Plan Partners

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

• Simple, clear overviews of spending and budgets

• Complete control and transparency over invoices, including how they get approved

• Easy reimbursement process and reliable payments

• View all your service agreements in one place, and reserve funds ahead of time

• Ability to submit questions directly through your Dashboard.

Plan Partners app for support coordinators (SC) offers complete visibility of your Plan Partners' participants plans and spending, so you can manage everything from one central place.

• One central place to access plan details for all Plan Partners participants you support

• Full visibility over all your Plan Partners' participants spending and budgets

• Clearly view all invoices and reimbursements, including live statuses, any action needed, and when payment is expected

• Download reports including participant spend by provider, available funding and all invoices submitted to Plan Partners.

Plan Partner' 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 generated straight from your Dashboard

• See detailed live statuses for invoices, including any action needed

• Access remittances for invoices, paid by us, to easily reconcile accounts

• View service agreements you have in place with Plan Partners' customers.

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.