Logging in the Planaji Dashboard as a Support Coordinator

Apr 19, 2025 8 months ago 14 Steps

Planaji has a custom login designed for Support Coordinators to allow you to view Participants that they are helping. Once your Plan Manager has given you access to their Plan Management Account as a Support Coordinator then please use the below steps to navigate your way around the system:

Step-by-Step Guide

1 Login

After you have successfully logged into Planaji using or email and password then you will land on the Dashboard

2 Tabs

Along the left hand menu you will see the Dashboard, Clients, Invoices and Invoice Approval History

3 Dashboard

The Dashboard shows you the count of clients you have access to as below

4 Participants/Client Tab

The Participant/Client tab has the list of clients you have access to

5 Participant Details

Click on the Participant Name to open the Plan directly. This is a quick way to get to the Participants plan if you wish

6 Participant View

Otherwise click on the Participant and then click the "View" button to open the details about that Participant

7 Plan Details

Click on the NDIS Plans tab to see the plan details

8 Budget Details

Click View to open the budget details. Please note you can get to this screen by clicking on the Participant name directly from the participants list

9 Invoices Tab

The invoices tab shows all the invoices added for the clients you have access to

10 Invoices History Tab - NB: THIS WILL ONLY SHOW IF ITS ENABLE ON THE ACCOUNT

The Invoice Approval History tab shows all the invoices thats approved by the Participant or Nominee

11 Statements

The Statements tab shows all the statements thats available for the Participant. You can click on a statement period and view that statement.

12 Statements History

The Statements History tab shows all the statements thats been sent to the Participant/Nominee in the past

13 Loom video

Please watch this loom video to see how to login and navigate around the system as a Support Coordinator => loom