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Add client information

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This section explains how to add additional client information to help you understand and keep track of your client's needs.

  • Adding and storing files on a client's record
  • 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
  • Add medications and health conditions
  • Add a non-response plan for an aged care client
  • Record the details of an advance care or palliative care plan for an aged care client
  • Add risks and display them as alerts
  • Add supporting documentation to an aged care client's contact record
  • Record a client's vaccinations
  • Record and display consent for a client’s personal information or care
  • Add information about a criminal record or criminal justice proceeding
  • Add information about a legal order
  • Record requests for personal information
  • Keep track of a client's possessions
  • Record the details of an aged care client's possession
  • Dispose of a client's possessions
  • Record and review a referral for an aged care client
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