Categories

Getting Started

These articles will assist you in accessing and understanding your CRM database. Items include Using the Knowledge Base, Logging on to the Database, and updating your password.

Community Obligations

These articles provide information on the use of the Community Obligations module. The module allows you to manage programs such as Work Development Orders, Centrelink Mutual Obligations and Work for the Dole. The module manages approved activities and tracks activities completed.

Frequently Asked Questions

These articles answer Frequently Asked Questions related to the CRM database.

Clients

These articles deal with the creation and management of the Client Record. Client Management is at the heart of the Community Data Solutions database platform. All databases include a single client record that captures client contact information and demographic details.

Enquiries

These articles deal with the use of the Enquiries module. This module captures all general public enquiry information across an entire organisation and provides a simple workflow to assign program enquiries to relevant staff member for follow up.

Contacts and Referrals

These articles cover the use of the Contacts module, as well as outgoing referrals. The Contacts module allows you to record the details of external business, agencies and service providers. Referrals allow you to record referrals made to these contacts as part of your client interactions within various modules.

Community Education

These articles describe the use of the Community Education module. This module is designed to assist any organisation operating forums, training and education activities record group attendance and session details.

Case Management

These articles provide details on the use of the Case Management module. The module allows for fully integrated electronic case file management. Cases, Sessions and Attendance can be recorded as required.

CHSP

These articles provide information on the use of the CHSP/HACC module. The module allows you to manage Aged Care Support for Commonwealth and State funded clients. The module manages carer information and tracks services delivered to clients and carers.

Emergency Relief

These articles demonstrate the use of the Emergency Relief module. This module is designed to support both paid and voluntary staff to track all Emergency Relief provided to clients. The module is DSS Data Exchange compliant if required and manages all aspects of your Emergency Relief Program.

Family Support

These articles describe the use of the Family Support module. A family case management tool, this module allows for the case-management of children, adults and family households within the data management system.

Family Preservation

These articles demonstrate the use of the Family Preservation module. This module is designed to enable staff to track all Family Preservation casework associated with at risk families. The module enables the capture of details of all family members and details about the home and child safety.

Financial Counselling

These articles concern the use of the Financial Counselling case work module. This module provides extensive case management functionality and is compliant with DSS Data Exchange and many state funded counselling services.

Incident

These articles will describe how to use the Incidents module to record incidents and link them to the appropriate client record.

NDIS

These articles describe the use of the NDIS module. This module includes the ability to record both NDIS and non-NDIS activities, with upload file to capture all NDIS claimable activities. Supporting service booking, debtor invoicing and a wide range of other CRM functions.

Out of Home Care

These articles refer to the Out Of Home Care module. This module is designed to manage Authorised Carers and the information of the child/young person (CYP) in these placements.This module enables the service provider to accurately and safely monitor the CYP while in this placement while providing an effective overview of any arising areas of concern.

Scheduling

These articles cover the Scheduling module in the CRM database. The Scheduling module allows you to plan client services/activities and assign support workers. The Scheduling module can also be configured to integrate with the Deputy workforce management system.

Settlement Services

The Settlement Services module manages refugee counselling and intervention services for full case management of the client. This module is fully DSS DEX compliant with an XML upload file available to avoid double data entry with DSS DEX portal directly.

Tenancy Management

These articles demonstrate the use of the Tenancy Casework module. This module is designed to support staff to track all Tenancy advice and assistance provided to clients. The module is compliant with NSW & Victorian state reporting requirements.

Workers

These articles describe the use of the Workers module, including the creation of a worker record and the recording of training details.

Other Features

These articles relate to features of the database that have not been covered in another category. These items may span multiple modules.

Teams (Record Level Access Permissions)

These articles describe the use of the Record Level Access Permissions functionality, or Teams. The functionality allows particular records to be restricted to be accessed only by members or particular teams.

Administration

These articles relate to Administrative processes within the database. This may relate to managing users, permissions and passwords.

Reporting

These articles cover the various reporting options available within your CRM database, These options include Community BI, data export and standard reporting.

Contracts

DEX Reporting

These articles provide guidance in the creation of DEX XML files and the management of any resulting errors.

Distribution List

Funding Sources

These articles relate to the management of Funding Sources within your CRM database. They advise what changes you can make, and when you need to contact support for assistance.

Notifications

These articles refer to the use of the notifications module. The Notifications module can be attached to Clients, or other modules to enable an automatic notification to a client based on the saved details.

Secure File Transfer

These articles cover the use of the Secure File Transfer functionality. With customer interactions increasing happening online, we created a simple way to request and send files securely to customers or contacts.

Community CI

These articles discuss Community CI (Collective Impact) and how it interfaces with your CRM database. They cover how to create an assessment from within the database.

Deputy Integration

These articles provide instruction on the use of the Deputy workforce management system and how it integrated with your CRM database.

Policies