Understand the Participant Details Page; Associate Contacts, Support Coordinators and Carers; Manage Notes and Documents
Access a Participant Details page by clicking on the participant name in any listing/view.
From here you can update their contact details and Opt-In Settings, or quickly access other Participant related features.
Participant Details
All fields available to the agency are displayed. They capture the participant's contact details, including preferred name, primary disability and their onboarding date.
You can update their details at any time via the context menu at the top right of your screen
Participant Details are visible to all Users associated with the Participant, such as Support Coordinators and Carers, as well as the Participant if they too have access to Planability.
Tip: If the last name or Date of Birth need to be updated, click to 'Edit NDIS Identifiers'.
Grant Planability Access
If the Participant has been given access to Planability you can view their User Name, 2FA method and the status of their Welcome Email:
Custom Profile fields
Available on request - Custom Profile Fields.
These will be in addition to, not as a replacement to the existing fields and they can also be included in the Online Registration form.
The types of fields available are:
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Please contact support@credsys.com for more information.
Pinned Notes & Documents
Notes and Documents can be added via the Participant Details page. Notes added here are 'pinned' to this page by default, but can be un-pinned when no longer relevant.
Notes and Documents are visible to Plan Managers and Directors only. Up to 5 files (2MB each) can be attached to one Note.
Invoice files attached to claims are visible to all access roles.
Plans
Plans found and available in Planability are listed.
They show:
Plan ID - Click to view the Budget vs Actual Report
Start and End Date, Budget amount, amount spent and amount remaining and the Plan status (Active / Archived).
Associated Plan Managers
When adding a new Participant to Planability, the default is to assign them to All Plan Managers, ie, all Plan Managers will have access to this Participant and their plans within Planability.
The Associated Plan Manager listing on the Participant Details page is visible to Plan Managers and Directors only.
Plan Managers have read-only visibility of this field unless they have elevated User Permissions
Directors and Plan Managers with elevated User Permission can Assign Plan Managers
If you wish the Plan Manager to be able to view All Participants and All Claims, enable elevated Participant permissions via the Plan Managers Profile - Permissions.
Contacts
View or create contact cards for people who are related / associated to the Participant.
Planability User accounts are not created for a Contact - they will not be able to login to Planability to view the Participants Plan and claims, but they can be a Claim Approver.
Associated Support Coordinators and Carers
View Support Coordinators and Carers whose Planability account has been associated with the Participant.
Associate Support Coordinators and Carers giving them access to this Participant Plan in Planability.
Associated Support Coordinators and Carers have access to Planability via their own login / account. Any Participants associated with their profile will be visible from their login. They can view their Plans, Statements, Claims and Profile.
They cannot view any notes or documents except the primary invoice file attached to each claim.
Their permissions displayed for Claim Approver and Receive Report relate to this Participant only and may vary for other associated Participants.
Next Article: Create Standard Service Booking for Set Up Costs and Monthly Fees