Settlement Services Overview
Settlement Services module allows for managing services to refugee and new arrival individuals and families. The module provides functions for...
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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.
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Create a Settlement Services record
The CRM database Settlement Services functionality is tailored to each organisation. Your Settlement Services pages may have a slightly different... -
Create a Settlement Services session
Settlement Services session activities are raised against a Settlement Services Casefile until the case is closed. Settlement Services functionality tracks... -
Session Attendance – Named Attendee
Sessions can be created for a number of different activities in your database. The Session may be related to Financial Counselling,... -
Add a Document
Documents connected to a client’s history, or to specific interactions with a client, can be uploaded against specific clients, contacts... -
Close a Settlement Services Record – Client Exit
When a client leaves a Settlement service, their Settlement Services record must be amended to reflect the fact. Instructions Step... -
Settlement Services – Statistics Report
The Settlement Services Statistics Report provides a range of statistics to help you better manage your organisation’s services Instructions Step 1. Select Reports from... -
Saving a Search
Every list in your CRM database is searchable. While each list contains slightly different information, the searching functionality is common...