In Comm.care, a Person (such as Care Recipient, Carer, Plan Manager) can be added to Circles in order to store their personal information. They are managed on the 'Participant' tab under Circles.
Note: You can only create a claim when there is at least one Care Recipient in that Circle.
My Circles > Choose the Circle > Participant > +Add(On the top right) > New Person
Note: If the Circle is plan-managed, the Plan Manager should be added to the Circle's participant tab, in order to receive invoice emails from Comm.care.
My Circles > Choose the Circle > Participant > +Add > New Person
Set Care Recipient/ Carer/ Plan Manager as claim recipient
To send invoices or statements to a Care Recipient, Carer, or Plan Manager, you have to set claim recipient for each Roadmap of the Circle.
My Circles > Choose the Circle > Roadmap > Add New Service or select the service to edit > Set the Care recipient/ Carer/ Plan manager as the claim recipient > Save changes
If it is NDIS-funded service, when you select that it is managed by Plan Manager, the Plan Manager will be auto-selected as Claim Recipient. You may want to select Carer or Care Recipient as Claim CC so that they can receive a notification email each time an invoice or statement is created.