Care Diary

How to add a new participant to Care Diary?

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How to Archive/Unarchive participant in Care Diary?

Archive/Unarchive Participant

How to manage Participant Documents to Care Diary?

Manage Participant Documents

The participant profile summary allows you to record important information, preferences, routines and support requirements in one place. Once saved, the summary can be viewed by authorised staff through the…

Participant Profile Summary

Pavi Sidhu

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Manage participant profiles, documents, NDIS goals etc

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Create your workspace and invite the people you work with.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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