Before you start
- Open the correct participant record.
- Check your role allows you to edit before changing data.
- Confirm sensitive details before saving.
Step 1
Review the overview
Use the Overview tab for contact details, assignment, plan manager details, profile completeness, recent activity and quick actions.
Step 2
Use tabs for specific work
Use Notes, Plans, Goals, Tasks, Documents, Communications, Appointments, Invoices, Agreements, Welcome Pack, Referrals and Providers to keep each type of work in the right place.
Step 3
Update contact and billing details
Use Edit to change phone, email, address, guardian details, emergency contact, plan manager and billing route details.
Step 4
Use quick contact actions
Use phone, email and communication actions from the participant profile so outreach is easy to trace later.
Step 5
Check activity after important changes
Review the Activity tab after major updates so the team can see what changed and when.
What you should have now
The participant record remains complete, searchable and useful for every team member working with that participant.