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Strategies for Managing NDIS Participant Client Contacts

Strategies for Managing NDIS Participant Client Contacts
Strategies for Managing NDIS Participant Client Contacts.

Maintaining a well-organized contact list is essential, especially when supporting someone with their NDIS plan. CareVision simplifies the process, making it easy to manage the contacts of NDIS participants, whether they are neighbours, family members, or friends.

With CareVision, you can easily track and categorise each contact by specifying their relationship to the NDIS participant. You can also store important details like their address and financial information.

Understanding how each contact is connected to the participant is crucial, and CareVision allows you to identify whether a contact is associated with an organisation and what role they play.

Once a contact is added to CareVision, you only need to do it once. If another participant shares the same contact, you can simply select their name without re-entering their information. It's important to note that a contact is not the same as a CareVision user.

For more detailed instructions on managing NDIS participant contacts, visit the CareVision Academy guide.



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