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How to add a New Participant

Updated over 5 months ago

To add a new participant to your Caresquare account, follow the steps below:

  1. Navigate to the 'Participants' page

  2. Navigate to the top right of your browser and click 'Add New'

  3. A module will pop up for you to begin filling in your new participants basic information

    Mandatory fields required to create a new participant are;
    *First Name
    *Last Name
    *Participant NDIS Number
    *Date of Birth
    *Status

  4. Once you have filled our the appropriate fields, click '+ Create'

  5. After clicking '+ Create', Caresquare will automatically send out a request directly to the NDIA to retrieve the new participants budget details.

    This can take approximately 60-120 minutes to complete

    You May Also view the date when they where added

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