View all your assigned participants, sort by column header and view the top Pinned Comment.
To view all your assigned Participants, click on Active Participants in the left menu, or choose the Participants tab on the main Dashboard.
Sort the list by Column Header, or use the Filter option to refine your view, filtering by Name, NDIS No., State, PACE and Plan ID.
To view the Participant Details page, including their associated contacts, click on their name.
To view the NDIS Budget for a participant, click on the Plan ID.
To view the current Plan click the box to the left of the Participant name or Select from the ellipses on the right.
Use the ellipses buttons to the right to Select or Edit the Participant Details. Generate a Statement by Month, or by Date Range.