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Add a participant and their plan

Create a complete participant record with plan dates and budgets.

Steps

  1. 1

    Open Participants and choose Add participant.

  2. 2

    Enter personal details, contacts and nominees.

  3. 3

    Add the NDIS number, plan dates and management type.

  4. 4

    Enter budgets by support category, or let IIQ AI read them from the plan.

  5. 5

    Add goals, communication needs and an About me profile.

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