Understand the Participant Details Page; update contact details, associate Contacts, Support Coordinators and Carers; manage Notes and Documents
Table of Contents:
Participant Details
Access Participant Features
Grant Planability Access
Custom Profile fields
Pinned Notes & Documents
Plans
Associated Plan Managers
Contacts
Associated Support Coordinators and Carers
Access a Participant Details page by clicking on the participant name in any listing/view.
From here you can update their Personal Information, Contact Details, Bank Details, Opt-In Settings, or quickly access other Participant related features.
Or select the Participant and Plan and view Participant Profile
Participant Details
All Profile sections are displayed.
Expand to view or Edit to update each section individually.
Access Participant Features
Use the menu in the top right of the screen to access other Participant-related features
- Edit NDIS Identifiers
- Claims
- Create Claim
- Service Bookings (non PACE plans only)
- Service Agreements
- Generate Statement by Month
- Generate Statement by Date Range
- Send Welcome Email
- Archive
Participant Details are accessible by all users linked to the participant, including Support Coordinators, Carers, and the Participant themselves if they 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. The Welcome Email is not sent automatically to a Participant when access is first granted. You will need to send yhe welcome email from the top right menu.
See: When will my participant receive their Welcome to Planability 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:
|
|
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 - PACE or Plan ID Number: Click to view the Budget
PACE Start Date, Start and End Date, Budget amount, amount spent and amount remaining and the Plan status (Active / Archived).
Associated Plan Managers
The Associated Plan Manager listing on the Participant Details page is visible to Plan Managers and Directors only.
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.
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
Remove a Plan Manager association from the option on the right
Or manage the associations in bulk from the Assign Plan Manager button.
TIP: If you wish a Plan Manager to be able to view All Participants and All Claims, enable elevated Participant permissions via the Plan Managers Profile - Permissions.
You can also manage the Participant association from the Plan Managers User Details page. Navigate to Plan Managers in the left menu, click on their name and update the associated Participants from the listing.
Contacts
View or add additional contacts for the Participant.
A Contact is not given access 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.
Add and Associate Support Coordinators and Carers giving them access to this Participant and their Plans 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