# Participant Profile Overview

Source: https://docs.astalty.com.au/videos/playlists/participant-profile-overview

> A guided tour of the Participant profile - from tags and alerts to budgets, plans, and records.

Take a guided tour of the Participant profile. This playlist walks through each area of a Participant record - from tags, alerts, and check-ins to budgets, NDIS plans, records, and more.

1. [How to use this playlist](https://docs.astalty.com.au/videos/participant-overview-how-to-use-this-playlist): Choose the Participant profile sections most relevant to your work.
2. [Tags](https://docs.astalty.com.au/videos/participant-overview-tags): Use Participant Tags to organise and filter profiles.
3. [Alerts](https://docs.astalty.com.au/videos/participant-overview-alerts): Add Participant Alerts so important support information is visible to staff.
4. [Primary coordinator and check-ins](https://docs.astalty.com.au/videos/participant-overview-primary-coordinator-and-check-ins): Set a Primary Coordinator and record Participant Check-ins from the profile.
5. [Participant details and regions](https://docs.astalty.com.au/videos/participant-overview-participant-details-and-regions): Update a Participant's profile details and assign their Regions.
6. [Information items](https://docs.astalty.com.au/videos/participant-overview-information-items): A video walkthrough covering Information Items.
7. [Supports, calendar and export](https://docs.astalty.com.au/videos/participant-overview-supports-calendar-and-export): Review a Participant's Supports in the calendar and export their schedule.
8. [Directory, contacts and providers](https://docs.astalty.com.au/videos/participant-overview-directory-contacts-and-providers): Manage a Participant's contacts, organisations, and providers from the Directory.
9. [Records](https://docs.astalty.com.au/videos/participant-overview-records): Manage Participant Records and track issue, expiry, and missing statuses.
10. [Documents](https://docs.astalty.com.au/videos/participant-overview-documents): A video walkthrough covering Documents.
11. [Goals](https://docs.astalty.com.au/videos/participant-overview-goals): A video walkthrough covering Goals.
12. [Financial and invoicing](https://docs.astalty.com.au/videos/participant-overview-financial-and-invoicing): Review a Participant's financial and invoicing settings from their profile.
13. [NDIS plan and services](https://docs.astalty.com.au/videos/participant-overview-ndis-plan-and-services): Add a Participant's NDIS Plan and the Services your organisation delivers.
14. [Implementations](https://docs.astalty.com.au/videos/participant-overview-implementations): Track funding referred to other providers with Plan Implementations.
15. [Utilisation and funding](https://docs.astalty.com.au/videos/participant-overview-utilisation-and-funding): Review Service funding and utilisation from the Participant profile.
16. [Budgets](https://docs.astalty.com.au/videos/participant-overview-budgets): Create and review a Participant Budget from their profile.
17. [Tasks and notes](https://docs.astalty.com.au/videos/participant-overview-tasks-and-notes): Review tasks and case notes linked to a Participant.
18. [Templates](https://docs.astalty.com.au/videos/participant-overview-templates): Generate documents with Participant details filled in from the profile.
19. [NDIA templates and requests](https://docs.astalty.com.au/videos/participant-overview-ndia-templates-and-requests): Generate NDIA templates for plan and Participant detail change requests.
20. [Form submissions](https://docs.astalty.com.au/videos/participant-overview-form-submissions): Find Forms submitted for or assigned to a Participant.
21. [Participant preferences](https://docs.astalty.com.au/videos/participant-overview-participant-preferences): A video walkthrough covering Participant Preferences.
22. [Support Worker capabilities](https://docs.astalty.com.au/videos/participant-overview-support-worker-capabilities): Control what Support Workers can see and do for a Participant.
23. [Risk assessment](https://docs.astalty.com.au/videos/participant-overview-risk-assessment): Record and review a Participant's risks from their profile.
24. [Reminders and audit trail](https://docs.astalty.com.au/videos/participant-overview-reminders-and-audit-trail): Set Participant reminders and review the profile Audit Trail.