Our approach.
Planit recognises the importance of participants and providers working as a cohesive team to ensure a smooth process. Providing you a solid foundation to strive for your goals.
We follow a 10 step process to ensure your plan is handled with attentiveness and care.
All you need to do is
Working with Planit begins when you register with us. We will arrange an introductory meeting to answer any queries and ensure you feel confident in our process.
Once the registration is verified the invoicing process can begin.
Claim
Your plan is bought to life by helping you building excellent relationships with your providers.
We will facilitate a smooth flow of provider payments to help you achieve the best outcomes.
Registered participants and their providers
can email their invoices and claims to:
support@planitplanmanagers.com.au
Alternatively, they can be mailed to
PO Box 3135, Wheelers Hill 3150
Approve
The core purpose of invoice approval is to protect the participants budget’s cash flow giving full control and visibility.
Invoice approval is the process of reviewing and approving provider invoices before the payment is processed.
You will have:
Access to real time information on the Planit portal from your PC or Mobile
Ability to track budget balances and invoice history
Combined with Planit’s monthly Statements, budget and compliance reviews
Monitoring the performance of your budget allows you to check on your objectives, improve decision-making and identify problems before they occur.
Want to see real results? We’ll help you get there.
We’ll provide support
