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Using Participant 360 module

The Participant 360 View allows you to see all available plan, service booking and claim data for a specific participant.

  1. Click on “Participant 360 View” in the left hand navigation bar. 
  2. Using the “Choose a participant” box, select the participant whose records you want to check. We’ve looked at Jack’s in the screenshot below.
  3. Below you’ll see that participant’s plan information - the number, start and end dates.  

Screenshot 2025-09-23 at 12.43.32 pm

  1. Scrolling down, you’ll see the latest service bookings for the participant you’ve selected.
    1. Using the “Actions” buttons on the right hand side, you can refresh, edit or delete service bookings. 
    2. You can sort service bookings using the headings to see the start/end date of the service bookings, what item they are for, or “total” (money allocated), “remaining” (money remaining), or “remaining days” to see which bookings are current. 
    3. You can click the blue button “Refresh service bookings” to see if there are any new bookings in the portal. 
    4. You can export all the participant’s service bookings as a CSV file. 

Screenshot 2025-09-23 at 12.51.28 pm

  1. The final section on this page shows the claims made for this participant. 
    1. You can sort by claim date, or service, amount claimed or paid, status of the claim, or date of the claim. 
    2. You can see in the “Status” column which claims have been successful and which have produced an error (these will be sitting in Claim Management > Claims in error). 
    3. You can see the reason for the error in the “Error” column 
    4. You can export all the participant’s last 100 claims using the blue button in the top right of the below screenshot. 

Screenshot 2025-09-23 at 12.57.58 pm