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Participants & care · Admins & coordinators

Participant profiles

The single source of truth for each participant, and why a complete profile pays off.

Each participant page brings together identity, contacts, care flags, goals, funding, forms, documents, notes and incidents.

What to keep complete

  1. 1Identity and NDIS number: used on quotes, agreements, claims and reports.
  2. 2Diagnoses, allergies, communication needs and dietary requirements: pulled into shift context for workers and used by AI prefill.
  3. 3Emergency contacts, GP, support coordinator and plan manager details.
  4. 4Care flags such as manual handling, mealtime management and behaviour support: these drive compliance checks on shifts.

Family access

From the participant page you can issue a family portal link (see Using the family portal). Each link is scoped to that participant only and can be revoked any time.