Directory Overview

The Directory keeps external people and organisations in one place. The Directory module must be available to your provider. Each section also has its own view permission, so two users may see different tabs.

What Can Be Stored in the Directory?

Plan Managers

Plan Managers are external businesses that receive invoices for Participants with plan-managed funding. Store their invoice destination and contact details, then link the Plan Manager from each Participant's Financial page.

Learn how to create and manage Plan Managers.

Organisations

Organisations can represent mainstream businesses, health professionals, community groups, or other service providers. Store their contact and registration details, associate Contacts and Participants, and attach Documents.

Learn how to create and manage Organisations.

Contacts

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

Learn how to create and manage Contacts.