Agency - En | My Direct Plan

MyDirectPlan for Brokers and Service Agencies

MyDirectPlan now supports Brokerages and Private Service Agencies who are looking to electronically submit Passport claims.

Book Your Demo

Let’s get you onboard! Fill out the information below and someone from our team will contact you.

First Name

Last Name

Brokerage/Private Service Agency Name

Select Your Role:

Broker Private Service Agency

How did you hear about us?

Passport Agency Passport Website Referral Other

Number of clients you are currently managing funding for

Message

Having problems setting up your account.

We offer live weekday support by form, email, or phone.

Get exclusive access to weekday support via email or phone from 10:00 AM to 6:00 PM EST.

support@mydirectplan.com

844-637-6371

Monday - Friday 10:00 AM - 06:00 PM EST

Schedule a call

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

Users

Agencies

What is MyDirectPlan?

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.

What browsers support MyDirectPlan?

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.

Who can use MyDirectPlan?

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.

How do I register for MyDirectPlan?

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.

What is a Person Managing Funds/Fund Administrator?

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.

What is a Recipient?

‘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.

Can Brokers/Private Service Agencies use MyDirectPlan?

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.

Are Transfer of Payment Agencies allowed to use MyDirectPlan?

If you are a Transfer of Payment Agency, please continue to submit through the PassportONE portal.

What browsers support MyDirectPlan for Agencies?

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.

How do I get started?

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.

What information do I need to provide during the account setup process?

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.

MyDirectPlan for Brokers and Service Agencies