HOW DO I GET ACCESS TO MY PORTAL?
To register for access, simply fill out this short form and our team will be in touch to help set you up. Alternatively, feel free to call us directly on 1800 549 670 ext 3.
HOW DO I LOG IN TO THE NEW PORTAL?
If you’re an existing Portal user, simply head to https://portal.plantracker.com.au and enter the email address you used to create your account as your ID, and create a new password to login.
Passwords need to be a minimum of 8 characters including letters and numbers and you can’t reuse any of your last 3 passwords.
If you’re a new user, we will set up your access and send you an email to create your own password. If you have any questions, please call our our team on 1800 549 670 ext 3.
CAN I HAVE A SINGLE PORTAL FOR ALL MY PARTICIPANTS?
Absolutely. The beautiful thing about your Portal, is you get access to all your Plan Tracker participants’ plans and spending through one single port of call. Our Support Coordinators tell us they love the convenience and transparency this brings to their day-to-day work lives.
And when you click on one of your participants in your new Portal, the information you see is exactly with what your participant sees, so you have complete transparency to work with them and build their capacity.
HOW DO I GET A SUMMARY OF A PARTICIPANT’S INVOICES, CLAIMS AND REIMBURSEMENTS?
You can access all your reports via the left-hand navigation bar of your Portal. In Reports, you’ll see a statement of account offering a snapshot of where your participants’ funds are being spent and how they are using their budgets.
You also have access to 3 other reports providing detailed information on your participants’ spending, including under and overspending, what’s being claimed by providers and the status of invoices.
SHOW ME THE NEW FEATURES!
Always looking to make improvements, we’ve added some really helpful new features to the Support Coordinator Portal and the Participant Portal – take a look at them here.
New Portal Features