Case Management The CRM database Case Management functionality is tailored to each organisation. Although each installation may differ slightly, the following information...
Tenancy Management Tenancy Management functionality tracks all Tenancy Counselling services provided to and associated with, clients. This module has the capability to...
NDIS CRM Overview The National Disability Insurance Scheme functionality has been designed to keep track of NDIS data for clients and assist in...
Data Exchange Overview Organisations receiving funding and need to submit regular activity reports to the online reporting portal known as the Data Exchange...
Emergency Relief Emergency Relief functionality tracks all Emergency Relief assistance provided to clients. This module has the capability to record a wide...
OOHC Overview The Out of Home Care (OOHC) module tracks all Alternative Care or Foster Care related services. This module has the...
OOHC Cheat Sheet Now that you are familiar with the 3 main record types within the OOHC Module you may want to refer...
Community Education Overview The Community Education module is versatile enough to be used for a variety of purposes, including: A feature of this module is...
Create a Community Education Activity Creating a Community Education Activity allows you to capture information about offered programs. Instructions Step 1. Log into your CRM...
Create a Community Education Session Creating a Community Education Session allows you to record data from completed activities (eg. the duration, location, and number of...