Participants, intake and care plans
Referrals, intake, participant records, contacts, care plans and goals.
- PT-001Adding a participant from a referralGuide
- PT-002The intake checklist: consent, contacts and documentsGuide
- PT-003Recording nominees, guardians, family and support coordinatorsGuide
- PT-004Care instructions, preferences and alerts workers see before a shiftGuide
- PT-005Building a care plan and linking it to NDIS goalsGuide
- PT-006Recording progress against goalsGuide
- PT-007Risk assessments and when to review themGuide
- PT-008Uploading documents to a participant recordGuide
- PT-009Controlling who can see a participant recordGuide
- PT-010Exiting a participant and keeping their recordsGuide
Related questions
Can we import our existing participants?
Yes. Participants, contacts and plan details can be imported from a spreadsheet during setup, and our team helps map fields from your current system. Participant records →
Who can see sensitive participant information?
Access is role-based. Workers see what they need for their shifts, and sensitive documents can be restricted to named roles. Every view and change is logged. Participant records →
Do you support non-NDIS clients?
Yes. Private and other funded clients use the same record, with the funding source set on their plan budget instead of an NDIS plan. Participant records →
How do care plan goals relate to NDIS plan goals?
Each care plan goal is linked to one of the participant’s NDIS plan goals. That keeps your supports and your evidence aligned with what the participant’s plan funds. Care plans and goals →
Can participants have an easy-read version?
Yes. Each care plan can have a participant-friendly version in plain language, which can be printed or shared and signed electronically. Care plans and goals →
How often are care plans reviewed?
You set the review schedule per participant or plan type. Reminders go to the responsible team leader, and reviews are also prompted when a participant’s needs or NDIS plan change. Care plans and goals →