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Participant Snapshot

Backed by 0 organisations
Posted by a roster coordinator, 12 days ago

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A read-only modal on the Contact (participant) record that brings a participant's important information into one place: identity, alerts, funding and budget pacing, services and appointments, goals, notes, connections, recent activity and billing.

Author and organisation are hidden from other clients. Maica staff can see both, so we can come back to whoever posted it.

No official response yet. Voting subscribes you to updates, so you will hear when this one moves.
Progress
  • Published
    21 October 2026
  • Under review
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  • Accepted
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