Update Participant last name or DOB

If a Participant's Last Name or Date of Birth have changed in PRODA you need to update them in Planability to ensure continued access to their Plan.

The Last Name, Date of Birth and NDIS numbers are the NDIS Identifiers which enable Planability to find the Participant and Plan and to receive budget updates.

If either the Last Name or Date of Birth change (which occasionally happens after a Plan Review), you can update the details via the Participant Details page.

Update NDIS Identifiers

Navigate to the Participant Details page

Click on the context menu at the top right of the page

Select 'Edit NDIS Identifiers'

edit the required field and Save

Additional Reading: Participant Details Page