DEX Error – A client must be recorded against the case
DEX Portal File Processing returns the following error: Error A client must be recorded against the case. Please enter the...
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Client SLK errors
If you receive an SLK error from the Client Compliance report, or from the DEX Portal, the Client record must... -
DEX Error – Client Information
DEX Reporting requires certain client data to always be contained in the upload file. Other data may not be mandatory... -
Merge Duplicate Client Records
The Client record contains all information for a particular client. This includes personal information and a history of interactions with... -
Create Client Activity Record
The Client record contains all information for a particular client. This includes personal information and a history of interactions with... -
Create Client History Record
The History sub-panel allows you add general notes and documents related to your client’s case history. Instructions Step 1.... -
Emergency Relief Client Summary
The Emergency Relief Client Summary report provides a snapshot of the emergency relief history for any given client. This information is... -
Financial Counselling Client Exit
At some point, a client may choose to end a Financial Counselling case or cease their relationship with your agency. ... -
Add a Dependent or Other Household Member
The Dependents sub-panel allows you to list individuals related to the client (e.g. children) as dependents. Some organisations have opted to name this... -
Create a CHSP Client/Carer
The Client record contains all information for a particular client. This includes personal information and a history of interactions with...