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Creating Participants

Overview

This user guide article will outline the process of how to create a participant profile in Astalty. To create a Participant, navigate to the Participants page and click Add Participant.

All new accounts will have a dummy participant and we will create the following for that participant;

  1. Create a new Participant named John Doe

  2. The Primary Coordinator will be the account owner

  3. Create a Charge Item called Level 2 Support Coordination with the details from the latest price guide and reference SC-L2

  4. Create an NDIS plan that starts on the 1st day of the month that the user registers and goes for 12 months

  5. Create a service for that NDIS planned called Level 2 Support Coordination with the Charge Item created above assigned to it. The total amount should be 48 hours (48 * 100.14 as the $ amount). It should be Self managed.

  6. We will add a Participant alert to the profile to let you know that this is an example participant and also the method of archiving them.

Required Fields

In order to create a Participant you must provide their;

  • first name

  • last name

You are free to add another details in the Add Participant form when creating the Participant.

Primary Coordinator

If you have the required permission you will see the Primary Coordinator select field when creating a Participant - the Primary Coordinator should be the Support Coordinator or the team member who will be working with this Participant the most.

Contact Information

The Contact Information section should be the contact detail of the Participant themselves - if the Primary Contact is not the Participant (ie. a parent), you should leave these fields blank and add a Contact within the Participant's profile once created.

Duplicate NDIS Numbers

If you try to create a Participant and see an error stating that the NDIS number is already taken, this means you have a Participant already using that NDIS number.

This unique requirement ensures you don't have duplicate Participants in Astalty.

Finding where the NDIS number is used

To find where the NDIS number has already been used, you can search the Participants table.

If the Participant is not showing, they may have been archived. To learn how to find archived Participants click here.