Participant Directory

Use a Participant's Directory to manage their Contacts and see the organisations delivering their current services.

Open the Participant Directory

1. Open the Participant in Participants.
2. Select Directory from their profile menu.

Contacts

The Contacts list holds people connected to this Participant, including their relationship and consent to share information. See Participant Contacts to add, update, star, and export Contacts.

Current Service Providers

The Current Service Providers card lists organisations linked through Implementations on the Participant's current NDIS Plan. See Budgets and Implementations to manage those links.

When the Participant has a current Plan and the relevant feature is available, select Add Implementation on this card to record another provider. If there is no current Plan, the card instead offers Add an NDIS Plan.

The organisation-wide Directory is where you manage the underlying Contact, Organisation, and Plan Manager records.

Export Participant Contacts

1. On the Participant's Directory, select Actions > Export as PDF.
2. Untick any Contact you should not include. Check the relationship and consent information before sharing the PDF.
3. Select Export.

The PDF includes the Participant's name and NDIS number, plus the selected Contacts, their contact details, and their relationship information.

Export Current Service Providers

1. In Current Service Providers, select Actions > Export as PDF.
2. Choose the Service Providers to include.
3. Select Export.

The PDF downloads to your device with the selected current providers and their contact details.