Frequently Asked Questions

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.

Should I register as a Person Managing Funds or Recipient?

If you are an adult with a developmental disability that has been approved for Passport funding, you will register as a ‘Recipient’. If you are managing the SSAH or Passport funding on behalf of someone you support, you will register as a ‘Fund Administrator’ / ‘Person Managing Funds’. When creating an account to manage SSAH funding, you will not be given the option to register as a ‘Recipient’.

How do I know if I am eligible for Passport/SSAH funding?

For more information on program eligibility and how to apply, visit our Passport and SSAH pages.

How much is my Funding? What is my client code?

Your funding amount and client code is determined by either the Ministry Regional Office (SSAH) or Passport Agency (Passport), and this information is outlined in the funding package you will have received from them. If you cannot find this information, please kindly contact your local Ministry Regional Office or Passport Agency as they will have this information.

For help locating your Regional Office or Passport Agency, please visit our Passport and SSAH pages.

Why must I register my workers on MyDirectPlan?

MyDirectPlan requires worker accounts to be created in order to verify their hours worked, rate, and total amount of the expense being claimed.

Workers log into their MyDirectPlan account and digitally approve the expenses entered by the Recipient or Person Managing Funds in lieu of providing a physical signature on a claim. This allows MyDirectPlan to place an electronic signature on the claim so it can be submitted for reimbursement.

Are any changes to my personal account information reflected with my Funding Agency?

No. The MyDirectPlan system is not directly connected with your Ministry Regional Office or Passport Agency’s system. Any changes to your personal details (ex. phone number, address, banking information) need to be reported directly by you to your Regional office or Passport Agency.

For help locating your Regional Office or Passport Agency, please visit our Passport and SSAH pages.

Why can’t I make changes to certain information in my account?

For an SSAH funding Recipient, after submitting your first invoice through MyDirectPlan, the ‘Recipient’s Legal First Name’, ‘Recipient’s Middle Name’ and ‘Recipient’s Legal Last Name’ fields on the Child Recipient Profile will be locked. To make changes to these fields, please contact MyDirectPlan Customer Support.

For a Passport funding Recipient, the ‘Registered Passport Name’ and ‘Client Code’ fields become locked after a profile is verified. To update these fields, please contact MyDirectPlan Customer Support.

Where do I submit my direct deposit info?

Your direct deposit and banking information is handled directly by your Ministry Regional Office or Passport Agency. You will need to contact them to submit your direct deposit and banking information.

For help locating your Regional Office or Passport Agency, please visit our Passport and SSAH pages.

Why is my available balance not updated?

If you make any submissions through methods outside MyDirectPlan (ex. faxing), it is your responsibility to update your ‘Fund Settings’ in order to reflect this. Invoices submitted for reimbursement through other methods will not automatically be reflected on your MyDirectPlan account.

What expenses are eligible for reimbursement?

Eligibility for reimbursement is determined by your Passport Agency or Ministry Regional Office. We kindly request that you speak directly with them to determine if an item is eligible for reimbursement.

For help locating your Regional Office or Passport Agency, please visit our Passport and SSAH pages.

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.

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 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.

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.