Capture client information
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 to intake
- Create a new client record
- Create a client record from an enquiry
- Create a client from an intake record
- Create a guided template for aged care client onboarding
- 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
- View and manage files from a client or worker’s 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
Create plans
Manage a home care package (HCP) funded client's information
- Capture observations for an aged care client
- Archive a goal for an HCP client's care plan
- Discharge an HCP client
- Capture the details of a purchase order on an aged care client's record
- Add a new goal to a client's existing HCP home care plan
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