Rostery

Plan Management

Participants

/plan-management?view=participants3 steps

Plan-managed participants, their plans, funding and portal access.

Step by step

  1. 1

    Check the NDIS number is right — it is column two of every claim line.

  2. 2

    Record a contact email or mobile, or you cannot send an invoice for approval.

  3. 3

    Invite them to the participant portal so they can see their own budget and approve invoices.

The screen

Participants in Rostery
Participants as it appears in Rostery.

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