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Connected TeamsBetter care, connected

Participant management

Participant management for disability support organisations

Connected Teams capability

Give authorised teams a complete participant view without losing the links between identity, plans, contacts, staff assignments and delivery work.

Participant records and related workflows are implemented in the current Django platform; access is permission-controlled.
01

A participant profile with the surrounding context

Participant records can connect identity, profile information, addresses, contacts, representatives, consents, plans, team assignments and onboarding. The record is organisation-scoped rather than a public directory.

  • Participant profile and status
  • Addresses, contacts and representatives
  • Organisation-specific permissions and access
02

Link plans and people to the participant

Care plans, onboarding items and participant staff assignments can be opened from the participant workflow. That helps coordinators understand what is current before they create or review care activity.

  • Plan and goal context
  • Assigned staff and coordinator relationships
  • Consent and portal access workflows
03

Keep sensitive information protected

Participant data is not exposed through public pages, search metadata or analytics. Authenticated views enforce organisation context and record-level permissions.

  • Tenant isolation
  • Permission-controlled restricted contact notes
  • Secure document and evidence routes

A practical workflow

From setup to confident action.

Connected Teams keeps the next step visible while preserving the permissions and review controls that apply to your organisation.

  1. 01

    Create or receive the participant record

    Use the existing Connected Teams record and review path for this step.

  2. 02

    Complete profile and contact context

    Use the existing Connected Teams record and review path for this step.

  3. 03

    Link plans, consents and staff

    Use the existing Connected Teams record and review path for this step.

  4. 04

    Use the participant context in care delivery

    Use the existing Connected Teams record and review path for this step.

Questions, answered

Understand the workflow before you begin.

Is Connected Teams a public participant directory?

No. Participant records are private, organisation-scoped records used by authorised teams.

Can a participant have representatives?

The platform contains representative authority and portal access workflows that can be configured by the organisation.

Can participant information flow into a shift?

The scheduling and care-delivery areas are designed to link work to participant context while enforcing permissions.

Keep exploring

See the connected parts of the platform.

Organise care plans Write progress notes Explore solutions for coordinators