Categories Search For Search Getting Started Log On Dashboard Search Dashlets Create a Contact View all Frequently Asked Questions Why can’t I login? I’ve forgotten my password, what do I do? Why can’t I see this module? Why can’t I delete this record? Can I select multiple options in a list? View all Clients Search for a Client Create a Client record Merge Duplicate Client Records Add a Document Create a Referral View all Enquiries Enquiries Overview Record an Enquiry Enquiries Statistics Report View all Community Education Community Education Overview Create a Community Education Activity Add a Regular Attendee – Community Education Create a Community Education Session Record Community Education Session Demographics View all Case Management Case Management Client Intake (Open a Case) Add a Session Session Attendance – Named Attendee Create a Referral View all CHSP CHSP Overview Create a CHSP Client/Carer Create a CHSP Case Create a Group CHSP Case Create a CHSP Service View all Family Support Family Support Overview Create a Family Support Case Add a Household Member Create a Child Record Create a Child Client Record View all Financial Counselling Financial Counselling Financial Counselling Client Intake Create a Financial Counselling Session Session Attendance – Named Attendee Add a Document View all Emergency Relief Emergency Relief Record Emergency Relief Information Record Assistance Provided Create a Referral Add a Document View all NDIS NDIS Service Delivery Model NDIS CRM Overview NDIS Client Record Create Support Plan Create Support Plan Goal View all Out of Home Care OOHC Overview OOHC Cheat Sheet Create a Carer Household Create a Child Record Create a Foster/Respite Referral View all Personal Counselling Personal Counselling Create a Personal Counselling record Add a Session Create a Referral Add a Document View all Settlement Services Settlement Services Overview Create a Settlement Services record Create a Settlement Services session Session Attendance – Named Attendee Add a Document View all Tenancy Management Tenancy Management Create a Tenancy Casefile Create a Tenancy Session Session Attendance – Named Attendee Add a Document View all Volunteers Add a Volunteer Record Training Completed View all Workers Add a Worker Record a Work Entry View all DSS Reporting DSS Data Exchange Overview Client Compliance Report DSS SCORE Data Entry DSS SCORE Assessment for an Individual DSS SCORE Assessment for a Group View all Administration Create a new User User Roles Reset User Passwords Edit User Permissions Light Users View all Booking Create a recurring booking Create Future Support Activity and Booking – Individual Finalise Bookings Cancel Activity Booking – Bulk View all Scheduling Create a Roster Template Create a Roster View a roster template Rostering Templates Scheduling Overview View all Funding Sources Funding Sources Overview Add a new Service Manage an expired Service How do I rename a Funding Source? Manage an expired Funding Source View all Notifications Notifications Overview Create a Notification Edit a Notification Example Notifications Notifications Report View all Community BI Community BI Reports Filtering BI Reports Exporting BI Reports View all Distribution List Create a Distribution list Add subscribers to a distribution list Export a distribution list View all Contracts Add a Contract View all Other Features Breadcrumbs and Last viewed items Create a data export Download files and documents View Change Log Assign a record to a user View all Policies Password and User Account Policy View all
