Directory

The Directory is a central place for external people and organisations. It opens on Plan Managers by default.

The Directory module must be available to your provider. Plan Managers, Organisations, and Contacts have separate view permissions, so the tabs you see depend on your role. Permission to view a section does not automatically allow you to create, update, archive, restore, or delete its records.

What's in the Directory?

Plan Managers

Plan Managers receive invoices for Participants with plan-managed funding. Store their invoice destination and business contacts, then link them from Participant Financial pages.

Organisations

Organisations cover businesses, health professionals, community groups, and other external providers. Their profiles can hold contact details, linked Contacts and Participants, and Documents.

Contacts

Contacts are individual people, such as family members, guardians, stakeholders, and professional contacts. A Contact can be associated with an Organisation and linked to Participants.

Learn More

• Directory Overview explains the three Directory sections.
• Plan Managers covers invoice details, Participants, restoration, and reassignment.
• Organisations covers profiles, addresses, Contacts, and Participants.
• Contacts covers personal details, Organisation links, and Participant associations.
• Directory Settings covers Directory configuration available to your role.