts. Most email providers provide an option for multi-factor authentication, which adds extra security to your email account. We recommend you turn this on in your email account – it will not only protect your MPM information but anything else that is stored on your email. Here’s some information about how to turn on multi-factor authentication for common email providers: Gmail, Yahoo Mail, Hotmail
What if I share my device with other people?
You can still use passwordless login and if you are concerned you can log out of the portal on the shared device. You can request a magic link to log in again as often as you like.
What if my phone is lost/stolen?
Please contact us straight away and we can disable your account until you ask us to enable it again or create a new account for you. This means nobody can access your information on the portal even if they have your phone.
Is the client portal accessible?
Yes, we have improved the accessibility and tested it with some of our clients who use screen readers and accessibility settings on mobiles.
Can I still access Pay Now (virtual credit card)?
You can access Pay Now using the mobile app just like you do now.
Can I still access the old portal and mobile app?
Yes, for now you can still access the current portal with your email address and password but the old portal will not work on a mobile. You still need to login to the mobile app the same way you do now. The great thing about the new portal is that it works on all devices including a mobile.
I need technical help with the client portal!
Just get in touch with us and we’ll help you. If you’re in the portal, you can also use the new Contact Us feature from within the portal to get in touch with us directly. Easy!
Can I give other people access to see my info in the client portal?
Yes, you can. Get in touch with us and we’ll let you know what you need to do to allow someone else, such as a family member or your support coordinator, to have access to your information on the client portal. Anyone who already had access on the old portal will automatically have access on the new portal.