Managing NDIS Participant Client Contacts

Managing NDIS Participant Client Contacts.

It's important for anyone to have a network of contacts. If you need help managing NDIS participant client contacts, it's a breeze to do on CareVision. A contact of your NDIS client can be anyone, from their neighbour to their family members and friends.

You can easily keep track of this on CareVision as there are key elements to the different people you add to the software. It starts off with the contact type, this is the key role of a person with regard to your client. An address can be added as well as finance or billing details.

Of course, there is also a relationship between the contact and your client so you can have an easy reference. There are also the key elements of Organisation Reference and Connection Status Security Role.

A contact can only be added once on CareVision. The next time that contact is also needed for another client, you only need to click on the name, no need to fill up the same form. Take note that a contact is different from a connection as a connection is a CareVision system user, too.

If you need more information on managing NDIS participant client contacts, you can follow the guide on CareVision Academy.

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