To view Claims or data for a specific Plan and to create Service Bookings or Service Agreements, you must first select the Participant and their Plan.
There are a number of ways to select a participant's plan:
Use the Find Participant Search Field
To search for a Participant and their current Plan, simply type their name (or preferred name); or NDIS number in the Search field located at the top of the screen. The Search field will display any matches found. Click on their name to select.
This will take you to their NDIS Plan page showing the Budget of the current plan and from where you can access all plan related data - Goals, Budget Forecast, Service Agreements and Claims.
You can easily switch to view a previous plan by clicking 'Switch Plan' in the left menu.
Select the Participant from the Listing of Active Participants.
There are two options for selecting from this view.
- Expand the box to the left of the Participant name, or
- Click the radial buttons to the right and Select.
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