Before you start
- Have the participant name, preferred name, date of birth and NDIS number ready.
- Collect phone, email, address, emergency contact and guardian or nominee details.
- Confirm funding management type: NDIA managed, plan managed or self managed.
Step 1
Open the new participant form
Go to Participants, then choose New Participant. Enter the intake details manually, then add the participant plan from the Plans tab when the profile is ready.
Step 2
Enter identity and contact details
Add first name, last name, preferred name, NDIS number, date of birth, gender, phone, email and address. Use the exact NDIS number format from the participant plan when available.
Step 3
Add representative and emergency details
Enter guardian, nominee, supported decision maker and emergency contact details where relevant. These details help staff contact the right person quickly.
Step 4
Set funding and billing route
Choose the funding type and add plan manager or self managed billing details. This makes future invoice routing easier.
Step 5
Assign staff and save
Assign the primary coordinator or therapist, set the participant status and save. Open the profile after saving to confirm the overview is complete.
What you should have now
The participant profile exists and is ready for plans, notes, documents, goals, providers and billing.