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Capture client information

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Articles in this section support the capture of client details, from an initial enquiry through to ongoing updates and communication.

  • Introduction to capturing client information
  • Introduction to accounts and contacts
  • Capture an enquiry
  • Edit an enquiry
  • Convert an enquiry into an intake record
  • Create a new client record
  • Create a client record from an enquiry
  • Create a client from an intake record
  • Request a service for a client
  • Update or finalise a service request
  • Alert workers to important client information
  • Modify an alert
  • Remove an alert from a client's contact or intake record
  • Add a photo of a client
  • Delete a photo from a client's contact record
  • Create or update a printable PDF of a client's details
  • Edit a client's information records
  • Delete an information record from an intake or client contact record
  • Record an incident on a client's contact record

Add client information

  • Introduction to adding information about your clients
  • Add associations to keep track of a client's support network
  • Add a DEX Client ID
  • Blocklist a client to reduce conflict at an accommodation site
  • Add or update a client's medical details
See all 16 articles

Create plans

  • Create a goal achievement plan
  • Add goals and outcomes to a goal achievement plan
  • Track goal progress and achievement
  • Create and edit a personal support plan

Manage a home care package (HCP) funded client's information

  • Archive a goal for an HCP client's care plan
  • Discharge an HCP client
  • Add a new goal to a client's existing HCP home care plan
  • Record leave for a home care package (HCP) funded client
  • Check a home care package (HCP) client's leave balances

Define and record restrictive practices

  • Introduction to defining and recording restrictive practices for NDIS reporting
  • Define a routine restrictive practice for NDIS reporting
  • Record an exception or variation to a routine restrictive practice
  • Define a pro re nata (PRN) restrictive practice for NDIS reporting
  • Record pro re nata (PRN) use of a restrictive practice
See all 6 articles
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