To open a participant’s profile, double-click on the participant’s name from the participants list. This will take you to the participant’s profile page where you can view and manage their information.
Participant Details
Priority Note
The Priority Note appears at the top of the profile and displays important information that should be visible whenever the participant’s profile is opened, this will also be visible when reviewing/QAing an Invoice for a participant in the Invoices page. From here you can View the changes made in the priority note, edit and delete.
Quick Actions
Activity
The Activity section shows recent interactions and actions related to the participant. This may include:
Notes
Tasks
Invoices
Comments
Emails
Right Panel Information
On the right-hand side of the profile, you will find additional participant details, including:
Participant Details
Displays key information such as the participant’s NDIS number, Date of Birth, Address, Service Region and Date when they've joined the Plan Manager.Team Members
Lists the Team members assigned to the participant. This is where you can add a team member as well..Configuration
Shows participant-specific settings, such as statement preferences and approval settings.Flags & Notes
Displays any flags or important notes associated with the participant and flag them as with 'Similar Name Warning'Banking Details
Shows the participant’s recorded bank account information.Portal Access
Indicates whether the participant has access to the participant portal. This is where you can give access portal to the participant.Actions
Generate Fee
Service Bookings /Budget tab
The Service Bookings tab provides an overview of the participant’s funding and budget allocation.
From this tab, you can view budgets across different support categories such as Core, Capacity Building, and Consumables. It displays how funds are allocated, utilised, and remaining, allowing you to monitor spending against the participant’s plan.
Click on the Category to view the rules and service agreement. This is also the section where you can add and edit a service agreement and budget rules.
Documents
The Documents tab stores all files related to the participant.
This includes documents such as service agreements, consent forms and etc. Documents are organised by category, making them easy to locate. You can upload new files, search for specific documents, and filter by type. You can also View Statement and generate statements in this section.
Notes
The Notes tab is used to record and manage participant-related notes.
You can create notes to capture updates, communication, or important information. Notes can include attachments and are timestamped for reference. Filtering options allow you to quickly find specific notes or view pinned items.
Tasks
The Tasks tab allows you to manage actions and follow-ups for the participant.
From here, you can create and track tasks, assign them to team members, and monitor their status. Tasks include due dates and can be filtered by priority or assignee, helping ensure that required actions are completed on time.
Claims
The Claims tab displays all invoices and claims associated with the participant.
Claims can be grouped by provider and filtered by type, category, or service dates. This tab allows you to review invoice details, including status and totals, and track all claim-related activity for the participant.