Managing a caseload means juggling a lot of moving parts. Participant budgets, provider invoices, plan reviews, risk flags — it adds up fast. That’s why we want to make sure you’re getting the most out of the All Plan Management support coordinator portal.

Here’s a quick look at what’s inside and how it can make your day a little easier.

Budget category breakdown

The budget management view gives you a clear, categorised breakdown of each participant’s funding. The total budget, funds released, what’s been spent, and what’s still available are all at a glance.

You can see a participant’s total allocated funding broken down by support category:

• Core supports including Assistance with Daily Life, Transport, and Consumables
• Capacity Building including Support Coordination and therapies
• Capital supports including Assistive Technology and Specialist Disability Accommodation (SDA)

For each category, you’ll see:

• Total budget allocated for the plan period
• Funds released to date
• Amount spent
• Amount still available

Visual summaries and pie charts make it easy to spot trends without having to dig through spreadsheets.

Budget forecasting & projections

The analytics section shows you a participant’s projected end-of-plan balance based on real spending data. Key features include:

• Auto forecasting based on spending trends
  • Weekly/monthly spend rate
  • Historical claim data
• Projected end-of-plan balance
  • Estimated overspend or underspend
• Scenario planning:
  • “What if” adjustments/Budget calculator (e.g. adding/removing new services)
• Forecast visualisation:
  • Trend lines showing spend vs plan duration

This ensures participant funding lasts full funding periods in line with their goals.

Budget status indicators (overspend risk alerts)

Each participant has a live budget health status so you can quickly see who needs attention:

• 🟢 On track
• 🟡 At risk
• 🔴 Projected overspend
• 🔵 Under-utilised

You can filter your entire participant list by risk level, plan end date, or funding category, so you’re always working the priority list, not guessing at it.

Support Coordinator mobile APP

Our mobile app capabilities:

• Real-time budget snapshot per participant
• Quick approval/review of services
• Alerts for overspending or missed utilisation
• Notes and case updates on the go
• Offline capability (sync when connected)

User experience features:

• Simplified dashboard view
• Swipe-based navigation for participants
• Quick filters (e.g. “show at-risk participants”)

Real-time dashboard

You have access to real-time budget snapshots, overspend alerts, and case notes from your phone. This is especially ideal when you’re in the field and can’t get to a desktop.

Dashboard features:

• Participant portfolio view:
  • Budget status (colour-coded)
  • Forecast summary
  • Alerts (overspend risk, burning fast, underspend)
• Filters:
  • By risk level
  • By plan end date
  • By funding category risk

Those features enable you to quickly prioritise participants who need immediate action.

Reporting

Reports include:

• Budget utilisation report (by category)
• Forecast vs actual spend
• Overspend risk report
• Participant summary reports

We are here to help

At All Plan Management, we’ve got you. We aim to provide practical, hands-on support to reduce the time you spend on admin. Strong collaborations with support coordinators are our top priority, and we’re here to support you every step of the way.

If you have any feedback or ideas, we would love to hear them. Please send your thoughts to [email protected]. Your feedback continues to shape improvements. Alternatively, reach out to our team on 1300 634 776 or visit our Support Coordinator resource page to learn more about how we support NDIS participants across Australia.