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How to change or update Participant Information

This guide explains how to edit and update a participant’s information within their profile.

Updated yesterday

How to Edit Participant Details

  1. Open the participant’s profile.

  2. Click the pen (edit) icon beside the participant’s name.

  3. Update the required information in the available sections.

  4. Click Save to apply the changes.

Personal Information

Under the Personal section, you can update the participant’s basic details, including:

  • First name

  • Middle name

  • Last name

  • Different name

  • Aliases or nicknames

  • NDIS number

  • Date of birth

  • Gender

Make the necessary updates and click Save to confirm the changes.

Contact Information

In the Contact section, you can view and update the participant’s contact details, including:

  • Email address

  • Phone number

  • Address

You can also update the participant’s service region, such as changing it from Remote to Very Remote.

Attributes

The Attributes section allows you to configure participant preferences, including:

  • Preferred spoken language

  • Communication preferences

  • Identity information

More

Under the More section, this is where the Referral Information such as Referral source can be added.

Note : After making any changes, remember to click Save to ensure the updated information is stored.

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