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Our client portal putting you in the driver’s seat

A person using their laptop.

You’re in the National Disability Insurance Scheme (NDIS). You have your funding and you’re ready to spend it, with a burning desire to hit your goals. You’ve locked in a plan manager (us!) and you’re ready to focus on what truly matters – you!

What’s next?

At this point, you’re ready to choose your providers and (ideally) start locking in service agreements that will kick start your spending in the Scheme. A signed service agreement should lay out the supports you’ve engaged a provider to deliver, and the terms of your agreement – including the price, delivery dates and conditions.

This is where My Plan Manager’s client portal (web and app) comes into the picture.

Our client portal is a powerful tool that puts you in the driver’s seat of your NDIS journey, by letting you track your plan budget in real time and helping you to see what you’ve spent, right down to the last cent.

It’s like using a banking app that lets you see every transaction and all your available funds – except it’s been custom built for NDIS participants and their budgets. This means you’re never spending in the dark, there’s transparency of every facet of your funding, and you have control and the ability to increase spending or pull it back to make the best use of your NDIS dollars.

We’ve made our client portal as simple and powerful as we can, so you can breeze through the platform and make the most of your funding. And, if you’d like to use it on the go, you can access it via our mobile app too!

Here’s a look at what our client portal can do (with a virtual walk through at the end!).

Complete visibility

Our client portal lets you track your NDIS budget in real time to see where your spending is up to. You can view support categories, support areas and monthly reports. You can generate your own reports to track spending too.

You can also see how much funding’s been allocated to different providers, based on what you’ve agreed upon in your service agreements. Allocating funding in this way (by talking to us) means that funding’s set aside – or locked away – for the supports you’ve agreed to, giving you assurance your providers can be paid quickly and simply, when the time comes. Of course, you can unlock funding whenever you want to – just get in touch with us and we’ll assist you.

The ability to start claims

You can submit claims for reimbursement through our client portal. Alternatively, you can email claims to [email protected].

If you’ve made a purchase out of pocket using a ‘buy now, pay later‘ option like Afterpay and you’re seeking reimbursement, the National Disability Insurance Agency (NDIA) has specific requirements, which we explain here.

Check past and current claims, and view invoices

Having visibility of past and current claims and the ability to look over invoices provides a complete record of where you’ve spent your funding and what supports you’ve received. These are securely stored and available for you to see at the click of a button.

The ability to approve invoices

With My Plan Manager, you can choose to approve every invoice – or invoices from specific providers – before we process them, offering you an extra layer of control over your funding. If you choose to do this, you can approve them inside our client portal – we’ll notify you once they’re ready to review.

You can choose who you’d like to give access to

If you’d like your support coordinator or another person in your life to access your information in our client portal, we can easily arrange this with your consent. You and they will need to complete this Client consent to obtain and release information form or alternatively, you can contact us to arrange it.

Leading security

Our client portal has the latest security features, so your privacy and information are safe and protected. Best of all, there’s no password required! Multifactor identification means you can log in via SMS or email.

Take a look at our client portal

If you’re ready to take the next step, we recommend taking our virtual client portal tour to familiarise yourself with the different areas and features of the platform.

If your NDIS plan hasn’t yet transitioned to the NDIA’s new PACE computer system, select the first option below. Otherwise, if you know you have a PACE plan, click option 2.

Get started with the My Plan Manager client portal

Once you’re ready to access the My Plan Manager client portal, click this link and log in via SMS or email.

To download and start using our mobile app, click here.

Registration for our client portal is automatic when you join My Plan Manager, which means there’s no need to sign up, but if you need some help, just get in touch.

Troubleshooting tips

Read up to this point? You’re clearly serious about taking control of your NDIS funding! Here are a few tips to help ensure a seamless experience with our client portal (web and app).

To address any issues with the client portal, just refresh your browser (that usually works!). You can also try logging out and logging back in, or even clearing your cache.

If you experience any issues with accessing the mobile app, the steps below should help:

  1. Log out
  2. Check to see if your device is running the latest version of the app
  3. If it’s running a previous version, update it – otherwise, just jump to the next step
  4. Log back in again

We’re here to help

If you have any questions about our client portal, our friendly team is here to assist. You can call us on 1800 861 272 from 8am–6pm (SA time), Monday to Friday or email us at [email protected].

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My Plan Manager acknowledges the objectives of the United Nations Convention on the Rights of Persons with Disabilities.

My Plan Manager acknowledges the Traditional Owners of Country throughout Australia, and their continuing connection to land, sea and community. We pay our respects to them and their cultures, and to Elders both past and present.
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