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Plan Management Portal FAQ

Here you can learn more about navigating our Plan Management portal. If you have any other questions about the portal, feel free to give us a call on 1300 729 839.

How do I login to the Plan Management Portal?

How do I view my claims?

What do the invoice or claim statuses mean?

How do I view and download my statements?

How do I track my budget and how my plan is being used?

 

How do I login to the Plan Management Portal?

  1. Go to the Carer Solutions website: carersolutions.com.au
  2. Click on the button that says Plan Management Portal (top right side).
  3. Enter your User Name and Password and click Login.
  4. If you’re unsure what these are, please use the Forgot Password or Forgot User Name links under the Login button.
  5. Check your email for a One Time Password (OTP) from Carer Solutions. Enter the four digit code into the OTP field and click Submit.
  6. Success! You have logged in to the Plan Management portal and should see your Dashboard.

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How do I view my claims?

  1. On the Dashboard, click Claims.
    • You can also click Claims on the left side menu.
    • If you cannot see the left menu, click on the three lines in the top left corner of the website.
  2. You will see a list of your most recent claims.
  3. You can use the filters at the top of the results to filter by your plan, date, and/or invoice number.
  4. You can sort the claim list by a column (Invoice Number, Plan ID, Invoice Date, Submit Date, Beneficiary, Provider, Total Amount, Status, etc.). To do this, click on the column name.
    • Note: If you click on the Plan ID entry for any claim in the list, this is a shortcut that will take you to the NDIS Budget Summary page.
  5. When you have found the claim you are searching for, click on the Invoice Number for that claim to see more details.
  6. On the claim detail page, you can download a copy of the invoice to your computer or device by clicking on the Invoice File document under Notes & Documents on the right-hand side.

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What do the invoice or claim statuses mean?

You may see any of the following entries under the Status column:

  • Entered: The claim has been entered into the portal but has not been submitted to NDIS.
  • Scanned: The invoice has been scanned into the portal and is awaiting review by your plan manager.
  • Pending Approval: The claim has been sent for approval to you or your elected approver.
  • Submitted: The claim has been submitted to NDIS but is not yet paid.
  • NDIS Paid: The claim has been paid by NDIS.
  • Rejected: The claim has been rejected by NDIS.
  • Cancelled: The claim has been cancelled by your plan manager.

You may see any of the following entries under the Payment Status column:

  • Pending: The payment has not yet been processed by NDIS.
  • Payable: NDIS have paid the claim and the funds can be released to the beneficiary.
  • Paid: You or the service provider have been paid.

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How do I view my statements?

  1. On the left side menu, click Statements.
    • If you cannot see the left menu, click on the three lines in the top left corner of the website.
  2. Click on the Statement ID to go into the PDF version of the statement. You can also click the three vertical dots on the right-hand side and select View.
    • The most recent statement is first in the list.
    • You can use the magnifying glass on the top right to search for a particular month.
    • Note: If you click on the Plan ID entry for any claim in the list, this is a shortcut that will take you to the NDIS Budget Summary page.
  3. You can view the PDF statement in your browser or you can click the arrow on the top right to download the PDF to your computer or device.

How to read the Statement

A statement is generated on the 1st day of every month. The most recent statement will be at the top of the Statement List.

Budget Summary

The Budget Summary reflects your plan use only to the date on the statement (i.e. the first of that month). You can use this section to see at a glance how much budget you have, how much you have spent, how much is remaining, and how many days are left on your plan. You can see these figures split by category as well.

Monthly Spend

The Monthly Spend shows what you have spent with each service provider you use. This is for claims that include support dates that are within the statement period. For example, if you submitted a claim in March for a support that was dated in January, then it would not be reflected in the March statement. Also, if there are claims that have not been processed when the statement was generated, then those will not be reflected in the statement either. You can see a live, up to date version of your budget and spend on the NDIS Budget section of the portal.

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How do I track my budget and how my plan is being used?

  1. On the Dashboard, click NDIS BudgetSummary.
    • You can also click NDIS Budget on the left side menu.
    • If you cannot see the left menu, click on the three lines in the top left corner of the website.
  2. You will see the Budget versus Actual list, which outlines the days until plan expiry and how much time has passed, as well as your spend per category, line by line.
  3. You can switch to a graphical version (Budget Summary) by clicking on the Summary button on the top right. This will show you, at a glance, the percent you’ve spent on your plan, as well as for each category
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How do I download my budget?

You can download a PDF version of both the Budget vs Actual and the Budget Summary pages.

  1. Using the steps above, navigate to the page you want to download (Budget vs Actual or Summary).
  2. Click on Export as PDF on the top right.
  3. This will download the summary as a PDF to your computer or device.

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