Microsoft Dynamics 365 NDIS Participant Setup

Participant Setup

Creating a Participant Record

The first most important thing to do is to create a Participant record. We use the ACCOUNT entity. To create the PARTICIPANT, we do the following:

The first most important thing to do is to create a Participant record. We use the ACCOUNT entity. To create the PARTICIPANT, we do the following;

1. Navigate to PARTICIPANTS on the left side navigation panel.

2. Click + New.

3. It will open a Participant form, we would require to input as much as data possible.

4. Ensure, Service Address is populated. The address will determine which PRICELIST will be used for this Participant.

5. Upon Saving the record, Pricelist will be added in couple of seconds. 6. We continue to populate other important data like Funding Source, NDIS ID, Contacts etc.