Demo Environment
Test Accounts
Use these test accounts to explore the NDIS Plan Management platform. All accounts use the demo tenant Sunshine Plan Management.
Staff Accounts
Plan management team login at /login
Password for all staff accounts:
TestPassword1 | Name | Role | Access Level | ||
|---|---|---|---|---|
Sarah Mitchell | sarah@sunshineplans.com.au | Owner | Full access - all features including billing, user management, payments, and claims | Login → |
James Thompson | james@sunshineplans.com.au | Admin | All features except billing. Can approve payments and submit claims | Login → |
Emily Chen | emily@sunshineplans.com.au | Staff | Day-to-day operations: participants, providers, invoices, reports | Login → |
David Kumar | david@sunshineplans.com.au | Read Only | View-only access to all data. Cannot create, edit, or approve anything | Login → |
Participant Portal Accounts
NDIS participant self-service portal at /portal/login
Password for all portal accounts:
ParticipantTest1 | Participant | Portal Email | NDIS Number | Plan Manager | Portal Features | |
|---|---|---|---|---|---|
Michael Johnson | michael.j@email.com | 431 234 567 | Sunshine Plan Management | Has invoices in multiple states | Login → |
Jessica Williams | jess.w@email.com | 432 345 678 | Sunshine Plan Management | Has portal-submitted invoices | Login → |
Robert Brown | r.brown@email.com | 433 456 789 | Sunshine Plan Management | Has validated and claimed invoices | Login → |
Amanda Davis | amanda.d@email.com | 434 567 890 | Sunshine Plan Management | Has validated invoices | Login → |
Christopher Wilson | chris.w@email.com | 435 678 901 | Sunshine Plan Management | Has approved invoices | Login → |
Demo Data
Pre-loaded test data for Sunshine Plan Management
10
Participants
9 active, 1 inactive
6
Providers
With bank details for payment runs
12
Invoices
Various states: received through claimed
8
Plans
Active plans with budgets
Invoice Workflow
Test invoices are spread across the processing pipeline
Received
1 invoice
Extracted
2 invoices
Validated
2 invoices
Approved
2 invoices
Paid
3 invoices
Claimed
2 invoices
Sample Invoices
Download test invoices to try AI-powered data extraction
PDF
Coastal Disability Services
Daily living assistance, group activities, provider travel
7 line items
GST Free (P2)
Bank transfer
PDF
Bayside Occupational Therapy
OT assessment, therapy sessions, report writing
4 line items
GST 10% (P1)
Bank transfer + BPAY
PDF
Inclusive Support Coordination
Support coordination with cancellation and non-face-to-face claims
7 line items
GST Free (P2)
CANC + NF2F claim types
What to Test
Suggested testing workflows
1 Staff Portal
- •Dashboard with live KPIs and budget alerts
- •Browse participants, view plans and budgets
- •Upload invoices, review extracted data
- •Approve invoices, create payment runs
- •Submit NDIA claims, view reports
- •Manage settings, users, and billing
2 Participant Portal
- •View budget overview and spending progress
- •Browse invoice history and status tracking
- •Submit new invoices from providers
- •View individual invoice details
- •Access statements and documents
3 Role-Based Access
- •Login as Owner - full access to everything
- •Login as Staff - cannot access payments/claims
- •Login as Read Only - view-only everywhere
- •Compare navigation and action buttons per role
4 Data Integrity
- •All data is tenant-scoped (multi-tenancy)
- •Portal users can only see their own data
- •Budget calculations reflect real invoices
- •Invoice totals stored as cents (no rounding errors)