Initial Assessment Questions
Here are some questions answered about the Planaji System
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13PRODA vs PACE Participants
Apr 26, 2025Can Planaji differentiate between a PRODA participant and a PACE participant, and make claiming and data entry easier?
Is it possible to customise budget reports and improve readability for participants?
Apr 26, 2025There are some built in customisations for the Participant Statements
Can custom reports, specifically detailed finance reports, be created?
Apr 26, 2025Yes there are already a handful of reports available for you in the system but you can always ask us and we will develop a bespoke report for you.
Does your system have an OCR function for streamlining invoice entry?
Apr 26, 2025Yes you can import invoices into the system using various ways and the easiest way is via the Invoices OCR section
Can participants approve their invoices?
Apr 26, 2025Yes you can let the Participant (or their Nominee) either approve or decline an invoice
Does your system provide a customer portal for participants and representatives to manage their funding?
Apr 26, 2025Yes you can give Participants and Nominees access to their budget via the iOS/Android app
Is there a separate portal access for support coordinators to view all their participants?
Apr 26, 2025Yes you can give Support Coordinators a dashboard access so they can view the participants they are managing. Please email us the request and we will...
Does Planaji support provider login for tracking invoice payments and downloading remittances?
Apr 26, 2025No currently there is no provision for the Service Providers to access your dashboard. This is in the backlog to be developed.
Can Planaji quarantine funds to prevent overspending?
Apr 26, 2025Yes there are 4 different budget types that you an setup in Planaji
Are alerts and notes on customer profiles available, and can they pop up during the data entry process?
Apr 26, 2025Yes alerts are given to the user when opening the participants and invoices so you are up to date with anything you need to be aware of for the Partic...