MyDirectPlan for Brokers and Service Agencies
MyDirectPlan now supports Brokerages and Private Service Agencies who are looking to electronically submit Passport claims.
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MyDirectPlan Features
Dashboard
Manage and keep track of all your clients and expenses.
Recipient Management
Enables you to keep track of the budget for every client.
Track Submissions
Submit expenses directly through MyDirectPlan and track your claim status in real-time.
Reports
Access to insightful reports that help you stay organized and plan for the future.
Provide Transparency and Visibility to your Clients
Your clients can get a full picture of how their funding is being used.
Frequently Asked Questions
MyDirectPlan is a free online tool designed to help you manage your Special Services at Home (SSAH), Passport and Residential funding. MyDirectPlan allows you to manage expenses, submit invoices electronically to your funding agency (Ministry Regional Office or Passport Agency) and view your remaining balance from your account.
MyDirectPlan can be used on any updated compatible browser (Safari, Chrome, Firefox, Edge) on both desktop (computer) and on your mobile device (phone/tablet) when you download our mobile app from the Google Play or Apple App store. We always recommend keeping your browser up-to-date on any device to ensure optimal performance.
Recipients of Special Services at Home (SSAH), Passport, or Residential Funding, their support workers, and any person managing their funds may use MyDirectPlan. MyDirectPlan’s Expense Management Tool can be used by agencies to more easily manage and submit Passport-eligible expenses online and directly to PassportONE on behalf of their clients.
To create your free MyDirectPlan account, click here.
Sign up only takes a minute and you will be directed through the necessary steps. Please make sure you have your Passport/SSAH funding documents handy.
For Special Services at Home (SSAH), the ‘Fund Administrator’ is the parent/primary caregiver who is managing the child’s funding and whose signature is being placed on the invoice. For Passport and Residential funding, the ‘Person Managing Funds’ is an individual who is managing the funding and whose signature is being placed on the reimbursement forms. This could be the Recipient or another individual such as the parent/caregiver.
‘Recipient’ refers to the individual with a disability who has been approved for either Special Services at Home (SSAH) or Passport funding. For SSAH, the ‘Recipient’ is the child with a developmental and/or physical disability who has been approved for SSAH funding. For Passport, the ‘Recipient’ is the adult with a developmental disability who has been approved for Passport funding.
We’re excited to let you know that Broker/Private Service Agencies can now use MyDirectPlan to submit claims on behalf of Passport Recipients. Through MyDirectPlan you will be able to manage passport funding for all your clients through a single account. For more details on the features you will be equipped with, visit here.
If you are a Transfer of Payment Agency, please continue to submit through the PassportONE portal.
MyDirectPlan can be used on any updated compatible browser (Safari, Chrome, Firefox, Edge) on both desktop (computer). We always recommend keeping your browser up-to-date on any device to ensure optimal performance.
To get started, submit the form here to book your demo. Our team will contact you with further information and to coordinate a time to onboard you.
Our team will walk you through the initial setup of your account. This will include how to sign up for an Agency account, adding recipients, adding and submitting expenses, and viewing invoices.