Participants With Plan Manager

Report Overview

The Participants With Plan Manager Report lists plan-managed Participants who have a Plan Manager recorded, along with that Plan Manager's contact details. It shows which Participant is with which Plan Manager, so you can compare or contact several Plan Managers without opening each Participant's Finance tab. You can filter it by coordinator, region or team, and open a Participant, their Plan Manager or their current plan from any row.

A Participant is listed when all of these are true:

• They are not archived.
• They have a current plan, meaning a plan whose start and end dates cover today.
• At least one Service on that plan has the management type Plan Managed.
• A Plan Manager is recorded on the Participant.

A Participant with a Plan Manager but no current plan doesn't appear.

Accessing the Report

Open Reports > Participants > Participants With Plan Manager.

My Participants means the Participants you are the Primary Coordinator for, plus those where you are the Service Coordinator on a Service that is current today.

Report Columns

Participant
The Participant's name. Click it to open the Participant's profile.

Primary Coordinator
The primary coordinator assigned to the Participant. This column only appears in the All Participants view.

Plan Manager
The Plan Manager recorded against the Participant. Click it to open the Plan Manager's record.

Invoice Email
The Plan Manager's invoice email. Use the copy button to copy it without retyping.

Phone
The Plan Manager's phone number, with a copy button.

Contact Name
The Plan Manager's contact person.

Contact Email
The Plan Manager's contact email, with a copy button.

Plan-managed services
The number of Services on the current plan with the management type Plan Managed.

Plan Start
The start date of the Participant's current NDIS Plan.

Plan End
The end date of the Participant's current NDIS Plan.

The report opens sorted by Participant name, A to Z. You can also sort by Primary Coordinator and Plan Manager.

Report Filters

All Participants / My Participants
The Participants filter switches between all Participants in your organisation and only your own. It appears only when you can see all Participants, and starts on All Participants. Team Members always see only their own Participants.

Search Participants
Search for a specific Participant by name.

Primary Coordinator
Show Participants with the chosen Primary Coordinator, or Unassigned for those with none.

Service Coordinator
Show Participants whose current plan has a Service coordinated by the chosen person, or Unassigned where no Service on the current plan has a Service Coordinator.

Region
Show Participants in the chosen regions, or Unassigned. Appears when Regions are enabled for your account.

Team
Show Participants whose Primary Coordinator, or a Service Coordinator on their current plan, belongs to the chosen team. Appears when Teams are enabled for your account.

Primary Coordinator, Service Coordinator and Team appear only when you can see all Participants.

Report Actions

Use the three-dot menu at the end of any row to take action directly from the report.

View Participant
Opens the Participant's profile page.

View Plan Manager
Opens the Plan Manager's record.

View Plan
Opens the Participant's current NDIS Plan.