We're committed to fostering a strong working relationship with you to ensure our mutual clients receive the best possible support and together we can all be our best. To achieve this, we provide the following services:
Email Jodie
Portal Access
Use our online portal to assist with live visibility into invoice payments, budgeting and allocation of remaining funds.
(*subject to participant consent)
Planability Portal Access
Call us any time to discuss funding-specific queries, purchasing guidelines and NDIS updates. We pride ourselves on keeping up with scheme changes and are happy to share our knowledge. We also love a coffee so EMAIL Jodie for a catch up!
Personalised Support
Reach Out
You can receive a copy of your client's monthly statement, enabling effortless tracking and help with plan reviews and budgeting (*subject to participant consent)
Monthly Statement Sharing
We love Service Agreements! Please send through approved Service Agreements (containing a Schedule of Supports) and we will quarantine funds for the relevant provider. This reduces the risk of plan overspend and assists with budgeting. For more details, or to upload a Service Agreement refer HERE.
Service Agreement
Allocations