How do I track my spending?
Leave it to us!
Once your registration with Plan Hero is complete you will also get access to our online claim dashboard with your own login details. Please make sure you check your statements each month to ensure the claims look correct and get in touch if you have any questions/queries.
Monthly statement
We will send you a monthly statement which shows you:
Participant Claim Dashboard
You will get access to our Plan Hero claim dashboard, this allows you to:
Budget Call (Unpack your plan)
If you would like help understanding how to better use your funding, and to budget for your plan you can schedule a call with our friendly team by clicking the button below OR access the 'book a call' at any time via our Plan hero portal
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How are my invoices approved?
You selected your invoicing approval preference during your registration. If you would like to change your approval choice at any time simply email or cal us to notify us. Invoices must be approved in order for us to pay them. This can be approved in ...
What if I've already paid a bill?
Payments can be reimbursed if the services/items are: Purchased within your plan dates Funded in your plan What do I need to send to be paid? To request a reimbursement, you will need to submit the following documents: The original invoice (the ...
How do I avoid under/over spending my funds?
If we notice you are over or underspending we will reach out via email or phone, however it is still your responsibility to discuss your spend with your providers if we advise this needs to be reduced or if you are running out of funds. As Plan ...
How will my bills be paid?
Invoices can be sent to us by YOU or YOUR PROVIDERS: Invoices can be: 1) UPLOADED via the PLAN HERO PORTAL Upload Online 2) Sent via email: invoices@planhero.com.au (for all other claims) payme@planhero.com.au (for reimbursements) Send Email Invoices ...
How much does Plan Management cost?
The cost of Plan management is fully covered by the NDIS under your plan, and includes a: One-off set up cost Monthly fees (for each month of your plan) The rate of the set up cost and monthly fee depends on whether you are located in a national, ...