Profile

A Participant's profile is broken down into a few sections.

Tags

At the top of the Participants profile will be any associated Tags for the Participant. You are free to add, remove and customise these Tags to your liking. Click here for a deep dive into Tags.

Alerts

Any current alerts for the Participant will be shown underneath the Participant's Tags. These alerts can not be edited once created but can be deleted by clicking the X button. To learn more about Alerts click here.

Key Information

The Key Details card is show in the top left of the Participant's profile. This includes things like their Primary Coordinator, their current plan dates and latest check-in information.

Participant Details

The Participant Details card shows all of the primary details for a Participant such as their name, Primary Diagnosis and other Contact details. You can edit any of these details by clicking the Edit button.

Personal Information:
In this section, you can update the following details:

• First Name

• Middle Name

• Last Name

• Preferred Name

• Date of Birth

• Gender

• Pronouns

• Ethnicity

• Language

• Primary Diagnosis

• Secondary Diagnosis

Contact Information:
Here, you can add or update:

• Email

• Mobile

• Phone

• Preferred Contact Method
  (Options: SMS, Email, Call (Mobile), Call (Phone))

• Preferred Way to Sign Documents
  (Options: In Person, Electronically)

Reference Numbers:
Add or update identification numbers, including:

• NDIS Number

• Medicare Number

• Centrelink Number

• External ID

Other Details:
Manage service-related dates:

• Service Commencement Date

• Service Exit Date

Important Notes on Contact Information:

Contact details must be unique across participants. This means you cannot have two participants sharing the same email, mobile, or phone number.

To learn how to add shared contact information for participants, click here to access the user article on that process.

Starred Contacts

The Starred Contacts table will show any Contacts that you have starred within tine Participant's Contacts page. To learn more about managing Contacts for a Participant, click here.

Address

You can add or edit the Participant's address within the address card. Simply click the Add Address button where you can search for their address or add their address manually. This address will be assigned as the primary address but can be changed once adding additional addresses.

Multiple Address

Once you have assigned an address it will be nominated as the primary address. You can then add additional addresses to a participants profile, if the participant has a different postal address or if they are between multiple addresses this can now all be captured in Astalty. You can also provide more detail about an address within the Address Label option.

Updating the Address

If a participant's address (or Other) changes, you can edit it by selecting the three-dot menu beside the address, and select 'Edit.'

This will open up the Update Address page where you can look up and select an address or enter it in manually. Once you've entered in your address, select Update Address.

Updating Addresses Used in Scheduled Supports

If you have the scheduling feature enabled, you may be prompted to confirm if you wish to update the address for future supports. If you do choose this option, the address will update on all future supports where the previous address was assigned.

Information Items

The Information Items section will show all missing and current Information Items for the Participant. You can learn more about managing Information Items for a Participant here.