Question 1

Can I add notes per participant?

Accepted Answer

Yes. Each participant has their own record where you can add contact notes and build a running history, so the context stays with the person rather than scattered across emails.

Question 2

How do referrals to providers work?

Accepted Answer

From a participant’s record you can refer them to verified providers on Novida and record the referral, so the need and the action live together on their file.

Question 3

What counts as a review reminder window?

Accepted Answer

The caseload flags plan reviews due soon — by default the next 45 days — so you have time to gather evidence before the review date arrives.

Question 4

Can I see how many hours remain?

Accepted Answer

Yes. Each participant shows funded coordination hours used against the plan, so you can read remaining capacity at a glance and avoid running short late in a plan.

Question 5

Is participant data private?

Accepted Answer

Participant records are visible only to you, or on a team account to the assigned owner and others with access, so information stays within your practice.

Question 6

Do enquiries come with SMS alerts?

Accepted Answer

On paid plans, yes — new enquiries trigger an instant SMS so you can respond while the participant is still comparing coordinators.

Enquiry inbox & caseload