At MyIntegra, our participants are at the forefront of everything we do. Part of putting our participants first means working closely with the providers they work with.
With a focus on continuous improvement, we rely on regular feedback from participants and providers to make their NDIS journey as smooth as possible.
We are excited to share new portal updates to make life easier for participants and give peace of mind to providers.
Now providers can request reserved funds
We have long offered Reserved Funds as a feature for NDIS participants who are plan managed by MyIntegra. Our Reserved Funds feature allows a participant to set aside funds in their budget for a provider’s services.
Providers that have an agreed Schedule of Support or Service Agreement with a participant can now request the participant reserve those funds.
Instructions for providers
How to submit a request for reserved funds to a participant
If you and your participant have an agreed Schedule of Supports or Service Agreement, you can submit a request to set aside funds for your services.
Step one
Share your Schedule of Supports or Service Agreement with us via email at [email protected].
Step two
The participant will then need to approve or reject the request.
Step three
If approved by the participant, we will go ahead and set up for you.
Step four
You can monitor your reserved funds via the MyIntegra portal.
Please note that participants can change their mind at any time and use their funds for other supports and services. If they change their mind, we will be sure to let you know so you can plan accordingly.
Instructions for participants and nominees
How to approve a request for reserved funds from a provider
If you and your provider have an agreed Schedule of Supports or Service Agreement, the provider can submit a request to set aside funds for the services they provide. Once the request is submitted, it’s then over to you to let us know if you approve.
It’s simple to do when you use our online portal.
For participants
Step one
Log in to your online portal. If you don’t have access to your portal, contact us to get started.
Step two
In the main menu, click ‘My Approvals’.
Step three
Below the ‘Invoices to Approve’ table you are familiar with, you will now see a table named ‘Reserved Funds to Approve’.
Step four
Any requests from providers will appear here. Simply ‘Approve’ or ‘Reject’ the request by clicking the relevant button.
For nominees
Step one
Log in to your online portal. If you don’t have access to your portal, contact us to get started.
Step two
In the main menu, click ‘My Participants’. Then click the participant name you wish to view.
Step three
Scroll down the screen to the table and click on the ‘Approve Reserved Funds’ tab.
Step four
Any requests from providers will appear here. You can open the request and ‘Approve’ or ‘Reject’ the request by clicking the relevant buttons.
